I decided to follow a somewhat similar path to the one I followed with Buffett, which basically consisted on two instances. Firstly, I tried to infer each investor’s philosophy (already did that). The second step was to attempt to define which letters are the most relevant and must-reads, with the intention of saving you some time.
Looking forward for your next write up about Zoetis. It is one of my core position and I see a lot of upside potential for this one. Cheers!
That's fantastic to hear! I'll try to have it in 2 or 3 weeks. I'm having a hard time to research lately haha.
Would love to get some insights from you Max so I'll email you in a bit!
I see Terry in the same way you see him. This year letter was quite interesting, thanks for sharing Giuliano. Great job as always!
It's curious you see it the same way, I never read someone thought in that line. Thank you very much Arny!