A 555% run in a decade -- built on profits that grew even faster than the stock.

Amidst tariff-related market volatility in April 2025, we were able to initiate a position in Amazon at a highly compelling valuation. AWS is the leader in the highly concentrated cloud hyperscaler ...

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Amid broader tariff-related market volatility in April, we were able to react quickly and build a position in Amazon at a deeply discounted valuation. Amazon holds a leadership position by offering ...

Coleman already had an Amazon position in his portfolio, but hadn't made a meaningful addition to it in a few quarters. During Q2, the fund increased its position by 62%, another bullish sign. So, why ...