lastminute.com N.V. | LMNZ;LMN(SWX) | - | 🇳🇱 Netherlands | WWizard's Winners | Blog | Lastminute.com is cruising at 30,000 feet... but is being priced like it’s forever stuck on the runway | - | 19 Oct 2026 |
AppLovin Corporation | APP | $89.4B | 🇺🇸 United States | Speedwell Memos | Blog | AppLovin Deep Dive | - | 19 Oct 2026 |
Uber Technologies, Inc. | UBER | $143.7B | 🇺🇸 United States | The Options Oracle | Blog | 🎯 Trade Management Alert: Putting Today's Bounce to Work | - | 19 Oct 2026 |
| HHAL Trust | HAL | $16.6B | 🇳🇱 Netherlands | Thoughts of the Graoully or his Antagonist | Blog | A time of transitions (Rubis and HAL) | - | 19 Oct 2026 |
Rubis | RUI | $4.1B | 🇫🇷 France | Thoughts of the Graoully or his Antagonist | Blog | A time of transitions (Rubis and HAL) | - | 19 Oct 2026 |
D-BOX Technologies Inc. | DBO.TO | $185.1M | 🇨🇦 Canada | Wolf of Oakville | Blog | October 2026 WWW “What’s Wolf Watching” | - | 19 Oct 2026 |
CANPR Technology Ltd. | WPR.V | $1.1M | 🇨🇦 Canada | Wolf of Oakville | Blog | October 2026 WWW “What’s Wolf Watching” | - | 19 Oct 2026 |
CoreWeave, Inc. | CRWV | - | 🇺🇸 United States | CCrack The Market | Blog | CoreWeave: The Equity Is What the Lenders Leave Behind | - | 19 Oct 2026 |
Daxor Corporation | DXR | - | 🇺🇸 United States | MMicrocap Opportunities | Blog | Initiation Coverage: Daxor Corporation (NASDAQ: DXR) | - | 19 Oct 2026 |
Nebius Group N.V. | NBIS | $45.0B | 🇳🇱 Netherlands | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
Credo Technology Group Holding Ltd | CRDO | - | 🇰🇾 Cayman Islands | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
Lam Research Corporation | LRCX | - | 🇺🇸 United States | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
Applied Materials, Inc. | AMAT | - | 🇺🇸 United States | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
ASML Holding N.V. | ASML | $640.7B | 🇳🇱 Netherlands | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
Micron Technology, Inc. | MU | $994.3B | 🇺🇸 United States | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
NVIDIA Corporation | NVDA | $5.2T | 🇺🇸 United States | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
| TTaiwan Semiconductor Manufacturing Company Limited | 2330 | - | 🇹🇼 Taiwan | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
Broadcom Inc. | AVGO | $1.6T | 🇺🇸 United States | VValue & Momentum Portfolio | Blog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
TRE Holdings Corporation | 9247JP | $527.0M | 🇯🇵 Japan | Made In Japan | Blog | SOHN Tokyo: 6 best ideas | - | 19 Oct 2026 |
Chubu Electric Power Company, Incorporated | 9502JP | $12.5B | 🇯🇵 Japan | Made In Japan | Blog | SOHN Tokyo: 6 best ideas | - | 19 Oct 2026 |
ROHM Co., Ltd. | 6963JP | - | 🇯🇵 Japan | Made In Japan | Blog | SOHN Tokyo: 6 best ideas | - | 19 Oct 2026 |
Money Forward, Inc. | 3994JP | $2.3B | 🇯🇵 Japan | Made In Japan | Blog | SOHN Tokyo: 6 best ideas | - | 19 Oct 2026 |
Kusuri No Aoki Holdings Co., Ltd. | 3549 | - | 🇯🇵 Japan | Made In Japan | Blog | SOHN Tokyo: 6 best ideas | - | 19 Oct 2026 |
The Kroger Co. | KR | - | 🇺🇸 United States | Compounding Dividends | Blog | 💸 Financing the AI Buildout | - | 19 Oct 2026 |
Cadeler A/S | CADLR | - | 🇩🇰 Denmark | Norwegian Hidden Gems | Blog | Watchlist Update: A timely opportunity in Cadeler | - | 19 Oct 2026 |
