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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 7 of 14.

• Q1 2022 Hinde Group · Q1 2022 letter ↗ Marc Werres · mentioned once
• H2 2021 Saga Partners · H2 2021 letter ↗ Joe Frankenfield · mentioned 3 times
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q4 2021 Hayden Capital · Q4 2021 letter ↗ Fred Liu · mentioned 2 times
• 2021 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• Q4 2021 Horos Asset Management · Q4 2021 letter ↗ Javier Ruiz · mentioned 2 times
• Q4 2021 Hinde Group · Q4 2021 letter ↗ Marc Werres · mentioned 2 times
• Q4 2021 1 Main Capital · Q4 2021 letter ↗ Yaron Naymark · mentioned once
• Q4 2021 Mayar Capital · Annual letter ↗ Abdulaziz Alnaim · mentioned once
• Q3 2021 Wedgewood Partners · Q3 2021 letter ↗ David Rolfe · mentioned 7 times
• Q3 2021 Hayden Capital · Q3 2021 letter ↗ Fred Liu · mentioned 3 times
• Q3 2021 Greenhaven Road Capital · Q3 2021 letter ↗ Scott Miller · mentioned 2 times
• Q3 2021 Greystone Capital · Q3 2021 letter ↗ Adam Wilk · mentioned 2 times
• Q3 2021 Hinde Group · Q3 2021 letter ↗ Marc Werres · mentioned 2 times
• Q3 2021 1 Main Capital · Q3 2021 letter ↗ Yaron Naymark · mentioned once
• Q2 2021 Hinde Group · Q2 2021 letter ↗ Marc Werres · mentioned 29 times
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned 8 times
• H1 2021 Saga Partners · H1 2021 letter ↗ Joe Frankenfield · mentioned 2 times
• Q2 2021 1 Main Capital · Q2 2021 letter ↗ Yaron Naymark · mentioned once
• Q2 2021 Mayar Capital · Q2 2021 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.