Mentions

Compound with RenéBlogThe 2.5-Year Test 90% of Investors Fail-16 Sept 2026
Irrational AnalysisBlog[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory-14 Sept 2026
Compound with RenéBlogBlueprint: Owners and Renters-12 Sept 2026
Value Investing SubstackBlogBuffett Invests in Change-12 Sept 2026
SuperJoost PlaylistBlogWhy Xbox is rationing the cloud-11 Sept 2026
How They Make MoneyBlog☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Analyzing Good BusinessesBlog📊 The One Metric That Predicts Long-Term Winners: ROIIC vs ROIC-9 Sept 2026
GabGrowthBlogThe Case For Taking Profits-8 Sept 2026
Five Minute MoneyBlogHow to Increase Your Chances of Investing Success-4 Sept 2026
How They Make MoneyBlog🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
The Acquirers PodcastPodcastI Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 9:4727 Aug 2026
Guardian ResearchBlogThe No Pile-22 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
Value Investing SubstackBlogGOOG is the new AAPL-16 Aug 2026
Analyzing Good BusinessesBlog📈 10 timeless lessons from the Oracle of Omaha-1 Aug 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-1 Aug 2026
FluentInQualityBlogHow To Evaluate Any Small-Cap Management Team In 5 Simple Steps-30 Jul 2026
La Newsletter de MomentumBlogDonald Trump, me estas tocando los bonos demasiado, ya.-28 Jul 2026
Yet Another Value PodcastPodcastJuly 2026 Random Ramblings-27 Jul 2026
Capitalist LettersBlog🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!-8 Jul 2026
Invest Like the BestPodcastJeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]-7 Jul 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
Edward's PointBlogAdapt or die-11 May 2026
Focused CompoundingPodcastEp 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Focused CompoundingPodcastEp 476. Greg Abel's First Berkshire Hathaway Shareholder Letter-3 Apr 2026
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025
Planet MicroCap PodcastPodcastThe “Golden Threads” that Make Up the Fabric of Success with James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company-14 Aug 2024
Exit Velocity InvestingBlogThoughts on Portfolio Concentration and Merits of the #NeverSell Approach-28 Jan 2024