Q2 2026 Letters and Reports

u/Typical_Rhubarb_1994 · Reddit — r/SecurityAnalysis · 29 июля 2026, 17:31 · ⬆ 12 очк.  | Открыть на 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. === SENTIMENT === NEUTRAL === TRADE IDEAS === No actionable trade ideas in this post.
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