Attention report
The Acquirers Podcast
JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
2
Episodes analysed
19
Ideas extracted
6
Tickers covered
10
Theses first heard here
Top names · share of all tracked discussion
000660.KS1 OF 28 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
005930.KS1 OF 26 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
AMD1 OF 20 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
INTC1 OF 42 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
MU1 OF 83 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Structural shifts reduce US economic recession frequencyPICKED UP BY ANIMAL SPIRITS, EXCESS RETURNS, TOP TRADERS UNPLUGGED, THE MEB FABER SHOW
Private credit slowdown threatens debt refinancing cyclesPICKED UP BY EURODOLLAR UNIVERSITY, THE JULIA LA ROCHE SHOW, THOUGHTFUL MONEY, MOTLEY FOOL MONEY, ODD LOTS
Stripe-Advent bid to take PayPal privatePICKED UP BY THE TWENTY MINUTE VC, MOTLEY FOOL MONEY, WSJ WHAT'S NEWS
Canadian oil and gas value expansionPICKED UP BY COMMODITY CULTURE, THOUGHTFUL MONEY, PALISADES GOLD RADIO
Market broadening from tech concentrationPICKED UP BY THE DIVIDEND CAFE
Run this show? This report arrives by email on the 1st of every month once the page is claimed — along with the page blurb, your own links, and the embed widget. Claim this page →