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.
No company matches that. The index only covers letters I've been able to read so far.
All companies, page 3
Sorted by how many letters mention them. Showing 201 to 300 of 859.
- Old Dominion Freight Line10 letters
- Vodafone10 letters
- Copa Holdings10 letters
- Enerflex10 letters
- S&U10 letters
- Danaher10 letters
- Colgate-Palmolive10 letters
- Stryker10 letters
- BlackRock10 letters
- Boeing10 letters
- Shelf Drilling10 letters
- Broadcom10 letters
- Airbnb10 letters
- Equinor10 letters
- Equinox Gold10 letters
- Edelweiss Financial10 letters
- Neinor Homes10 letters
- Telefónica10 letters
- Williams-Sonoma10 letters
- Citigroup10 letters
- Lowe's10 letters
- Sleep Number9 letters
- Bel Fuse9 letters
- Valaris9 letters
- Spectrum Brands9 letters
- Golar LNG9 letters
- TJX9 letters
- Dollarama9 letters
- Howard Hughes9 letters
- Hanesbrands9 letters
- IDFC First Bank9 letters
- Alphamin Resources9 letters
- Hilton9 letters
- BHP9 letters
- Nutrien9 letters
- Shopify9 letters
- Brown-Forman9 letters
- Constellation Software9 letters
- WH Smith9 letters
- Helical9 letters
- MasterCraft Boat9 letters
- Imperial Brands9 letters
- BP9 letters
- Wheaton Precious Metals9 letters
- HSBC9 letters
- Solventum9 letters
- Salesforce9 letters
- Turning Point Brands8 letters
- Gaia8 letters
- SLB8 letters
- Chewy8 letters
- AmRest8 letters
- Omnicom8 letters
- Pluxee8 letters
- Siemens Energy8 letters
- Lockheed Martin8 letters
- Straits Trading8 letters
- Barrick Gold8 letters
- GrafTech8 letters
- Micron8 letters
- Humana8 letters
- Ibersol8 letters
- Prosus8 letters
- United Rentals8 letters
- Expeditors8 letters
- Siemens8 letters
- Asbury Automotive8 letters
- Trip.com8 letters
- Comcast8 letters
- Linde8 letters
- Pfizer8 letters
- Redfin7 letters
- IDT7 letters
- GSK7 letters
- Unity7 letters
- XPEL7 letters
- Dundee Corporation7 letters
- BlueLinx7 letters
- Douglas Elliman7 letters
- Ramaco Resources7 letters
- Vidrala7 letters
- Deere7 letters
- Liberty Global7 letters
- Sanofi7 letters
- Verallia7 letters
- Enovix7 letters
- Gran Tierra Energy7 letters
- Tapestry7 letters
- Acerinox7 letters
- Axon7 letters
- Credit Acceptance7 letters
- Vontier7 letters
- Crest Nicholson7 letters
- Quálitas7 letters
- ADT7 letters
- Dell Technologies7 letters
- Azimut7 letters
- Huawei7 letters
- Borr Drilling7 letters
- Horizon Kinetics7 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.