The Research Desk Is Open
Ten institutional reports. The AQS framework applied to live deals. The first research desk for attention as an asset class.
Nobody has built an institutional research desk for attention as an asset class.
There is one now.
Last year, Paramount and Warner Bros. Discovery put $110 billion on the table. Every sell-side desk in the country modeled the merger on content libraries, subscriber counts, and ad revenue projections. None of them priced the behavioral data underneath. Which franchises generate repeat viewing that compounds? Which catalogs are bleeding 30% of their audience per quarter, and nobody flags it? Whether the content verticals that look like growth engines actually fund themselves through sustained attention or are just licensing arbitrage that unwinds in three years.
The AQS framework priced all of it. That analysis is one of ten.
Ten institutional reports. Live deals. Durability scoring, cohesion analysis, conversion underwriting, and behavioral covenant structure. The methodology a credit desk runs before writing a check, applied to transactions capital is already watching.
THE FOUNDATION
Underwriting Attention The primer. Credit discipline applied to attention-driven businesses from first principles. Everything else in the catalog builds on this. $2,500
THE CATALOG
Paramount + Warner Bros. Discovery: The $110 Billion Attention Bet How behavioral cash flows get mispriced at merger scale. $750
Beast Industries / Step: When the World’s Largest Creator Buys a Bank Where creator capital structure is actually heading. $750
Spotter: $940 Million Against Duration What $940 million in YouTube back-catalog bets actually bought. $750
The Podcast Transfer Problem Why podcast audiences reprice every dollar backing audio IP. $750
The Talent Management Rollup The attention economics underneath talent consolidation. $750
Substack at $1.1 Billion Whether the behavioral data supports the valuation. $750
Wonder-Tastemade: When Commerce Buys Content What food and commerce attention convergence is actually worth. $750
YouTube’s 13.4% What 13.4% of U.S. television viewing reprices for every dollar in linear and streaming. $750
Dude Perfect: The Sports Creator HoldCo at Scale Fifteen years of audience behavior. The clearest LBO candidate in the creator economy. $750
ANNUAL SUBSCRIPTION
$5,000/year
Nine reports at $750 runs $6,750. The annual is $5,000 and includes everything published going forward. Do the math.
The thesis has always been that attention is financeable. The research is the proof.
Ten reports. Live deals. The methodology applied to transactions capital is already watching.
Full catalog at attncap.com/research