AutoZone, Inc. (AZO): The Mistakes Of Omission
Whitney Tilson’s email to investors discussing the mistakes of omission; his AutoZone, Inc. (NYSE:AZO) whiff; and Buffett & Munger‘s comments. Q2 2021 hedge fund letters, conferences and more The Mistakes Of Omission1) These tweets by my friend Yen Liow of hedge fund Aravt Global had me thinking... AutoZone WhiffAs I look back over my career, I can't think of too many examples in which an investment was so blindingly obvious, but I missed it. One of the most glaring was auto parts retailer AutoZone. I liked it so much more in early 2001, and I even wrote about it in an article, Three Boring St...