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Netflix

Sector Communication Services

81 letters mention Netflix, from 16 managers. Page 2 of 5.

• Q1 2024 Hinde Group · Q1 2024 letter ↗ Marc Werres · mentioned 2 times
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 7 times
• Q4 2023 Hinde Group · Q4 2023 letter ↗ Marc Werres · mentioned 3 times
• 2023 Maran Capital · 2023 letter ↗ Dan Roller · mentioned once
• Q3 2023 Hinde Group · Q3 2023 letter ↗ Marc Werres · mentioned 3 times
• Q2 2023 Hinde Group · Q2 2023 letter ↗ Marc Werres · mentioned 53 times
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned once
• Q1 2023 Hinde Group · Q1 2023 letter ↗ Marc Werres · mentioned once
• Q1 2023 Mayar Capital · Q1 2023 letter ↗ Abdulaziz Alnaim · mentioned once
• Q4 2022 Hinde Group · Q4 2022 letter ↗ Marc Werres · mentioned 3 times
• Q4 2022 Mayar Capital · Q4 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q3 2022 Hinde Group · Q3 2022 letter ↗ Marc Werres · mentioned 2 times
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned 12 times
• Q2 2022 Hinde Group · Q2 2022 letter ↗ Marc Werres · mentioned 3 times
• Q1 2022 Hinde Group · Q1 2022 letter ↗ Marc Werres · mentioned 27 times
• Q1 2022 Mayar Capital · Q1 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• 2021 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q3 2021 Hayden Capital · Q3 2021 letter ↗ Fred Liu · mentioned 4 times
• Q2 2021 Greenhaven Road Capital · Q2 2021 letter ↗ Scott Miller · mentioned once
• Q2 2021 Greenhaven Road Capital · Q2 2021 · Partners Fund ↗ Scott Miller · 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.