HeadquartersMediumItemDiscussed at
Alphabet Inc.-$3.6T🇺🇸 United StatesThe Pragmatic OptimistBlogAMD vs AVGO: The War After Nvidia-15 Nov 2026
Broadcom Inc.AVGO$1.7T🇺🇸 United StatesThe Pragmatic OptimistBlogAMD vs AVGO: The War After Nvidia-15 Nov 2026
Vertiv Holdings CoVRT-🇺🇸 United StatesThe Pragmatic OptimistBlogAMD vs AVGO: The War After Nvidia-15 Nov 2026
SiTime CorporationSITM-🇺🇸 United StatesThe Pragmatic OptimistBlogAMD vs AVGO: The War After Nvidia-15 Nov 2026
Astera Labs, Inc.ALAB-🇺🇸 United StatesThe Pragmatic OptimistBlogAMD vs AVGO: The War After Nvidia-15 Nov 2026
Advanced Micro Devices, Inc.AMD$875.9B🇺🇸 United StatesThe Pragmatic OptimistBlogAMD vs AVGO: The War After Nvidia-15 Nov 2026
Polycab India Limited542652-🇮🇳 IndiaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
ICICI Bank LimitedIBN-🇮🇳 IndiaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Cholamandalam Investment and Finance Company Limited511243$16.8B🇮🇳 IndiaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
HDFC Asset Management Company Limited541729$12.1B🇮🇳 IndiaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Contemporary Amperex Technology Co., LimitedCYATY/CTATF-🇨🇳 ChinaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Zijin Mining Group Company LimitedZIJMF-🇨🇳 ChinaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
United Microelectronics CorporationUMC-🇹🇼 TaiwanEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Airtac International Group1590-🇹🇼 TaiwanEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
WuXi Biologics (Cayman) Inc.WXIBF-🇨🇳 ChinaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Hangzhou Tigermed Consulting Co., LtdHTMDF/HNGZY$6.1B🇨🇳 ChinaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Pharmaron Beijing Co., Ltd.300759-🇨🇳 ChinaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Vanguard International Semiconductor Corporation5347-🇹🇼 TaiwanEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
ASE Technology Holding Co., Ltd.ASX-🇹🇼 TaiwanEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Largan Precision Co., Ltd.3008-🇹🇼 TaiwanEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
MediaTek Inc.MDTTF-🇹🇼 TaiwanEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
SK hynix Inc.SKHY$641.3B🇰🇷 South KoreaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (November 15, 2026)-15 Nov 2026
Netflix, Inc.NFLX$255.2B🇺🇸 United StatesRecitalBlogChapter One: The Vanishing of US$300 Billion-15 Nov 2026
Nu Holdings Ltd.NU$64.0B🇧🇷 BrazilCapitalist LettersBlogNuBank: Exceptional Growth, Wide Moat, Undervalued Stock!-15 Nov 2026
Atour Lifestyle Holdings LimitedATAT-🇨🇳 ChinaCompound with RenéBlogAnalyzing Atour Lifestyle’s Returns on Incremental Invested Capital (ROIIC)-15 Nov 2026
IEH CorporationIEHC-🇺🇸 United StatesUndiscovered CompoundersBlogHow Many of Your Stocks Are Cooking the Books? Undiscovered Papers #7-15 Nov 2026
XPEL, Inc.XPEL-🇺🇸 United StatesUndiscovered CompoundersBlogHow Many of Your Stocks Are Cooking the Books? Undiscovered Papers #7-15 Nov 2026
Hermès International Société en commandite par actionsRMS-🇫🇷 FranceEquities 123BlogEuropean Portfolio: November 2026 Review-15 Nov 2026
Constellation Software Inc.CSU.TO$51.9B🇨🇦 CanadaEquities 123BlogEuropean Portfolio: November 2026 Review-15 Nov 2026
AppLovin CorporationAPP$135.5B🇺🇸 United StatesTech InvestmentsBlogApplovin vs Unity, AI Winners, Nvidia-15 Nov 2026
SoftBank Group Corp.9984.T-🇯🇵 JapanAndrew BrownBlogSoftbank: Masa’s last hurrah?-15 Nov 2026
Sygnity S.A.SGN-🇵🇱 PolandClean Your FinanceBlogSygnity : analyse de l'action, le mini-Constellation polonais-15 Nov 2026
AleAnna, Inc.ANNA-🇺🇸 United StatesMacro Mind, Micro MarketBlogANNA & Gas Squeeze Tracker #1: The Squeeze Got Longer, the Stock Got Cheaper-15 Nov 2026
