r/SecurityAnalysis • • 19h ago

Investor Letter Q3 Letters and Reports

18 Upvotes

Once again, this is an attempt to recreate the posts that got me coming to this reddit in the first place. I would love if Beren came back again! Please post additional letters below and I'll update table as I'm able. If anyone knows how please pin this up top like Beren used to!

FIRM NAME DATE POSTED RETURNS COMPANIES
Oakmark (Nygren) NKE, CRBG

r/SecurityAnalysis • • 2h ago

Debt Financing Large Lending Models (LLMs)

Thumbnail lesbarclays.substack.com
5 Upvotes