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Ezra's Notes

Substack
ezrasnotes.com· weekly· Published 3 days ago

Ezra's Notes is a long-term investing newsletter that examines companies through a business-owner lens, mixing essays on capital allocation with interviews with practising investors and entrepreneurs. Readers get careful, numbers-backed analysis of hot debates like AI capex and historical case studies like Apple under Steve Jobs.

long-term investingcapital allocationfree cash flowai capexhyperscalerssteve jobs applewarren buffettberkshire hathawayvalue investingbusiness acquisitioninvestor interviewsroic
Platform
Substack
Frequency
Weekly
Latest issue
Oct 23, 2026
Language
English
Written for
Long-term individual investors and aspiring business owners
Tone
analytical
Tracked since
Oct 25, 2026

Website: https://www.ezrasnotes.com