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The Ledger reads the earnings calls, results decks and filings of 108 companies, and listens to 27 investing podcasts, so you can see what was said, what came true, and who is bullish or bearish right now.
Free: the podcast board, a company page every week and the Weekly email. No card.
Show names belong to their owners. The Ledger is not affiliated with or endorsed by any of them; it quotes what was said in public.
The three companies the podcasts are arguing about most this week. Each page shows what management promised, what then happened, and what one share would be worth on their own numbers.
AI semis
If management hits its targets, one share by the end of 2028$211 → $365
Bullish Out of most AI hardware since the spring, but still pretty bullish on NVIDIA
Citrini · Monetary Matters with Jack Farley · 25 Oct 2026
Read the NVDA page →
Megacap tech
If management hits its targets, one share in 12 months$643 → $757
Bullish Of the ad giants, Meta is the one safe from AI shopping agents
Daniel Mahncke · The Investor's Podcast · 25 Oct 2026
Read the META page →
Megacap tech
If management hits its targets, one share in 12 months$320 → $356
Bearish Short Google against long Meta on the DeepMind talent exodus and lingering search risk
Citrini · Monetary Matters with Jack Farley · 25 Oct 2026
Read the GOOGL page →01
Every episode from the shows we track is transcribed the night it comes out. Each time a guest says they are bullish or bearish on something, we quote them, with the show and the date.
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For each company with a page: eight quarters of earnings calls, results decks, shareholder letters, filings and proxies. Every target management put on a slide is logged, then checked against what the company reported.
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One page per company, in plain English: the promises and what happened, what they are pitching, what analysts asked, who is in charge and who is selling. The Weekly brings the week’s changes to your inbox.
Start here. None of it needs a card.
Every bullish and bearish call from the shows we track, quoted and dated, updated every night. No account.
Open the board →The most talked-about company's full page, open to everyone: the promises, what happened, the calls, who is selling. A new one every Monday.
This week: NVIDIA Corporation →Every Monday: the companies the podcasts argued about most, the newest bull and bear calls, and the management promises that came due that week.
Sign up below →One company page stays open for good, so you can see exactly what a Reader gets before paying.
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The podcast board and the Weekly.
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Join as a ReaderEverything in Reader, plus the boards and the sources.
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Join as a Member| What you get | Free | Reader | Member |
|---|---|---|---|
| Podcast Heatmap and every statement | Included | Included | Included |
| The Weekly email | Included | Included | Included |
| Company pages | Page of the week + one sample | All | All |
| If management hits its targets, with the maths | On the open pages | Included | Included |
| The five Heat Maps | — | Included | Included |
| Boards: who sits on whose board | — | — | Included |
| The decks, letters and releases behind each page | — | — | Included |
| New company pages | When they open | The week they publish | The day they publish |
| Suggest a company | — | — | Included |
We transcribe investing podcasts and pull out every time a guest says they are bullish or bearish on a stock, a sector or a theme, quoted from the transcript. For the companies with a page, we read eight quarters of earnings calls, results decks, shareholder letters, filings and proxies, log every target management put on a slide, and check it against what the company then reported.
The podcast board is rebuilt every night with the episodes published since the night before. A company page is read again when the company publishes a new quarter.
Not to know who said what. Every statement on the board is the speaker’s own words, with the show and the date, so you can go to the episode if you want the whole conversation.
From the company. The per-share figures under “If management hits its targets” use the targets management gave in its own decks and calls, and the page shows the arithmetic step by step. Nothing comes from analysts’ estimates or from us.
Free is the podcast board, the company page of the week, one sample page and the Weekly email. Reader opens every company page and the five Heat Maps. Member adds the Boards map and the decks, letters and releases each page was read from.
Yes. The month you paid for runs to its end and nothing more is charged.
Members can, from their account. We cover companies that file with the SEC, and each new page is read from the same eight quarters of sources as the rest.
Start free and the Weekly is yours for good. Pay only when you want every company page.
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