What the podcasts are saying about
FWONK
In-depth coverage
0
Mentions · 7d
8
Mentions · 30d
8
Mentions · 90d
1
Episodes
Latest attributed ideas · most recent first
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:37
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 00:00
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 53:27
F1 Group requires steep margin of safety
“The speakers argue that while F1 Group possesses a highly attractive, capital-light business model with a wide moat, the current stock price does not offer a sufficient margin of safety, making it a watch-list name until it approaches the $65 to $70 range.”
Core thesis · 5/5Verify in source →
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 00:05
MotoGP acquisition offers high-growth F1 playbook
“The speakers argue that F1 Group's expensive acquisition of MotoGP could be highly accretive if management successfully applies the F1 monetization playbook, particularly by expanding into the underpenetrated US market.”
In depth · 4/5Verify in source →
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 02:50
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:53
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 57:47
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 08:10
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts — attributed, with a link to verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest — nothing else, never shared.