Hinde Group

Dec 2024 → Jun 2026 · Publishes quarterly · 2 funds

Our archive holds 7 letters from Hinde Group, behind 8 investment theses and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.

Hinde Group’s own letters page

Letters

Companies

Moves

Theses

What they bought and sold · 6 moves

AddedAmazon.com, Inc.
June 2026
“We significantly increased our position in February at an average price of $203.37 after the shares sold-off sharply due to (misplaced) concerns about the magnitude of — and prospective returns on — Amazon's planned investments in AI infrastructure related to Amazon Web Services.”
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ExitedSleep Number Corporation
March 2026
“Additionally, we exited the de minimis, residual position we held in Sleep Number Corporation common stock (NASDAQ: SNBR).”
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TrimmedInteractive Brokers Group, Inc.
March 2026
“Early in the quarter, we trimmed our position in Interactive Brokers Group, Inc. class A common stock (NASDAQ: IBKR).”
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AddedAmazon.com, Inc.
March 2026
“Finally, we increased our positions in Amazon.com, Inc. common stock (NASDAQ: AMZN) and Netflix, Inc. common stock (NASDAQ: NFLX).”
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AddedNetflix, Inc.
March 2026
“Finally, we increased our positions in Amazon.com, Inc. common stock (NASDAQ: AMZN) and Netflix, Inc. common stock (NASDAQ: NFLX).”
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ExitedWaters Corporation
March 2026
“We sold the shares of WAT we received.”
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Companies held · 8

Every company Hinde Group has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 8

Amazon.com, Inc.
June 2026
Amazon.com, Inc. is described as a compounder with global e-commerce, Prime, and AWS, supported by accelerating AWS growth, strong margins, AI-driven demand, and long-term undervaluation.
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Becton, Dickinson and Company
March 2026
Becton Dickinson is a diversified medical supplies and devices company with resilient demand, margin expansion potential, strong free cash flow conversion, and share buybacks supporting intrinsic value growth.
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Interactive Brokers Group, Inc.
December 2025
Interactive Brokers Group, Inc. is a highly automated global brokerage platform with strong growth, resilient earnings, and attractive long-term return potential supported by mid-teens earnings growth and dividends.
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Becton, Dickinson and Company
September 2025
Becton, Dickinson and Company is an attractive special situation investment poised for value unlocking through a spin-off and merger with Waters Corporation, anticipated to enhance its stock valuation significantly.
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Alphabet
March 2025
Alphabet is well-positioned to navigate the impacts of Trump's trade war, facing manageable revenue growth headwinds while continuing to generate substantial profits and strong cash flow.
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Interactive Brokers
March 2025
Interactive Brokers is a highly automated global securities firm with a diverse customer base and revenue streams, demonstrating resilience against economic fluctuations and trade tariffs.
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Northeast Bank
March 2025
Northeast Bank is a well-positioned Maine bank with a conservative loan portfolio and an experienced management team, ready to navigate challenges from economic disruptions.
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Uber
March 2025
Uber is a leading global transportation network company with operations in over 10,000 cities, expected to exceed $180 billion in gross bookings this year, and is well-positioned to navigate economic challenges while benefiting from increased vehicle costs and limited impact from tariffs.
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Letter archive · 7

2026

2025

2024

Dec 2024Hinde Group

Funds · 2

Hinde Group5
Hinde Group 1578 Partners2

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