Mentions

Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (Aug 31-Sept 4, 2026)-4 Sept 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.-3 Sept 2026
The Wolf of Harcourt StreetBlogPortfolio Review - August 2026-1 Sept 2026
Compound with RenéBlogI Spent an Hour on This. You Should Too.-30 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 24-28, 2026)-28 Aug 2026
Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 34-26 Aug 2026
GabGrowthBlogMy 15 Holdings and Why-24 Aug 2026
Five Minute MoneyBlogMercado Libre Update: Overlooked Opportunity or Hidden Risk?-21 Aug 2026
Compound with RenéBlogHalf a Lost Decade Stocks-19 Aug 2026
Maverick Equity ResearchBlog✍️ Defense Contractors Backlog, Palantir, Mercado Libre, Wix + S&P 500 & New Fed Chair = Maverick Equities Charts of the Week #61-18 Aug 2026
Yet Another Value PodcastPodcast$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital Watch · 18:47
+1Listen · 19:35
17 Aug 2026
GabGrowthBlogSea Limited Q2 2026 Earnings Review-14 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (Week of August 10-14, 2026)-14 Aug 2026
Rijnberk InvestInsightsBlogMercadoLibre – The Market is Short-Sighted. That’s the Opportunity.-12 Aug 2026
Sleep Well InvestmentsBlogMercado Libre (MELI) Q2'26 Business Update - Credit Issue?-12 Aug 2026
Value and OpportunityBlogSome links 20/2026-10 Aug 2026
Emerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (August 9, 2026)-10 Aug 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-8 Aug 2026
Compounding Your WealthBlogMercadoLibre, AppLovin, Axon Earnings Q2 2026-6 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 3, 2026)-4 Aug 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
WHAT ARE WE DOING? “Contrarians At The Gate”BlogDon’t Cry for Milei’s Argentina: Energy Boom Ahead-28 Jul 2026
Compound with RenéBlogThe One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
RhinoInsightBlogThe Friday Roundup - Week 30/2026-24 Jul 2026
Value Hive PodcastPodcastEvan Vanderveer (Vanshap Capital): MELI, KSPI, and NU-24 Jul 2026
The Wolf of Harcourt StreetBlogMercadoLibre: 2026 Financial Model and Valuation Update-16 Jul 2026
Hated MoatsBlogMercadoLibre: Valuation Model-10 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
Edward's PointBlogTrust the process-30 Jun 2026
Value Hive PodcastPodcastQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Sleep Well InvestmentsBlogSea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?-5 Jun 2026
The Wolf of Harcourt StreetBlogPortfolio Review - May 2026-30 May 2026
The SynopsisPodcastDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
SaltLight CapitalInvestor letter1Q 2026 Letter-20 May 2026 (Q1 2026)
Secret CompoundersBlogThis Is A Great Time To Buy Great Companies-29 Mar 2026
Fundasy InvestorBlogDocument the Process: H1'2026 Gameplan-14 Jan 2026
Sempiterno InvestmentsBlogWhat´s going on lately-8 Nov 2025
Fundasy InvestorBlogShift4 Payments: The End-to-End Card Present Network-3 Nov 2025