Mentions

Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
Compound with RenéBlogMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Summit StocksBlogJuly 2026 Portfolio Update-4 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
The Finance CornerBlogThe closest thing to insider knowledge you can legally use-25 Jul 2026
Quality Value InvestmentsBlogInversor Experto Avisa: ¡Sal del SP500 y Compra Estas Empresas! La Bolsa Más Barata del Mundo-17 Jul 2026
Quality Value InvestmentsBlogNueva OPA nos deja +12,3% en un mes (y todavía se puede entrar)-14 Jul 2026
Value Investing SubstackBlogDeep Value Investing in an Overvalued World-12 Jul 2026
The SynopsisPodcastDialogue. Copart, Adobe, and Uber Business Updates Listen · 0:12
+11Listen · 11:12Listen · 20:31Listen · 23:21Listen · 26:18Listen · 27:20Listen · 31:40Listen · 33:11Listen · 35:05Listen · 37:22Listen · 59:06Listen · 1:04:49
3 Jul 2026
Sherwood Investment LetterBlogA banger investment book-30 Jun 2026
Speedwell MemosBlogAdobe Business History-25 Jun 2026
Possible Value ResearchBlogQ2 FY2026 Update on Adobe and Why I Bought Shares in the Business-25 Jun 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026
Sherwood Investment LetterBlogA Midsummer night's dream investment-21 Jun 2026
The SynopsisPodcastDialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy-18 Jun 2026
Mexican InvestorBlogAI Is Coming For SaaS - Mexican Investor-17 Jun 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Speedwell MemosBlogAdobe Deep Dive-26 May 2026
The SynopsisPodcastDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Speedwell MemosBlogAdobe Expert Insight Interview (No Paywall)-4 May 2026
Focused CompoundingPodcastEp 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Pernas ResearchInvestor letter2026 Q1 Investment Letter-20 Apr 2026 (Q1 2026)
Secret Sauce InvestingBlogAdobe Revisited $ADBE-31 Mar 2026