Mentions

The Pragmatic OptimistBlogWe’re Buying Market’s Fears-15 Oct 2026
Stock Talk NewsletterBlogPortfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.-2 Oct 2026
Software Analyst Cyber ResearchBlogThe Three Platform Shifts Reshaping Cybersecurity: Lessons From CrowdStrike & OpenAI-1 Oct 2026
Compounding Your WealthBlogMy Stock Portfolio Review, September 2026-1 Oct 2026
Analyzing Good BusinessesBlog🎙️ How to Find 100-Baggers-30 Sept 2026
Musings from BluBird CapitalBlogBuilding an Agent Is Easy. Trust Is Hard-29 Sept 2026
The Pragmatic OptimistBlog5 AI Stocks With Promising Charts-28 Sept 2026
Compounding Your WealthBlogQ2 2026 SaaS Performance-10 Sept 2026
Rijnberk InvestInsightsBlogCrowdStrike – I Love This Business, But The Valuation is Brutal-10 Sept 2026
How They Make MoneyBlog❄️ Snowflake: AI Fuels Consumption-4 Sept 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.-3 Sept 2026
Stock Talk NewsletterBlogAdding to BLZE + cybersec basket, selling MGM-30 Aug 2026
The Pragmatic OptimistBlogSoftware's Fairytale Run Continues-29 Aug 2026
Compounding Your WealthBlogNvidia, CrowdStrike, Veeva Earnings Q2 2026-27 Aug 2026
How They Make MoneyBlog💻 Software Strikes Back-26 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Value & Momentum PortfolioBlogMarket Crash Watchlist (July 2026)-27 Jul 2026
Market Moves by GBCBlogWall Street Radar: Stocks to Watch Next Week-26 Jul 2026
Market Moves by GBCBlogWall Street Radar: Stocks to Watch Next Week-26 Jul 2026
Mexican InvestorBlogAI Is Coming For SaaS - Mexican Investor-17 Jun 2026
Focused CompoundingPodcastEp 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026