Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

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Yoox Net-a-Porter

Former company Taken over by Richemont (2018), sold to Mytheresa (2025). All former companies

4 letters mention Yoox Net-a-Porter.

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.