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Meta Platforms' New Bull: Why Billionaire Bill Ackman Is Buying
Written by Leo Miller. Posted: 2/16/2026.
Key Points
- After a post-earnings surge, shares of Meta Platforms are getting hit.
- However, a high-profile investor is showing his support, investing around $2 billion in the company.
- Pershing Square and Bill Ackman are clearly recognizing the power of Meta's AI-enabled advertising empire.
- Special Report: [Sponsorship-Ad-6-Format3]
Magnificent Seven giant Meta Platforms (NASDAQ: META), despite failing to hold recent gains, has just received backing from a major investor.
Meta shares jumped more than 10% on Jan. 29 after investors reacted to the firm's latest earnings report, closing around $738 that day.
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Since then, however, the stock has surrendered those gains and more, closing near $640 on Feb. 13. That decline comes even though Meta is forecasting 30% revenue growth next quarter — its fastest projected growth since 2021.
Still, big investors are buying into the company's story. One of the most notable is Pershing Square Capital Management, led by billionaire Bill Ackman. Ackman first gained fame for shorting the Municipal Bond Insurance Association (MBIA), which had heavy exposure to subprime mortgage-backed securities during the Great Financial Crisis; his position generated large returns when MBIA's stock collapsed.
Ackman's willingness to place high-profile, concentrated bets has kept him in the financial spotlight. Below we look at Pershing's investment in Meta and the bullish case the firm lays out.
Pershing Takes a Large Stake in META
Pershing Square published its 2026 Annual Investor Presentation on Feb. 11. The presentation says Meta accounted for 10% of the firm's capital at the end of 2025 — roughly a $2 billion position.
Pershing pushed back on one of the market's key concerns about Meta in the presentation: that the stock's current price understates the company's long-term upside. The slides state, "We believe Meta's current share price underappreciates the company's long-term upside potential from AI and represents a deeply discounted valuation for one of the world's greatest businesses."
Importantly, Pershing discloses it began buying Meta at an average price of $625 as of Nov. 24, 2025. That average is notable because Meta's Feb. 13 close was less than 3% above that level, suggesting Pershing remains optimistic about further upside.
Pershing's Investment Thesis on META
Pershing's presentation (slide 65) outlines the strengths it sees in Meta's business. Notably, the slide does not focus on general-purpose AI models or on Meta becoming a leader in that specific domain — a point some investors cite when questioning whether the company's AI spending will pay off. Instead, Pershing emphasizes how AI is already benefiting Meta's core advertising business.
Pershing argues that Meta's AI-driven content recommendation systems are increasing user engagement and enabling more relevant, personalized advertisements. Those improvements, while less visible than the cloud-driven AI gains from hyperscalers, directly boost Meta's advertising effectiveness.
Unlike companies such as Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT) and Amazon.com (NASDAQ: AMZN), which can point to cloud revenue from customers renting AI infrastructure, Meta's AI wins are embedded within ad performance metrics. Pershing contends that this embedded progress is highly valuable.
The core of Meta's strategy is improving return on advertising spend (ROAS) for advertisers. AI-driven ROAS gains make Meta's apps a more attractive place for ad dollars, and with over 3.5 billion users, Meta offers an enormous addressable audience. While supporting better targeting across that scale requires significant AI investment, Pershing argues the payoff justifies the spending and undermines the view that Meta's investments won't yield adequate returns.
META's Ads Business Needs to Keep Chugging
Pershing's stake is a clear vote of confidence in Meta's outlook. Meta's revenue growth accelerated throughout 2025, and management expects another acceleration next quarter — evidence, Pershing says, that the company's AI strategy is working. Still, Meta must continue delivering upgrades in its advertising business for the bullish case to hold.
Berkshire's $1.4B Bet: DPZ Looks Poised to Expand Market Share
Written by Leo Miller. Posted: 2/24/2026.
Key Points
- Berkshire Hathaway is a huge shareholder of Domino’s Pizza; the company’s expanding market share is almost surely a key reason why.
- Domino’s shares got a solid lift after the company’s last earnings report, music to Warren Buffett’s ears.
- Domino’s not only provides a solid dividend, but has been growing its payment briskly for years.
- Special Report: [Sponsorship-Ad-6-Format3]
While shares of Domino’s Pizza (NASDAQ: DPZ) have lagged in recent years, the company has backing from arguably the most famous investment firm in the world. Domino's isn't a long-time holding of Warren Buffett's Berkshire Hathaway (NYSE: BRK.B), but it isn't a completely new position either. Berkshire first initiated a stake in DPZ in Q3 2024, buying 1.28 million shares, and has continued adding to that stake as the shares have pulled back.
From the start of Q3 2024 to late February, Domino's shares fell by more than 20%. As of Q4 2025, Berkshire's position exceeds 3.35 million DPZ shares, an increase of over 150% since it first invested. Berkshire now owns just under 10% of Domino's outstanding shares, making it the company's second-largest shareholder. The holding represents roughly 0.5% of Berkshire's portfolio and is valued at nearly $1.4 billion.
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Berkshire's sizable position and its willingness to buy the dips signal clear conviction in Domino's. That makes DPZ worth a closer look after its latest earnings report.
DPZ Posts Mixed Q4, Shares Gain
Domino's released a Q4 2025 earnings report that impressed investors, sending shares of the consumer discretionary company up about 4%.
Revenue came in at $1.54 billion, a little more than a 6% year-over-year increase, topping the consensus estimate of $1.52 billion. Adjusted earnings per share rose more than 9% to $5.35, narrowly missing estimates of $5.38.
Looking to 2026, Domino's expects global sales to grow roughly 6%, a modest acceleration versus global retail sales growth of 5.4% in 2025.
Market Share Leader with Expansion in Sight
Domino's holds the leading U.S. market share among fast-food pizza chains, with Pizza Hut (a Yum! Brands (NYSE: YUM) subsidiary) as its biggest rival.
Market share is best measured using retail/system sales—total sales across company-owned and franchised stores—rather than reported revenue, since franchisees own most locations and the parent company captures only a slice of those sales.
In 2024, Domino's generated U.S. retail sales of $9.5 billion, compared with Pizza Hut's $5.5 billion in system sales. In 2025, Domino's extended that lead: DPZ's full-year U.S. retail sales were about $9.95 billion, while Pizza Hut's system sales were roughly $5.11 billion. Domino's U.S. sales rose 4.7% year over year, while Pizza Hut's fell about 8%.
Meanwhile, Yum! expects to close 250 U.S. Pizza Hut locations in 2026. Domino's, by contrast, plans to open 175 or more new U.S. stores, according to its earnings call. Yum! has also launched a "strategic review" of Pizza Hut, a move that often reflects concern about a brand's performance and can precede major changes, including divestiture.
Domino's is well positioned to expand its lead. The fragmented nature of the pizza industry limits the threat from new national entrants, and Domino's economies of scale make it difficult for smaller, independent shops to compete on price.
Prolific Dividend Grower Trading at a Discount Versus History
Berkshire's bullishness adds weight to Domino's case. The stock looks relatively inexpensive, trading at a forward price-to-earnings (P/E) ratio of 21.5x—about 16% below its three-year average forward P/E of 25.7x.
Domino's also offers income. Alongside its earnings release, the company announced a 15% increase to its quarterly dividend, raising the payout to $1.99 per share and yielding roughly 2%. That is notably higher than the S&P 500's yield of about 1.1%.
Domino's has increased its dividend at an impressive compound annual rate of roughly 18% over the past five years—a pace few large-cap U.S. companies have matched. The company will pay its next dividend on March 30 to shareholders of record as of the close on March 13.
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