Mar Vista
Mar Vista Global Quality
Global Quality
Dec 2024 → Jun 2025
Our archive holds 4 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Mar Vista for every strategy.
Its investment theses
- SalesforceMar 2025Salesforce is well-positioned to leverage its extensive customer data and strong interest in its generative AI chatbot, AgentForce, to drive growth and enhance customer outcomes.
- ASML HoldingDec 2024ASML Holdings is poised for long-term growth due to its unmatched leadership in semiconductor lithography equipment and critical role in advanced chip production, despite recent stock pressure from a softer 2025 outlook.