petec Posted January 28, 2021 Share Posted January 28, 2021 I'm looking for recommendations on the best company letters or call transcripts for deep insight into trends and sectors. Who do you feel is really good at clearly laying out what's going on? Link to comment Share on other sites More sharing options...
exege Posted January 28, 2021 Share Posted January 28, 2021 Christopher Bloomstran of Semper Augustus writes quite good annual letters, going into depth on Berkshire among other things. Set aside some reading time as they are long (120+ pages). https://www.semperaugustus.com/clientletter I also like to read Nick Train of Lindsall Train for UK and other international stocks commentary. Link to comment Share on other sites More sharing options...
flesh Posted April 16, 2021 Share Posted April 16, 2021 askeladden capital and greenhaven road Link to comment Share on other sites More sharing options...
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