| AAlphabet Inc. | - | $3.6T | 🇺🇸 United States | The Pragmatic Optimist | Blog | AMD vs AVGO: The War After Nvidia | - | 15 Nov 2026 |
Broadcom Inc. | AVGO | $1.7T | 🇺🇸 United States | The Pragmatic Optimist | Blog | AMD vs AVGO: The War After Nvidia | - | 15 Nov 2026 |
Vertiv Holdings Co | VRT | - | 🇺🇸 United States | The Pragmatic Optimist | Blog | AMD vs AVGO: The War After Nvidia | - | 15 Nov 2026 |
SiTime Corporation | SITM | - | 🇺🇸 United States | The Pragmatic Optimist | Blog | AMD vs AVGO: The War After Nvidia | - | 15 Nov 2026 |
Astera Labs, Inc. | ALAB | - | 🇺🇸 United States | The Pragmatic Optimist | Blog | AMD vs AVGO: The War After Nvidia | - | 15 Nov 2026 |
| AAdvanced Micro Devices, Inc. | AMD | $875.9B | 🇺🇸 United States | The Pragmatic Optimist | Blog | AMD vs AVGO: The War After Nvidia | - | 15 Nov 2026 |
| PPolycab India Limited | 542652 | - | 🇮🇳 India | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
ICICI Bank Limited | IBN | - | 🇮🇳 India | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
| CCholamandalam Investment and Finance Company Limited | 511243 | $16.8B | 🇮🇳 India | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
HDFC Asset Management Company Limited | 541729 | $12.1B | 🇮🇳 India | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Contemporary Amperex Technology Co., Limited | CYATY/CTATF | - | 🇨🇳 China | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Zijin Mining Group Company Limited | ZIJMF | - | 🇨🇳 China | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
| UUnited Microelectronics Corporation | UMC | - | 🇹🇼 Taiwan | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Airtac International Group | 1590 | - | 🇹🇼 Taiwan | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
| WWuXi Biologics (Cayman) Inc. | WXIBF | - | 🇨🇳 China | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Hangzhou Tigermed Consulting Co., Ltd | HTMDF/HNGZY | $6.1B | 🇨🇳 China | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Pharmaron Beijing Co., Ltd. | 300759 | - | 🇨🇳 China | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Vanguard International Semiconductor Corporation | 5347 | - | 🇹🇼 Taiwan | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
ASE Technology Holding Co., Ltd. | ASX | - | 🇹🇼 Taiwan | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Largan Precision Co., Ltd. | 3008 | - | 🇹🇼 Taiwan | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
MediaTek Inc. | MDTTF | - | 🇹🇼 Taiwan | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
| SSK hynix Inc. | SKHY | $641.3B | 🇰🇷 South Korea | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (November 15, 2026) | - | 15 Nov 2026 |
Netflix, Inc. | NFLX | $255.2B | 🇺🇸 United States | Recital | Blog | Chapter One: The Vanishing of US$300 Billion | - | 15 Nov 2026 |
Nu Holdings Ltd. | NU | $64.0B | 🇧🇷 Brazil | Capitalist Letters | Blog | NuBank: Exceptional Growth, Wide Moat, Undervalued Stock! | - | 15 Nov 2026 |
Atour Lifestyle Holdings Limited | ATAT | - | 🇨🇳 China | Compound with René | Blog | Analyzing Atour Lifestyle’s Returns on Incremental Invested Capital (ROIIC) | - | 15 Nov 2026 |
IEH Corporation | IEHC | - | 🇺🇸 United States | Undiscovered Compounders | Blog | How Many of Your Stocks Are Cooking the Books? Undiscovered Papers #7 | - | 15 Nov 2026 |
XPEL, Inc. | XPEL | - | 🇺🇸 United States | Undiscovered Compounders | Blog | How Many of Your Stocks Are Cooking the Books? Undiscovered Papers #7 | - | 15 Nov 2026 |
Hermès International Société en commandite par actions | RMS | - | 🇫🇷 France | EEquities 123 | Blog | European Portfolio: November 2026 Review | - | 15 Nov 2026 |
Constellation Software Inc. | CSU.TO | $51.9B | 🇨🇦 Canada | EEquities 123 | Blog | European Portfolio: November 2026 Review | - | 15 Nov 2026 |
AppLovin Corporation | APP | $135.5B | 🇺🇸 United States | Tech Investments | Blog | Applovin vs Unity, AI Winners, Nvidia | - | 15 Nov 2026 |
| SSoftBank Group Corp. | 9984.T | - | 🇯🇵 Japan | AAndrew Brown | Blog | Softbank: Masa’s last hurrah? | - | 15 Nov 2026 |
| SSygnity S.A. | SGN | - | 🇵🇱 Poland | Clean Your Finance | Blog | Sygnity : analyse de l'action, le mini-Constellation polonais | - | 15 Nov 2026 |
| AAleAnna, Inc. | ANNA | - | 🇺🇸 United States | MMacro Mind, Micro Market | Blog | ANNA & Gas Squeeze Tracker #1: The Squeeze Got Longer, the Stock Got Cheaper | - | 15 Nov 2026 |
