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$SPCX
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$NVDA
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$MSFT
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$GOOGL
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$SPCX
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$MSFT
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$GOOGL
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$ANTHROPIC
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$TSLA
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$CRWV
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$NBIS
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$HIMS
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$TSM
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$ASML
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$FIGURE
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$LYFT
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$UBER
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$SNOW
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$META
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$ELEVENLABS
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$CURSOR
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$COGNITION
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$OPENAI
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$AAPL
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$RKLB
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$XAI
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$AMZN
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$AMD
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$000660.KS
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$INTC
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← newsroom
podcast
Acquired
hosts ·
ben gilbert · david rosenthal
episodes
4
mentions
27
tickers
21
net sentiment
93%
tickers discussed · 21
$RACE
×7
$BRK.A
$TEAM
$AAPL
$NFLX
$ORCL
$FWONK
$CRWD
$MBGAF
$SIERRA
$CRUSOE
$NFL
+ 9 more
▾
▴
$NVDA
$MC.PA
$SEQUOIA
$SHOP
$ONON
$COST
$BRK.B
$RENAISSANCE
$TSM
guests & speakers · 3
ben gilbert
david rosenthal
michael lewis
episodes · 4
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio)
6 insights
2026-04-14 ·
Ferrari's moats: brand, Goldilocks scale, network economies (Tifosi), cornered heritage r…
Formula 1: Fast cars, celebrities, and B2B software (Audio)
8 insights
2026-03-05 ·
Liberty Media compounds F1 equity at 22% CAGR via cost cap and media rights growth
The NFL: How small-town teams became America's most valuable sports empire (Audio)
2 insights
2026-01-27 ·
Acquired hosts invest in Sierra: AI customer service platform scaling with outcomes-based…
10 Years of Acquired (with Michael Lewis)
10 insights
2025-12-15 ·
Michael Lewis bought Berkshire in 2008 crisis and held; Buffett tracks individual shareho…