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| BBehind the Balance SheetPodcast | #65 - The Tech Analyst - Benedict Evans explains Anthropic's economics | ▶ Listen · 10:58+7 | 13 Nov 2026 |
| WWizard's WinnersBlog | A Bright Shining Lie | - | 11 Nov 2026 |
| FFeather FundBlog | Portfolio Earnings Breakdown | - | 10 Nov 2026 |
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 Value ZoomerBlog | A Year of Managing Money | - | 9 Nov 2026 |
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| TThe Acquirers PodcastPodcast | Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks | ▶ Listen · 9:43+2 | 7 Nov 2026 |
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 UncoverAlphaBlog | The Capital Wall: The AI Buildout Is Running Out of External Capital | - | 3 Nov 2026 |
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| SSecret CompoundersBlog | Amazon Q3 Earnings Analysis | - | 3 Nov 2026 |
 The Dutch InvestorsBlog | TDI Newsletter - October 2026 | - | 2 Nov 2026 |
| VValue & Momentum PortfolioBlog | AMZN, INTC, NOW: Three Technology Giants. Three Different Investment Decisions. | - | 2 Nov 2026 |
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| JJimmy's JournalBlog | 5 Lessons I Learned from Nick Sleep, The Last Buy-and-Holder | - | 2 Nov 2026 |
 The Pragmatic OptimistBlog | The AI Trade Is Changing Colors [Part 2] | - | 1 Nov 2026 |
 Capitalist LettersBlog | Finishing October: Our Portfolio Outperforms S&P 500 by 6% YTD, Here Is What We Own! | - | 1 Nov 2026 |
| SSummit StocksBlog | October 2026 Portfolio Update | - | 1 Nov 2026 |
| TThe Black LineBlog | The AI Boom Has a Shareholder Problem | - | 1 Nov 2026 |
| Best Anchor StocksBlog | The market is shooting par (NOTW #112) | - | 31 Oct 2026 |
| SSummit StocksBlog | Amazon Q3 2026 Earnings Update | - | 31 Oct 2026 |
 The Options OracleBlog | ☁️ Amazon’s Cloud Business Is Accelerating. Wall Street Is Focused on the Bill. | - | 31 Oct 2026 |
| TThe Acquirers PodcastPodcast | Who Pays for the AI Boom? Big Tech’s Financing Problem | ▶ Listen · 2:32+1 | 31 Oct 2026 |
 Growth Curve InvestingBlog | Trade Alert & Portfolio Update | - | 30 Oct 2026 |
| How They Make MoneyBlog | 🔎 Google: The AI Paradox | - | 30 Oct 2026 |
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| The Dutch InvestorsBlog | Amazon Q3 2026 - Earnings Update | - | 30 Oct 2026 |
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| Growth Curve InvestingBlog | Trade Alert: Amazon Earnings Bet | - | 29 Oct 2026 |
| scuttleblurbBlog | [scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI | - | 29 Oct 2026 |
 The Value RoadBlog | Real Technology, Fragile Financing | - | 29 Oct 2026 |
| SSummit StocksBlog | How ROIC Drives Long-Term Investment Returns | - | 28 Oct 2026 |
 Stock Talk NewsletterBlog | Ari Emanuel, Ackman, cybersec, META, MGM | - | 25 Oct 2026 |
| Tech InvestmentsBlog | AI Panic - Our Macro & AI Outlook, Personal AI Agents - Winners & Losers, Micron’s Technology Day & Implications for Semicap | - | 25 Oct 2026 |
 Analyzing Good BusinessesBlog | Most Investors Learn These Lessons Too Late | - | 24 Oct 2026 |
| DDengler Deep DivesBlog | Meta Just Spent $35 Billion in One Quarter. What Does This Mean for Amazon? | - | 23 Oct 2026 |
| GGood Investing TalksPodcast | A Three-Stock Charlie Munger Portfolio - Shaurya Gupta | ▶ Listen · 0:03+3 | 21 Oct 2026 |
| UncoverAlphaBlog | Q3 2026 Channel Checks & Alternative Data: Cloud, AI Adoption and Ad Tech | - | 21 Oct 2026 |
 Under The HoodBlog | 90% House Odds: US Midterms and Portfolio Review | - | 20 Oct 2026 |
| scuttleblurbBlog | [scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models | - | 20 Oct 2026 |
