On this show we discuss Cardlytics. Find out why Brett gave it a rating of 8.2 and Ryan a rating of 6.6. 

Arif Karim is a senior investment analyst from Ensemble Capital, and an expert on Netflix, Ferrari, and Schwab. Arif understands companies to their core. He starts his research by figuring out what led them to where they are, and what competitive advantages they have. The interview starts at (18:18). Before we get to the interview our hosts Ryan Henderson and Brett Schafer discuss the new oil crisis (1:00) and the Dorsey saga part 2 (7:50). For the current state of fintwit this week we talk the Shopify University (13:51) and the new epidemiology experts (15:45). After that we've got our interview with Arif (18:18) and we follow it up with our Hot Water (1:45:20), FMK (1:49:00), and Anecdotal Evidence (1:50:38).

On this episode we discuss Procore. Find out why Brett and Ryan both think this is a $6 billion company. 

On this show we discuss Sprouts Farmers Market. Find out why Ryan gave it a rating of 7.9 and Brett a rating of 8.4. 

This week we have an interview with special guest, the founder of Wall Street Bets, Jaime Rogozinski (26:02), but before we get to that our hosts Ryan Henderson and Brett Schafer have their stories for the week. We kick things off with "The Tale of Two Bobs" discussing Bob Iger's surprising resignation (1:56) and we also address the new potential ousting of Twitter CEO Jack Dorsey (7:59). Robinhood covered the current state of fintwit this week for their terrible blunder (16:08). Brett and Ryan are officially rich thanks to last weeks Option Kings (23:39). We dive into our interview with Jaime and discuss why he decided to start Wall Street Bets, some of the craziest stories he's witnessed, and what he's learned from it. Jaime has also written his own book chronicling his crazy ride titled "WallStreetBets: How Boomers Made the World's Biggest Casino for Millenials". After the interview we have our Hot Water (1:04:00), FMK (1:08:36), & Anecdotal Evidence (1:10:04). 

On this episode we discuss Bed Bath and Beyond. Find out why Brett gave it a 8.7 and Ryan an 8.0. 

On this show we talk Transdigm. Find out why Brett gave it a rating of 5.3 and Ryan a rating of 4.5. 

This week hosts Ryan Henderson and Brett Schafer kick things off with Intuit's acquisition of Credit Karma (2:02). They also explore the dramatic increase in remote work with the all the hype surrounding coronavirus (7:12). For the current state of Fintwit (15:25) this week they discuss Uber Pimps and crazy headlines. Option Kings are back this week with our Macy's straddles (21:30). As always we have our Hot Water (25:00), FMK (32:15), & Anecdotal Evidence (33:17).

On this show we discuss our hypothetical portfolio renamed Hypo Capital.