AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
34
Episodes analysed
114
Ideas extracted
29
Tickers covered
3
Theses first heard here
Top names · share of all tracked discussion
WMT3 OF 28 ATTRIBUTED IDEAS · 11% OF THE TRACKED CONVERSATION
CVX2 OF 8 ATTRIBUTED IDEAS · 25% OF THE TRACKED CONVERSATION
TGT2 OF 14 ATTRIBUTED IDEAS · 14% OF THE TRACKED CONVERSATION
AA1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
AMZN1 OF 85 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Labor market tight on supply, not just demandPICKED UP BY BLOOMBERG SURVEILLANCE
Real wage growth turns negativePICKED UP BY PROF G MARKETS
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