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IBM

Sector Information Technology

46 letters mention IBM, from 13 managers. Page 2 of 3.

• Q4 2018 Mayar Capital · Q4 2018 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q3 2018 Greenhaven Road Capital · Q3 2018 letter ↗ Scott Miller · mentioned once
• Q2 2018 Mayar Capital · Q2 2018 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q2 2018 Greenhaven Road Capital · Q2 2018 · Partners Fund ↗ Scott Miller · mentioned once
• Q2 2018 Saga Partners · Q2 2018 letter ↗ Joe Frankenfield · mentioned once
• Q3 2017 Hinde Group · Q3 2017 letter ↗ Marc Werres · mentioned once
• Q2 2017 Vltava Fund · Indices and index investing ↗ Daniel Gladiš · mentioned 6 times
• Q2 2017 Mayar Capital · Q2 2017 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2017 Vltava Fund · A bit about Trump, a bit about the Koruna ↗ Daniel Gladiš · mentioned once
• Q3 2016 Mayar Capital · Q3 2016 letter ↗ Abdulaziz Alnaim · mentioned once
• 2015 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q2 2015 Mayar Capital · Q2 2015 letter ↗ Abdulaziz Alnaim · mentioned once
• 2014 Giverny Capital · Annual letter ↗ François Rochon · mentioned 4 times
• Q3 2014 Mayar Capital · Q3 2014 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2014 Mayar Capital · Q2 2014 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2014 Mayar Capital · Q1 2014 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• 2013 Giverny Capital · Annual letter ↗ François Rochon · mentioned 4 times
• Q4 2013 Mayar Capital · Q4 2013 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2013 Mayar Capital · Q3 2013 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q2 2013 Mayar Capital · Q2 2013 letter ↗ Abdulaziz Alnaim · 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.