Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

Companies

859 companies mentioned in 632 letters. Pick one to see every letter that talks about it, newest first.

So far the index covers Mayar Capital, Emeth Value Capital, Saga Partners, Vltava Fund, Hayden Capital, Greenhaven Road Capital, 1 Main Capital, Giverny Capital, Wedgewood Partners, Maran Capital, Horos Asset Management, Fundsmith, Laughing Water Capital, Massif Capital, Moerus Capital Management, Plural Investing, Hinde Group and Greystone Capital. I'm adding the other managers a few at a time.

All companies, page 2

Sorted by how many letters mention them. Showing 101 to 200 of 859.

  1. Thryv17 letters
  2. CarMax17 letters
  3. Exor17 letters
  4. Bright Horizons17 letters
  5. Alantra17 letters
  6. L'Oréal17 letters
  7. IDEXX Laboratories17 letters
  8. Ferrari17 letters
  9. Adobe17 letters
  10. CDW16 letters
  11. S&P Global16 letters
  12. NVR16 letters
  13. Western Union16 letters
  14. Iberpapel16 letters
  15. Clarus15 letters
  16. Progressive15 letters
  17. Copart15 letters
  18. Becton Dickinson15 letters
  19. Sberbank15 letters
  20. Intuit15 letters
  21. CVS15 letters
  22. Expedia15 letters
  23. Medtronic15 letters
  24. Anthropic15 letters
  25. Ford15 letters
  26. General Electric15 letters
  27. Blackstone15 letters
  28. Lifecore Biomedical15 letters
  29. Arcos Dorados14 letters
  30. UniCredit14 letters
  31. Atalaya Mining14 letters
  32. Alcon14 letters
  33. MercadoLibre14 letters
  34. Standard Chartered14 letters
  35. Talgo14 letters
  36. Union Pacific14 letters
  37. AIG14 letters
  38. Amadeus14 letters
  39. Sun Hung Kai14 letters
  40. Evertec14 letters
  41. Howden Joinery14 letters
  42. Elastic13 letters
  43. Aimia13 letters
  44. Aker ASA13 letters
  45. Lucara Diamond13 letters
  46. TopBuild13 letters
  47. Spartan Delta13 letters
  48. ExxonMobil13 letters
  49. Meituan13 letters
  50. Alimentation Couche-Tard13 letters
  51. Cameco13 letters
  52. Keck Seng Investments13 letters
  53. Philip Morris International13 letters
  54. Nokia13 letters
  55. Snap13 letters
  56. CTT Correios de Portugal12 letters
  57. LKQ12 letters
  58. Etsy12 letters
  59. Dropbox12 letters
  60. Ashtead Group12 letters
  61. Ross Stores12 letters
  62. Yellow Pages12 letters
  63. Danone12 letters
  64. Sony12 letters
  65. Ayvens12 letters
  66. MERLIN Properties12 letters
  67. LVMH12 letters
  68. Reckitt Benckiser12 letters
  69. Deutsche Bank12 letters
  70. Trupanion11 letters
  71. Almacenes Éxito11 letters
  72. YPF11 letters
  73. Domino's Pizza11 letters
  74. MTY Food11 letters
  75. Westaim11 letters
  76. Chubb11 letters
  77. Cognizant11 letters
  78. Capgemini11 letters
  79. Yellow Cake11 letters
  80. Asia Standard International11 letters
  81. ADP11 letters
  82. Sage Group11 letters
  83. Kazatomprom11 letters
  84. Renta Corporación11 letters
  85. Kering11 letters
  86. Swatch Group11 letters
  87. McCormick11 letters
  88. Spotify11 letters
  89. UBS11 letters
  90. Hagerty10 letters
  91. NextNav10 letters
  92. Sylogist10 letters
  93. Hammerson10 letters
  94. Mohawk Industries10 letters
  95. Aeromexico10 letters
  96. Kraft Heinz10 letters
  97. Ercros10 letters
  98. GPA10 letters
  99. JD.com10 letters
  100. ResMed10 letters

The index is built by reading each letter once and keeping only the company names it finds. The main list has companies that still exist on their own; the ones that were bought, merged, renamed or went bankrupt are under former companies. Letters that are scanned images, or only open to registered users, aren't covered.