Mentions

Investing w/ MartinBlogAugust Wrap Up-2 Sept 2026
The Pragmatic OptimistBlogSoftware's Fairytale Run Continues-29 Aug 2026
Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
Musings from BluBird CapitalBlogThe Power of the Pivot - Market Rotation’s-22 Aug 2026
TacticzHazelBlog10 Stocks to Buy Right Now-17 Aug 2026
The Options OracleBlog💾 Western Digital Deep Dive: WDC Beat Earnings and Still Lost More Than 16% in Two Days-8 Aug 2026
The Options OracleBlog🎯 Busy Friday Trade Alerts: AFRM Profit, NOW Deep Dive Exit & Fresh U Covered Call-7 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
The Loh-DownBlogThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Global Equity BriefingBlogServiceNow Deep Dive: Too Cheap to Ignore?-28 Jul 2026
Value & Momentum PortfolioBlogMarket Crash Watchlist (July 2026)-27 Jul 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-25 Jul 2026
Rijnberk InvestInsightsBlogServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story-25 Jul 2026
Value & Momentum PortfolioBlogServiceNow (NOW): Post-Earnings Update & Valuation-23 Jul 2026
Summit StocksBlogCapaxe Just Got a Major Upgrade-22 Jul 2026
Indra's ThoughtsBlogClarity MCP Testing - $NOW/$GOOGL/$TSLA Earnings Prep-22 Jul 2026
Bristlemoon CapitalBlogBristlemoon June 2026 Quarterly Letter-13 Jul 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
The SynopsisPodcastDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Pernas ResearchInvestor letter2026 Q1 Investment Letter-20 Apr 2026 (Q1 2026)
AcquiredPodcastFormula 1-2 Mar 2026
EdelweissBlogWill Agentic AI Disrupt SaaS?-25 Jan 2026