Excellent compilation of Quarterly Fund Letters to Investors. h/t @Vintage_Value 👏
From this list, I always look forward to the updates from @IntrinsicInv @SagaPartners @AltaFoxCapital @BaillieGifford @HaydenCapital @OctahedronCap and few others.
vintagevalueinvesting.com/the-complete-l…
From this list, I always look forward to the updates from @IntrinsicInv @SagaPartners @AltaFoxCapital @BaillieGifford @HaydenCapital @OctahedronCap and few others.
vintagevalueinvesting.com/the-complete-l…
I love this new format even more as it lists the stocks mentioned (if any in detail) in the letters.
Always good to read well researched/written long or short commentary from some smart investors on our Portfolio/Watchlist companies.
Always good to read well researched/written long or short commentary from some smart investors on our Portfolio/Watchlist companies.
My fav pts from some new ones I read recently in the thread below.
✔️Guardian Funds on investing in
-Thriving Digitally native businesses
-Founders that focus on culture, innovation, long-term thinking
-having an owner mindset as an investor
$SHOP, $SPOT, $RBLX and $PLTR
✔️Guardian Funds on investing in
-Thriving Digitally native businesses
-Founders that focus on culture, innovation, long-term thinking
-having an owner mindset as an investor
$SHOP, $SPOT, $RBLX and $PLTR
✔️Worm Capital on
-Few key attributes to determine the long-term value of a business
$ABNB, $SHOP, $TSLA
-Few key attributes to determine the long-term value of a business
$ABNB, $SHOP, $TSLA
✔️RiverPark/Wedgewood Fund on
Copart $CPRT one of the businesses that managed to achieve network effects in both the physical and digital world.
Copart $CPRT one of the businesses that managed to achieve network effects in both the physical and digital world.
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