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Amazon

Sector Consumer Discretionary

219 letters mention Amazon, from 18 managers. Page 5 of 11.

• Q4 2022 Mayar Capital · Q4 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q3 2022 Hayden Capital · Q3 2022 letter ↗ Fred Liu · mentioned 4 times
• Q3 2022 Mayar Capital · Q3 2022 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q3 2022 Plural Investing · Q3 2022 letter ↗ Chris Waller · mentioned 3 times
• Q3 2022 Greenhaven Road Capital · Q3 2022 letter ↗ Scott Miller · mentioned 2 times
• Q3 2022 Horos Asset Management · Q3 2022 letter ↗ Javier Ruiz · mentioned once
• Q3 2022 Hinde Group · Q3 2022 letter ↗ Marc Werres · mentioned once
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned 12 times
• Q2 2022 Hayden Capital · Q2 2022 letter ↗ Fred Liu · mentioned 4 times
• Q2 2022 Hinde Group · Q2 2022 letter ↗ Marc Werres · mentioned 3 times
• Q2 2022 Horos Asset Management · Q2 2022 letter ↗ Javier Ruiz · mentioned 2 times
• H1 2022 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q1 2022 Hayden Capital · Q1 2022 letter ↗ Fred Liu · mentioned 16 times
• Q1 2022 Saga Partners · Q1 2022 letter ↗ Joe Frankenfield · mentioned 6 times
• Q1 2022 Greenhaven Road Capital · Q1 2022 letter ↗ Scott Miller · mentioned 2 times
• Q1 2022 Hinde Group · Q1 2022 letter ↗ Marc Werres · mentioned 2 times
• Q1 2022 Horos Asset Management · Q1 2022 letter ↗ Javier Ruiz · mentioned once
• H2 2021 Saga Partners · H2 2021 letter ↗ Joe Frankenfield · mentioned 3 times
• 2021 Maran Capital · 2021 letter ↗ Dan Roller · mentioned 2 times
• 2021 Fundsmith · Annual letter ↗ Terry Smith · 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.