MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Modern Value Investing

https://modernvalueinvesting.substack.com/

Mentions17
Posts3
Latest post9 Aug 2026
WW International, Inc.2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble-9 Aug 2026
Shift4 Payments, Inc.2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble-9 Aug 2026
Bumble Inc.2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble-9 Aug 2026
SoftBank Group Corp.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Microsoft CorporationDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Amazon.com, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
NVIDIA CorporationDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Xometry, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Sea LimitedDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Root, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
SK hynix Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Meta Platforms, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
WW International, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Bumble Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
HelloFresh SEDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
VIB Vermögen AGDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Salesforce, Inc.Salesforce Can Lose the Interface and Still Win-12 Jul 2026