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CVS

Sector Consumer Staples

15 letters mention CVS, from 5 managers.

• Q3 2025 Vltava Fund · Value traps and growth traps ↗ Daniel Gladiš · mentioned once
• 2024 Vltava Fund · Annual letter ↗ Daniel Gladiš · mentioned once
• Q2 2024 Vltava Fund · Size matters ↗ Daniel Gladiš · mentioned 10 times
• Q4 2023 Vltava Fund · The year 2023, the state of the markets, and where we will look for investments in 2024 ↗ Daniel Gladiš · mentioned 6 times
• Q4 2022 Vltava Fund · Macro vs. micro ↗ Daniel Gladiš · mentioned once
• Q3 2022 Vltava Fund · Main investments in the Vltava Fund portfolio ↗ Daniel Gladiš · mentioned 8 times
• Q1 2022 Greystone Capital · Q1 2022 letter ↗ Adam Wilk · mentioned once
• Q4 2021 Vltava Fund · 2021 ↗ Daniel Gladiš · mentioned once
• Q2 2021 Vltava Fund · Risk. Anybody interested at all? ↗ Daniel Gladiš · mentioned once
• Q1 2021 Greenhaven Road Capital · Q1 2021 letter ↗ Scott Miller · mentioned once
• Q3 2020 Vltava Fund · Techno party ↗ Daniel Gladiš · mentioned 6 times
• Q1 2017 Wedgewood Partners · Q1 2017 letter ↗ David Rolfe · mentioned once
• 2007 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• 2006 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• 2005 Giverny Capital · Annual letter ↗ François Rochon · 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.