Finding the Signal
Your first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research. notesonthenoise.substack.com
Episodes
The AI infrastructure boom is just getting underway. This requires a re-think of the energy grid as we know it. Fluence $FLNC provides grid scale battery solutions and is set to ride this tailwind.
Here is a summary of my investment research generated with NotebookLM.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
The AI infrastructure boom is just getting underway. I’m looking at other ways to ride the wave in addition to the obvious plays like Nvidia. Vertiv $VRT is one of those.
Here is a summary of my investment research generated with NotebookLM.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
A lot has been said about the crash in UNH. There are plenty of dip buyers - I think they are wrong in.
Here is a summary of my investment research generated with NotebookLM. In 5 minutes.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
I’m sure you’ve heard of Oscar Health ($OSCR). It’s doing the rounds as one of the current stock picks in the online investment community. But how many people actually know the business?
Here is a summary of my investment research generated with NotebookLM.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
The investment case for Uber. Why I believe uber stands to benefit the most from the autonomous vehicle revolution.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
Popular Podcasts
The latest news in 4 minutes updated every hour, every day.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.