Mentions

Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
The Wolf of Harcourt StreetBlogPortfolio Review - August 2026-1 Sept 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Capital EmployedBlog52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️-24 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
TacticzHazelBlogChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Emerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (August 9, 2026)-10 Aug 2026
TacticzHazelBlogPortfolio Update - July 2026-3 Aug 2026
Clean Your FinanceBlog#145 - Bilan Mensuel : +25,3 % annualisé, nouvel ETF sur PEA & saison des résultats-2 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
Value & Momentum PortfolioBlogThe Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
TacticzHazelBlogDid China just kill ASML's moat?-28 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
The Pragmatic OptimistBlogWe’re Not Wasting AI’s Big Selloff-19 Jul 2026
StockOpineBlogASML Q2'26: Accelerating Demand Drives Another Guidance Raise-19 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Bristlemoon CapitalBlogBristlemoon June 2026 Quarterly Letter-13 Jul 2026
Capital AllocatorsPodcastMoat Investing Nuances – Pat Dorsey (EP.509) Listen · 46:156 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Invest Like the BestPodcastAlex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Bristlemoon CapitalBlogDo You Dance While the Music Is Playing?-21 May 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Indirect CostsBlogComerica Bank - Endame-3 Feb 2026
Secret CompoundersBlogPortfolio update, thoughts on WFE stocks.-17 Jan 2026
Edward's PointBlog2025 recap-30 Dec 2025
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025