MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

DB Silver Fox

A financier and investor writes about public businesses, financial history, and markets where property rights and the rule of law shape investability.

https://dbsilverfox.substack.com/

Mentions35
Posts14
Latest post19 Oct 2026
WendelThe Fifty-Cent Euro-19 Oct 2026
Hollywood Bowl Group plcBowling Against the Crowd-16 Oct 2026
Rayonier Inc.$RYN - more than trees-13 Oct 2026
Grainger plc$RYN - more than trees-13 Oct 2026
Derwent London Plc$RYN - more than trees-13 Oct 2026
Big Yellow Group Plc$RYN - more than trees-13 Oct 2026
Weyerhaeuser Company$RYN - more than trees-13 Oct 2026
Grainger plcHomes Below Replacement Cost-9 Oct 2026
Big Yellow Group PlcCheaper Than Concrete-5 Oct 2026
LKQ CorporationWorth more in pieces-25 Sept 2026
James Halstead plcThey lost an eighth of their sales and made more money-17 Sept 2026
The Walt Disney CompanyThe Ultimate Franchise Business-7 Sept 2026
Akwel SAA cigar butt with no one to light it-25 Aug 2026
Adobe Inc.Portfolio update as of 11.08.2026-18 Aug 2026
Bucher Industries AGPortfolio update as of 11.08.2026-18 Aug 2026
Sto SE & Co. KGaAPortfolio update as of 11.08.2026-18 Aug 2026
Carl Zeiss Meditec AGPortfolio update as of 11.08.2026-18 Aug 2026
Beiersdorf AktiengesellschaftPortfolio update as of 11.08.2026-18 Aug 2026
Rémy Cointreau SAPortfolio update as of 11.08.2026-18 Aug 2026
Weyerhaeuser CompanyPortfolio update as of 11.08.2026-18 Aug 2026
Rathbones Group PlcPortfolio update as of 11.08.2026-18 Aug 2026
Vetoquinol SAPortfolio update as of 11.08.2026-18 Aug 2026
Copart, Inc.Portfolio update as of 11.08.2026-18 Aug 2026
Zoetis Inc.Portfolio update as of 11.08.2026-18 Aug 2026
Robertet SAPortfolio update as of 11.08.2026-18 Aug 2026
Adyen N.V.Portfolio update as of 11.08.2026-18 Aug 2026
Fielmann Group AGPortfolio update as of 11.08.2026-18 Aug 2026
Fuchs SEPortfolio update as of 11.08.2026-18 Aug 2026
TFF GroupPortfolio update as of 11.08.2026-18 Aug 2026
Coloplast A/SPortfolio update as of 11.08.2026-18 Aug 2026
Rathbones Group PlcThe Custodians of Capital-9 Aug 2026
Zoetis Inc.Vetoquinol vs Zoetis-3 Aug 2026
Vetoquinol SAVetoquinol vs Zoetis-3 Aug 2026
Copart, Inc.The Moat Is Wide. It Has Stopped Widening.-28 Jul 2026
Coloplast A/SThe Moat, the Risk, the Price-16 Jul 2026