Eaton Corporation plcETN-🇮🇪 IrelandCrack The MarketBlogEaton: Grid to Chip-14 Nov 2026
Micron Technology, Inc.MU$880.6B🇺🇸 United StatesThe Acquirers PodcastPodcastIs AI Killing Adobe? We Discuss Listen · 19:0414 Nov 2026
NVIDIA CorporationNVDA$3.9T🇺🇸 United StatesThe Acquirers PodcastPodcastIs AI Killing Adobe? We Discuss Listen · 3:23
+2Listen · 19:38Listen · 25:02
14 Nov 2026
Apple Inc.AAPL$5.2T🇺🇸 United StatesThe Acquirers PodcastPodcastIs AI Killing Adobe? We Discuss Listen · 15:44
+1Listen · 17:11
14 Nov 2026
Alphabet Inc.-$3.6T🇺🇸 United StatesThe Acquirers PodcastPodcastIs AI Killing Adobe? We Discuss Listen · 1:27
+4Listen · 8:39Listen · 10:24Listen · 13:24Listen · 17:33
14 Nov 2026
Chegg, Inc.CHGG$64.5M🇺🇸 United StatesThe Acquirers PodcastPodcastIs AI Killing Adobe? We Discuss Listen · 27:0214 Nov 2026
Adobe Inc.ADBE$94.6B🇺🇸 United StatesThe Acquirers PodcastPodcastIs AI Killing Adobe? We Discuss Listen · 27:44
+1Listen · 29:57
14 Nov 2026
InPost S.A.INPST-🇱🇺 LuxembourgCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Brockhaus Technologies AGBKHT.DE-🇩🇪 GermanyCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
EVS SAEVS-🇧🇪 BelgiumCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Ashtead Technology Holdings PlcAT-🇬🇧 United KingdomCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Edenred SEEDEN$6.4B🇫🇷 FranceCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
MercadoLibre, Inc.MELI$75.6B🇺🇾 UruguayCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Interactive Brokers Group, Inc.IBKR$37.1B🇺🇸 United StatesCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Grab Holdings LimitedGRAB-🇸🇬 SingaporeCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Wise Group plcWISE$11.4B🇬🇧 United KingdomCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Amazon.com, Inc.AMZN$2.9T🇺🇸 United StatesCompound with RenéBlogBlueprint: Nick Sleep’s Nomad Letters, 2005–2007-14 Nov 2026
Nebius Group N.V.NBIS$33.9B🇳🇱 NetherlandsFluentInQualityBlogNebius Is Down 55%. Here's Whether You Should Buy (The 5 Numbers That Decide It)-14 Nov 2026
NVIDIA CorporationNVDA$3.9T🇺🇸 United StatesBest Anchor StocksBlogLessons from Jensen’s scandal, and a new in-depth report (NOTW #114)-14 Nov 2026
Topicus.com Inc.TOI-🇳🇱 NetherlandsBest Anchor StocksBlogLessons from Jensen’s scandal, and a new in-depth report (NOTW #114)-14 Nov 2026
Constellation Software Inc.CSU.TO$51.9B🇨🇦 CanadaBest Anchor StocksBlogLessons from Jensen’s scandal, and a new in-depth report (NOTW #114)-14 Nov 2026
Eurofins Scientific SEERF-🇱🇺 LuxembourgBest Anchor StocksBlogLessons from Jensen’s scandal, and a new in-depth report (NOTW #114)-14 Nov 2026
BBB Foods Inc.TBBB-🇲🇽 MexicoBest Anchor StocksBlogLessons from Jensen’s scandal, and a new in-depth report (NOTW #114)-14 Nov 2026
UnitedHealth Group IncorporatedUNH-🇺🇸 United StatesAnalyzing Good BusinessesBlog📚 Deep Dive UnitedHealth Group-14 Nov 2026
Cisco Systems, Inc.CSCO-🇺🇸 United StatesHow They Make MoneyBlog📊 PRO: This Week in Visuals-14 Nov 2026
Nu Holdings Ltd.NU$64.0B🇧🇷 BrazilHow They Make MoneyBlog📊 PRO: This Week in Visuals-14 Nov 2026
Berkshire Hathaway Inc.BRK-A$1.3T🇺🇸 United StatesHow They Make MoneyBlog📊 PRO: This Week in Visuals-14 Nov 2026
Wise Group plcWISE$11.4B🇬🇧 United KingdomValue and OpportunityBlogWise Plc – Short update after one year-14 Nov 2026
American Express CompanyAXP$215.0B🇺🇸 United StatesRijnberk InvestInsightsBlogAmerican Express – Forget AI, Buy A Boring Compounder!-14 Nov 2026
California Nanotechnologies Corp.CNO-🇺🇸 United StatesThe HermitBlogInside the Commercial Scale-Up and the Path to 500% Returns of Calnano-14 Nov 2026
Camden Property TrustCPT$9.9B🇺🇸 United StatesCompounding DividendsBlogBest Buys November 2026-14 Nov 2026
