MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Chop Wood, Carry Water

Alexandru Dragut shares a personal investment journal focused on finding businesses trading below their estimated intrinsic value.

https://thechopwoodcarrywater.substack.com/

Mentions25
Posts5
Latest post30 Jul 2026
Edenred SEPortfolio Update-30 Jul 2026
Auction Technology Group plcPortfolio Update-30 Jul 2026
Consorcio ARA, S. A. B. de C. V.Portfolio Update-30 Jul 2026
Prosus N.V.Portfolio Update-30 Jul 2026
Naked Wines plcPortfolio Update-30 Jul 2026
Motorpoint Group PlcPortfolio Update-30 Jul 2026
PDD Holdings Inc.Portfolio Update-30 Jul 2026
JD.com, Inc.Portfolio Update-30 Jul 2026
Alibaba Group Holding LimitedPortfolio Update-30 Jul 2026
Edenred SE$EDEN.PA Quick Pitch-1 Jul 2026
Consorcio ARA, S. A. B. de C. V.Portfolio Update-24 Jun 2026
Motorpoint Group PlcPortfolio Update-24 Jun 2026
Naked Wines plcPortfolio Update-24 Jun 2026
Prosus N.V.Portfolio Update-24 Jun 2026
Ring Energy, Inc.Portfolio Update-24 Jun 2026
PDD Holdings Inc.Portfolio Update-24 Jun 2026
China Automotive Systems, Inc.Portfolio Update-14 May 2026
Auction Technology Group plcPortfolio Update-14 May 2026
Alibaba Group Holding LimitedPortfolio Update-14 May 2026
Prosus N.V.Portfolio Update-14 May 2026
Ring Energy, Inc.Portfolio Update-14 May 2026
Naked Wines plcPortfolio Update-14 May 2026
Motorpoint Group PlcPortfolio Update-14 May 2026
Interactive Brokers Group, Inc.Portfolio Update-14 May 2026
Veeva Systems Inc.$VEEV Quick Pitch-30 Apr 2026