| EEaton Corporation plc | ETN | - | 🇮🇪 Ireland | CCrack The Market | Blog | Eaton: Grid to Chip | - | 14 Nov 2026 |
Micron Technology, Inc. | MU | $880.6B | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | Is AI Killing Adobe? We Discuss | ▶ Listen · 19:04 | 14 Nov 2026 |
NVIDIA Corporation | NVDA | $3.9T | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | Is AI Killing Adobe? We Discuss | ▶ Listen · 3:23+2 | 14 Nov 2026 |
Apple Inc. | AAPL | $5.2T | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | Is AI Killing Adobe? We Discuss | ▶ Listen · 15:44+1 | 14 Nov 2026 |
| AAlphabet Inc. | - | $3.6T | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | Is AI Killing Adobe? We Discuss | ▶ Listen · 1:27+4 | 14 Nov 2026 |
Chegg, Inc. | CHGG | $64.5M | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | Is AI Killing Adobe? We Discuss | ▶ Listen · 27:02 | 14 Nov 2026 |
Adobe Inc. | ADBE | $94.6B | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | Is AI Killing Adobe? We Discuss | ▶ Listen · 27:44+1 | 14 Nov 2026 |
InPost S.A. | INPST | - | 🇱🇺 Luxembourg | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Brockhaus Technologies AG | BKHT.DE | - | 🇩🇪 Germany | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
| EEVS SA | EVS | - | 🇧🇪 Belgium | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Ashtead Technology Holdings Plc | AT | - | 🇬🇧 United Kingdom | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Edenred SE | EDEN | $6.4B | 🇫🇷 France | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
MercadoLibre, Inc. | MELI | $75.6B | 🇺🇾 Uruguay | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Interactive Brokers Group, Inc. | IBKR | $37.1B | 🇺🇸 United States | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Grab Holdings Limited | GRAB | - | 🇸🇬 Singapore | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Wise Group plc | WISE | $11.4B | 🇬🇧 United Kingdom | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Amazon.com, Inc. | AMZN | $2.9T | 🇺🇸 United States | Compound with René | Blog | Blueprint: Nick Sleep’s Nomad Letters, 2005–2007 | - | 14 Nov 2026 |
Nebius Group N.V. | NBIS | $33.9B | 🇳🇱 Netherlands | FFluentInQuality | Blog | Nebius Is Down 55%. Here's Whether You Should Buy (The 5 Numbers That Decide It) | - | 14 Nov 2026 |
NVIDIA Corporation | NVDA | $3.9T | 🇺🇸 United States | Best Anchor Stocks | Blog | Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114) | - | 14 Nov 2026 |
Topicus.com Inc. | TOI | - | 🇳🇱 Netherlands | Best Anchor Stocks | Blog | Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114) | - | 14 Nov 2026 |
Constellation Software Inc. | CSU.TO | $51.9B | 🇨🇦 Canada | Best Anchor Stocks | Blog | Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114) | - | 14 Nov 2026 |
Eurofins Scientific SE | ERF | - | 🇱🇺 Luxembourg | Best Anchor Stocks | Blog | Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114) | - | 14 Nov 2026 |
BBB Foods Inc. | TBBB | - | 🇲🇽 Mexico | Best Anchor Stocks | Blog | Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114) | - | 14 Nov 2026 |
| UUnitedHealth Group Incorporated | UNH | - | 🇺🇸 United States | Analyzing Good Businesses | Blog | 📚 Deep Dive UnitedHealth Group | - | 14 Nov 2026 |
| CCisco Systems, Inc. | CSCO | - | 🇺🇸 United States | How They Make Money | Blog | 📊 PRO: This Week in Visuals | - | 14 Nov 2026 |
Nu Holdings Ltd. | NU | $64.0B | 🇧🇷 Brazil | How They Make Money | Blog | 📊 PRO: This Week in Visuals | - | 14 Nov 2026 |
| BBerkshire Hathaway Inc. | BRK-A | $1.3T | 🇺🇸 United States | How They Make Money | Blog | 📊 PRO: This Week in Visuals | - | 14 Nov 2026 |
Wise Group plc | WISE | $11.4B | 🇬🇧 United Kingdom | Value and Opportunity | Blog | Wise Plc – Short update after one year | - | 14 Nov 2026 |
American Express Company | AXP | $215.0B | 🇺🇸 United States | Rijnberk InvestInsights | Blog | American Express – Forget AI, Buy A Boring Compounder! | - | 14 Nov 2026 |
California Nanotechnologies Corp. | CNO | - | 🇺🇸 United States | The Hermit | Blog | Inside the Commercial Scale-Up and the Path to 500% Returns of Calnano | - | 14 Nov 2026 |
Camden Property Trust | CPT | $9.9B | 🇺🇸 United States | Compounding Dividends | Blog | Best Buys November 2026 | - | 14 Nov 2026 |
CTO Realty Growth, Inc. | CTO | $787.6M | 🇺🇸 United States | Compounding Dividends | Blog | Best Buys November 2026 | - | 14 Nov 2026 |
