Ezra's Notes

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Conversations #1: Polymath Investor
A quick-fire personal round with investor Mauricio Heck AKA @Polymathinvestor: meditation, competitive sailing, Atlas Shrugged, and the non-financial…
 • Ezra Crangle
What Chris Hohn Taught Me About Rejecting 99.6% of the Market
Chris Hohn compounded at 18% annually for two decades by eliminating almost everything first.
 • Ezra Crangle
Ferrari: The Business That Grows by Selling Less Than It Could
Ferrari is not your typycal car manufacturer.
 • Ezra Crangle
Low-Entropy Businesses: Why Some Companies Quietly Endure (Part II)
An exploration of low-entropy businesses built on rules, ritual, and geography—and why slow-moving foundations matter.
 • Ezra Crangle
Low-Entropy Businesses: Why Some Companies Quietly Endure
An essay on low-entropy businesses and why some companies endure by aligning with time, structure, and simplicity rather than constant change.
 • Ezra Crangle
What Todd Combs Teaches Us About Great Investing
How Todd Combs thinks about great businesses, management, valuation, and clarity in uncertain markets.
 • Ezra Crangle
The AI Mania in 19 Visuals
19 visuals that explain the AI boom better than a thousand takes.
 • Ezra Crangle
What Four Investors Taught Me About the AI Mania
A reflective breakdown of how four investors interpret the current AI mania—and what it says about human behavior.
 • Ezra Crangle
Q2 2025 Commercial Real Estate Market
Ezra's Notes #4
 • Ezra Crangle
Ezra's Notes
Ezra's Notes
Understanding how to invest with a true long-term mindset — seeing companies beyond the numbers, with a business-owner mentality.
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Understanding how to invest with a true long-term mindset — seeing companies beyond the numbers, with a business-owner mentality.
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