MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Guardian Research

https://guardianresearch.substack.com/

Mentions13
Posts6
Latest post18 Oct 2026
Gloo Holdings, Inc.inside the guardian discord-18 Oct 2026
Gloo Holdings, Inc.GLOO: Gloo's own filings make the short case-16 Oct 2026
GE AerospaceAn aerospace stock too small for Chris Hohn. Blue sky: $12 on a $4 stock-8 Oct 2026
Airbus SEAn aerospace stock too small for Chris Hohn. Blue sky: $12 on a $4 stock-8 Oct 2026
SLB N.V.Portfolio and performance update, September 2026-30 Sept 2026
Athabasca Oil CorporationPortfolio and performance update, September 2026-30 Sept 2026
EQT CorporationPortfolio and performance update, September 2026-30 Sept 2026
Tourmaline Oil Corp.Portfolio and performance update, September 2026-30 Sept 2026
CDTi Advanced Materials, Inc.No Paywall: CDTi Advanced Materials: Two Supermajors and Twelve Months of Cash-26 Aug 2026
Norwegian Cruise Line Holdings Ltd.The No Pile-22 Aug 2026
Carvana Co.The No Pile-22 Aug 2026
Union Pacific CorporationThe No Pile-22 Aug 2026
uniQure N.V.The No Pile-22 Aug 2026