On this show we hit Beyond Meat and Zoom Video's earnings and decide whether they are insanely overvalued or just regularly overvalued (1:00). Then we discuss MongoDB's earnings (8:00) and some recent executive turnover at Uber (12:00). Our interview this week is with Todd Wenning of Ensemble Capital (17:00). Brett talked with Todd about his career path and then discussed what Ensemble Capital does and how they manage money. Segments include Hot Water with dodgeball, women, and Mcdonald's, Quantitative vs. Qualitative, a stock draft, and a FMK (50:00).