Silvia, Inc. | SVIA | - | 🇺🇸 United States | Intern Pierre | Blog | Sunglasses Found in an Eritrean Shop, Fifty Years Later | - | 14 Nov 2026 |
DLocal Limited | DLO | - | 🇺🇾 Uruguay | Global Equity Briefing | Blog | Dlocal Q3 2026: Lower Take Rate vs Higher Profit | - | 14 Nov 2026 |
| DdoValue S.p.A. | DOV | - | 🇮🇹 Italy | Undervalued and undercovered | Blog | Q3 Results Update: Management Call with Playboy’s CEO and CFO | - | 14 Nov 2026 |
Energy Recovery, Inc. | ERII | $369.0M | 🇺🇸 United States | Undervalued and undercovered | Blog | Q3 Results Update: Management Call with Playboy’s CEO and CFO | - | 14 Nov 2026 |
Playboy, Inc. | PLBY | $150.1M | 🇺🇸 United States | Undervalued and undercovered | Blog | Q3 Results Update: Management Call with Playboy’s CEO and CFO | - | 14 Nov 2026 |
Nu Holdings Ltd. | NU | $64.0B | 🇧🇷 Brazil | Global Equity Briefing | Blog | Nu Q3 2026: Turmoil in Brazil! | - | 14 Nov 2026 |
Scandi Standard AB (publ) | SCST | $1.4B | 🇸🇪 Sweden | Quality Value Investments | Blog | 4 acciones de calidad con momentum | - | 14 Nov 2026 |
NewPrinces S.p.A. | NWL | - | 🇮🇹 Italy | Quality Value Investments | Blog | 4 acciones de calidad con momentum | - | 14 Nov 2026 |
SAP SE | SAP | - | 🇩🇪 Germany | Quality Value Investments | Blog | 4 acciones de calidad con momentum | - | 14 Nov 2026 |
Atlassian Corporation | TEAM | $37.8B | 🇦🇺 Australia | Quality Value Investments | Blog | 4 acciones de calidad con momentum | - | 14 Nov 2026 |
Vistry Group PLC | VTY | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
| WWH Smith PLC | SMWH | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Dr. Martens plc | DOCS | $663.8M | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Wizz Air Holdings Plc | WIZZ | - | 🇭🇺 Hungary | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Helios Towers plc | HTWS | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
TBC Bank Group PLC | TBCG | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
| BB&M European Value Retail plc | BMELN | - | 🇯🇪 Jersey | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Whitbread plc | WTB | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Rolls-Royce Holdings plc | RR. | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Lion Finance Group PLC | BGEO | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Autotrader Group plc | AUTO | $5.8B | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Marks and Spencer Group plc | MKS | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
Burberry Group plc | BRBY | $5.6B | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
3i Group Ord | TGOPY | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
NVIDIA Corporation | NVDA | $3.9T | 🇺🇸 United States | CCorfe Capital | Blog | This Week on the FTSE — 13 November 2026 | - | 14 Nov 2026 |
| AAtento S.A. | ATTOF | - | 🇱🇺 Luxembourg | SSpecial Situations Global Equities | Blog | Small niches, big returns: my conversation with MicroCapClub | - | 14 Nov 2026 |
NVIDIA Corporation | NVDA | $3.9T | 🇺🇸 United States | TThe Loh-Down | Blog | If Loving You Is Huang (I Don’t Want to Be Right) | - | 13 Nov 2026 |
Bgin Blockchain Limited | BGIN | $439.0M | 🇸🇬 Singapore | Guardian Research | Blog | BGIN: a $34mm tax bill and $31mm of cash | - | 13 Nov 2026 |
NVIDIA Corporation | NVDA | $3.9T | 🇺🇸 United States | WWHAT ARE WE DOING? “Contrarians At The Gate” | Blog | The Spy Who Shagged The Market | - | 13 Nov 2026 |
Wise Group plc | WISE | $11.4B | 🇬🇧 United Kingdom | The Dutch Investors | Blog | Wise Group | H1 FY27 Earnings Update | - | 13 Nov 2026 |
NVIDIA Corporation | NVDA | $3.9T | 🇺🇸 United States | Growth Curve Investing | Blog | TRADE ALERT: CLOSING THE HEDGE | - | 13 Nov 2026 |
tonies SE | TNIE | - | 🇱🇺 Luxembourg | Stock Talk Newsletter | Blog | Tonies Q3 - setting up to beat Q4, end of warrants | - | 13 Nov 2026 |
Jet2 plc | JET2 | $3.5B | 🇬🇧 United Kingdom | CCockney’s Substack | Blog | Weekend Rebel Review, 14th November, 2026 | - | 13 Nov 2026 |
Ardmore Shipping Corporation | ASC | $797.3M | 🇧🇲 Bermuda | CCockney’s Substack | Blog | Weekend Rebel Review, 14th November, 2026 | - | 13 Nov 2026 |
Michael Page Plc | PAGE | - | 🇬🇧 United Kingdom | CCockney’s Substack | Blog | Weekend Rebel Review, 14th November, 2026 | - | 13 Nov 2026 |