JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
6
Episodes analysed
27
Ideas extracted
10
Tickers covered
5
Theses first heard here
Top names · share of all tracked discussion
CBZ3 OF 3 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
DRVN2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
PRKS2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
STGW2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
VEON2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
UK equities trade at severe private-equity discountsPICKED UP BY EXCESS RETURNS
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