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 8
Sorted by how many letters mention them. Showing 701 to 800 of 859.
- Bausch & Lomb2 letters
- Beyond Meat2 letters
- Burlington Stores2 letters
- Cargill2 letters
- Carrier Global2 letters
- Corticeira Amorim2 letters
- DuPont2 letters
- G-Mining Ventures2 letters
- Gilead Sciences2 letters
- Glassdoor2 letters
- Intertek2 letters
- Issuer Direct2 letters
- Itaú Unibanco2 letters
- Iveco2 letters
- J&T Express2 letters
- Maersk2 letters
- MakeMyTrip2 letters
- Miniso2 letters
- MP Materials2 letters
- Nippon Steel2 letters
- Paychex2 letters
- Quest Diagnostics2 letters
- RCM Technologies2 letters
- Royal Gold2 letters
- Saia2 letters
- Take-Two2 letters
- Tata Consultancy Services2 letters
- Thule2 letters
- Tyler Technologies2 letters
- Water Intelligence2 letters
- Wyndham2 letters
- ZTE2 letters
- Vivid Seats1 letter
- DP Eurasia1 letter
- Superior Plus1 letter
- Black Stone Minerals1 letter
- PLBY Group1 letter
- Viatris1 letter
- AnaptysBio1 letter
- Husqvarna1 letter
- Bombardier1 letter
- Kyndryl1 letter
- Telesat1 letter
- Kaspi.kz1 letter
- StubHub1 letter
- AudioEye1 letter
- Strattec1 letter
- Veeva Systems1 letter
- J M Smucker1 letter
- Pitney Bowes1 letter
- Richelieu Hardware1 letter
- Suzano1 letter
- AJ Bell1 letter
- AvalonBay1 letter
- Gogo1 letter
- LNA Santé1 letter
- Morguard REIT1 letter
- Serica Energy1 letter
- Transocean1 letter
- Valvoline1 letter
- Zigup1 letter
- Amdocs1 letter
- Bank OZK1 letter
- Diversified Energy1 letter
- Ferrellgas1 letter
- Invitation Homes1 letter
- Mercari1 letter
- MGM Resorts1 letter
- Ormat1 letter
- TransMedics1 letter
- Avanos1 letter
- Compass Diversified1 letter
- Givex1 letter
- HCA1 letter
- Hormel1 letter
- Instacart1 letter
- JD Sports1 letter
- Keller Williams1 letter
- Krafton1 letter
- Legrand1 letter
- Lionsgate1 letter
- Línea Directa1 letter
- Pescanova1 letter
- Schindler1 letter
- Signet1 letter
- Stella-Jones1 letter
- Suburban Propane1 letter
- Thales1 letter
- Upland Software1 letter
- Vanke1 letter
- Vertu Motors1 letter
- WildBrain1 letter
- Yum! Brands1 letter
- a2 Milk1 letter
- Ares Management1 letter
- Blackbaud1 letter
- ChargePoint1 letter
- CNOOC1 letter
- DeA Capital1 letter
- Dick's Sporting Goods1 letter
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.