Content Style: Investor Letters
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General7 takeaways from Buffett letter, Reddit's IPO & a question on share registries
We’ve read Warren Buffett’s latest shareholder letter and unpack our biggest takeaways to kick off this episode.
7 March -
GeneralQ2 2023 Right Tail Capital Investor Letter
In this quarter’s email Jeremy writes about the importance of patience as investors and then turns his attention to one company in his portfolio: NVR Corp.27th Jul, 2023
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GeneralWarren Buffett’s 2022 shareholder letter
Buffett has now been investing for 80 yrs, which is more than 1/2 of the time that the United States of America has been a country (247 yrs).7th Mar, 2023
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General
What we learned from Buffett's letter + An insiders view of the lithium opportunity
In the second half of our episode, we’re joined by Bernard Rowe, a geologist and Managing Director of Ioneer. Ioneer is a US-based lithium and boron producer that is listed on the ASX with ticker INR. (ASX: INR)6 March -
![Seth Klarman blames Federal Reserve for]()
GeneralSeth Klarman blames Federal Reserve for "financial fantasyland"
This article from the Financial Times summarises the key takeaways from Klarman's letter. As well as sharing his thoughts on the past few years, he also mentions that after beating the S&P 500 last year with several hedged positions, he has been buying again.15th Feb, 2023
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![Time to get fit - an open letter from Altimeter to Mark Zuckerberg]()
GeneralTime to get fit - an open letter from Altimeter to Mark Zuckerberg
As part of their public market investments, Altimeter have been a long term shareholder of Meta (aka Facebook). And this week they published an open letter to Mark Zuckerberg and the Meta board of directors.31st Oct, 2022
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![Starboard Value: Presentation on Wix, Splunk & Salesforce]()
GeneralStarboard Value: Presentation on Wix, Splunk & Salesforce
Starboard Value is an American hedge fund founded in 2002 with more than $9 billion assets under management. In this presentation they share three companies they like in this current market environment: Wix, Splunk and Salesforce.25th Oct, 2022
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![East 72 Q3 investor letter: Trophy assets & publicly listed sports teams]()
GeneralEast 72 Q3 investor letter: Trophy assets & publicly listed sports teams
Andrew Brown has been a regular guest on the Equity Mates podcast (and holds the distinction as the very first guest on the podcast way back in 2017).18th Oct, 2022
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![Morgan Stanley: Market Share]()
GeneralMorgan Stanley: Market Share
Our challenge as investors is to find those companies with sustainable competitive advantages. That is what this article seeks to do by understanding the dynamics of a market - looking at which companies have market share, how concentrated a market is and how pricing power is distributed through the market.4th Oct, 2022
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Twelve stocks from two investor letters
It can feel tough to get excited if you look at your portfolio at the moment. There's a lot of red! If we look back in history these are the times when investors really super-charged their returns, and so in this episode, Bryce and Alec discuss two investor letters that cover 12 different stocks. It's an episode of inspiration ... with a reminder to focus on the long-game.16 May -
The Nomad Partnership Letters: Two of the greatest investors you’ve never heard of
After the Buffett letters, the next most respected in the industry could be Nick Sleep and Qais Zakaria and their Nomad Partnership. The Nomad Partnership operated from 2001 to 2014. In that time the partnership returned 921%, while the MSCI World Index returned 117%. Basically (before fees) they 10x investors money. They then decided to hang it up! We find most investors haven’t heard of them or read their letters, so we thought we’d share a little bit about them and our favourite quotes from their letters in this episode.18 April -
![Warren Buffett's 2020 Shareholder Letter]()
GeneralWarren Buffett's 2020 Shareholder Letter
Every year, history’s greatest investor Warren Buffett writes an annual letter to accompany the Berkshire Hathaway annual report. Last week, Buffett released his 2020 letter. Last year was a tough year for Berkshire, returning 2.4% compared to 18.4% for the S&P 500 index (the risk of not owning tech stocks in 2020…). In this year’s letter, Buffett discusses a number of points about Berkshire specifically and investing generally.8th Mar, 2021
