MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Hazelnuts Research

Publishes long-term, value-oriented research on exceptional public companies at reasonable prices.

https://hazelnutsresearch.substack.com/

Mentions27
Posts4
Latest post31 Jul 2026
Mercari, Inc.Mercari (4385): Heads or Tails on 5 August-31 Jul 2026
NEC CorporationNEC — If we recreate the Dotcom bubble, we’ll do it right this time-11 Jun 2026
Mercari, Inc.NEC — If we recreate the Dotcom bubble, we’ll do it right this time-11 Jun 2026
Nintendo Co., Ltd.NEC — If we recreate the Dotcom bubble, we’ll do it right this time-11 Jun 2026
Sony Group CorporationSony — Japan’s Hidden Software Play in Plain Sight-29 Apr 2026
Palantir Technologies Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Berkshire Hathaway Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Apple Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
ACM Research, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
2G Energy AGAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Adobe Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Clinuvel Pharmaceuticals LimitedAre we nuts? Our ROI since we started reporting.-25 Apr 2026
MTR Corporation LimitedAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Nu Holdings Ltd.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Photronics, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
PayPal Holdings, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
ASML Holding N.V.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
UnitedHealth Group IncorporatedAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Oscar Health, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Novo Nordisk A/SAre we nuts? Our ROI since we started reporting.-25 Apr 2026
UFP Industries, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Napco Security Technologies, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Entegris, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
Sea LimitedAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Sony Group CorporationAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Uber Technologies, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026
JD.com, Inc.Are we nuts? Our ROI since we started reporting.-25 Apr 2026