| SSecret CompoundersBlog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
| Stock Talk NewsletterBlog | BLZE put selling on CRWV news and AMZN | - | 17 Oct 2026 |
| How They Make MoneyBlog | ⚡ TSMC: Not Slowing Down | - | 16 Oct 2026 |
 Flyover StocksBlog | Recent Thoughts on Rates, AI Revolution, and Moats | - | 13 Oct 2026 |
 Investment Ideas by AntonioBlog | The State of the AI Trade | - | 13 Oct 2026 |
 The Finance CornerBlog | 4 Stocks I am Buying for the Next Decade | - | 11 Oct 2026 |
| Stock Talk NewsletterBlog | Portfolio update, WSC and EIC tax loss harvesting | - | 11 Oct 2026 |
| Compound with RenéBlog | Agentic AI: A Primer for Investors | - | 9 Oct 2026 |
| Musings on MarketsBlog | Earnings, Cashflows and Stock Prices: The AI Spending plays through! | - | 8 Oct 2026 |
| The Dutch InvestorsBlog | The AI Agent Threat | - | 8 Oct 2026 |
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| Tech InvestmentsBlog | Compute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron | - | 4 Oct 2026 |
| The Pragmatic OptimistBlog | TPO’s September ‘26 Roundup | - | 3 Oct 2026 |
| How They Make MoneyBlog | 🏢 Meta Goes to Work | - | 2 Oct 2026 |
| StockOpineBlog | Greggs’ Trading Improves, AMD Bets on World Labs & Micron Signals More AI Spending | - | 2 Oct 2026 |
 The Wolf of Harcourt StreetBlog | Portfolio Review - September 2026 | - | 1 Oct 2026 |
| UncoverAlphaBlog | The Agent Economy: Who's Most at Risk? | - | 30 Sept 2026 |
| Compounding DividendsBlog | The 7 Deadly Sins of Investing (And How to Avoid Them) | - | 30 Sept 2026 |
| SSummit StocksBlog | September 2026 Portfolio Update | - | 28 Sept 2026 |
 Emerging Moats ResearchBlog | Where Are Google and Apple? | - | 26 Sept 2026 |
| SSummit StocksBlog | Amazon ($AMZN): How High ROIIC Will Drive Exceptional Returns | - | 25 Sept 2026 |
| How They Make MoneyBlog | 💬 Meta Wants The Interface | - | 25 Sept 2026 |
| StockOpineBlog | AI Agents Challenge Booking, Amazon Extends Its Logistics Reach & Grab Insiders Buy | - | 25 Sept 2026 |
| Stock Talk NewsletterBlog | LLM and agent usefulness, Sept. 2026 edition | - | 19 Sept 2026 |
| How They Make MoneyBlog | ⚽️ Why Is Bezos Buying Liverpool FC? | - | 18 Sept 2026 |
| LLong-term InvestingBlog | Data 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 |
| Flyover StocksBlog | The Surface Area for Luck | - | 8 Sept 2026 |
| StockOpineBlog | Evolution Rejects The Bid, PayPal’s $53B Validation & Adobe Names New CEO | - | 8 Sept 2026 |
| VValue & Momentum PortfolioBlog | Deep Dives Performance Update (Sept. 7, 26’) | - | 7 Sept 2026 |
| SSummit StocksBlog | August 2026 Portfolio Update | - | 6 Sept 2026 |
| Modern Value InvestingBlog | Amazon’s AI Economics | - | 6 Sept 2026 |
 InvestResearchBlog | Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model | - | 2 Sept 2026 |
| Modern Value InvestingBlog | Investing in the Age of AI: Too Late or only the Beginning? | - | 30 Aug 2026 |
| Compounding DividendsBlog | 155 stocks I'd buy before Nike | - | 29 Aug 2026 |
| How They Make MoneyBlog | 🤖 NVIDIA: Can’t Build Fast Enough | - | 28 Aug 2026 |
| CCrack The MarketBlog | AI Investment Supercycle: How to Invest in the $6-7tn Race | - | 25 Aug 2026 |
| IInvesting by the BooksPodcast | #87 Mark Wallace on Duveen: The Story of the Most Spectacular Art Dealer of All Time | ▶ Watch · 4:07 | 25 Aug 2026 |
| StockOpineBlog | Straumann Q2 Results, Fortinet AI Summit & Waymo Custom Chip | - | 22 Aug 2026 |
 TacticzHazelBlog | 7 Stocks Superinvestors Bought That Nobody is Covering | - | 21 Aug 2026 |
