We Study Billionaires - The Investors Podcast Network
JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
73
Ideas extracted
28
Tickers covered
1
Theses first heard here
Top names · share of all tracked discussion
KSPI7 OF 7 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
PDD7 OF 7 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
DLO5 OF 5 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
RH5 OF 6 ATTRIBUTED IDEAS · 83% OF THE TRACKED CONVERSATION
BABA4 OF 12 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
D-Local's scale and licensing build structural moatPICKED UP BY THE TWENTY MINUTE VC
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