Wendel | MF | $3.6B | 🇫🇷 France | DDB Silver Fox | Blog | The Fifty-Cent Euro | - | 19 Oct 2026 |
Great Southern Copper PLC | GSCU | $20.1M | 🇬🇧 United Kingdom | A Whisky with Charles | Blog | Great Southern Copper | - | 19 Oct 2026 |
LVMH Moet Hennessy Louis Vuitton SE | LVMH | $220.2B | 🇫🇷 France | TTQI capital (Typical quality investor) | Blog | $LVMH: Will LVMH able to reaccelerate growth again? | - | 19 Oct 2026 |
Semtech Corporation | SMTC | - | 🇺🇸 United States | Irrational Analysis | Blog | OCP Global Summit 2026: Irrational Recap | - | 19 Oct 2026 |
MACOM Technology Solutions Holdings, Inc. | MTSI | - | 🇺🇸 United States | Irrational Analysis | Blog | OCP Global Summit 2026: Irrational Recap | - | 19 Oct 2026 |
Credo Technology Group Holding Ltd | CRDO | - | 🇰🇾 Cayman Islands | Irrational Analysis | Blog | OCP Global Summit 2026: Irrational Recap | - | 19 Oct 2026 |
StoneCo Ltd. | STNE | - | 🇰🇾 Cayman Islands | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
Fortinet, Inc. | FTNT | $124.1B | 🇺🇸 United States | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
Netflix, Inc. | NFLX | $293.7B | 🇺🇸 United States | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
Texas Roadhouse, Inc. | TXRH | $11.2B | 🇺🇸 United States | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
Amazon.com, Inc. | AMZN | $2.7T | 🇺🇸 United States | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
MercadoLibre, Inc. | MELI | $93.0B | 🇺🇾 Uruguay | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
Meta Platforms, Inc. | META | $1.8T | 🇺🇸 United States | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
Uber Technologies, Inc. | UBER | $143.7B | 🇺🇸 United States | SSecret Compounders | Blog | Fall 2026 Portfolio Update | - | 18 Oct 2026 |
Sanlorenzo S.p.A. | SL.MI | - | 🇮🇹 Italy | Moram | Blog | European Small Caps (Italian Wine Brands, Ecoener, Sanlorenzo, NewPrinces) | - | 18 Oct 2026 |
Helix Exploration PLC | HEXLN | - | 🇬🇧 United Kingdom | A Whisky with Charles | Blog | Helix Exploration | - | 18 Oct 2026 |
Contemporary Amperex Technology Co., Limited | 300750 | - | 🇨🇳 China | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (October 18, 2026) | - | 18 Oct 2026 |
| SSoulbrain Co., Ltd. | 357780 | $1.9B | 🇰🇷 South Korea | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (October 18, 2026) | - | 18 Oct 2026 |
| HHPSP Co., Ltd. | 403870 | - | 🇰🇷 South Korea | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (October 18, 2026) | - | 18 Oct 2026 |
Eugene Technology Co.,Ltd. | 084370 | - | 🇰🇷 South Korea | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (October 18, 2026) | - | 18 Oct 2026 |
| EEO Technics Co., Ltd. | 039030 | $4.1B | 🇰🇷 South Korea | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (October 18, 2026) | - | 18 Oct 2026 |
Vingroup Joint Stock Company | VIC | - | 🇻🇳 Vietnam | Emerging Market Skeptic | Blog | EM Fund Stock Picks & Country Commentaries (October 18, 2026) | - | 18 Oct 2026 |
CoreWeave, Inc. | CRWV | - | 🇺🇸 United States | JunkBondInvestor | Blog | Credit Weekly: The Cost of Capital Finally Bites | - | 18 Oct 2026 |
| TTaiwan Semiconductor Manufacturing Company Limited | 2330 | - | 🇹🇼 Taiwan | The Dutch Investors | Blog | ASML Built a $400 Million Machine. TSMC Isn’t Using It. | - | 18 Oct 2026 |
