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Oracle

Sector Information Technology

30 letters mention Oracle, from 9 managers. Page 2 of 2.

• H1 2019 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q3 2018 Laughing Water Capital · Q3 2018 letter ↗ Matthew Sweeney · mentioned 8 times
• H1 2018 Laughing Water Capital · H1 2018 letter ↗ Matthew Sweeney · mentioned once
• 2017 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q2 2017 Vltava Fund · Indices and index investing ↗ Daniel Gladiš · mentioned 4 times
• Q3 2016 Vltava Fund · An attempt at a small glance into the future ↗ Daniel Gladiš · mentioned 5 times
• Q1 2015 Greenhaven Road Capital · Q1 2015 letter ↗ Scott Miller · mentioned once
• Q4 2014 Greenhaven Road Capital · Q4 2014 letter ↗ Scott Miller · mentioned once
• Q4 2010 Vltava Fund · Shifting from China to the USA ↗ Daniel Gladiš · mentioned once
• 2003 Giverny Capital · Annual letter ↗ François Rochon · 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.