Sitemap - 2025 - Ezra's Notes

What Todd Combs Teaches Us About Great Investing

The AI Mania in 19 Visuals

What Four Investors Taught Me About the AI Mania

Q2 2025 Commercial Real Estate Market

Chris Davis & David Rubenstein Notes

Howard Marks and The Calculus of Value Memo Notes

Ezra's Notes: Todd Combs Investment Philosophy

Key Takeaways from Berkshire Hathaway Annual Meeting 2025

Key Takeaways from NVRs Deep Dive

Key Takeaways from the Interview with TSMC's Morris Chang

Key Takeaways from David Einhorn at Delivering Alpha 2024

Notes on "The State of Video Gaming in 2025"

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts