Stock Talk Newsletter
Ben BrostoffStocks and their ups and downs.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 255 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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stocktalknewsletter.substack.comLatest Issues
BLZE has more upside post MU earnings
I met with Backblaze at PlanetMicrocap and much of my discussion with management focused on their growing neocloud business and how much they will benefit from the memory price crisis. I’ve owned the stock for about two years now and neoclo...
Planet Microcap 2026, watchlisting thoughts
I was at Planet Microcap in Vegas this week and met with the companies below:
I plan to do a longer write-up on NewtekOne and posted some thoughts on X on NEWT, AMNF, KINS and LGL (write-up from their investor day here).
In a three day co...
TWLO, MGM, WEX
Twilio valuation
I wrote up TWLO at 18x forward FCF back when it was trading at $128 on 3/6. The stock closed at $204 on Friday and and is now ~28x FCF, which reflects the company raising guidance when it reported Q1 on 4/30.
A 60% re...
People's $48.30 bid for MGM
Why market is discounting and why I'm holding my shares
Disclaimer: I own shares of MGM and wrote up the stock in March of 2025.
The dangers of being a generalist
Some thoughts after reading Bad Blood
I just finished John Carreyrou’s Bad Blood and have been thinking through some of its lessons on investing in areas where you’re not an expert.
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