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Amazon

Sector Consumer Discretionary

219 letters mention Amazon, from 18 managers. Page 6 of 11.

• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• 2021 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• H1 2021 Saga Partners · H1 2021 letter ↗ Joe Frankenfield · mentioned 13 times
• H1 2021 Emeth Value Capital · H1 2021 letter ↗ Andrew Carreon · mentioned 4 times
• Q2 2021 Greenhaven Road Capital · Q2 2021 letter ↗ Scott Miller · mentioned once
• Q2 2021 Greenhaven Road Capital · Q2 2021 · Partners Fund ↗ Scott Miller · mentioned once
• Q2 2021 Greystone Capital · Q2 2021 letter ↗ Adam Wilk · mentioned once
• Q1 2021 Hayden Capital · Q1 2021 letter ↗ Fred Liu · mentioned 26 times
• Q1 2021 Greenhaven Road Capital · Q1 2021 letter ↗ Scott Miller · mentioned once
• Q1 2021 Laughing Water Capital · Q1 2021 letter ↗ Matthew Sweeney · mentioned once
• Q4 2020 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 11 times
• Q4 2020 Hayden Capital · Q4 2020 letter ↗ Fred Liu · mentioned 5 times
• H2 2020 Saga Partners · H2 2020 letter ↗ Joe Frankenfield · mentioned 5 times
• 2020 Maran Capital · 2020 letter ↗ Dan Roller · mentioned once
• Q4 2020 Hinde Group · Q4 2020 letter ↗ Marc Werres · mentioned once
• 2020 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q3 2020 Hayden Capital · Q3 2020 letter ↗ Fred Liu · mentioned 5 times
• Q3 2020 Hinde Group · Q3 2020 letter ↗ Marc Werres · mentioned 4 times
• Q3 2020 Vltava Fund · Techno party ↗ Daniel Gladiš · mentioned 4 times
• Q3 2020 Greenhaven Road Capital · Q3 2020 letter ↗ Scott Miller · 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.