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| SSecret CompoundersBlog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
 Tech InvestmentsBlog | AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks | - | 18 Oct 2026 |
| TThe Acquirers PodcastPodcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Listen · 10:07 | 17 Oct 2026 |
 How They Make MoneyBlog | ⚡ TSMC: Not Slowing Down | - | 16 Oct 2026 |
| BBehind the Balance SheetPodcast | #64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour | ▶ Listen · 12:50 | 15 Oct 2026 |
 Compounding Your WealthBlog | $META: Muse Hits 5 Million Downloads in 22 Days, but Rising CapEx Pressures FCF | - | 13 Oct 2026 |
 Investment Ideas by AntonioBlog | The State of the AI Trade | - | 13 Oct 2026 |
 Stock Talk NewsletterBlog | Portfolio update, WSC and EIC tax loss harvesting | - | 11 Oct 2026 |
 Analyzing Good BusinessesBlog | 🎙️ How Drew Cohen Picks Winners | - | 10 Oct 2026 |
 UncoverAlphaBlog | The End of Best AI Model Wins era. Where Does the AI Value Go Next? | - | 10 Oct 2026 |
 Compounding DividendsBlog | Where Are We Now Part 3: Smoke, Mirrors, and Phantom Demand | - | 10 Oct 2026 |
 Compound with RenéBlog | Agentic AI: A Primer for Investors | - | 9 Oct 2026 |
 Musings on MarketsBlog | Earnings, Cashflows and Stock Prices: The AI Spending plays through! | - | 8 Oct 2026 |
 scuttleblurbBlog | [scuttleslops] META, MU, NVDA, LW, open web advertising | - | 8 Oct 2026 |
| Compounding DividendsBlog | Where Are We Now Part 2: The Greatest Capital Cycle in History | - | 7 Oct 2026 |
 Growth Curve InvestingBlog | PORTFOLIO UPDATE + 292%: Trimming META | - | 7 Oct 2026 |
| IInvest Like the BestPodcast | Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494] | - | 6 Oct 2026 |
 The Pragmatic OptimistBlog | EdgeAI: The Next Frontier | - | 5 Oct 2026 |
 Latticework by MOI GlobalBlog | The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain | - | 5 Oct 2026 |
 The Dutch InvestorsBlog | How to Outperform the S&P 500 | - | 4 Oct 2026 |
| The Pragmatic OptimistBlog | TPO’s September ‘26 Roundup | - | 3 Oct 2026 |
| How They Make MoneyBlog | 🏢 Meta Goes to Work | - | 2 Oct 2026 |
| LLong-term InvestingBlog | AI’s Great Divide: Slow Down or Speed Up? | - | 1 Oct 2026 |
 The Wolf of Harcourt StreetBlog | Portfolio Review - September 2026 | - | 1 Oct 2026 |
 Emerging ValueBlog | Portfolio update September 2026 | - | 1 Oct 2026 |
 Quality Value InvestmentsBlog | Meta pasa de rezagada a líder, y Booking paga la factura | - | 29 Sept 2026 |
| The Pragmatic OptimistBlog | 5 AI Stocks With Promising Charts | - | 28 Sept 2026 |
| JJimmy's JournalBlog | Agentic AI: Winners and Losers | - | 28 Sept 2026 |
 Yet Another Value BlogBlog | Before you fade Muse, use it for 72 hours | - | 28 Sept 2026 |
| Latticework by MOI GlobalBlog | The Monday Morning Briefing: Micron and Nike Earnings on Deck | - | 28 Sept 2026 |
 Best Anchor StocksBlog | A Webinar, Macro, and Muse (NOTW#109) | - | 26 Sept 2026 |
| CCrack The MarketBlog | The Age of Agents: Muse Just Changed What the AI Dollar Buys | - | 25 Sept 2026 |
| How They Make MoneyBlog | 💬 Meta Wants The Interface | - | 25 Sept 2026 |
| Growth Curve InvestingBlog | Closing SQQQ Position | - | 24 Sept 2026 |
| TThe Acquirers PodcastPodcast | From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money | ▶ Listen · 35:52+2 | 24 Sept 2026 |
 Value Investing by Giles CapitalBlog | Giles Capital Reads - Week 38 | - | 23 Sept 2026 |
| SSunrise CapitalBlog | Sunrise Musings - #1 | - | 21 Sept 2026 |
| TTQI capital (Typical quality investor)Blog | 13F (Fund manager portfolio reviews) - Q2/26 | - | 21 Sept 2026 |
| Compound with RenéBlog | Macro & Micro Insights: Interesting Resources! (September 2026 Edition) | - | 20 Sept 2026 |
