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 4

Sorted by how many letters mention them. Showing 301 to 400 of 859.

  1. Allstate7 letters
  2. Teva7 letters
  3. Wickes7 letters
  4. Airbus7 letters
  5. ChipMOS7 letters
  6. Hilton Grand Vacations7 letters
  7. Stellantis7 letters
  8. Apollo Global Management7 letters
  9. Lyft7 letters
  10. Peloton7 letters
  11. SK Hynix7 letters
  12. Campbell Soup7 letters
  13. Cromwell Property7 letters
  14. DoorDash7 letters
  15. InterContinental Hotels7 letters
  16. Mastech Digital7 letters
  17. PZ Cussons7 letters
  18. Capita7 letters
  19. FedEx7 letters
  20. TUI7 letters
  21. Bath & Body Works7 letters
  22. Dunelm7 letters
  23. GoodRx6 letters
  24. KITS Eyecare6 letters
  25. Natural Resource Partners6 letters
  26. Natura6 letters
  27. Zegona6 letters
  28. Teladoc6 letters
  29. Keysight6 letters
  30. Libsyn6 letters
  31. Acciona6 letters
  32. Groupe BMTC6 letters
  33. The Trade Desk6 letters
  34. Samsonite6 letters
  35. Kaisa Group6 letters
  36. Bancolombia6 letters
  37. Toast6 letters
  38. NMI Holdings6 letters
  39. AMD6 letters
  40. LGI Homes6 letters
  41. Tang Palace6 letters
  42. Cenovus6 letters
  43. Rimini Street6 letters
  44. Tesco6 letters
  45. Assa Abloy6 letters
  46. BYD6 letters
  47. Minor Hotels Europe6 letters
  48. Onex6 letters
  49. Pason Systems6 letters
  50. Petrobras6 letters
  51. Franklin Covey6 letters
  52. NCR6 letters
  53. Bristol-Myers Squibb6 letters
  54. FICO6 letters
  55. Franklin Resources6 letters
  56. Shell6 letters
  57. Telefônica Brasil6 letters
  58. Toll Brothers6 letters
  59. Chipotle6 letters
  60. EZCorp6 letters
  61. Africa Oil6 letters
  62. Glencore6 letters
  63. Lululemon6 letters
  64. Caesars Entertainment6 letters
  65. Enzo Biochem6 letters
  66. Hasbro6 letters
  67. Thomson Reuters6 letters
  68. Aldi6 letters
  69. Kone6 letters
  70. Kroger6 letters
  71. ServiceNow6 letters
  72. Willis Towers Watson6 letters
  73. DiaSorin6 letters
  74. Reddit6 letters
  75. Coinbase5 letters
  76. Ulta Beauty5 letters
  77. Emaar5 letters
  78. TerraVest5 letters
  79. Cognex5 letters
  80. Bolloré5 letters
  81. Türkiye Sigorta5 letters
  82. Fiserv5 letters
  83. Nuvama5 letters
  84. ESAB5 letters
  85. Pure Cycle5 letters
  86. Cimpress5 letters
  87. Altius Minerals5 letters
  88. Cadre Holdings5 letters
  89. Geo Energy Resources5 letters
  90. Estée Lauder5 letters
  91. Henry Schein5 letters
  92. Lam Research5 letters
  93. Seaport Entertainment5 letters
  94. Zillow5 letters
  95. Applied Materials5 letters
  96. Secure Waste Infrastructure5 letters
  97. Bajaj Holdings5 letters
  98. Grupo Financiero Galicia5 letters
  99. KLA5 letters
  100. Celanese5 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.