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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 4 of 14.

• Q1 2024 Laughing Water Capital · Q1 2024 letter ↗ Matthew Sweeney · mentioned 2 times
• Q1 2024 Vltava Fund · Invert, always invert! ↗ Daniel Gladiš · mentioned 2 times
• Q1 2024 Greenhaven Road Capital · Q1 2024 · Partners Fund ↗ Scott Miller · mentioned once
• Q4 2023 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 21 times
• 2023 Fundsmith · Annual letter ↗ Terry Smith · mentioned 5 times
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned 4 times
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 4 times
• Q4 2023 Mayar Capital · Q4 2023 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q4 2023 Hayden Capital · Q4 2023 letter ↗ Fred Liu · mentioned 2 times
• Q4 2023 Hinde Group · Q4 2023 letter ↗ Marc Werres · mentioned 2 times
• Q4 2023 Horos Asset Management · Q4 2023 letter ↗ Javier Ruiz · mentioned once
• 2023 Maran Capital · 2023 letter ↗ Dan Roller · mentioned once
• Q4 2023 Greenhaven Road Capital · Q4 2023 letter ↗ Scott Miller · mentioned once
• 2023 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q4 2023 Plural Investing · Q4 2023 letter ↗ Chris Waller · mentioned once
• 2023 Vltava Fund · Annual letter ↗ Daniel Gladiš · mentioned once
• Q4 2023 Vltava Fund · The year 2023, the state of the markets, and where we will look for investments in 2024 ↗ Daniel Gladiš · mentioned once
• Q3 2023 Horos Asset Management · Q3 2023 letter ↗ Javier Ruiz · mentioned 5 times
• Q3 2023 Hinde Group · Q3 2023 letter ↗ Marc Werres · mentioned 3 times
• Q3 2023 Mayar Capital · Q3 2023 letter ↗ Abdulaziz Alnaim · mentioned 2 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.