| How They Make MoneyBlog | ☁️ Alibaba: The AI Payback | - | 21 Aug 2026 |
| How They Make MoneyBlog | 💰 Wall Street's Top Stocks in Q2 | - | 18 Aug 2026 |
| IInvest Like the BestPodcast | Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487] | - | 18 Aug 2026 |
 Clean Your FinanceBlog | 📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026) | - | 16 Aug 2026 |
| How They Make MoneyBlog | ☁️ Neocloud Economics | - | 14 Aug 2026 |
| UncoverAlphaBlog | Nvidia and the Hyperscalers High Stakes Poker Game | - | 13 Aug 2026 |
| SSummit StocksBlog | Amazon ($AMZN): The Market Finally Recognizes The $220 Billion AI Investment | - | 7 Aug 2026 |
| Capitalist LettersBlog | It's Time To Be Bullish On Compute, Again. | - | 6 Aug 2026 |
| TThe Black LineBlog | Big Tech Is Building Faster Than It Can Measure Returns | - | 5 Aug 2026 |
| FFeather FundBlog | Portfolio Earnings Breakdown | - | 5 Aug 2026 |
| SSummit StocksBlog | July 2026 Portfolio Update | - | 4 Aug 2026 |
| Modern Value InvestingBlog | Did the Research Deliver? A Four-Year Review of Every Published Investment Idea | - | 4 Aug 2026 |
| UncoverAlphaBlog | Amazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD | - | 3 Aug 2026 |
 Yet Another Value BlogBlog | Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy. | - | 3 Aug 2026 |
| The Pragmatic OptimistBlog | AI Passed The First Test | - | 2 Aug 2026 |
| Compound with RenéBlog | 8 Signs the AI Bubble Is Further Along Than You Think | - | 2 Aug 2026 |
 Sleep Well InvestmentsBlog | Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned. | - | 2 Aug 2026 |
| The Wolf of Harcourt StreetBlog | Portfolio Review - July 2026 | - | 1 Aug 2026 |
| Stock Talk NewsletterBlog | AWS secret is best-selection-at-lowest-price | - | 31 Jul 2026 |
| How They Make MoneyBlog | ☁️ Amazon: The CapEx Equation | - | 31 Jul 2026 |
| Compounding Your WealthBlog | Amazon Earnings & Reddit Q2 2026 Snapshot | - | 31 Jul 2026 |
| Growth Curve InvestingBlog | PORTFOLIO UPDATE +251% | - | 31 Jul 2026 |
| TThe Loh-DownBlog | The Loh-Down's Q2 Portfolio Recap | - | 30 Jul 2026 |
 CompoundersBlog | GOOGL: Growth at 4 trillion | - | 25 Jul 2026 |
 Long-Term PickBlog | Big Tech's Fear Sale: 5 Giants I'm Buying | - | 21 Jul 2026 |
| Capitalist LettersBlog | Kimi 3: AI Capex Apocalypse or a Buying Opportunity? | - | 19 Jul 2026 |
 The Atomic InvestorBlog | Atomic Radar — Issue #1 — May 2026 | - | 18 Jul 2026 |
 Credit from Macro to MicroBlog | The AI Capex Debt Supercycle | - | 16 Jul 2026 |
 Andvari’s SubstackBlog | Andvari's Q2 2026 Letter | - | 14 Jul 2026 |
| FFeather FundBlog | PORTFOLIO UPDATE | - | 10 Jul 2026 |
| FFrontierVikingBlog | Finding My Investing DNA, Part I | - | 4 Jul 2026 |
| The Wolf of Harcourt StreetBlog | Portfolio Review - June 2026 | - | 1 Jul 2026 |
| UncoverAlphaBlog | Why Token Optimization Is a Gift to the Hyperscalers | - | 29 Jun 2026 |
| TThe SynopsisPodcast | Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle | - | 10 Jun 2026 |
| IInvest Like the BestPodcast | Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477] | - | 9 Jun 2026 |
| UncoverAlphaBlog | Most of the Economy Won't Run on the Best Model | - | 4 Jun 2026 |
| TThe Acquirers PodcastPodcast | Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18 | - | 27 May 2026 |
 Unconventional ValueBlog | Year End 2025 Letter | - | 23 Feb 2026 |
| SSecret CompoundersBlog | Amazon Sell-Off Is Silly | - | 23 Feb 2026 |
| FFundasy InvestorBlog | Document the Process: H1'2026 Gameplan | - | 14 Jan 2026 |
| The Atomic InvestorBlog | The AI Capex debate | - | 9 Dec 2025 |
 Sempiterno InvestmentsBlog | What´s going on lately | - | 8 Nov 2025 |