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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 10 of 14.

• Q4 2019 Mayar Capital · Q4 2019 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q4 2019 Saga Partners · Q4 2019 letter ↗ Joe Frankenfield · mentioned 2 times
• Q4 2019 Hayden Capital · Q4 2019 letter ↗ Fred Liu · mentioned once
• Q3 2019 Wedgewood Partners · Q3 2019 letter ↗ David Rolfe · mentioned 9 times
• Q3 2019 Saga Partners · Q3 2019 letter ↗ Joe Frankenfield · mentioned 4 times
• Q3 2019 Hayden Capital · Q3 2019 letter ↗ Fred Liu · mentioned 3 times
• Q3 2019 Horos Asset Management · Q3 2019 letter ↗ Javier Ruiz · mentioned 3 times
• Q3 2019 1 Main Capital · Q3 2019 letter ↗ Yaron Naymark · mentioned 2 times
• Q3 2019 Hinde Group · Q3 2019 letter ↗ Marc Werres · mentioned 2 times
• Q3 2019 Mayar Capital · Q3 2019 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2019 Greenhaven Road Capital · Q3 2019 letter ↗ Scott Miller · mentioned once
• Q2 2019 Wedgewood Partners · Q2 2019 letter ↗ David Rolfe · mentioned 8 times
• H1 2019 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 6 times
• Q2 2019 1 Main Capital · Q2 2019 letter ↗ Yaron Naymark · mentioned 4 times
• Q2 2019 Horos Asset Management · Q2 2019 letter ↗ Javier Ruiz · mentioned 2 times
• Q2 2019 Hinde Group · Q2 2019 letter ↗ Marc Werres · mentioned 2 times
• Q2 2019 Mayar Capital · Q2 2019 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q2 2019 Hayden Capital · Q2 2019 letter ↗ Fred Liu · mentioned once
• Q2 2019 Greenhaven Road Capital · Q2 2019 letter ↗ Scott Miller · mentioned once
• Q2 2019 Saga Partners · Q2 2019 letter ↗ Joe Frankenfield · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.