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Netflix

Sector Communication Services

81 letters mention Netflix, from 16 managers. Page 1 of 5.

• Q3 2026 Hinde Group · Q3 2026 letter ↗ Marc Werres · mentioned 2 times
• H1 2026 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 8 times
• Q2 2026 Hinde Group · Q2 2026 letter ↗ Marc Werres · mentioned 2 times
• Q1 2026 Hayden Capital · Q1 2026 letter ↗ Fred Liu · mentioned once
• Q1 2026 Hinde Group · Q1 2026 letter ↗ Marc Werres · mentioned once
• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned 2 times
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• Q4 2025 Horos Asset Management · Q4 2025 letter ↗ Javier Ruiz · mentioned once
• Q4 2025 Hinde Group · Q4 2025 letter ↗ Marc Werres · mentioned once
• 2025 Saga Partners · 2025 letter ↗ Joe Frankenfield · mentioned once
• Q3 2025 Hinde Group · Q3 2025 letter ↗ Marc Werres · mentioned once
• Q2 2025 Hinde Group · Q2 2025 letter ↗ Marc Werres · mentioned 15 times
• Q2 2025 Horos Asset Management · Q2 2025 letter ↗ Javier Ruiz · mentioned once
• Q2 2025 Greenhaven Road Capital · Q2 2025 letter ↗ Scott Miller · mentioned once
• Q1 2025 Hinde Group · Q1 2025 letter ↗ Marc Werres · mentioned once
• Q4 2024 Hinde Group · Q4 2024 letter ↗ Marc Werres · mentioned 3 times
• H2 2024 Saga Partners · H2 2024 letter ↗ Joe Frankenfield · mentioned 2 times
• Q3 2024 Hinde Group · Q3 2024 letter ↗ Marc Werres · mentioned 2 times
• Q3 2024 Greenhaven Road Capital · Q3 2024 · Partners Fund ↗ Scott Miller · mentioned once
• Q2 2024 Hinde Group · Q2 2024 letter ↗ Marc Werres · mentioned 22 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.