MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Acquired

Ben Gilbert and David Rosenthal tell the complete histories of great companies through deeply researched multi-hour episodes.

Mentions7
Episodes5
Latest episode14 Sept 2026
The Home Depot, Inc.Home Depot Watch · 43:55
+4Watch · 1:14:16Watch · 1:24:35Watch · 2:59:57Watch · 3:16:18
14 Sept 2026
Nintendo Co., Ltd.Disney: The Renaissance and the Empire-10 Aug 2026
The Walt Disney CompanyDisney: The Renaissance and the Empire Watch · 5:07
+6Watch · 1:05:55Watch · 1:21:26Watch · 2:34:30Watch · 3:06:30Watch · 3:19:01Watch · 3:59:22
10 Aug 2026
The Walt Disney CompanyThe Walt Disney Company Watch · 3:57:5722 Jun 2026
Ferrari N.V.Ferrari Watch · 6:11
+8Watch · 12:39Watch · 25:08Watch · 35:41Watch · 1:14:03Watch · 1:52:40Watch · 2:27:41Watch · 3:07:16Watch · 3:12:37
13 Apr 2026
ServiceNow, Inc.Formula 1-2 Mar 2026
Formula One GroupFormula 1 Watch · 2:42:332 Mar 2026