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.
Top 10 most popular
- Alphabet276 letters
- Amazon219 letters
- Berkshire Hathaway174 letters
- Meta Platforms145 letters
- Microsoft149 letters
- Apple155 letters
- Alibaba35 letters
- Netflix81 letters
- Carvana28 letters
- Nvidia57 letters
By sector
- Communication Services 64
- Consumer Discretionary 169
- Consumer Staples 60
- Energy 51
- Financials 121
- Health Care 63
- Industrials 120
- Information Technology 100
- Materials 66
- Real Estate 33
- Utilities 12
Former companies (108): bought, merged, renamed or bankrupt, kept for what the managers wrote about them.
All companies
Sorted by how many letters mention them. Showing 1 to 100 of 859.
- Alphabet276 letters
- Amazon219 letters
- Berkshire Hathaway174 letters
- Apple155 letters
- Microsoft149 letters
- Meta Platforms145 letters
- Netflix81 letters
- Visa79 letters
- Samsung79 letters
- KKR64 letters
- Interactive Brokers62 letters
- PayPal60 letters
- JPMorgan58 letters
- Nvidia57 letters
- Uber53 letters
- Tesla53 letters
- Goldman Sachs52 letters
- Unilever49 letters
- Johnson & Johnson49 letters
- Walmart48 letters
- IBM46 letters
- Labcorp46 letters
- Mastercard44 letters
- Henkel42 letters
- Morgan Stanley41 letters
- Booking Holdings39 letters
- Vistry37 letters
- McDonald's37 letters
- Richemont37 letters
- PAR Technology37 letters
- Alibaba35 letters
- Fastenal34 letters
- UPS33 letters
- Northeast Bank32 letters
- Tencent31 letters
- Vestas31 letters
- Charles Schwab31 letters
- Brenntag30 letters
- Oracle30 letters
- Coca-Cola30 letters
- Limbach29 letters
- Carvana28 letters
- Disney28 letters
- Jefferies28 letters
- SAP27 letters
- Novo Nordisk27 letters
- RCI Hospitality27 letters
- Intel26 letters
- Nestlé25 letters
- Verizon25 letters
- ByteDance24 letters
- Teekay24 letters
- Restaurant Brands International24 letters
- Naspers24 letters
- BMW24 letters
- Procter & Gamble24 letters
- Cisco24 letters
- AerCap23 letters
- Waters23 letters
- UnitedHealth23 letters
- AT&T23 letters
- IWG22 letters
- Grupo Catalana Occidente22 letters
- Semapa22 letters
- Basic-Fit22 letters
- Edwards Lifesciences22 letters
- Starbucks22 letters
- Bank of America22 letters
- Sea Limited21 letters
- Roku21 letters
- Sonae21 letters
- TSMC21 letters
- Markel21 letters
- Wells Fargo21 letters
- Electronic Arts21 letters
- Burford Capital20 letters
- Tractor Supply20 letters
- OpenAI20 letters
- Baidu20 letters
- Gestamp20 letters
- Fairfax20 letters
- Nike20 letters
- PepsiCo20 letters
- Costco20 letters
- PDD Holdings19 letters
- Brookfield Corporation19 letters
- Motorola Solutions19 letters
- TGS19 letters
- M&T Bank19 letters
- Elecnor19 letters
- Qualcomm18 letters
- Nintendo18 letters
- O'Reilly Automotive18 letters
- Meliá Hotels18 letters
- American Express18 letters
- Aperam18 letters
- Ally Financial18 letters
- Cellebrite17 letters
- Tidewater17 letters
- Jet217 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.