MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Value Investing Substack

https://valueinvesting.substack.com/

Mentions25
Posts12
Latest post2 Oct 2026
Fair Isaac CorporationFICO for Dummies-2 Oct 2026
Build-A-Bear Workshop, Inc.Build-A-Bear at 15% Yield (6x PE)-26 Sept 2026
Comstock Holding Companies, Inc.CHCI & BYD at 9x PE-19 Sept 2026
International Business Machines CorporationBuffett Invests in Change-12 Sept 2026
Apple Inc.Buffett Invests in Change-12 Sept 2026
The Coca-Cola CompanyBuffett Invests in Change-12 Sept 2026
Wells Fargo & CompanyBuffett Invests in Change-12 Sept 2026
American Express CompanyBuffett Invests in Change-12 Sept 2026
The Trade Desk, Inc.Buffett Invests in Change-12 Sept 2026
Celsius Holdings, Inc.Buffett Invests in Change-12 Sept 2026
Alphabet Inc.Don’t Wait To Join The Bourgeoisie-5 Sept 2026
Zetrix AI BerhadZetrix at 2x PE-31 Aug 2026
The Trade Desk, Inc.TTD: Reminds me of META 2022-27 Aug 2026
Alphabet Inc.GOOG is the new AAPL-16 Aug 2026
lululemon athletica inc.LULU at 9x PE-6 Aug 2026
lululemon athletica inc.What Really Matters-31 Jul 2026
PayPal Holdings, Inc.What Really Matters-31 Jul 2026
Intuit Inc.What Really Matters-31 Jul 2026
Meta Platforms, Inc.What Really Matters-31 Jul 2026
NIKE, Inc.What Really Matters-31 Jul 2026
NVIDIA CorporationWhat Really Matters-31 Jul 2026
PDD Holdings Inc.PDD at 2x EV/EBIT-19 Jul 2026
Domino's Pizza, Inc.Deep Value Investing in an Overvalued World-12 Jul 2026
Adobe Inc.Deep Value Investing in an Overvalued World-12 Jul 2026
PayPal Holdings, Inc.Deep Value Investing in an Overvalued World-12 Jul 2026