Mentions

Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
Value & Momentum PortfolioBlogTwo-Week “Buy Signals” Screen (August 30, 2026)-30 Aug 2026
TacticzHazelBlogTacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Modern Value InvestingBlogInvesting in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
Compound with RenéBlogEverybody Agrees Valuation Is Dead!-28 Aug 2026
Crack The MarketBlogNvidia Just Repriced the Entire AI Value Chain-27 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Capital EmployedBlog52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️-24 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
Value Hive PodcastPodcastQ2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 23:0321 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 17-21, 2026)-20 Aug 2026
Corfe CapitalBlogHenderson Far East Income (LON: HFEL)-19 Aug 2026
TacticzHazelBlogChanges to the Portfolio Tracker / Investment Library-18 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
TacticzHazelBlog10 Stocks to Buy Right Now-17 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 33-17 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Long-term InvestingBlogCoreweave (and Nebius NV)-13 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Emerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (August 9, 2026)-10 Aug 2026
TacticzHazelBlogTaiwan Semiconductor Manufacturing (TSMC) - Deep Dive-7 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 3, 2026)-4 Aug 2026
The Black LineBlogAI’s Next Nervous System Is Made of Light-29 Jul 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (July 27, 2026)-28 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
Quality Value InvestmentsBlogLo extraordinario empieza a estar descontado-21 Jul 2026
The Pragmatic OptimistBlogWe’re Not Wasting AI’s Big Selloff-19 Jul 2026
Tech InvestmentsBlogTSMC's Tech Roadmap, Outlook, and the Semis Sell-Off-19 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Value and OpportunityBlogFundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Irrational AnalysisBlogJuly NPO/CPO Update: Stupidity Singularity-12 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
Invest Like the BestPodcastAlex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025