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BMW

Sector Consumer Discretionary

24 letters mention BMW, from 4 managers. Page 1 of 2.

• Q1 2025 Vltava Fund · Is the stock market a casino? ↗ Daniel Gladiš · mentioned 2 times
• 2023 Vltava Fund · Annual letter ↗ Daniel Gladiš · mentioned once
• Q2 2023 Plural Investing · Q2 2023 letter ↗ Chris Waller · mentioned once
• Q1 2023 Vltava Fund · Companies and their capital allocations ↗ Daniel Gladiš · mentioned once
• Q4 2022 Vltava Fund · Macro vs. micro ↗ Daniel Gladiš · mentioned 2 times
• 2022 Vltava Fund · Annual letter ↗ Daniel Gladiš · mentioned once
• Q3 2022 Vltava Fund · Main investments in the Vltava Fund portfolio ↗ Daniel Gladiš · mentioned 13 times
• Q3 2022 Horos Asset Management · Q3 2022 letter ↗ Javier Ruiz · mentioned once
• Q2 2022 Horos Asset Management · Q2 2022 letter ↗ Javier Ruiz · mentioned 2 times
• Q1 2022 Horos Asset Management · Q1 2022 letter ↗ Javier Ruiz · mentioned 3 times
• Q4 2021 Vltava Fund · 2021 ↗ Daniel Gladiš · mentioned 12 times
• Q4 2021 Horos Asset Management · Q4 2021 letter ↗ Javier Ruiz · mentioned once
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · mentioned 3 times
• Q1 2020 Vltava Fund · Virus-infected markets ↗ Daniel Gladiš · mentioned 4 times
• Q4 2019 Vltava Fund · Price and value (a user´s manual) ↗ Daniel Gladiš · mentioned once
• Q3 2019 Vltava Fund · Japan and Lapland ↗ Daniel Gladiš · mentioned 22 times
• Q2 2019 Vltava Fund · Recessions ↗ Daniel Gladiš · mentioned 3 times
• Q1 2019 Horos Asset Management · Q1 2019 letter ↗ Javier Ruiz · mentioned 3 times
• Q4 2018 Hayden Capital · Q4 2018 letter ↗ Fred Liu · mentioned once
• 2018 Vltava Fund · Annual letter ↗ Daniel Gladiš · 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.