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Amazon

Sector Consumer Discretionary

219 letters mention Amazon, from 18 managers. Page 2 of 11.

• Q4 2025 Vltava Fund · A postcard from Latin America ↗ Daniel Gladiš · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 5 times
• Q3 2025 Hinde Group · Q3 2025 letter ↗ Marc Werres · mentioned 2 times
• Q3 2025 Hayden Capital · Q3 2025 letter ↗ Fred Liu · mentioned once
• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned 3 times
• Q1 2025 Mayar Capital · Q1 2025 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q1 2025 Hinde Group · Q1 2025 letter ↗ Marc Werres · mentioned once
• H2 2024 Saga Partners · H2 2024 letter ↗ Joe Frankenfield · mentioned 9 times
• Q4 2024 Hinde Group · Q4 2024 letter ↗ Marc Werres · mentioned 3 times
• 2024 Fundsmith · Annual letter ↗ Terry Smith · mentioned 2 times
• Q4 2024 Hayden Capital · Q4 2024 letter ↗ Fred Liu · mentioned once
• 2024 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q4 2024 Horos Asset Management · Q4 2024 letter ↗ Javier Ruiz · mentioned once
• 2024 Maran Capital · 2024 letter ↗ Dan Roller · mentioned once
• Q4 2024 Mayar Capital · Q4 2024 letter ↗ Abdulaziz Alnaim · mentioned once
• Q4 2024 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q3 2024 Horos Asset Management · Q3 2024 letter ↗ Javier Ruiz · mentioned once
• Q3 2024 Hinde Group · Q3 2024 letter ↗ Marc Werres · mentioned once
• Q3 2024 Vltava Fund · How much money would Warren Buffett have if he had paid tax on unrealised gains ↗ Daniel Gladiš · mentioned once
• Q2 2024 Hayden Capital · Q2 2024 letter ↗ Fred Liu · mentioned 7 times

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.