MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Unconventional Value

https://www.unconventionalvalue.com/

Mentions22
Posts5
Latest post27 Jul 2026
MNTN, Inc.Mid Year 2026 Letter-27 Jul 2026
Remitly Global, Inc.Mid Year 2026 Letter-27 Jul 2026
Pagaya Technologies Ltd.Mid Year 2026 Letter-27 Jul 2026
Planet Labs PBCMid Year 2026 Letter-27 Jul 2026
Planet Labs PBCContinued thinking on Planet Labs-7 May 2026
Spire Global, Inc.Year End 2025 Letter-23 Feb 2026
Upstart Holdings, Inc.Year End 2025 Letter-23 Feb 2026
Amazon.com, Inc.Year End 2025 Letter-23 Feb 2026
Hims & Hers Health, Inc.Year End 2025 Letter-23 Feb 2026
Thryv Holdings, Inc.Year End 2025 Letter-23 Feb 2026
Remitly Global, Inc.Year End 2025 Letter-23 Feb 2026
Planet Labs PBCYear End 2025 Letter-23 Feb 2026
Xometry, Inc.Year End 2025 Letter-23 Feb 2026
Pagaya Technologies Ltd.Year End 2025 Letter-23 Feb 2026
Remitly Global, Inc.Mid Year 2025 Letter-15 Aug 2025
Xometry, Inc.Mid Year 2025 Letter-15 Aug 2025
Spire Global, Inc.Mid Year 2025 Letter-15 Aug 2025
Thryv Holdings, Inc.Mid Year 2025 Letter-15 Aug 2025
Upstart Holdings, Inc.Mid Year 2025 Letter-15 Aug 2025
Pagaya Technologies Ltd.Mid Year 2025 Letter-15 Aug 2025
Planet Labs PBCMid Year 2025 Letter-15 Aug 2025
Thryv Holdings, Inc.Investment Idea #5: Thryv Holdings | THRY-3 Apr 2025