Q2 2026 Letters and Reports

u/Typical_Rhubarb_1994 · Reddit — r/SecurityAnalysis · July 29, 2026 at 17:31 · ⬆ 12 pts  | View on Reddit ↗
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Summary

  • This post aggregates links to Q2 2026 investor letters from Upslope Capital, Oakmark (Nygren), and Spyglass.
  • The author is recreating a past series of posts and invites others to share additional letters; no personal analysis or thesis is provided.
  • Quality is low as it is pure aggregation (links to PDFs) with no original research, commentary, or actionable reasoning.
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