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On this show we chat about Ulta Beauty, a modern beauty retailer. Learn about the earnings, valuation, and future potential for the company. Brett gave it a rating of 7.8 and Ryan a rating of 8.4.
On this show we discuss Lululemon Athletica, a company with a luxury brand in athletic apparel for both men and women. We discuss the earnings, valuation, and future potential for the stock. Brett gave it a rating of 7.5 and Ryan a rating of 8.2 (bullish).
We kick things off as we always do with our headlines for the week. This week Uber announced earnings (2:00) and rumors circulated about a potential capital raise for Alibaba (5:00). Amazon is in your home whether you like it or not (8:00) and Zuckerberg will never cede control (12:00). We interview Cy Aleman and discuss his expertise in the area of mutual funds and the purpose they can serve in any portfolio (17:00). After the interview we have our hot water (35:00) and the saddening news of iTunes final hours (38:00). As always we finish off the episode with our FMK (40:00).
On this show we discuss SolarEdge, a company that sells solar panels and other renewable energy products. We discuss the earnings, valuation, and future potential for the stock. Brett gave it a rating of 7.7 and Ryan a rating of 6.9 (nice).
On this show we talk about Yeti, the maker of high-quality coolers and drink ware. The stock just went public in October of 2018. We discuss the earnings, valuation, and future growth potential for the stock. Brett gave it a rating of 4.7 and Ryan a rating of 5.6.
There will be no show this Tuesday, but look for more great stuff to come out the rest of the summer, including some cool interviews we have lined up. Thanks for listening to us these past six months as we get this podcast off the ground and running!
On this show we discuss Align Technology, the maker of Invisalign. We talk about the earnings, valuation, and the future potential for the business. Brett gave the stock a rating of 5.5 and Ryan a rating of 5.1.
Roku Inc. has doubled their market cap this year and host Ryan Henderson is here to tell you why. Brett was unavailable for this episode, so Ryan discusses his thoughts on Roku's future.
Hosts Brett Schafer and Ryan Henderson kick things off by discussing Disney's impending 2024 acquisition of Hulu and the future of streaming (1:00). Mount Rushmore investor, Michael Burry discloses his stock picks and we talk JD.com (5:00). Amazon and Walmart see who can get to the consumer first with their 1 day shipping initiatives and the petty wars commence (9:00). We introduce a new segment with "Guess The Year" where our hosts attempt to guess when products or companies were launched (15:00). WeWork is in the news this week and their CEO Adam Neumann is the Silicon Valley poster boy (20:00). As always we have a hot water and a FMK (24:00).
On this special episode we go over the Market Brothers Portfolio, or mock portfolio that we track on our website, marketbrothersmedia.com. We discuss what we bought and sold, and our thoughts going into the summer market. If interested, here is a link to the update: https://marketbrothersmedia.com/six-month-update-of-mbp/
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