ASML Holding N.V. | ASML | $640.7B | 🇳🇱 Netherlands | The Dutch Investors | Blog | ASML Built a $400 Million Machine. TSMC Isn’t Using It. | - | 18 Oct 2026 |
Hermès International Société en commandite par actions | RMS | - | 🇫🇷 France | Intern Pierre | Blog | Liberté, Égalité, Louis Vuitton | - | 18 Oct 2026 |
Tidewater Midstream and Infrastructure Ltd. | TWM.TO | $374.1M | 🇨🇦 Canada | Treasure Hunting | Blog | How I Use Claude as My Second Brain for Stock Research | - | 18 Oct 2026 |
Topicus.com Inc. | TOI | - | 🇳🇱 Netherlands | Compound with René | Blog | Topicus: Same Price, Different Company? | - | 18 Oct 2026 |
Semtech Corporation | SMTC | - | 🇺🇸 United States | The Options Oracle | Blog | 🧠 Semtech (SMTC) Raised Guidance. Wall Street Still Hammered the Stock. | - | 18 Oct 2026 |
PlayWay S.A. | PLW | - | 🇵🇱 Poland | Polish Shares | Blog | Monitor Weekly [2026-10-18] | - | 18 Oct 2026 |
Text S.A. | TEXT.WA | - | 🇵🇱 Poland | Polish Shares | Blog | Monitor Weekly [2026-10-18] | - | 18 Oct 2026 |
XTB S.A. | XTB.WA | - | 🇵🇱 Poland | Polish Shares | Blog | Monitor Weekly [2026-10-18] | - | 18 Oct 2026 |
Paragon Advanced Labs Inc. | PALS.V,PAVLF | - | 🇨🇦 Canada | MMicrocap Opportunities | Blog | Exiting Paragon Advanced Labs: More Questions Than Answers | - | 18 Oct 2026 |
CoreWeave, Inc. | CRWV | - | 🇺🇸 United States | Tech Investments | Blog | AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks | - | 18 Oct 2026 |
| AAlphabet Inc. | - | $4.2T | 🇺🇸 United States | Tech Investments | Blog | AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks | - | 18 Oct 2026 |
Meta Platforms, Inc. | META | $1.8T | 🇺🇸 United States | Tech Investments | Blog | AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks | - | 18 Oct 2026 |
Gloo Holdings, Inc. | GLOO | $283.3M | 🇺🇸 United States | Guardian Research | Blog | inside the guardian discord | - | 18 Oct 2026 |
Schneider Electric S.E. | SU | - | 🇫🇷 France | CCrack The Market | Blog | What Is Actually Happening to the AI Trade | - | 17 Oct 2026 |
Samsung Electronics Co., Ltd. | 005930 | $1.1T | 🇰🇷 South Korea | CCrack The Market | Blog | What Is Actually Happening to the AI Trade | - | 17 Oct 2026 |
ASML Holding N.V. | ASML | $640.7B | 🇳🇱 Netherlands | CCrack The Market | Blog | What Is Actually Happening to the AI Trade | - | 17 Oct 2026 |
| TTaiwan Semiconductor Manufacturing Company Limited | 2330 | - | 🇹🇼 Taiwan | CCrack The Market | Blog | What Is Actually Happening to the AI Trade | - | 17 Oct 2026 |
Amazon.com, Inc. | AMZN | $2.7T | 🇺🇸 United States | Stock Talk Newsletter | Blog | BLZE put selling on CRWV news and AMZN | - | 17 Oct 2026 |
Backblaze, Inc. | BLZE | - | 🇺🇸 United States | Stock Talk Newsletter | Blog | BLZE put selling on CRWV news and AMZN | - | 17 Oct 2026 |
ASML Holding N.V. | ASML | $640.7B | 🇳🇱 Netherlands | Best Anchor Stocks | Blog | Diversified by name, concentrated by bet (NOTW#111) | - | 17 Oct 2026 |
Verisure plc | VSURE | - | 🇬🇧 United Kingdom | Best Anchor Stocks | Blog | Diversified by name, concentrated by bet (NOTW#111) | - | 17 Oct 2026 |
ASML Holding N.V. | ASML | $640.7B | 🇳🇱 Netherlands | How They Make Money | Blog | 📊 PRO: This Week in Visuals | - | 17 Oct 2026 |
