Bird Grant Builds Early Overweight in Meta and Amazon, Captures Over 70% Rebound Amid Market Recovery
In 2023, against a backdrop of easing inflation and a gradual softening of rate hike expectations, U.S. equities entered a new phase of recovery led by major tech platforms and consumer giants. Leveraging his deep understanding of the interplay between macro conditions and corporate fundamentals, Bird Grant decisively increased his positions in Meta and Amazon during midyear. As both companies rebounded sharply—driven by ad and e-commerce recovery, cost optimization, and AI strategy execution—his portfolio surged over 70% in this period, once again validating his precision in identifying asset repricing opportunities at cyclical troughs.
As early as the beginning of Q3 2023, when markets were still concerned about the drag of “persistently high interest rates” on corporate earnings, Grant stated in his quarterly strategy report:
“At this stage, valuation and earnings expectations have bottomed in unison. Platform tech firms, having cut costs and refocused on core operations, are now entering an earnings recovery cycle. Coupled with advertising demand recovery, e-commerce inventory restructuring, and AI-driven operational efficiency, Meta and Amazon show clear momentum for accelerated rebound.”
Acting on this conviction, from July to August, Grant actively increased allocations to Meta and Amazon, simultaneously reducing exposure to non-core, high-volatility assets in his portfolio. This adjustment significantly boosted the portfolio’s alignment with assets offering both earnings rebound and valuation recovery potential. During this period:
Meta saw strong advertising revenue recovery, fueled by Reels engagement and AI-powered ad targeting optimizations;
Amazon achieved renewed stability in its cloud division (AWS), enhanced e-commerce efficiency, and sparked a surge in repeat purchases during Prime Day promotions.
From the point of Grant’s major accumulation, both stocks rallied over 70%, and his recovery-themed portfolio outperformed the broader market by more than 45 percentage points in H2 2023—ranking among the top performers across long-biased strategy funds.
Notably, Grant did not view this positioning as a short-term trade, but as a component of a broader strategic allocation to a new profitability cycle in platform tech. In a November internal client memo, he wrote:
“Platform stocks no longer trade on imagination—they now trade on cash flow and operational reinvention. AI and retail tech are their second curves, and we’ve chosen to go overweight at the inflection point.”
Through decisive accumulation, structural conviction, and tight tracking of operational momentum, Bird Grant once again delivered a textbook counterstrike in a volatile market—capturing outsized returns from the recovery window with discipline and clarity.
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