| Stock Talk NewsletterBlog | LLM and agent usefulness, Sept. 2026 edition | - | 19 Sept 2026 |
| How They Make MoneyBlog | ⚽️ Why Is Bezos Buying Liverpool FC? | - | 18 Sept 2026 |
| Yet Another Value BlogBlog | The rise (and downsides) of AI agents in investing | - | 17 Sept 2026 |
| JJimmy's JournalBlog | The 7 Secret Moats for Long-Term Outperformance | - | 17 Sept 2026 |
| JJimmy's JournalBlog | Meta Platforms ($META): AI Agents Are Here | - | 14 Sept 2026 |
| Stock Talk NewsletterBlog | Corero preview, META Muse | - | 13 Sept 2026 |
| How They Make MoneyBlog | ☁️ Oracle: 850 Megawatts Later | - | 11 Sept 2026 |
 The Options OracleBlog | 🎯 META Take Profit Alert: Locking In a 10.7% Gain | - | 9 Sept 2026 |
| UncoverAlphaBlog | Meta just launched its most important product since WhatsApp and Instagram: the Muse AI agent | - | 9 Sept 2026 |
| UncoverAlphaBlog | Meta's AI Infrastructure: Mispriced, Misread, and Massive | - | 30 Aug 2026 |
 WorldStocks Investment ResearchBlog | La Última Vez que META Hizo ESTO se Multiplicó x8 | - | 28 Aug 2026 |
| How They Make MoneyBlog | 🤖 NVIDIA: Can’t Build Fast Enough | - | 28 Aug 2026 |
 Emerging Market SkepticBlog | Emerging Market Links + The Week Ahead (August 24-28, 2026) | - | 28 Aug 2026 |
| TThe SynopsisPodcast | Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle | ▶ Listen · 34:20 | 26 Aug 2026 |
| CCrack The MarketBlog | AI Investment Supercycle: How to Invest in the $6-7tn Race | - | 25 Aug 2026 |
 Capital EmployedBlog | 52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️ | - | 24 Aug 2026 |
 Capitalist LettersBlog | META Deep Dive: Opportunity or a Trap? | - | 23 Aug 2026 |
 TacticzHazelBlog | 7 Stocks Superinvestors Bought That Nobody is Covering | - | 21 Aug 2026 |
| How They Make MoneyBlog | ☁️ Alibaba: The AI Payback | - | 21 Aug 2026 |
| Musings on MarketsBlog | AI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions! | - | 20 Aug 2026 |
| Compound with RenéBlog | Half a Lost Decade Stocks | - | 19 Aug 2026 |
| IInvest Like the BestPodcast | Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487] | - | 18 Aug 2026 |
| EEquities 123Blog | 5 Quality Contrarian Stock Picks, August 2026: From Meta to a Super App Trading at –40% | - | 16 Aug 2026 |
 Clean Your FinanceBlog | 📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026) | - | 16 Aug 2026 |
| Analyzing Good BusinessesBlog | 🏰 How Top Investors Find Winners | - | 15 Aug 2026 |
 Five Minute MoneyBlog | Meta Update: Reckless Spending or Attractive Opportunity? | - | 14 Aug 2026 |
| TThe SynopsisPodcast | Dialogue. What Meta's Capex is Really for and Their 6 Call Options | ▶ Listen · 9:21+11 | 13 Aug 2026 |
| LLong-term InvestingBlog | Meta Platforms (META) | - | 11 Aug 2026 |
| Value Investing by Giles CapitalBlog | Giles Capital Weekly - Week 32 | - | 10 Aug 2026 |
| Capitalist LettersBlog | Uber: The Market Is Wrong, Time to Buy! | - | 9 Aug 2026 |
| Capitalist LettersBlog | It's Time To Be Bullish On Compute, Again. | - | 6 Aug 2026 |
 Flyover StocksBlog | What Six Weeks in Europe Taught Me About HVAC, Travel, and Cheap UK Stocks | - | 6 Aug 2026 |
| Value Investing by Giles CapitalBlog | Giles Capital Reads - Week 31 | - | 6 Aug 2026 |
| TThe Black LineBlog | Big Tech Is Building Faster Than It Can Measure Returns | - | 5 Aug 2026 |
 Modern Value InvestingBlog | Did the Research Deliver? A Four-Year Review of Every Published Investment Idea | - | 4 Aug 2026 |
| Value Investing by Giles CapitalBlog | Giles Capital Weekly - Week 31 | - | 4 Aug 2026 |
| UncoverAlphaBlog | Amazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD | - | 3 Aug 2026 |
| Yet Another Value BlogBlog | Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy. | - | 3 Aug 2026 |
| The Pragmatic OptimistBlog | AI Passed The First Test | - | 2 Aug 2026 |
