Mentions

Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (Aug 31-Sept 4, 2026)-4 Sept 2026
GabGrowthBlogPortfolio Review (August 2026)-2 Sept 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 24-28, 2026)-28 Aug 2026
MMMT WealthBlogNebius Group (NBIS): My 2030 Forecasts-24 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 17-21, 2026)-20 Aug 2026
TacticzHazelBlogChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (Week of August 10-14, 2026)-14 Aug 2026
Long-term InvestingBlogCoreweave (and Nebius NV)-13 Aug 2026
Global Equity BriefingBlogNebius Q2 2026: Arkady Delivers Again!-13 Aug 2026
TacticzHazelBlogMichael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Sung CapitalBlogThe fund that ran out of the thing it was named after-5 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 3, 2026)-4 Aug 2026
Investing w/ MartinBlogJuly Results-3 Aug 2026
TacticzHazelBlogPortfolio Update - July 2026-3 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
Yet Another Value BlogBlogDid Situational Awareness inflate the AI bubble?-30 Jul 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (July 27, 2026)-28 Jul 2026
Yet Another Value PodcastPodcastJuly 2026 Random Ramblings Watch · 16:4627 Jul 2026
MMMT WealthBlogThe Baskets: Looking Ahead to Q3 2026 (Part 1)-5 Jul 2026
Value Hive PodcastPodcastJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 6:55
+1Listen · 1:07:46
26 Jun 2026