Ezra's Notes Checked November 9, 2026
Investor Letters

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Scott Miller

Greenhaven Road Capital

Long-biased, global, off-the-beaten-path ideas, modeled on the early Buffett partnerships.

Best for Investors open to off-the-beaten-path ideas anywhere in the world.

Why I read Scott

Scott writes like he's talking to a friend and he's honest about how much of any record is luck. He also visits companies most investors only read about.

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