| Compound with RenéBlog | 8 Signs the AI Bubble Is Further Along Than You Think | - | 2 Aug 2026 |
| SSunrise CapitalBlog | Meta: Compute Is the Heart of the Business | - | 2 Aug 2026 |
| How They Make MoneyBlog | 📊 PRO: This Week in Visuals | - | 1 Aug 2026 |
| The Wolf of Harcourt StreetBlog | Portfolio Review - July 2026 | - | 1 Aug 2026 |
 Hated MoatsBlog | Portfolio Update & 1 Year of Hated Moats | - | 31 Jul 2026 |
 Speedwell MemosBlog | Meta: 2Q26 Business Update | - | 31 Jul 2026 |
| How They Make MoneyBlog | ☁️ Amazon: The CapEx Equation | - | 31 Jul 2026 |
| Growth Curve InvestingBlog | PORTFOLIO UPDATE +251% | - | 31 Jul 2026 |
 Value Investing SubstackBlog | What Really Matters | - | 31 Jul 2026 |
| VValue & Momentum PortfolioBlog | META (META): Post-Earnings Update & Valuation (July 2026) | - | 31 Jul 2026 |
| Compounding Your WealthBlog | Meta, Microsoft Earnings & Fortinet Q2 2026 Snapshot | - | 30 Jul 2026 |
| Growth Curve InvestingBlog | Buying More META Before Earnings | - | 29 Jul 2026 |
| YYet Another Value PodcastPodcast | July 2026 Random Ramblings | - | 27 Jul 2026 |
| Value Investing by Giles CapitalBlog | Giles Capital Weekly - Week 30 | - | 27 Jul 2026 |
 CompoundersBlog | GOOGL: Growth at 4 trillion | - | 25 Jul 2026 |
 Long-Term PickBlog | Big Tech's Fear Sale: 5 Giants I'm Buying | - | 21 Jul 2026 |
 The Atomic InvestorBlog | Atomic Radar — Issue #1 — May 2026 | - | 18 Jul 2026 |
 Credit from Macro to MicroBlog | The AI Capex Debt Supercycle | - | 16 Jul 2026 |
| Capitalist LettersBlog | The Mega-Cap Opportunity: Meta & Microsoft! | - | 12 Jul 2026 |
| AAutumn CapitalBlog | Think Bigger on META | - | 11 Jul 2026 |
| Capitalist LettersBlog | 🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups! | - | 8 Jul 2026 |
| SSunrise CapitalBlog | Meta: Overbuilt Compute or AI Optionality? | - | 7 Jul 2026 |
| CCapital AllocatorsPodcast | Moat Investing Nuances – Pat Dorsey (EP.509) | ▶ Listen · 57:44 | 6 Jul 2026 |
| The Wolf of Harcourt StreetBlog | Portfolio Review - June 2026 | - | 1 Jul 2026 |
| YYet Another Value PodcastPodcast | $FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest | - | 28 Jun 2026 |
| TThe SynopsisPodcast | Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle | - | 10 Jun 2026 |
| UncoverAlphaBlog | Most of the Economy Won't Run on the Best Model | - | 4 Jun 2026 |
 Sempiterno InvestmentsBlog | New seeds planted | - | 31 May 2026 |
| The Wolf of Harcourt StreetBlog | Portfolio Review - May 2026 | - | 30 May 2026 |
| TThe Acquirers PodcastPodcast | Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18 | - | 27 May 2026 |
| SScalper's LoungeBlog | Catching up on pitches, portfolio, process + prompt | - | 25 May 2026 |
| MMimetic InvestingBlog | How to make money when you are wrong | - | 19 May 2026 |
 Fundamentally SoundBlog | The Fundamentals: Reviewing My Meta Post Through the Lens of a New Investor | - | 12 May 2026 |
| TThe Business BrewPodcast | Evan Tindell | - | 24 Apr 2026 |
 Rowan StreetInvestor letter | Q1 2026 Letter | - | 18 Apr 2026 (Q1 2026) |
| BBehind the Balance SheetPodcast | #58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries | - | 16 Apr 2026 |
| SSecret CompoundersBlog | This Is A Great Time To Buy Great Companies | - | 29 Mar 2026 |
| IInvesting by the BooksPodcast | #81 Andrew Hollingworth on 1929 | - | 10 Mar 2026 |
| SSecret CompoundersBlog | Amazon Sell-Off Is Silly | - | 23 Feb 2026 |
| AAutumn CapitalBlog | Meta, Carvana and Arbitraging Clarity | - | 20 Feb 2026 |
 Edward's PointBlog | 2025 recap | - | 30 Dec 2025 |
| The Atomic InvestorBlog | The AI Capex debate | - | 9 Dec 2025 |
 Pernas ResearchInvestor letter | WEEKLY-RESEARCH-HIGHLIGHTS_SAMPLE | - | 15 May 2024 |
 Exit Velocity InvestingBlog | Thoughts on Portfolio Concentration and Merits of the #NeverSell Approach | - | 28 Jan 2024 |