MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Jimmy's Journal

https://jimmysjournal.substack.com/

Mentions23
Posts8
Latest post20 Aug 2026
Intercontinental Exchange, Inc.5 Durable Compounders Trading at a Discount-20 Aug 2026
Equifax Inc.5 Durable Compounders Trading at a Discount-20 Aug 2026
S&P Global Inc.5 Durable Compounders Trading at a Discount-20 Aug 2026
Nu Holdings Ltd.Nubank ($NU) Deep Dive-17 Aug 2026
MediaTek Inc.GPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Marvell Technology, Inc.GPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Broadcom Inc.GPUs, ASICs, and the Real ROI of AI-13 Aug 2026
NVIDIA CorporationGPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Broadcom Inc.The Relentless Arithmetic of Quality Investing-10 Aug 2026
Synopsys, Inc.Synopsys ($SNPS) Deep Dive-6 Aug 2026
SK hynix Inc.Portfolio Update: August 2026-3 Aug 2026
Micron Technology, Inc.Portfolio Update: August 2026-3 Aug 2026
Tesla, Inc.Uber ($UBER) vs. Waymo: Who Owns the Ride?-30 Jul 2026
Alphabet Inc.Uber ($UBER) vs. Waymo: Who Owns the Ride?-30 Jul 2026
Uber Technologies, Inc.Uber ($UBER) vs. Waymo: Who Owns the Ride?-30 Jul 2026
Moody's CorporationThe World’s Best Toll Booths, Now on Sale-27 Jul 2026
S&P Global Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Intercontinental Exchange, Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
CME Group Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Synopsys, Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Cadence Design Systems, Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Visa Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Mastercard IncorporatedThe World’s Best Toll Booths, Now on Sale-27 Jul 2026