For those who have a portion of their portfolio invested in individual stocks (by conviction, or simply for the thrill),
are there any shareholder letters you would recommend reading, excluding the usual classics like Berkshire, to continue refining your investment process?
Here are a few that I’ve really enjoyed and that have helped me grow as an investor:
* Nomad Investment Partnership
* Mark Leonard (Constellation Software)
* Mark Zuckerberg (Meta S-1)
* Fairfax Financial (Prem Watsa)
* Tobi Lütke (Shopify)