CTO Realty Growth, Inc.CTO$787.6M🇺🇸 United StatesCompounding DividendsBlogBest Buys November 2026-14 Nov 2026
Silvia, Inc.SVIA-🇺🇸 United StatesIntern PierreBlogSunglasses Found in an Eritrean Shop, Fifty Years Later-14 Nov 2026
DLocal LimitedDLO-🇺🇾 UruguayGlobal Equity BriefingBlogDlocal Q3 2026: Lower Take Rate vs Higher Profit-14 Nov 2026
doValue S.p.A.DOV-🇮🇹 ItalyUndervalued and undercoveredBlogQ3 Results Update: Management Call with Playboy’s CEO and CFO-14 Nov 2026
Energy Recovery, Inc.ERII$369.0M🇺🇸 United StatesUndervalued and undercoveredBlogQ3 Results Update: Management Call with Playboy’s CEO and CFO-14 Nov 2026
Playboy, Inc.PLBY$150.1M🇺🇸 United StatesUndervalued and undercoveredBlogQ3 Results Update: Management Call with Playboy’s CEO and CFO-14 Nov 2026
Nu Holdings Ltd.NU$64.0B🇧🇷 BrazilGlobal Equity BriefingBlogNu Q3 2026: Turmoil in Brazil!-14 Nov 2026
Scandi Standard AB (publ)SCST$1.4B🇸🇪 SwedenQuality Value InvestmentsBlog4 acciones de calidad con momentum-14 Nov 2026
NewPrinces S.p.A.NWL-🇮🇹 ItalyQuality Value InvestmentsBlog4 acciones de calidad con momentum-14 Nov 2026
SAP SESAP-🇩🇪 GermanyQuality Value InvestmentsBlog4 acciones de calidad con momentum-14 Nov 2026
Atlassian CorporationTEAM$37.8B🇦🇺 AustraliaQuality Value InvestmentsBlog4 acciones de calidad con momentum-14 Nov 2026
Vistry Group PLCVTY-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
WH Smith PLCSMWH-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Dr. Martens plcDOCS$663.8M🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Wizz Air Holdings PlcWIZZ-🇭🇺 HungaryCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Helios Towers plcHTWS-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
TBC Bank Group PLCTBCG-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
B&M European Value Retail plcBMELN-🇯🇪 JerseyCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Whitbread plcWTB-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Rolls-Royce Holdings plcRR.-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Lion Finance Group PLCBGEO-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Autotrader Group plcAUTO$5.8B🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Marks and Spencer Group plcMKS-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Burberry Group plcBRBY$5.6B🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
3i Group OrdTGOPY-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
NVIDIA CorporationNVDA$3.9T🇺🇸 United StatesCorfe CapitalBlogThis Week on the FTSE — 13 November 2026-14 Nov 2026
Atento S.A.ATTOF-🇱🇺 LuxembourgSpecial Situations Global EquitiesBlogSmall niches, big returns: my conversation with MicroCapClub-14 Nov 2026
NVIDIA CorporationNVDA$3.9T🇺🇸 United StatesThe Loh-DownBlogIf Loving You Is Huang (I Don’t Want to Be Right)-13 Nov 2026
Bgin Blockchain LimitedBGIN$439.0M🇸🇬 SingaporeGuardian ResearchBlogBGIN: a $34mm tax bill and $31mm of cash-13 Nov 2026
NVIDIA CorporationNVDA$3.9T🇺🇸 United StatesWHAT ARE WE DOING? “Contrarians At The Gate”BlogThe Spy Who Shagged The Market-13 Nov 2026
Wise Group plcWISE$11.4B🇬🇧 United KingdomThe Dutch InvestorsBlogWise Group | H1 FY27 Earnings Update-13 Nov 2026
NVIDIA CorporationNVDA$3.9T🇺🇸 United StatesGrowth Curve InvestingBlogTRADE ALERT: CLOSING THE HEDGE-13 Nov 2026
tonies SETNIE-🇱🇺 LuxembourgStock Talk NewsletterBlogTonies Q3 - setting up to beat Q4, end of warrants-13 Nov 2026
Jet2 plcJET2$3.5B🇬🇧 United KingdomCockney’s SubstackBlogWeekend Rebel Review, 14th November, 2026-13 Nov 2026
Ardmore Shipping CorporationASC$797.3M🇧🇲 BermudaCockney’s SubstackBlogWeekend Rebel Review, 14th November, 2026-13 Nov 2026
Michael Page PlcPAGE-🇬🇧 United KingdomCockney’s SubstackBlogWeekend Rebel Review, 14th November, 2026-13 Nov 2026