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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 3 of 14.

• Q4 2024 Mayar Capital · Q4 2024 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q4 2024 Greenhaven Road Capital · Q4 2024 letter ↗ Scott Miller · mentioned 2 times
• Q4 2024 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 2 times
• Q4 2024 Horos Asset Management · Q4 2024 letter ↗ Javier Ruiz · mentioned once
• 2024 Maran Capital · 2024 letter ↗ Dan Roller · mentioned once
• 2024 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q3 2024 Wedgewood Partners · Q3 2024 letter ↗ David Rolfe · mentioned 10 times
• Q3 2024 Hinde Group · Q3 2024 letter ↗ Marc Werres · mentioned 3 times
• Q3 2024 Mayar Capital · Q3 2024 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2024 Horos Asset Management · Q3 2024 letter ↗ Javier Ruiz · mentioned once
• Q3 2024 Vltava Fund · How much money would Warren Buffett have if he had paid tax on unrealised gains ↗ Daniel Gladiš · mentioned once
• Q2 2024 Hinde Group · Q2 2024 letter ↗ Marc Werres · mentioned 4 times
• Q2 2024 Mayar Capital · Q2 2024 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q2 2024 Hayden Capital · Q2 2024 letter ↗ Fred Liu · mentioned 2 times
• Q2 2024 Greenhaven Road Capital · Q2 2024 letter ↗ Scott Miller · mentioned 2 times
• Q2 2024 Horos Asset Management · Q2 2024 letter ↗ Javier Ruiz · mentioned once
• H1 2024 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q1 2024 Hinde Group · Q1 2024 letter ↗ Marc Werres · mentioned 36 times
• Q1 2024 Mayar Capital · Q1 2024 letter ↗ Abdulaziz Alnaim · mentioned 5 times
• Q1 2024 Wedgewood Partners · Q1 2024 letter ↗ David Rolfe · mentioned 4 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.