netnet Posted July 18, 2015 Share Posted July 18, 2015 What AR/ investment letters do you read? (other than BRK, AMZ, Sequoia, Baupost) Link to comment Share on other sites More sharing options...
kab60 Posted July 18, 2015 Share Posted July 18, 2015 Vulcan Value, Greenhaven Road, Arlington Value, Argos Argonaut Link to comment Share on other sites More sharing options...
ourkid8 Posted July 18, 2015 Share Posted July 18, 2015 Chou funds, JPM, fairfax, premier diversified holdings and potentially Russell very soon! Link to comment Share on other sites More sharing options...
Liberty Posted July 19, 2015 Share Posted July 19, 2015 The best annual letters are from Constellation Software in my opinion. Link to comment Share on other sites More sharing options...
berkshire101 Posted July 19, 2015 Share Posted July 19, 2015 The best annual letters are from Constellation Software in my opinion. +1 Link to comment Share on other sites More sharing options...
cubsfan Posted July 19, 2015 Share Posted July 19, 2015 First Pacific Advisors - and their quarterly conference calls are worth listening. Link to comment Share on other sites More sharing options...
Fowci Posted July 19, 2015 Share Posted July 19, 2015 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. Link to comment Share on other sites More sharing options...
innerscorecard Posted July 19, 2015 Share Posted July 19, 2015 Sardar Biglari's letters, of course. Link to comment Share on other sites More sharing options...
Liberty Posted July 19, 2015 Share Posted July 19, 2015 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. Link to comment Share on other sites More sharing options...
vinod1 Posted July 19, 2015 Share Posted July 19, 2015 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 Link to comment Share on other sites More sharing options...
yadayada Posted July 31, 2015 Share Posted July 31, 2015 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! Link to comment Share on other sites More sharing options...
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