David Abrams founded Abrams Capital Management In 1999. Before forming the Boston -based investment firm, Abrams worked at Seth Klarman’s Baupost Group For 10 years. He graduated from the University of Pennsylvania with a degree in History, where he also served the Board of Advisers of the College of Arts and Sciences. Abrams had no financial background when he got his first job in New York in the early 1980’s. He learned everything about investment under Seth Klarman before leaving independently after a decade. He is an investor of value and, in the ~ 12 years of his fund, has achieved an annual return of around 20%. Your company is like a single man’s store, which employs a small staff. Abrams Capital has 9 customers and discretionary assets under Management (AUM) of $ 10.05 million, as reported in the form of the ADV firm dated January 13, 2025. The last 13f presentation for the fourth quarter of 2024 included $ 6.22 billion in 13F managed titles and a concentration of 10 best 98.7%holdings.
Abrams is known for maintaining a low public profile, but in a conversation on the Columbia Business School series series with Legends, “discussed the surface of its founding principles when it comes to its investment philosophy. It begins to look at the risks first, without regard to potential gains. This is a reminder that the future is still unpredictable, which Abrams puts in the following words:
“When you look back, there is a path that happened, but that does not mean that there is a single path. In the future, there are several paths.”
The portfolio of Abrams reflects a balanced approach to exposure to growth sectors such as the industrial and consumer cyclics, while maintaining moderate assignments in established industries such as communication services. He also believes that decline industries can have stability because they attract new participants. This also means that high -growth sectors are characterized by intense competition, which requires a more detailed analysis of possible competitive threats. This is what Abrams had to say about this:
“If you have a small industry and you die, it’s like, people don’t die to enter -there.”
Abrams is the director of several private companies. It is currently on the Council of Mitmco, which manages the MIT. Previously, he was a trustee of the Berklee College of Music for 15 years, where he chaired the Investment Committee. He was also the trust of the Milton Academy.
To collect the list of 10 David Abrams’ bag options with great potential, we traveled the fourth quarter of 2024 13f of Abrams Capital Management by Insider Monkey. From these files, we checked the potential in reverse of each CNN actions and classified the stocks in ascending order of this potential in reverse. We have also added the participation of Abrams Capital Management in each action, as well as the broadest feeling of the coverage fund.
Note: All data was obtained on May 8.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (sEE More details here)).
Meta Platforms Inc. (NASDAQ: Meta): Between the actions of David Abrams Multimilionary with great potential on reverse
A team of developers working in Unison to create the company’s messaging application.
Abrams Capital Management’s Stake: $ 326.57 million
Number of coverage fund holders: 262
Average potential upside down from May 8: 15.61%
Meta Platforms, Inc. (NASDAQ: META) is a technological company that owns leading social platforms. These include Facebook, Instagram, Messenger, WhatsApp and Meta Quest VR under the segment of their applications family (FOA). It also uses and on its platform to improve content discovery, ads delivery and product development.
Meta Foa’s advertising revenue amounted to $ 41.4 billion in the first quarter of 2025, which increased by 16% year. This segment represents the vast majority of the total metal income, which was $ 42.3 billion in the first quarter. This growth is attributed to a 5% increase in the total number of AD impressions that was served and an increase of 10% of the average price per DC.
Meta Platforms, Inc. (NASDAQ: Meta) He also invest in AI to improve his advertising abilities even further. An example of early success of this integration includes a 30% increase in advertisers using AI creative tools in the last quarter. On April 30, Bofa Securities analyst, Justin Post, maintained a purchase rating for shares with a $ 640 price goal due to the advance of the company in AI and, in particular, its open source approach.
Generally, goal occupies 8th place In our list of David Abrams’s billionaire actions with great potential upside down. Although we recognize the potential for meta growth, our conviction lies in the belief that the AI actions have a great promise to obtain high returns and to do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia more promising than the goal, but that sells less than five times, see our report on this Ia stock cheap.
