SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
0
Episodes analysed
0
Ideas extracted
0
Tickers covered
11
Theses first heard here
Theses first heard here, picked up this month
AI arms race has bubble characteristicsPICKED UP BY ANIMAL SPIRITS
Culture as the enduring art of investingPICKED UP BY YET ANOTHER VALUE PODCAST, THE ACQUIRERS PODCAST
Focus on 18-36 month investment horizonPICKED UP BY CAPITAL ALLOCATORS
Momentum as a diversifier to valuePICKED UP BY ANIMAL SPIRITS
Rationality, humility, patience as key investing traitsPICKED UP BY TOP TRADERS UNPLUGGED
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