MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Stock Talk Newsletter

Ben Brostoff publishes company analysis, earnings reactions, portfolio observations, and market commentary across public equities.

https://stocktalknewsletter.substack.com/

Mentions32
Posts14
Latest post17 Oct 2026
Amazon.com, Inc.BLZE put selling on CRWV news and AMZN-17 Oct 2026
Backblaze, Inc.BLZE put selling on CRWV news and AMZN-17 Oct 2026
Abercrombie & Fitch Co.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
WillScot Holdings CorporationPortfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
MGM Resorts InternationalPortfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
CrowdStrike Holdings, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Palo Alto Networks, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Cloudflare, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
AutoZone, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Crocs, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Meta Platforms, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Amazon.com, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Backblaze, Inc.Portfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Akamai Technologies, Inc.Corero and Anthropic - Akamai-4 Oct 2026
Corero Network Security plcCorero and Anthropic - Akamai-4 Oct 2026
Meta Platforms, Inc.LLM and agent usefulness, Sept. 2026 edition-19 Sept 2026
Amazon.com, Inc.LLM and agent usefulness, Sept. 2026 edition-19 Sept 2026
Meta Platforms, Inc.Corero preview, META Muse-13 Sept 2026
Corero Network Security plcCorero preview, META Muse-13 Sept 2026
CuriosityStream Inc.CuriosityStream - can they pay the divvy?-6 Sept 2026
Backblaze, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
MGM Resorts InternationalAdding to BLZE + cybersec basket, selling MGM-30 Aug 2026
Cloudflare, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
Palo Alto Networks, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
CrowdStrike Holdings, Inc.Adding to BLZE + cybersec basket, selling MGM-30 Aug 2026
tonies SETonies - great product, great business, great stock-23 Aug 2026
The LGL Group, Inc.PTF valuation and LGL margin of safety-8 Aug 2026
Amazon.com, Inc.AWS secret is best-selection-at-lowest-price-31 Jul 2026
WEX Inc.Free AI will benefit margins-29 Jul 2026
WEX Inc.WEX Q2 - market overexcited, but not bad-24 Jul 2026
PayPal Holdings, Inc.PYPL - sitting on sidelines-19 Jul 2026
Armanino Foods of Distinction, Inc.Armanino Foods - growth pesto leader-12 Jul 2026