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The weekly signal

Week 9, 2026

FEB 23 – MAR 1, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
451
Attributed ideas
46
Episodes
32
Shows
Most-discussed tickers · vs last week
1. NVDA
6 mentions · this week
+5 vs last week · 4 episodes
2. AMZN
6 mentions · this week
+5 vs last week · 3 episodes
3. SPY
5 mentions · this week
+4 vs last week · 5 episodes
4. MSFT
5 mentions · this week
+1 vs last week · 4 episodes
5. GOOGL
5 mentions · this week
+4 vs last week · 3 episodes
6. META
5 mentions · this week
+3 vs last week · 3 episodes
7. CRM
4 mentions · this week
level with last week · 3 episodes
8. BRK.B
4 mentions · this week
new this week · 1 episode
9. APO
3 mentions · this week
new this week · 2 episodes
10. ARES
3 mentions · this week
new this week · 2 episodes
Notable this week · attributed, linked to source
1 MAR1 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:44
Moody's as a toll bridge business
“The bull case for Moody's is that its credit rating business is a regulatory-mandated toll bridge with an 80% global duopoly, high margins, and recurring analytics revenue, making it a high-quality compounder.”
MCO · 5/5Verify in source →
27 FEB27 FEBTHE COMPOUND AND FRIENDS · 23:00
Lobbying intensity as a quantifiable return factor
“The guest argued that lobbying intensity relative to company size is a quantifiable factor that can influence stock returns, especially for small caps.”
VRTX, LLY, META · 5/5Verify in source →
27 FEB27 FEBTHE MEB FABER SHOW · 18:20
AI disrupts software's high-switching-cost moat
“The guest argued that AI is a traditional disruption threatening legacy software companies by automating the mechanical tasks their high-margin, sticky businesses were built upon.”
CRM, ORCL · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION