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Amazon

Sector Consumer Discretionary

219 letters mention Amazon, from 18 managers. Page 3 of 11.

• H1 2024 Saga Partners · H1 2024 letter ↗ Joe Frankenfield · mentioned 2 times
• Q2 2024 Horos Asset Management · Q2 2024 letter ↗ Javier Ruiz · mentioned once
• H1 2024 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q2 2024 Hinde Group · Q2 2024 letter ↗ Marc Werres · mentioned once
• Q2 2024 Plural Investing · Q2 2024 letter ↗ Chris Waller · mentioned once
• Q1 2024 Wedgewood Partners · Q1 2024 letter ↗ David Rolfe · mentioned 3 times
• Q1 2024 Hinde Group · Q1 2024 letter ↗ Marc Werres · mentioned 2 times
• Q1 2024 Greenhaven Road Capital · Q1 2024 · Partners Fund ↗ Scott Miller · mentioned once
• Q4 2023 Hayden Capital · Q4 2023 letter ↗ Fred Liu · mentioned 10 times
• Q4 2023 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 3 times
• Q4 2023 Hinde Group · Q4 2023 letter ↗ Marc Werres · mentioned 3 times
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 3 times
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• 2023 Fundsmith · Annual letter ↗ Terry Smith · mentioned 2 times
• Q4 2023 Horos Asset Management · Q4 2023 letter ↗ Javier Ruiz · mentioned once
• 2023 Maran Capital · 2023 letter ↗ Dan Roller · mentioned once
• H2 2023 Emeth Value Capital · H2 2023 letter ↗ Andrew Carreon · mentioned once
• Q4 2023 Greenhaven Road Capital · Q4 2023 letter ↗ Scott Miller · mentioned once
• 2023 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q4 2023 Plural Investing · Q4 2023 letter ↗ Chris Waller · 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.