Mentions

Five Minute MoneyBlogHow to Increase Your Chances of Investing Success-4 Sept 2026
UncoverAlphaBlogMeta's AI Infrastructure: Mispriced, Misread, and Massive-30 Aug 2026
WorldStocks Investment ResearchBlogLa 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 SkepticBlogEmerging Market Links + The Week Ahead (August 24-28, 2026)-28 Aug 2026
Value Investing SubstackBlogTTD: Reminds me of META 2022-27 Aug 2026
The SynopsisPodcastDialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 34:2026 Aug 2026
Compound with RenéBlogQuick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Compound with RenéBlogOn The Power of Digital Relationships!-24 Aug 2026
Capital EmployedBlog52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️-24 Aug 2026
Capitalist LettersBlogMETA Deep Dive: Opportunity or a Trap?-23 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
Value Investing SubstackBlogCount Your Dollar Yield-22 Aug 2026
Musings on MarketsBlogAI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions!-20 Aug 2026
Compound with RenéBlogHalf a Lost Decade Stocks-19 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Invest Like the BestPodcastBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Equities 123Blog5 Quality Contrarian Stock Picks, August 2026: From Meta to a Super App Trading at –40%-16 Aug 2026
Clean Your FinanceBlog📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026)-16 Aug 2026
Analyzing Good BusinessesBlog🏰 How Top Investors Find Winners-15 Aug 2026
Compound with RenéBlogDeep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Five Minute MoneyBlogMeta Update: Reckless Spending or Attractive Opportunity?-14 Aug 2026
The SynopsisPodcastDialogue. What Meta's Capex is Really for and Their 6 Call Options Listen · 9:21
+11Listen · 11:13Listen · 14:35Listen · 16:09Listen · 17:11Listen · 21:10Listen · 22:23Listen · 23:52Listen · 27:07Listen · 28:29Listen · 30:08Listen · 33:07
13 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Long-term InvestingBlogMeta Platforms (META)-11 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 32-10 Aug 2026
Capitalist LettersBlogIt's Time To Be Bullish On Compute, Again.-6 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 31-6 Aug 2026
The Black LineBlogBig Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Modern Value InvestingBlogDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
UncoverAlphaBlogAmazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD-3 Aug 2026
Yet Another Value BlogBlogEveryone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
The Pragmatic OptimistBlogAI Passed The First Test-2 Aug 2026
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Sunrise CapitalBlogMeta: 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 StreetBlogPortfolio Review - July 2026-1 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
Speedwell MemosBlogMeta: 2Q26 Business Update-31 Jul 2026
How They Make MoneyBlog☁️ Amazon: The CapEx Equation-31 Jul 2026
Growth Curve InvestingBlogPORTFOLIO UPDATE +251%-31 Jul 2026
Value Investing SubstackBlogWhat Really Matters-31 Jul 2026
Value & Momentum PortfolioBlogMETA (META): Post-Earnings Update & Valuation (July 2026)-31 Jul 2026
FluentInQualityBlogHow To Evaluate Any Small-Cap Management Team In 5 Simple Steps-30 Jul 2026
Compounding Your WealthBlogMeta, Microsoft Earnings & Fortinet Q2 2026 Snapshot-30 Jul 2026
Growth Curve InvestingBlogBuying More META Before Earnings-29 Jul 2026
Stock Talk NewsletterBlogFree AI will benefit margins-29 Jul 2026
La Newsletter de MomentumBlogDonald Trump, me estas tocando los bonos demasiado, ya.-28 Jul 2026
Yet Another Value PodcastPodcastJuly 2026 Random Ramblings-27 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
CompoundersBlogGOOGL: Growth at 4 trillion-25 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
The Atomic InvestorBlogAtomic Radar — Issue #1 — May 2026-18 Jul 2026
UncoverAlphaBlogQ2 2026 Channel Checks & Alternative Data: Cloud, Ad Tech and Software-17 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Capitalist LettersBlogThe Mega-Cap Opportunity: Meta & Microsoft!-12 Jul 2026
Autumn CapitalBlogThink 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
Sunrise CapitalBlogMeta: Overbuilt Compute or AI Optionality?-7 Jul 2026
Capital AllocatorsPodcastMoat Investing Nuances – Pat Dorsey (EP.509) Listen · 57:446 Jul 2026
Gekko CapitalBlogActualización de carteras a cierre de Q2-2026-5 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
Yet Another Value PodcastPodcast$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
UncoverAlphaBlogMost of the Economy Won't Run on the Best Model-4 Jun 2026
Sempiterno InvestmentsBlogNew seeds planted-31 May 2026
The Wolf of Harcourt StreetBlogPortfolio Review - May 2026-30 May 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Scalper's LoungeBlogCatching up on pitches, portfolio, process + prompt-25 May 2026
Mimetic InvestingBlogHow to make money when you are wrong-19 May 2026
Edward's PointBlogAdapt or die-11 May 2026
The Business BrewPodcastEvan Tindell-24 Apr 2026
Rowan StreetInvestor letterQ1 2026 Letter-18 Apr 2026 (Q1 2026)
Behind the Balance SheetPodcast#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Secret CompoundersBlogThis Is A Great Time To Buy Great Companies-29 Mar 2026
Investing by the BooksPodcast#81 Andrew Hollingworth on 1929-10 Mar 2026
Secret CompoundersBlogAmazon Sell-Off Is Silly-23 Feb 2026
Autumn CapitalBlogMeta, Carvana and Arbitraging Clarity-20 Feb 2026
Edward's PointBlog2025 recap-30 Dec 2025
The Atomic InvestorBlogThe AI Capex debate-9 Dec 2025
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025
Pernas ResearchInvestor letterWEEKLY-RESEARCH-HIGHLIGHTS_SAMPLE-15 May 2024