companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
3 clips · Brian Feroldi · posture / timestamp refine this page (3 of 10)
I this is a business that I like. It's in the capital return phase. The moat is currently narrow, but rapidly widening. The growth potential is very high, at least in the near term. The management team here looks very good. But offsetting that is the fact that this is a relativel
— Brian Feroldi, at 8:27
multiples crazy high, right? But not as crazy high as they have been historically. The DCF, reverse DCF also very high, but the expectations and the execution are also very high.
— Brian Feroldi, at 38:40
I would personally like to wait for a lower valuation before I would make this a big holding for me given the company's extreme size and scale, but I don't think the company is wildly overvalued anymore. So, if you believe that the AI gravy train is going to continue for at least
— Brian Feroldi, at 5:52
