Mentions

Investing w/ MartinBlogAugust Wrap Up-2 Sept 2026
Summit StocksBlogSalesforce ($CRM): The SaaSpocalypse Is Falling Apart-2 Sept 2026
Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
MKTCONTEXTBlog🍔Software Vs Chips (+3 Setups)-30 Aug 2026
The Pragmatic OptimistBlogSoftware's Fairytale Run Continues-29 Aug 2026
Compounding Your WealthBlogRubrik, SentinelOne, Salesforce Earnings Q2 2026-28 Aug 2026
Speedwell MemosBlogSoftware’s AI Risk-27 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
Compounders PodcastPodcastThe Upside of Merging Two Venture Firms with Alex Rubalcava and Connor Sundberg of Amplify LA-27 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
The Finance CornerBlogThe closest thing to insider knowledge you can legally use-25 Jul 2026
Modern Value InvestingBlogSalesforce Can Lose the Interface and Still Win-12 Jul 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
Pernas ResearchInvestor letter2026 Q1 Investment Letter-20 Apr 2026 (Q1 2026)
EdelweissBlogWill Agentic AI Disrupt SaaS?-25 Jan 2026