Alphabet

276 letters mention Alphabet, from 18 managers. Page 5 of 14.

Q3 2023 Laughing Water Capital · Q3 2023 letter ↗ Matthew Sweeney · mentioned once
Q2 2023 Horos Asset Management · Q2 2023 letter ↗ Javier Ruiz · mentioned 39 times
H1 2023 Saga Partners · H1 2023 letter ↗ Joe Frankenfield · mentioned 3 times
Q2 2023 Vltava Fund · Zurich reflections ↗ Daniel Gladiš · mentioned 3 times
H1 2023 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 2 times
Q2 2023 Hinde Group · Q2 2023 letter ↗ Marc Werres · mentioned 2 times
Q2 2023 Mayar Capital · Q2 2023 letter ↗ Abdulaziz Alnaim · mentioned 2 times
H1 2023 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
Q1 2023 Mayar Capital · Q1 2023 letter ↗ Abdulaziz Alnaim · mentioned 9 times
Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned 5 times
Q1 2023 Greenhaven Road Capital · Q1 2023 · Partners Fund ↗ Scott Miller · mentioned 2 times
Q1 2023 Hinde Group · Q1 2023 letter ↗ Marc Werres · mentioned once
H2 2022 Emeth Value Capital · H2 2022 letter ↗ Andrew Carreon · mentioned 12 times
Q4 2022 Vltava Fund · Macro vs. micro ↗ Daniel Gladiš · mentioned 9 times
Q4 2022 Hayden Capital · Q4 2022 letter ↗ Fred Liu · mentioned 6 times
2022 Fundsmith · Annual letter ↗ Terry Smith · mentioned 4 times
Q4 2022 Mayar Capital · Q4 2022 letter ↗ Abdulaziz Alnaim · mentioned 4 times
Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned 3 times
Q4 2022 Hinde Group · Q4 2022 letter ↗ Marc Werres · mentioned 3 times
H2 2022 Saga Partners · H2 2022 letter ↗ Joe Frankenfield · 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.