Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Walgreens

Former company Taken private by Sycamore Partners (2025). All former companies

10 letters mention Walgreens, from 3 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.