Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Colfax

Former company Renamed Enovis after spinning off ESAB (2022). All former companies

23 letters mention Colfax, from 2 managers. Page 2 of 2.

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.