LongAMZNAug 2026
Amazon.com, Inc.
Hinde Group materially increased its Amazon position after shares sold off on concerns about the scale and prospective returns of Amazon's AI infrastructure investments. The fund…
Hinde Group LLC
Concentrated, value-oriented long equity investing focused on compounders and selected special situations.$28M AUM1 published idea
Hinde Group LLC is a San Francisco-based investment adviser founded and led by Marc Werres. The firm runs concentrated portfolios centered on fundamentally strong businesses trading below estimated intrinsic value, alongside selective special situations. Its 1578 Partners, LP account serves as the model account for taxable accounts managed by Hinde Group.
Ideas from Hinde Group LLC
Letters covered
- Q2 2026 Partner LetterAugust 7, 2026
Source PDFs are not republished here; only extracted ideas and quotes.