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 7

Sorted by how many letters mention them. Showing 601 to 700 of 859.

  1. Victrex3 letters
  2. WPP3 letters
  3. SoftwareOne2 letters
  4. IAC2 letters
  5. Theravance Biopharma2 letters
  6. Motorpoint2 letters
  7. Air Canada2 letters
  8. FIGS2 letters
  9. Banco Bradesco2 letters
  10. DCC2 letters
  11. Blue Owl2 letters
  12. Optiva2 letters
  13. Midland Holdings2 letters
  14. NagaCorp2 letters
  15. Angi2 letters
  16. Neonode2 letters
  17. Banco Macro2 letters
  18. Corpay2 letters
  19. Marex2 letters
  20. Bellway2 letters
  21. Chegg2 letters
  22. Chemring2 letters
  23. Ecoener2 letters
  24. Ence2 letters
  25. Accenture2 letters
  26. Constellation Oil Services2 letters
  27. Core Laboratories2 letters
  28. Delek2 letters
  29. Rightmove2 letters
  30. Watches of Switzerland2 letters
  31. Forvia2 letters
  32. Hewlett Packard Enterprise2 letters
  33. Seneca Foods2 letters
  34. Sunrun2 letters
  35. Adyen2 letters
  36. Antin Infrastructure2 letters
  37. Canadian Natural Resources2 letters
  38. Kingsway Financial2 letters
  39. Millenium Hospitality Real Estate2 letters
  40. Mister Car Wash2 letters
  41. PSB Industries2 letters
  42. Antofagasta2 letters
  43. CNH Industrial2 letters
  44. GE Vernova2 letters
  45. Heineken2 letters
  46. Porsche2 letters
  47. Rivian2 letters
  48. Scotiabank2 letters
  49. Vermilion Energy2 letters
  50. Warby Parker2 letters
  51. Alcoa2 letters
  52. AST SpaceMobile2 letters
  53. Atlas Copco2 letters
  54. Balwin Properties2 letters
  55. Cansortium2 letters
  56. Cheesecake Factory2 letters
  57. Grainger2 letters
  58. Greenlight Re2 letters
  59. Liberty Media2 letters
  60. Match Group2 letters
  61. Merck2 letters
  62. Nucor2 letters
  63. Plug Power2 letters
  64. Radiant Logistics2 letters
  65. Roper2 letters
  66. Ryanair2 letters
  67. SeatGeek2 letters
  68. Square Enix2 letters
  69. Swire Pacific2 letters
  70. Vanda2 letters
  71. Wolters Kluwer2 letters
  72. Xiaomi2 letters
  73. ATI Physical Therapy2 letters
  74. Atlassian2 letters
  75. C.H. Robinson2 letters
  76. Camping World2 letters
  77. Conagra2 letters
  78. Crawford United2 letters
  79. Harley-Davidson2 letters
  80. Honeywell2 letters
  81. Ingram Micro2 letters
  82. Ionic Rare Earths2 letters
  83. Liberty Broadband2 letters
  84. Otis2 letters
  85. Pan American Silver2 letters
  86. Prada2 letters
  87. Ranger Energy Services2 letters
  88. Rosenbauer2 letters
  89. Superior Industries2 letters
  90. Tejon Ranch2 letters
  91. Tullow2 letters
  92. Técnicas Reunidas2 letters
  93. United Airlines2 letters
  94. Universal Music2 letters
  95. Universal Robina2 letters
  96. Vinci2 letters
  97. AirAsia2 letters
  98. AstraZeneca2 letters
  99. Aurubis2 letters
  100. BASF2 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.