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 9

Sorted by how many letters mention them. Showing 801 to 859 of 859.

  1. Douglas Dynamics1 letter
  2. Floor & Decor1 letter
  3. Garmin1 letter
  4. General Dynamics1 letter
  5. International Petroleum Corporation1 letter
  6. Intuitive Surgical1 letter
  7. ITV1 letter
  8. Metro Bank1 letter
  9. Opendoor1 letter
  10. Outokumpu1 letter
  11. Rocket Companies1 letter
  12. Rosneft1 letter
  13. Sogefi1 letter
  14. Sphere Entertainment1 letter
  15. Strata Critical Medical1 letter
  16. Texas Roadhouse1 letter
  17. Akzo Nobel1 letter
  18. Alarm.com1 letter
  19. Altice1 letter
  20. Apollo Hospitals1 letter
  21. Beacon Roofing Supply1 letter
  22. Bloom Energy1 letter
  23. BTG Pactual1 letter
  24. Bytes Technology1 letter
  25. DiaMedica Therapeutics1 letter
  26. DocuSign1 letter
  27. Dole1 letter
  28. Duke Energy1 letter
  29. Flotek1 letter
  30. Fortune Brands1 letter
  31. Grenergy1 letter
  32. Hallador Energy1 letter
  33. Indivior1 letter
  34. Innovative Industrial Properties1 letter
  35. Inter Parfums1 letter
  36. ITT1 letter
  37. Jubilant Foodworks1 letter
  38. K's Holdings1 letter
  39. Naturgy1 letter
  40. Navient1 letter
  41. Neuberger Berman1 letter
  42. NextEra1 letter
  43. NGL Energy1 letter
  44. ParkerVision1 letter
  45. Persimmon1 letter
  46. Pilgrim's Pride1 letter
  47. Resona Holdings1 letter
  48. Roblox1 letter
  49. Softcat1 letter
  50. Tandem Diabetes1 letter
  51. Traveloka1 letter
  52. Volvo1 letter
  53. Worldpay1 letter
  54. Cboe Global Markets1 letter
  55. Centrica1 letter
  56. CoreWeave1 letter
  57. Lloyds Bank1 letter
  58. PPG Industries1 letter
  59. SGS1 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.