Bill Nygren: Why Amazon’s valuation was Misunderstood


Amazon’s third-party-selling business and investments for ‘supernormal growth’ were not well accounted for in the market valuation, says Oakmark manager Bill Nygren.

Worm Capital July 2020 Performance Update: Up 152% YTD

Worm Capital performance update for the month ended July 31, 2020. Q2 2020 hedge fund letters, conferences and more Long/Short Equity Growth Strategy Net Performance Long-Only Equity Growth Strategy Net Performance