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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 11 of 14.

• Q1 2019 Hayden Capital · Q1 2019 letter ↗ Fred Liu · mentioned 18 times
• Q1 2019 1 Main Capital · Q1 2019 letter ↗ Yaron Naymark · mentioned 2 times
• Q1 2019 Mayar Capital · Q1 2019 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q1 2019 Hinde Group · Q1 2019 letter ↗ Marc Werres · mentioned once
• Q1 2019 Saga Partners · Q1 2019 letter ↗ Joe Frankenfield · mentioned once
• Q4 2018 Hayden Capital · Q4 2018 letter ↗ Fred Liu · mentioned 5 times
• Q4 2018 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 3 times
• Q4 2018 Mayar Capital · Q4 2018 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q4 2018 Saga Partners · Q4 2018 letter ↗ Joe Frankenfield · mentioned 3 times
• Q4 2018 1 Main Capital · Q4 2018 letter ↗ Yaron Naymark · mentioned 2 times
• 2018 Fundsmith · Annual letter ↗ Terry Smith · mentioned 2 times
• Q4 2018 Hinde Group · Q4 2018 letter ↗ Marc Werres · mentioned once
• Q3 2018 Hinde Group · Q3 2018 letter ↗ Marc Werres · mentioned 7 times
• Q3 2018 Greenhaven Road Capital · Q3 2018 letter ↗ Scott Miller · mentioned 5 times
• Q3 2018 Mayar Capital · Q3 2018 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2018 Wedgewood Partners · Q3 2018 letter ↗ David Rolfe · mentioned once
• Q3 2018 1 Main Capital · Q3 2018 letter ↗ Yaron Naymark · mentioned once
• Q2 2018 1 Main Capital · Q2 2018 letter ↗ Yaron Naymark · mentioned 21 times
• Q2 2018 Hinde Group · Q2 2018 letter ↗ Marc Werres · mentioned 3 times
• Q2 2018 Mayar Capital · Q2 2018 letter ↗ Abdulaziz Alnaim · mentioned 3 times

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.