MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Recital

Anthony Yiu documents his investment decision process through company research, industry analysis, and portfolio-oriented write-ups.

https://recital.substack.com/

Mentions16
Posts8
Latest post20 Aug 2026
Smoore International Holdings LimitedSmoore International: interim results presentation 2026-20 Aug 2026
Diageo plcDiageo: What Changes, What Doesn't-14 Aug 2026
British American Tobacco p.l.c.BAT: How Many Cigarettes Is a Vape Pod Worth?-5 Aug 2026
British American Tobacco p.l.c.BAT H1 2026: The Price of Converting an American Smoker-4 Aug 2026
Philip Morris International Inc.PMI Q2 2026: The Growth Engine Holds, and VEEV's Rise Isn't a Product Story-29 Jul 2026
RLX Technology Inc.The No List: Initiating Coverage on RLX Technology (NYSE: RLX)-9 Jul 2026
Philip Morris International Inc.Borrowed Beauty-1 Jul 2026
Smoore International Holdings LimitedThe Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
RLX Technology Inc.The Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
ITC LimitedThe Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
KT&G CorporationThe Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
Japan Tobacco Inc.The Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
Imperial Brands PLCThe Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
British American Tobacco p.l.c.The Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
Altria Group, Inc.The Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026
Philip Morris International Inc.The Prompt Behind My Research — and Why It Isn't Enough-25 Jun 2026