Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

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Siemens Gamesa

Former company Taken private by Siemens Energy (2023). All former companies

6 letters mention Siemens Gamesa, from 2 managers.

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.