← All companies

IBM

Sector Information Technology

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

• Q1 2013 Mayar Capital · Q1 2013 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• 2012 Giverny Capital · Annual letter ↗ François Rochon · mentioned 4 times
• Q4 2012 Mayar Capital · Q4 2012 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q3 2012 Mayar Capital · Q3 2012 letter ↗ Abdulaziz Alnaim · mentioned 4 times
• 2011 Giverny Capital · Annual letter ↗ François Rochon · mentioned 8 times
• Q4 2010 Vltava Fund · Shifting from China to the USA ↗ Daniel Gladiš · 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.