John Griffin’s (Blue Ridge Capital) purchases of AMZN

I regularly follow about twenty or so value investors, including John Griffin of Blue Ridge Capital. I tend to focus on value investors who run a relatively concentrated portfolio and who invest in goog businesses, as opposed to net-nets, turnarounds, cigar butts, etc. I find it constructive to lay out their purchases in chart form to see how they enter and exit positions. It also gives me a perspective how they attempt to exploit Mr. Market and reinforces the patience required to wait for a fat pitch.

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