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Intel

Sector Information Technology

26 letters mention Intel, from 11 managers. Page 1 of 2.

• H1 2026 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 5 times
• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned once
• Q1 2025 Hayden Capital · Q1 2025 letter ↗ Fred Liu · mentioned once
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q4 2023 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• 2023 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• H1 2023 Emeth Value Capital · H1 2023 letter ↗ Andrew Carreon · mentioned 2 times
• Q2 2023 Horos Asset Management · Q2 2023 letter ↗ Javier Ruiz · mentioned once
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 5 times
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned 3 times
• Q2 2021 Hinde Group · Q2 2021 letter ↗ Marc Werres · mentioned once
• 2020 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q3 2020 Vltava Fund · Techno party ↗ Daniel Gladiš · mentioned once
• Q2 2020 Wedgewood Partners · Q2 2020 letter ↗ David Rolfe · mentioned 5 times
• Q4 2019 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• Q3 2019 Wedgewood Partners · Q3 2019 letter ↗ David Rolfe · mentioned once
• H1 2019 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• 2017 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q2 2017 Mayar Capital · Q2 2017 letter ↗ Abdulaziz Alnaim · 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.