MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Edward's Point

https://charlesmccallccm.substack.com/

Mentions24
Posts5
Latest post30 Jun 2026
Mastercard IncorporatedTrust the process-30 Jun 2026
MercadoLibre, Inc.Trust the process-30 Jun 2026
Copart, Inc.Trust the process-30 Jun 2026
Micron Technology, Inc.Adapt or die-11 May 2026
Intel CorporationAdapt or die-11 May 2026
Palantir Technologies Inc.Adapt or die-11 May 2026
Apple Inc.Adapt or die-11 May 2026
Meta Platforms, Inc.Adapt or die-11 May 2026
Alphabet Inc.Adapt or die-11 May 2026
Microsoft CorporationAdapt or die-11 May 2026
Amazon.com, Inc.Adapt or die-11 May 2026
Constellation Software Inc.Tail risk-10 Mar 2026
Constellation Software Inc.Constellation Software update-20 Jan 2026
ASML Holding N.V.2025 recap-30 Dec 2025
Meta Platforms, Inc.2025 recap-30 Dec 2025
Alphabet Inc.2025 recap-30 Dec 2025
Netflix, Inc.2025 recap-30 Dec 2025
SECURE Waste Infrastructure Corp.2025 recap-30 Dec 2025
Mattr Corp.2025 recap-30 Dec 2025
Evolution AB (publ)2025 recap-30 Dec 2025
Computer Modelling Group Ltd.2025 recap-30 Dec 2025
Cloudflare, Inc.2025 recap-30 Dec 2025
Axon Enterprise, Inc.2025 recap-30 Dec 2025
Constellation Software Inc.2025 recap-30 Dec 2025