Farnam Street Investments, an investment management company, recently published its second quarter 2022 investor letter. The same can be downloaded here. In the second quarter, the fund returned -19%. Rising interest rates, inflation, and fears of recession influenced the performance of the fund. You can view the top 5 holdings of the fund to know its best picks in 2022.
In the Q2 2022 letter, Farnam Street Investments discussed AutoZone, Inc. (NYSE:AZO). Over the last 17 years, AutoZone,...
