MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Hated Moats

Publishes deep-dive analyses of high-quality companies whose durable competitive positions are temporarily out of favor with the market.

https://hatedmoats.substack.com/

Mentions25
Posts12
Latest post25 Sept 2026
Reddit, Inc.Reddit: DCF Valuation-25 Sept 2026
Credo Technology Group Holding LtdNew Position in My Private Portfolio-22 Sept 2026
lululemon athletica inc.Lululemon: The 15-Minute Thesis-11 Sept 2026
lululemon athletica inc.Michael Burry Is Betting Big on Lululemon. Should You?-8 Sept 2026
Ultragenyx Pharmaceutical Inc.Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside-30 Aug 2026
AppLovin CorporationAppLovin: Deep Dive Analysis-23 Aug 2026
Novo Nordisk A/SNovo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?-7 Aug 2026
Robinhood Markets, Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Interactive Brokers Group, Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Visa Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Waste Management, Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Adobe Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Netflix, Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Meta Platforms, Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
SK hynix Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
COMPASS Pathways plcPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
ServiceNow, Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Cameco CorporationPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
Novo Nordisk A/SPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
Nebius Group N.V.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Alphabet Inc.Portfolio Update & 1 Year of Hated Moats-31 Jul 2026
Netflix, Inc.Netflix: Deep Dive Analysis-24 Jul 2026
Netflix, Inc.Netflix: DCF Valuation-17 Jul 2026
MercadoLibre, Inc.MercadoLibre: Valuation Model-10 Jul 2026
SAP SEHated Moats Brief: SAP in 10 Minutes-7 Jul 2026