Mentions

The Dutch InvestorsBlogThe AI Agent Threat-8 Oct 2026
Modern Value InvestingBlogPortfolio and Strategy Update: Q4 2026-2 Oct 2026
The Acquirers PodcastPodcastGreat Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 1:56
+2Watch · 43:28Watch · 57:42
1 Oct 2026
Boyar ResearchBlogPost-SaaSpocalypse-30 Sept 2026
The Options OracleBlog☁️ Salesforce’s (CRM) AI Breakout Just Hit Its First Real Test-19 Sept 2026
The HermitBlogEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Summit StocksBlogAugust 2026 Portfolio Update-6 Sept 2026
Investing w/ MartinBlogAugust Wrap Up-2 Sept 2026
Summit StocksBlogSalesforce ($CRM): The SaaSpocalypse Is Falling Apart-2 Sept 2026
Compounding Your WealthBlogRubrik, SentinelOne, Salesforce Earnings Q2 2026-28 Aug 2026
How They Make MoneyBlog💻 Software Strikes Back-26 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Scalper's LoungeBlogSunday Market Prep (#19)-23 Aug 2026
Latticework by MOI GlobalBlogThis Week in Special Situations-20 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
Modern Value InvestingBlogSalesforce Can Lose the Interface and Still Win-12 Jul 2026
Invest Like the BestPodcastVlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]-23 Jun 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026
Mexican InvestorBlogAI Is Coming For SaaS - Mexican Investor-17 Jun 2026
InvestingWithWesBlogSalesforce-CRM-31 May 2026
Focused CompoundingPodcastEp 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026