Mentions

Capital AllocatorsPodcastChasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526) Listen · 18:279 Nov 2026
Capital AllocatorsPodcast[REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234) Listen · 38:16
+1Listen · 40:39
9 Nov 2026
Long-Term PickBlog10 Great Companies Down 21-62%: Temporary or Broken?-7 Nov 2026
Casteleyn PartnershipBlogThe Growth Behind the Margin Cut Adyen ($ADYEN) Q3’26 Update-4 Nov 2026
Equities 123BlogAdyen Q3 2026: Why the Stock Is Falling Despite Growth-1 Nov 2026
Emerging Moats ResearchBlogThe Market Is Wrong About Adyen. Here’s Why It Is a Low-Risk 26% IRR-30 Oct 2026
The Dutch InvestorsBlogAdyen Q3 2026 - Earnings Update-28 Oct 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 41-14 Oct 2026
The Dutch InvestorsBlog3 Interesting Software Companies Down 50%-11 Oct 2026
Compound with RenéBlogAgentic AI: A Primer for Investors-9 Oct 2026
The Dutch InvestorsBlogHow to Outperform the S&P 500-4 Oct 2026
The Wolf of Harcourt StreetBlogPortfolio Review - September 2026-1 Oct 2026
Outsiders' CornerBlogInside the Corner - September 2026-30 Sept 2026
Outsiders' CornerBlogInside the Corner - August 2026-25 Aug 2026
scuttleblurbBlog[scuttleslops] Adyen, JHX, FICO, UPWK, AMD, AI buildout-21 Aug 2026
DB Silver FoxBlogPortfolio update as of 11.08.2026-18 Aug 2026
Casteleyn PartnershipBlogAdyen H1 2026 Update-18 Aug 2026
Outsiders' CornerBlogQ2 26 Key Holdings Update-17 Aug 2026
The Dutch InvestorsBlogAdyen H1 2026 | Premium Earnings Update-13 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
The Wolf of Harcourt StreetBlogAdyen: 2026 Financial Model and Valuation Update-28 Jul 2026
Emerging Moats ResearchBlogAdyen: Land And Expand (Ticker: ADYEN)-17 Jul 2026
Outsiders' CornerBlog5 Quality Companies at <1 PEG ratio-16 Jul 2026
Invest Like the BestPodcastAlex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Mimetic InvestingBlogIs this the best ETF on the planet?-1 Feb 2026