SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
88
Ideas extracted
17
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
AB5 OF 5 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
FFF4 OF 4 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
MSFT4 OF 69 ATTRIBUTED IDEAS · 6% OF THE TRACKED CONVERSATION
NVDA4 OF 168 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
AMD3 OF 26 ATTRIBUTED IDEAS · 12% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Private credit's liquidity mismatch dangerPICKED UP BY THE MEB FABER SHOW
Early 20s: optimize for adventure, not careerPICKED UP BY EXCESS RETURNS
AI hyper-competition compresses tech multiplesPICKED UP BY WHAT BITCOIN DID
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