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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 9 of 14.

• Q2 2020 Hayden Capital · Q2 2020 letter ↗ Fred Liu · mentioned 11 times
• Q2 2020 Mayar Capital · Q2 2020 letter ↗ Abdulaziz Alnaim · mentioned 4 times
• Q2 2020 Wedgewood Partners · Q2 2020 letter ↗ David Rolfe · mentioned 3 times
• Q2 2020 Hinde Group · Q2 2020 letter ↗ Marc Werres · mentioned 3 times
• H1 2020 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 2 times
• Q2 2020 Saga Partners · Q2 2020 letter ↗ Joe Frankenfield · mentioned 2 times
• Q2 2020 1 Main Capital · Q2 2020 letter ↗ Yaron Naymark · mentioned once
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · mentioned once
• Q1 2020 Hinde Group · Q1 2020 letter ↗ Marc Werres · mentioned 30 times
• Q1 2020 Wedgewood Partners · Q1 2020 letter ↗ David Rolfe · mentioned 3 times
• Q1 2020 Horos Asset Management · Q1 2020 letter ↗ Javier Ruiz · mentioned 3 times
• Q1 2020 1 Main Capital · Q1 2020 letter ↗ Yaron Naymark · mentioned once
• Q1 2020 Mayar Capital · Q1 2020 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2020 Saga Partners · Q1 2020 letter ↗ Joe Frankenfield · mentioned once
• Q4 2019 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 30 times
• Q4 2019 Horos Asset Management · Q4 2019 letter ↗ Javier Ruiz · mentioned 14 times
• 2019 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 5 times
• Q4 2019 1 Main Capital · Q4 2019 letter ↗ Yaron Naymark · mentioned 2 times
• Q4 2019 Greenhaven Road Capital · Q4 2019 letter ↗ Scott Miller · mentioned 2 times
• Q4 2019 Hinde Group · Q4 2019 letter ↗ Marc Werres · 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.