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Amazon

Sector Consumer Discretionary

219 letters mention Amazon, from 18 managers. Page 11 of 11.

• Q3 2016 Wedgewood Partners · Q3 2016 letter ↗ David Rolfe · mentioned 5 times
• Q3 2016 Greenhaven Road Capital · Q3 2016 letter ↗ Scott Miller · mentioned 3 times
• Q3 2016 Hinde Group · Q3 2016 letter ↗ Marc Werres · mentioned 3 times
• Q3 2016 Vltava Fund · An attempt at a small glance into the future ↗ Daniel Gladiš · mentioned once
• Q2 2016 Greenhaven Road Capital · Q2 2016 letter ↗ Scott Miller · mentioned 2 times
• Q2 2016 Hinde Group · Q2 2016 letter ↗ Marc Werres · mentioned 2 times
• Q2 2016 Vltava Fund · Investing in an environment of declining company earnings ↗ Daniel Gladiš · mentioned once
• Q1 2016 Hinde Group · Q1 2016 letter ↗ Marc Werres · mentioned once
• Q1 2016 Laughing Water Capital · Q1 2016 letter ↗ Matthew Sweeney · mentioned once
• Q1 2016 Vltava Fund · An exercise in market psychology ↗ Daniel Gladiš · mentioned once
• 2015 Giverny Capital · Annual letter ↗ François Rochon · mentioned 5 times
• Q4 2015 Hinde Group · Q4 2015 letter ↗ Marc Werres · mentioned 3 times
• Q4 2015 Greenhaven Road Capital · Q4 2015 letter ↗ Scott Miller · mentioned once
• Q3 2015 Greenhaven Road Capital · Q3 2015 letter ↗ Scott Miller · mentioned once
• Q3 2015 Hinde Group · Q3 2015 letter ↗ Marc Werres · mentioned once
• Q2 2015 Mayar Capital · Q2 2015 letter ↗ Abdulaziz Alnaim · mentioned once
• Q3 2014 Mayar Capital · Q3 2014 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2014 Mayar Capital · Q2 2014 letter ↗ Abdulaziz Alnaim · mentioned once
• 2009 Giverny Capital · Annual letter ↗ François Rochon · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.