Mentions

Tech InvestmentsBlogAI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
How They Make MoneyBlog⚡ TSMC: Not Slowing Down-16 Oct 2026
Jimmy's JournalBlogThe Secret Behind the World's Greatest Compounders-15 Oct 2026
Behind the Balance SheetPodcast#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour Listen · 45:03
+1Listen · 46:10
15 Oct 2026
Analyzing Good BusinessesBlog🏰 10 Financial Ratios-14 Oct 2026
UncoverAlphaBlogThe End of Best AI Model Wins era. Where Does the AI Value Go Next?-10 Oct 2026
Compound with RenéBlogAgentic AI: A Primer for Investors-9 Oct 2026
InvestResearchBlogAlphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?-9 Oct 2026
Cannibal StocksBlogWhat If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.-9 Oct 2026
Musings on MarketsBlogEarnings, Cashflows and Stock Prices: The AI Spending plays through!-8 Oct 2026
StockOpineBlogAlphabet: Did AI Make Search a Better Business?-8 Oct 2026
Compounding DividendsBlogWhere Are We Now Part 2: The Greatest Capital Cycle in History-7 Oct 2026
The Dutch InvestorsBlogHow to Outperform the S&P 500-4 Oct 2026
Tech InvestmentsBlogCompute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Clean Your FinanceBlogBilan T3 2026 : +56,5 % vs MSCI World (+18 %) et mes 11 cibles Quality 🎯-4 Oct 2026
Long-term InvestingBlogAI’s Great Divide: Slow Down or Speed Up?-1 Oct 2026
Analyzing Good BusinessesBlog🎙️ How to Find 100-Baggers-30 Sept 2026
Emerging Moats ResearchBlogWhere Are Google and Apple?-26 Sept 2026
How They Make MoneyBlog💬 Meta Wants The Interface-25 Sept 2026
Quality Value InvestmentsBlog¿Ha Muerto el Quality Investing? Inversor Experto Habla del S&P 500, las Small Caps y la IA-23 Sept 2026
Jimmy's JournalBlog7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
TQI capital (Typical quality investor)Blog13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Compound with RenéBlogMacro & Micro Insights: Interesting Resources! (September 2026 Edition)-20 Sept 2026
The Options OracleBlog🤖 Alphabet Already Delivered One Deep Dive Winner. Now GOOG Is Back on My Radar.-20 Sept 2026
How They Make MoneyBlog⚽️ Why Is Bezos Buying Liverpool FC?-18 Sept 2026
scuttleblurbBlog[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH-17 Sept 2026
Long-term InvestingBlogData security and cost concerns may drive firms toward Open-weight LLMs and owned compute infrastructure.-14 Sept 2026
How They Make MoneyBlog☁️ Oracle: 850 Megawatts Later-11 Sept 2026
StockOpineBlogSunbelt Accelerates, Adobe Thesis Gets Stronger & Intuit Sends a Signal-11 Sept 2026
StockOpineBlogEvolution Rejects The Bid, PayPal’s $53B Validation & Adobe Names New CEO-8 Sept 2026
Latticework by MOI GlobalBlogThe Monday Morning Briefing: Labor Day Edition-7 Sept 2026
Value Investing SubstackBlogDon’t Wait To Join The Bourgeoisie-5 Sept 2026
Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
Modern Value InvestingBlogInvesting in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
How They Make MoneyBlog🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Musings from BluBird CapitalBlogHOTCHIPS 2026: AI Factories & Architecture that will define the next Trillion Dollars in AI Infrastructure-26 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Clean Your FinanceBlog📊 [Nouveauté] Volatilité, Sharpe & Markowitz : comment j'analyse le VRAI risque de mon portefeuille-23 Aug 2026
StockOpineBlogStraumann Q2 Results, Fortinet AI Summit & Waymo Custom Chip-22 Aug 2026
Crack The MarketBlogIs the AI Trade Financeable?-22 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
How They Make MoneyBlog☁️ Alibaba: The AI Payback-21 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
Latticework by MOI GlobalBlogThe Monday Morning Briefing-17 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 33-17 Aug 2026
Value Investing SubstackBlogGOOG is the new AAPL-16 Aug 2026
Clean Your FinanceBlog📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026)-16 Aug 2026
Eagle Point CapitalBlogCapex: The Good, the Bad, and the Ugly-15 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Long-term InvestingBlogAlphabet (GOOGL)-12 Aug 2026
Tech InvestmentsBlogOptics vs DRAM, AI Benchmaxing, Stock Picks-9 Aug 2026
SemiAnalysisBlogGemini is Cooked but GCP is Cooking-7 Aug 2026
The Black LineBlogBig Tech Is Building Faster Than It Can Measure Returns-5 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
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Clean Your FinanceBlog#145 - Bilan Mensuel : +25,3 % annualisé, nouvel ETF sur PEA & saison des résultats-2 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
How They Make MoneyBlog☁️ Amazon: The CapEx Equation-31 Jul 2026
Bristlemoon CapitalBlogGoogle’s AI Return on Investment-28 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
TQI capital (Typical quality investor)BlogGoogle is losing the AI war again?-27 Jul 2026
MKTCONTEXTBlog🍔Oversold Bounce (We Sold Stocks)-26 Jul 2026
CompoundersBlogGOOGL: Growth at 4 trillion-25 Jul 2026
CompoundersBlogGOOGL: Rich Problems-25 Jul 2026
The SynopsisPodcastDialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Indra's ThoughtsBlogClarity MCP Testing - $NOW/$GOOGL/$TSLA Earnings Prep-22 Jul 2026
Capitalist LettersBlogKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Behind the Balance SheetPodcast#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.-16 Jul 2026
The Financial PenBlogVariant Perception: The Mechanics of Expectation Gaps-8 Jul 2026
UncoverAlphaBlogWhy Token Optimization Is a Gift to the Hyperscalers-29 Jun 2026
Yet Another Value PodcastPodcast$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
The SynopsisPodcastDialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy-18 Jun 2026
The Midwestern InvestorBlogThe bottleneck behind the bottlenecks-15 Jun 2026
The Acquirers PodcastPodcastThe Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 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 PodcastPodcastThe Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Investing by the BooksPodcast#84 Tom Russo on Common Stocks and Uncommon Profits Watch · 47:592 Jun 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Fundamentally SoundBlogImportant Update: June 1st Price Move-21 May 2026
Lemon Cakes InvestingBlogSeeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
Upslope CapitalInvestor letter2026 Q1 Letter-21 Apr 2026 (Q1 2026)
Indra's ThoughtsBlogFrom SEC Filings to Instant Insights: Meet Clarity AI-26 Mar 2026
Lemon Cakes InvestingBlogPortfolio Review 20251231-12 Jan 2026
Compounders PodcastPodcastDividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro-8 Jan 2026
The Atomic InvestorBlogThe AI Capex debate-9 Dec 2025
Indra's ThoughtsBlogGemini 3: Providing Clarity-19 Nov 2025
Patient Capital Fund NewsletterBlog2025 Portfolio Update-7 Apr 2025
Valencian Bat CapitalBlogTop 10 stocks in my portfolio.-1 Aug 2024