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 5

Sorted by how many letters mention them. Showing 401 to 500 of 859.

  1. Groupe Guillin5 letters
  2. Seagate5 letters
  3. Warrior Met Coal5 letters
  4. Conduit Holdings5 letters
  5. Diageo5 letters
  6. Lightspeed5 letters
  7. Mattel5 letters
  8. Texas Pacific Land5 letters
  9. Watsco5 letters
  10. Mettler-Toledo5 letters
  11. Vivendi5 letters
  12. Corporación Financiera Alba5 letters
  13. eBay5 letters
  14. EchoStar5 letters
  15. Lundin Mining5 letters
  16. The Navigator Company5 letters
  17. BlackBerry5 letters
  18. NXP Semiconductors5 letters
  19. Vale5 letters
  20. Alstom5 letters
  21. American Airlines5 letters
  22. Wendy's5 letters
  23. Freddie Mac5 letters
  24. Marriott5 letters
  25. Norwegian Cruise Line5 letters
  26. Taylor Wimpey5 letters
  27. Home Depot5 letters
  28. Magna International5 letters
  29. Mediobanca5 letters
  30. Robinhood5 letters
  31. SmartRent4 letters
  32. Barratt Redrow4 letters
  33. Linamar4 letters
  34. Teck Resources4 letters
  35. Zoetis4 letters
  36. Yelp4 letters
  37. Anglo American4 letters
  38. Digital Turbine4 letters
  39. Yatra Online4 letters
  40. Valterra Platinum4 letters
  41. Nitori4 letters
  42. Liquidia4 letters
  43. Alta Equipment Group4 letters
  44. GFL Environmental4 letters
  45. IKEA4 letters
  46. Sopra Steria4 letters
  47. Travis Perkins4 letters
  48. Cool Company4 letters
  49. Canfor Pulp4 letters
  50. Coloplast4 letters
  51. Aon4 letters
  52. Coupang4 letters
  53. Altia Consultores4 letters
  54. Hermès4 letters
  55. Seadrill4 letters
  56. Tenet Healthcare4 letters
  57. Ganfeng Lithium4 letters
  58. Judges Scientific4 letters
  59. Newmont4 letters
  60. Solstad Offshore4 letters
  61. Sonaecom4 letters
  62. Toyota4 letters
  63. Clorox4 letters
  64. Harbour Energy4 letters
  65. Lithia Motors4 letters
  66. Magna Mining4 letters
  67. Martin Marietta4 letters
  68. Texas Instruments4 letters
  69. Croda International4 letters
  70. Currency Exchange International4 letters
  71. EssilorLuxottica4 letters
  72. Groupon4 letters
  73. LATAM Airlines4 letters
  74. Lithium Americas4 letters
  75. Masco4 letters
  76. T-Mobile4 letters
  77. Fannie Mae4 letters
  78. GP Investments4 letters
  79. Johnson Service Group4 letters
  80. NN Group4 letters
  81. Santander4 letters
  82. Centaurus Metals4 letters
  83. Chevron4 letters
  84. Halozyme4 letters
  85. Luckin Coffee4 letters
  86. Rio Tinto4 letters
  87. Transact Technologies4 letters
  88. Wix4 letters
  89. Shift43 letters
  90. Wise3 letters
  91. GAMCO3 letters
  92. Grupo Sura3 letters
  93. MarketWise3 letters
  94. Hong Kong Exchanges3 letters
  95. Perrigo3 letters
  96. Texhong Textiles3 letters
  97. Daily Journal3 letters
  98. CSX3 letters
  99. Lindblad Expeditions3 letters
  100. Oppenheimer3 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.