Mentions

GabGrowthBlogPortfolio Review (August 2026)-2 Sept 2026
InvestResearchBlogAmazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model-2 Sept 2026
Modern Value InvestingBlogInvesting in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
Compounding DividendsBlog155 stocks I'd buy before Nike-29 Aug 2026
How They Make MoneyBlog🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Five Minute MoneyBlogLump Sum vs Dollar Cost Averaging-28 Aug 2026
Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
The Acquirers PodcastPodcastI Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 6:17
+2Watch · 54:40Watch · 59:05
27 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
StockOpineBlogStraumann Q2 Results, Fortinet AI Summit & Waymo Custom Chip-22 Aug 2026
Musings on MarketsBlogAI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions!-20 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Invest Like the BestPodcastBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Clean Your FinanceBlog📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026)-16 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Long-term InvestingBlogAmazon (AMZN)-9 Aug 2026
Best Anchor StocksBlogThe Hard Rules of Portfolio Management (NOTW#103)-8 Aug 2026
Compounding DividendsBlogDividend Growth and Secular Tailwinds-8 Aug 2026
Summit StocksBlogAmazon ($AMZN): The Market Finally Recognizes The $220 Billion AI Investment-7 Aug 2026
Capitalist LettersBlogIt's Time To Be Bullish On Compute, Again.-6 Aug 2026
The Black LineBlogBig Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Feather FundBlogPortfolio Earnings Breakdown-5 Aug 2026
Summit StocksBlogJuly 2026 Portfolio Update-4 Aug 2026
Modern Value InvestingBlogDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
UncoverAlphaBlogAmazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD-3 Aug 2026
Yet Another Value BlogBlogEveryone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
The Pragmatic OptimistBlogAI Passed The First Test-2 Aug 2026
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Compounding Your WealthBlogSaaS valuation, weekly recap-1 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
Stock Talk NewsletterBlogAWS secret is best-selection-at-lowest-price-31 Jul 2026
How They Make MoneyBlog☁️ Amazon: The CapEx Equation-31 Jul 2026
Compounding Your WealthBlogAmazon Earnings & Reddit Q2 2026 Snapshot-31 Jul 2026
Growth Curve InvestingBlogPORTFOLIO UPDATE +251%-31 Jul 2026
FluentInQualityBlogHow To Evaluate Any Small-Cap Management Team In 5 Simple Steps-30 Jul 2026
The Loh-DownBlogThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
La Newsletter de MomentumBlogDonald Trump, me estas tocando los bonos demasiado, ya.-28 Jul 2026
CompoundersBlogGOOGL: Growth at 4 trillion-25 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
Capitalist LettersBlogKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
The Atomic InvestorBlogAtomic Radar — Issue #1 — May 2026-18 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Andvari’s SubstackBlogAndvari's Q2 2026 Letter-14 Jul 2026
Gekko CapitalBlogActualización de carteras a cierre de Q2-2026-5 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
UncoverAlphaBlogWhy Token Optimization Is a Gift to the Hyperscalers-29 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
UncoverAlphaBlogMost of the Economy Won't Run on the Best Model-4 Jun 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Mimetic InvestingBlogHow to make money when you are wrong-19 May 2026
Edward's PointBlogAdapt or die-11 May 2026
Behind the Balance SheetPodcast#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Third Point CapitalInvestor letterQ1 2026 Investor Letter-10 Apr 2026 (Q1 2026)
Unconventional ValueBlogYear End 2025 Letter-23 Feb 2026
Secret CompoundersBlogAmazon Sell-Off Is Silly-23 Feb 2026
The Atomic InvestorBlogThe AI Capex debate-9 Dec 2025
Sempiterno InvestmentsBlogWhat´s going on lately-8 Nov 2025
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025