Great investor letters

[netnet]

What AR/ investment letters do you read?

 

(other than BRK, AMZ, Sequoia, Baupost)

[kab60]

Vulcan Value, Greenhaven Road, Arlington Value, Argos Argonaut

[ourkid8]

Chou funds, JPM, fairfax, premier diversified holdings and potentially Russell very soon! 

[Liberty]

The best annual letters are from Constellation Software in my opinion.

[berkshire101]

The best annual letters are from Constellation Software in my opinion.

 

+1

[cubsfan]

First Pacific Advisors - and their quarterly conference calls are worth listening.

[Fowci]

The best annual letters are from Constellation Software in my opinion.

 

Just looked up the stock and read the 2014 letter. The letter was very good, and the stock.... well that's simply an insane compounder.

 

Know any books/longform articles about these guys? I'll read the letters this week.

[innerscorecard]

Sardar Biglari's letters, of course.

[Liberty]

The best annual letters are from Constellation Software in my opinion.

 

Just looked up the stock and read the 2014 letter. The letter was very good, and the stock.... well that's simply an insane compounder.

 

Know any books/longform articles about these guys? I'll read the letters this week.

 

Apart from the letters there's not much. They were a very small cap not that long ago. There's a Globe & Mail profile on the CEO that might interest you.

[vinod1]

US Bancorp, M&T Bank, Credit Acceptance Corporation, Wintrust, Glacier Bancorp, JP Morgan - if you are interested in the banking industry these are must reads.

 

Vinod

[yadayada]

The hour glass. They sell watches in mostly singapore and some other locations in asia. If you want some insights on that industry + luxury industry over there. Very smart guy, and operating metrics of his business has been great compared to peers.

 

And peyto:

http://www.peyto.com/PMR.aspx

If you w ant to know more about natural gas industry in Canada, and maybe get some intelligent insights. He releases them monthly!