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Sector Communication Services

145 letters mention Meta Platforms, from 16 managers. Page 7 of 8.

• Q2 2018 Saga Partners · Q2 2018 letter ↗ Joe Frankenfield · mentioned 12 times
• Q2 2018 Wedgewood Partners · Q2 2018 letter ↗ David Rolfe · mentioned 4 times
• Q2 2018 Hayden Capital · Q2 2018 letter ↗ Fred Liu · mentioned once
• Q2 2018 Greenhaven Road Capital · Q2 2018 letter ↗ Scott Miller · mentioned once
• H1 2018 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2018 Wedgewood Partners · Q1 2018 letter ↗ David Rolfe · mentioned 38 times
• Q1 2018 Mayar Capital · Q1 2018 letter ↗ Abdulaziz Alnaim · mentioned 5 times
• Q1 2018 Hayden Capital · Q1 2018 letter ↗ Fred Liu · mentioned once
• Q1 2018 Saga Partners · Q1 2018 letter ↗ Joe Frankenfield · mentioned once
• 2017 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• 2017 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q2 2017 Wedgewood Partners · Q2 2017 letter ↗ David Rolfe · mentioned 4 times
• Q2 2017 Hayden Capital · Q2 2017 letter ↗ Fred Liu · mentioned 2 times
• Q2 2017 Massif Capital · Q2 2017 letter ↗ William Thomson · mentioned once
• Q1 2017 Wedgewood Partners · Q1 2017 letter ↗ David Rolfe · mentioned 2 times
• Q4 2016 Greenhaven Road Capital · Q4 2016 letter ↗ Scott Miller · mentioned once
• Q3 2016 Wedgewood Partners · Q3 2016 letter ↗ David Rolfe · mentioned 4 times
• Q3 2016 Greenhaven Road Capital · Q3 2016 letter ↗ Scott Miller · mentioned 2 times
• Q2 2016 Vltava Fund · Investing in an environment of declining company earnings ↗ Daniel Gladiš · mentioned once
• Q1 2016 Laughing Water Capital · Q1 2016 letter ↗ Matthew Sweeney · 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.