Voices on Meta
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
4 of 56 Voices · Deutsch
METABill AckmanInvestorAug 12, 2026Invests
Our summary: The Q2 2026 letter reports Meta down 15% year-to-date and keeps it among Pershing's dominant, fast-growing holdings.
Pershing Square letter ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- Pershing Square
- Format
- Fund letter
- Date
- Aug 12, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 12, 2026; the view may have changed.
METAStephanie LinkInvestorJun 5, 2026Skeptical
Our summary: Link said she sold half of her Meta position after reports the company was considering an equity raise, calling Meta tone-deaf.
“Meta is tone-deaf”
CNBC interview ›
Details ⓘ
- Speaker
- Stephanie Link, Hightower Advisors
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jun 5, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 5, 2026; the view may have changed.
METABill AckmanInvestorFeb 11, 2026Invests
Our summary: Pershing's annual presentation revealed a Meta stake, arguing concerns about AI spending underestimate Meta's long-term AI upside and that the shares are deeply discounted.
“a deeply discounted valuation for one of the world's greatest businesses”
Pershing Square annual presentation, via CNBC ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Feb 11, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Feb 11, 2026; the view may have changed.
METABrad GerstnerInvestorOct 24, 2022Older statement
Our summary: As a Meta shareholder, Gerstner published an open letter urging Meta to cut headcount costs by about 20%, trim capex and cap metaverse spending at $5 billion a year.
“Meta needs to get fit and focused”
Open letter, via CNBC ›
Details ⓘ
He argued this would roughly double free cash flow and win back investor confidence.
- Speaker
- Brad Gerstner, Altimeter Capital
- Role
- Investor
- Source
- CNBC on Altimeter's open letter 'Time to Get Fit' to Meta
- Format
- Letter
- Date
- Oct 24, 2022
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 24, 2022; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.