Amazon

219 letters mention Amazon, from 18 managers. Page 9 of 11.

H2 2018 Emeth Value Capital · H2 2018 letter ↗ Andrew Carreon · mentioned once
2018 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
Q4 2018 Greenhaven Road Capital · Q4 2018 letter ↗ Scott Miller · mentioned once
Q4 2018 Saga Partners · Q4 2018 letter ↗ Joe Frankenfield · mentioned once
Q3 2018 Hayden Capital · Q3 2018 letter ↗ Fred Liu · mentioned 3 times
Q3 2018 Wedgewood Partners · Q3 2018 letter ↗ David Rolfe · mentioned 3 times
Q3 2018 Hinde Group · Q3 2018 letter ↗ Marc Werres · mentioned 3 times
Q3 2018 Greenhaven Road Capital · Q3 2018 letter ↗ Scott Miller · mentioned once
Q3 2018 Laughing Water Capital · Q3 2018 letter ↗ Matthew Sweeney · mentioned once
Q2 2018 Hayden Capital · Q2 2018 letter ↗ Fred Liu · mentioned 28 times
Q2 2018 1 Main Capital · Q2 2018 letter ↗ Yaron Naymark · mentioned 3 times
Q2 2018 Hinde Group · Q2 2018 letter ↗ Marc Werres · mentioned 3 times
H1 2018 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
Q1 2018 Hayden Capital · Q1 2018 letter ↗ Fred Liu · mentioned 8 times
Q1 2018 Hinde Group · Q1 2018 letter ↗ Marc Werres · mentioned 2 times
Q1 2018 Wedgewood Partners · Q1 2018 letter ↗ David Rolfe · mentioned once
Q1 2018 Saga Partners · Q1 2018 letter ↗ Joe Frankenfield · mentioned once
2017 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 6 times
Q4 2017 Hayden Capital · Q4 2017 letter ↗ Fred Liu · mentioned 5 times
2017 Giverny Capital · Annual letter ↗ François Rochon · mentioned 3 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.