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Samsung

Sector Information Technology

79 letters mention Samsung, from 8 managers. Page 2 of 4.

• Q4 2023 Mayar Capital · Q4 2023 letter ↗ Abdulaziz Alnaim · mentioned once
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned once
• Q3 2023 Mayar Capital · Q3 2023 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2023 Greenhaven Road Capital · Q2 2023 letter ↗ Scott Miller · mentioned once
• Q1 2023 Mayar Capital · Q1 2023 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned once
• Q4 2022 Mayar Capital · Q4 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• 2022 Vltava Fund · Annual letter ↗ Daniel Gladiš · mentioned once
• Q3 2022 Vltava Fund · Main investments in the Vltava Fund portfolio ↗ Daniel Gladiš · mentioned 2 times
• Q3 2022 Horos Asset Management · Q3 2022 letter ↗ Javier Ruiz · mentioned once
• Q3 2022 Mayar Capital · Q3 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned 2 times
• Q2 2022 Mayar Capital · Q2 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2022 Mayar Capital · Q1 2022 letter ↗ Abdulaziz Alnaim · mentioned 4 times
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q4 2021 Mayar Capital · Annual letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q4 2021 Vltava Fund · 2021 ↗ Daniel Gladiš · mentioned 2 times
• Q3 2021 Greenhaven Road Capital · Q3 2021 letter ↗ Scott Miller · mentioned once
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned once
• Q1 2021 Mayar Capital · Q1 2021 letter ↗ Abdulaziz Alnaim · mentioned 2 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.