Mentions

Value & Momentum PortfolioBlogThe Next 8 Weeks: Where Macro Events and Policy Changes Could Create Equity Winners and Losers-7 Nov 2026
Long-Term PickBlog10 Great Companies Down 21-62%: Temporary or Broken?-7 Nov 2026
Value & Momentum PortfolioBlogAMZN, INTC, NOW: Three Technology Giants. Three Different Investment Decisions.-2 Nov 2026
The Options OracleBlog⚙️ ServiceNow Just Lost Nearly 30% in Two Sessions. I’ve Seen This Movie Before.-1 Nov 2026
Rijnberk InvestInsightsBlogServiceNow’s Q3 Wasn’t Perfect, But a 31% Crash Is Absurd (A Q3 Review)-31 Oct 2026
The Options OracleBlogThe Options Oracle Ledger-29 Oct 2026
The Loh-DownBlogThe Loh-Down’s Q3 Portfolio Recap-5 Oct 2026
The Pragmatic OptimistBlogTPO’s September ‘26 Roundup-3 Oct 2026
TQI capital (Typical quality investor)Blog13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Compounding Your WealthBlogQ2 2026 SaaS Performance-10 Sept 2026
Investing w/ MartinBlogAugust Wrap Up-2 Sept 2026
The Pragmatic OptimistBlogSoftware's Fairytale Run Continues-29 Aug 2026
Musings from BluBird CapitalBlogThe Power of the Pivot - Market Rotation’s-22 Aug 2026
The Options OracleBlog🎯 Busy Friday Trade Alerts: AFRM Profit, NOW Deep Dive Exit & Fresh U Covered Call-7 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
The Loh-DownBlogThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Global Equity BriefingBlogServiceNow Deep Dive: Too Cheap to Ignore?-28 Jul 2026
Value & Momentum PortfolioBlogMarket Crash Watchlist (July 2026)-27 Jul 2026
Rijnberk InvestInsightsBlogServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story-25 Jul 2026
Value & Momentum PortfolioBlogServiceNow (NOW): Post-Earnings Update & Valuation-23 Jul 2026
Indra's ThoughtsBlogClarity MCP Testing - $NOW/$GOOGL/$TSLA Earnings Prep-22 Jul 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
The SynopsisPodcastDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026