Mentions

The Loh-DownBlogThe Loh-Down’s Q3 Portfolio Recap-5 Oct 2026
Value Hive PodcastPodcastQ2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital Listen · 28:552 Oct 2026
How They Make MoneyBlog💬 Meta Wants The Interface-25 Sept 2026
Memyselfandi007’s SubstackBlogUpdate Special Situations: Norma, Paypal & NEW: Delivery Hero (No action)-18 Sept 2026
Value and OpportunityBlogUpdate Special Situations: Norma, Paypal & NEW: Delivery Hero (No action)-18 Sept 2026
Global EquitiesBlogBuffett is wrong. Volatility is risk-18 Sept 2026
StockOpineBlogEvolution Rejects The Bid, PayPal’s $53B Validation & Adobe Names New CEO-8 Sept 2026
StockOpineBlogStraumann Q2 Results, Fortinet AI Summit & Waymo Custom Chip-22 Aug 2026
Value Investing SubstackBlogWhat Really Matters-31 Jul 2026
DeepValue CapitalBlogPayPal (PYPL) Q2 2026 Earnings Report-30 Jul 2026
The Loh-DownBlogThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
StockOpineBlogPayPal Q2'26 Review: Paying Up for a Pivot-30 Jul 2026
Compounding DividendsBlogEarnings Reports From 2 Cannibals-29 Jul 2026
Value and OpportunityBlogQuick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem-28 Jul 2026
Memyselfandi007’s SubstackBlogQuick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem-28 Jul 2026
Global EquitiesBlogAnother 3 interesting ideas-20 Jul 2026
Stock Talk NewsletterBlogPYPL - sitting on sidelines-19 Jul 2026
Value and OpportunityBlogQuick Updates: Frosta 6M 2026, Paypal vs. Stripe&Advent, Easyjet spectacle & DCC “Sweetener”-17 Jul 2026
Memyselfandi007’s SubstackBlogQuick Updates: Frosta 6M 2026, Paypal vs. Strip &Advent, Easyjet spectacle & DCC “Sweetener”-17 Jul 2026
Value Investing SubstackBlogDeep Value Investing in an Overvalued World-12 Jul 2026
Global EquitiesBlog3 interesting ideas-6 Jul 2026
Global EquitiesBlogBlock: The illusion of top-line growth-26 Jun 2026
Global EquitiesBlogPayPal: Undervalued at 7.8x P/E?-19 Jun 2026
Demystified ValueBlogHow Much of the World Do You Actually Want to Own?-15 Jun 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026