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 6

Sorted by how many letters mention them. Showing 501 to 600 of 859.

  1. Ajisen China3 letters
  2. AppLovin3 letters
  3. Griffon3 letters
  4. Nordic Paper3 letters
  5. SolGold3 letters
  6. Verisk3 letters
  7. Expro3 letters
  8. Sable Offshore3 letters
  9. Dassault Aviation3 letters
  10. Scheid Vineyards3 letters
  11. Vroom3 letters
  12. Alquiber3 letters
  13. American Outdoor Brands3 letters
  14. Ametek3 letters
  15. Aubay3 letters
  16. Brown & Brown3 letters
  17. Didi Global3 letters
  18. Heico3 letters
  19. Noah Holdings3 letters
  20. Serco3 letters
  21. Altigen3 letters
  22. Cintas3 letters
  23. LSL Property Services3 letters
  24. Tai Cheung Holdings3 letters
  25. Adidas3 letters
  26. Affiliated Managers Group3 letters
  27. Barnes & Noble Education3 letters
  28. Fortrea3 letters
  29. Indofood3 letters
  30. Innovative Food Holdings3 letters
  31. Jupiter Fund Management3 letters
  32. Renault3 letters
  33. Trivago3 letters
  34. Wayfair3 letters
  35. Altria3 letters
  36. Capstone Copper3 letters
  37. Dia3 letters
  38. Elevance Health3 letters
  39. HubSpot3 letters
  40. Infotel3 letters
  41. Leon's Furniture3 letters
  42. Agnico Eagle3 letters
  43. CoStar3 letters
  44. Fortinet3 letters
  45. Halfords3 letters
  46. Haw Par3 letters
  47. Jungfraubahn3 letters
  48. SoftBank3 letters
  49. SQM3 letters
  50. Sysco3 letters
  51. Tripadvisor3 letters
  52. United Therapeutics3 letters
  53. Ameriprise3 letters
  54. AutoNation3 letters
  55. AutoZone3 letters
  56. Babcock International3 letters
  57. Boston Scientific3 letters
  58. Church & Dwight3 letters
  59. Fifth Third Bank3 letters
  60. Grab3 letters
  61. Heartland Express3 letters
  62. Hyatt3 letters
  63. Ivanhoe Mines3 letters
  64. Novartis3 letters
  65. Nubank3 letters
  66. Semperit3 letters
  67. Thunderbird Entertainment3 letters
  68. Xponential Fitness3 letters
  69. Zijin Mining3 letters
  70. Arrow Electronics3 letters
  71. Choice Hotels3 letters
  72. Havas3 letters
  73. Herbalife3 letters
  74. Kimberly-Clark3 letters
  75. Michelin3 letters
  76. Paramount3 letters
  77. Pinterest3 letters
  78. Skyward Specialty3 letters
  79. Star Bulk3 letters
  80. Terpel3 letters
  81. Allianz3 letters
  82. British Land3 letters
  83. Canadian National Railway3 letters
  84. CarGurus3 letters
  85. Carnival3 letters
  86. CBRE3 letters
  87. Eli Lilly3 letters
  88. Krispy Kreme3 letters
  89. Lidl3 letters
  90. Macy's3 letters
  91. Metrovacesa3 letters
  92. Naked Wines3 letters
  93. Palantir3 letters
  94. Publicis3 letters
  95. SBI Holdings3 letters
  96. Sino Land3 letters
  97. Snowflake3 letters
  98. Trader Joe's3 letters
  99. TransDigm3 letters
  100. Van de Velde3 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.