Attention report
The Acquirers Podcast
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
4
Episodes analysed
72
Ideas extracted
11
Tickers covered
35
Theses first heard here
Top names · share of all tracked discussion
NVDA4 OF 168 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
CSCO3 OF 3 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
AAPL1 OF 97 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
ANAB1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
BRK.B1 OF 11 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Sovereign debt a medium-term global stress riskPICKED UP BY TOP TRADERS UNPLUGGED, WSJ WHAT'S NEWS, EXCESS RETURNS, THE MEB FABER SHOW, COMMODITY CULTURE, WHAT BITCOIN DID
Persistent 4-5% inflation under financial repressionPICKED UP BY PROF G MARKETS, WEALTHION - BE FINANCIALLY RESILIENT, THE LONG VIEW
AI as a transformative but risky tech bubble parallelPICKED UP BY EURODOLLAR UNIVERSITY
Current layoffs driven by overhiring, not AIPICKED UP BY MARKETPLACE
Deep value via conservative liquidation NAVPICKED UP BY BLOOMBERG SURVEILLANCE
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