MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

The Variant View

https://divergentcapital7651.substack.com/

Mentions23
Posts6
Latest post18 Aug 2026
Texas Pacific Land CorporationTexas Pacific Land Corp ($TPL): Evolution-18 Aug 2026
Keweenaw Land Association, LimitedKeweenaw Land Association ($KEWL): Capital-Light Mineral Portfolio Optionality-13 Aug 2026
LandBridge Company LLCHorizon Kinetics Q2'26 Portfolio Update Recap-3 Aug 2026
Texas Pacific Land CorporationHorizon Kinetics Q2'26 Portfolio Update Recap-3 Aug 2026
PrairieSky Royalty Ltd.Horizon Kinetics Q2'26 Portfolio Update Recap-3 Aug 2026
Knight Therapeutics Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Cipher Pharmaceuticals Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
EagleRock Land LLCMarket Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
LandBridge Company LLCMarket Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Acadian Timber Corp.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
PrairieSky Royalty Ltd.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Tejon Ranch Co.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Texas Pacific Land CorporationMarket Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Miami International Holdings, Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Intercontinental Exchange, Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
CME Group Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Cboe Global Markets, Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Japan Exchange Group, Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Samsung Electronics Co., Ltd.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Micron Technology, Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
SK hynix Inc.Market Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Charter Communications, Inc.The Price of Pessimism: What the Market Implies and What the Evidence Supports for Charter Communications ($CHTR)-5 Jun 2026
Rogers Communications Inc.A Value Unlock of Rogers Communications' ($RCI.B) Trophy Sports Assets Worth 58–98% of its Market Cap is Still in Play-12 Apr 2026