Letters by company

J D Wetherspoon PLC

1 letter discussing JDW. Everything written about it on this site is on its ticker page.

Holland Advisors Year End Investor Letter – December 2025 Holland Advisors argues that durable customer goodwill, founder-led capital allocation and shared scale economies identify businesses capable of sustained compounding. The fund cites Amazon, Wise, Nu Holdings, Wetherspoon’s and Jet2 as customer-first holdings, while viewing TSMC, Amazon and Meta as beneficiaries of AI investment. 2025 AMZN $2.9T