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Stock Talk Newsletter

Ben Brostoff publishes company analysis, earnings reactions, portfolio observations, and market commentary across public equities.

https://stocktalknewsletter.substack.com/

Mentions13
Posts8
Latest post30 Aug 2026
MGM Resorts InternationalAdding to BLZE + cybersec basket, selling MGM-30 Aug 2026
Cloudflare, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
Palo Alto Networks, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
CrowdStrike Holdings, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
Backblaze, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
tonies SETonies - great product, great business, great stock-23 Aug 2026
The LGL Group, Inc.PTF valuation and LGL margin of safety-8 Aug 2026
Amazon.com, Inc.AWS secret is best-selection-at-lowest-price-31 Jul 2026
Meta Platforms, Inc.Free AI will benefit margins-29 Jul 2026
WEX Inc.Free AI will benefit margins-29 Jul 2026
WEX Inc.WEX Q2 - market overexcited, but not bad-24 Jul 2026
PayPal Holdings, Inc.PYPL - sitting on sidelines-19 Jul 2026
Armanino Foods of Distinction, Inc.Armanino Foods - growth pesto leader-12 Jul 2026