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Amazon

Sector Consumer Discretionary

219 letters mention Amazon, from 18 managers. Page 4 of 11.

• Q4 2023 Vltava Fund · The year 2023, the state of the markets, and where we will look for investments in 2024 ↗ Daniel Gladiš · mentioned once
• Q3 2023 Hinde Group · Q3 2023 letter ↗ Marc Werres · mentioned 29 times
• Q3 2023 Mayar Capital · Q3 2023 letter ↗ Abdulaziz Alnaim · mentioned once
• Q3 2023 Plural Investing · Q3 2023 letter ↗ Chris Waller · mentioned once
• H1 2023 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 5 times
• Q2 2023 Mayar Capital · Q2 2023 letter ↗ Abdulaziz Alnaim · mentioned 4 times
• Q2 2023 Horos Asset Management · Q2 2023 letter ↗ Javier Ruiz · mentioned 2 times
• Q2 2023 Hinde Group · Q2 2023 letter ↗ Marc Werres · mentioned 2 times
• H1 2023 Saga Partners · H1 2023 letter ↗ Joe Frankenfield · mentioned 2 times
• H1 2023 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2023 Mayar Capital · Q1 2023 letter ↗ Abdulaziz Alnaim · mentioned 6 times
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned 2 times
• Q1 2023 Greenhaven Road Capital · Q1 2023 · Partners Fund ↗ Scott Miller · mentioned 2 times
• Q1 2023 Greenhaven Road Capital · Q1 2023 letter ↗ Scott Miller · mentioned once
• Q1 2023 Hinde Group · Q1 2023 letter ↗ Marc Werres · mentioned once
• 2022 Fundsmith · Annual letter ↗ Terry Smith · mentioned 8 times
• Q4 2022 Hayden Capital · Q4 2022 letter ↗ Fred Liu · mentioned 7 times
• Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned 3 times
• Q4 2022 Hinde Group · Q4 2022 letter ↗ Marc Werres · mentioned 3 times
• H2 2022 Saga Partners · H2 2022 letter ↗ Joe Frankenfield · mentioned 2 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.