Stock Thoughts
Subscribe
Sign in
Home
Archive
About
News, filings, etc.
7/13-8/9
Aug 11
•
Stock Thoughts
4
Latest
Top
Discussions
Amazon Is Eating the World: 2Q Earnings Review
The Numbers
Aug 4
•
Stock Thoughts
4
META 2Q26 Earnings Update
See my writeup from last July where I laid the groundwork on this thesis.
Aug 2
•
Stock Thoughts
3
1
What I've Been Reading (7/5-7/12)
Software in no-man's land, agentic AI use at Citadel, and more
Jul 13
•
Stock Thoughts
4
1
What I've Been Reading (6/14-7/5)
Three weeks of news and filings.
Jul 5
•
Stock Thoughts
2
Tidewater (TDW): a first-pass look
Largest pure-play owner of offshore support vessels
Jun 27
•
Stock Thoughts
1
What I've Been Reading
Two weeks of news and filings.
Jun 15
•
Stock Thoughts
2
What I Read This Week
5/22 - 5/30
Jun 1
•
Stock Thoughts
2
See all
Stock Thoughts
Investing and related topics
Subscribe
Recommendations
WHAT ARE WE DOING? “Contrarians At The Gate”
Danny, Vinnie and Porter
Unwavering Capital
Global Fundamental Equity Fund
The Value Road
The Value Road
Stock Thoughts
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts