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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 12 of 14.

• H1 2018 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 3 times
• Q2 2018 Hayden Capital · Q2 2018 letter ↗ Fred Liu · mentioned once
• Q2 2018 Wedgewood Partners · Q2 2018 letter ↗ David Rolfe · mentioned once
• Q2 2018 Saga Partners · Q2 2018 letter ↗ Joe Frankenfield · mentioned once
• Q1 2018 Wedgewood Partners · Q1 2018 letter ↗ David Rolfe · mentioned 10 times
• Q1 2018 Mayar Capital · Q1 2018 letter ↗ Abdulaziz Alnaim · mentioned 5 times
• Q1 2018 Hinde Group · Q1 2018 letter ↗ Marc Werres · mentioned once
• Q1 2018 Saga Partners · Q1 2018 letter ↗ Joe Frankenfield · mentioned once
• 2017 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 4 times
• Q4 2017 Mayar Capital · Q4 2017 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• 2017 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• Q4 2017 Greenhaven Road Capital · Q4 2017 letter ↗ Scott Miller · mentioned 2 times
• Q4 2017 Hinde Group · Q4 2017 letter ↗ Marc Werres · mentioned 2 times
• Q3 2017 Hinde Group · Q3 2017 letter ↗ Marc Werres · mentioned 13 times
• Q3 2017 Wedgewood Partners · Q3 2017 letter ↗ David Rolfe · mentioned 6 times
• Q3 2017 Mayar Capital · Q3 2017 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2017 Wedgewood Partners · Q2 2017 letter ↗ David Rolfe · mentioned 7 times
• Q2 2017 Vltava Fund · Indices and index investing ↗ Daniel Gladiš · mentioned 2 times
• Q2 2017 Massif Capital · Q2 2017 letter ↗ William Thomson · mentioned once
• Q2 2017 Mayar Capital · Q2 2017 letter ↗ Abdulaziz Alnaim · 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.