Bill Nygren: Why Amazon’s valuation was Misunderstood

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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.

Marathon Partners: There Is A “Compelling Opportunity” In US Cannabis

investMarathon Partners Equity Management, the equity long/short hedge fund founded in 1997, added 8.03% in the second quarter of 2021. Q2 2021 hedge fund letters, conferences and more According to a copy of the hedge fund's second-quarter investor update, which ValueWalk has been able to review, the firm returned 3.24% net in April, 0.12% in Read More


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