Bank of America Corporation | BAC | - | 🇺🇸 United States | The Options Oracle | Blog | 🏦 Bank of America Got Hit With an Earnings Miss, a $1.2 Billion Charge and an 8% Selloff. Now I’m Interested. | - | 17 Oct 2026 |
| TTeqnion AB (publ) | TEQ | $312.0M | 🇸🇪 Sweden | The Dutch Investors | Blog | Teqnion Q3 2026 - Earnings Update | - | 17 Oct 2026 |
Howden Joinery Group Plc | HWDN.L | - | 🇬🇧 United Kingdom | Flyover Stocks | Blog | Howden Joinery’s American Expansion Opportunity | - | 17 Oct 2026 |
GA technologies Co., Ltd. | 3491 | $352.5M | 🇯🇵 Japan | InvestResearch | Blog | GA Technologies (TSE: 3491): Japan's Digital Real Estate Machine below 10x Earnings | - | 17 Oct 2026 |
Sirius XM Holdings Inc. | SIRI | - | 🇺🇸 United States | Eagle Point Capital | Blog | SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate | - | 17 Oct 2026 |
LVMH Moet Hennessy Louis Vuitton SE | MC | $220.2B | 🇫🇷 France | AAsymmetric Ventures | Blog | Weekend Read: Louis Vuitton Has a China Problem | - | 17 Oct 2026 |
Booking Holdings Inc. | BKNG | $126.7B | 🇺🇸 United States | AAsymmetric Ventures | Blog | Booking.com Update: is Muse the agent that finally cuts out the middleman? | - | 17 Oct 2026 |
McDonald's Corporation | MCD | $171.9B | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Listen · 26:17 | 17 Oct 2026 |
PepsiCo, Inc. | PEP | - | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Listen · 26:11 | 17 Oct 2026 |
NVIDIA Corporation | NVDA | $5.2T | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Listen · 20:00 | 17 Oct 2026 |
Meta Platforms, Inc. | META | $1.8T | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Listen · 10:07 | 17 Oct 2026 |
Micron Technology, Inc. | MU | $994.3B | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Watch · 4:40+3 | 17 Oct 2026 |
VICI Properties Inc. | VICI | - | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Watch video | 17 Oct 2026 |
MGM Resorts International | MGM | - | 🇺🇸 United States | TThe Acquirers Podcast | Podcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Watch video+2 | 17 Oct 2026 |
Raspberry Pi Holdings plc | RPI | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Ceres Power Holdings plc | CWR | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Rightmove plc | RMV | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Dunelm Group plc | DNLM | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
XPS Pensions Group plc | XPS | $930.0M | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Big Yellow Group Plc | BYG | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
THG Plc | THG | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
IMI plc | IMI | $9.3B | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Rio Tinto Group | RIO | $146.9B | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
| CComputacenter plc | CCC | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Antofagasta plc | ANTO | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Melrose Industries PLC | MRO | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
Diageo plc | DGE | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
| KKingfisher plc | KGF | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |
JD Sports Fashion Plc | JD. | - | 🇬🇧 United Kingdom | CCorfe Capital | Blog | This Week on the FTSE — 16 October 2026 | - | 17 Oct 2026 |