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IBM

Sector Information Technology

46 letters mention IBM, from 13 managers. Page 1 of 3.

• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned 18 times
• H1 2024 Saga Partners · H1 2024 letter ↗ Joe Frankenfield · mentioned once
• Q4 2023 Plural Investing · Q4 2023 letter ↗ Chris Waller · mentioned 8 times
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 3 times
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• 2023 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q3 2023 Mayar Capital · Q3 2023 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2023 Hayden Capital · Q3 2023 letter ↗ Fred Liu · mentioned once
• Q2 2023 Hayden Capital · Q2 2023 letter ↗ Fred Liu · mentioned once
• H2 2022 Emeth Value Capital · H2 2022 letter ↗ Andrew Carreon · mentioned 4 times
• H1 2022 Laughing Water Capital · H1 2022 letter ↗ Matthew Sweeney · mentioned once
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned once
• Q1 2022 Horos Asset Management · Q1 2022 letter ↗ Javier Ruiz · mentioned once
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• H1 2021 Laughing Water Capital · H1 2021 letter ↗ Matthew Sweeney · mentioned once
• Q3 2020 Horos Asset Management · Q3 2020 letter ↗ Javier Ruiz · mentioned 2 times
• Q3 2020 Vltava Fund · Techno party ↗ Daniel Gladiš · mentioned 2 times
• Q4 2019 Greenhaven Road Capital · Q4 2019 letter ↗ Scott Miller · mentioned once
• Q3 2019 Wedgewood Partners · Q3 2019 letter ↗ David Rolfe · mentioned 3 times
• H1 2019 Emeth Value Capital · H1 2019 letter ↗ Andrew Carreon · 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.