podhog.

Podcasts · Tickers · Timestamps

Every company, founder and ticker mentioned on investor and industry podcasts: searchable, timestamped, linked.

For L/S and event-driven analysts and VC investors who want what executives and experts say off-script, linked to the exact second, without listening to hours of audio.

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ORCL, FERG, NVDA

12:58ORCLAMZN

“…it took Amazon years to get off their Oracle databases in spite of running obviously their own very competitive and stable and successful database as a service offering, right?”

Stephen O’Grady, Principal analyst and co-founder, RedMonk

The Enterprise AI Show (opens in a new tab) ·

6:04FERG

“I think arguably there was a valuation gap. And if you looked at multiple EBITDA multiples and stuff like that, to the right peer set in the US. So ultimately that became a big part of it too.”

Brian Lantz, VP of IR and Communications, Ferguson

Enquire, the Investor Relations podcast (opens in a new tab) ·

17:50NVDA

“…say, an NVIDIA providing financing to their customers, they have to hedge that exposure. So if they lend a customer $50 or $100 million, they’re going to go out and short the bond market in order to hedge that risk.”

Christopher Whalen, Chairman, Whalen Global Advisors

Kitco NEWS (opens in a new tab) ·

Excerpts from public podcasts, linked to the source.

Off the call, on the record. Podcasts are where CFOs, founders and sector experts speak off-script. Podhog makes that searchable.

Tied to your names. Search by company, ticker or topic, and watch peers and suppliers, not just the stock you hold.

Every line sourced. Short snippets with a timestamped link to the original show; we never republish full transcripts.

Who it’s for

Investors (hedge funds and venture): PMs, analysts, partners and research teams.

Hedge funds
Ticker signals and peer commentary.
Venture
Founder and company mentions, market maps, portfolio monitoring.