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Applied Materials

Sector Information Technology

5 letters mention Applied Materials, from 2 managers.

• Q2 2026 Vltava Fund · When artificial intelligence becomes abundant in investing, what will become rare? ↗ Daniel Gladiš · mentioned once
• Q1 2025 Vltava Fund · Is the stock market a casino? ↗ Daniel Gladiš · mentioned once
• Q4 2024 Vltava Fund · Hidden investment treasures ↗ Daniel Gladiš · mentioned 9 times
• 2024 Vltava Fund · Annual letter ↗ Daniel Gladiš · mentioned once
• 2002 Giverny Capital · Annual letter ↗ François Rochon · 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.