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!
I see Terry in the same way you see him. This year letter was quite interesting, thanks for sharing Giuliano. Great job as always!