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We go through our hypothetical portfolio.
On this show we discuss Live Nation. Find out why Ryan gave it a rating of 7.6 and Brett a rating of 7.3.
On this show we discuss Alaska Airlines. Find out why Brett gave it a rating of 6.3 and Ryan a rating of 5.8.
What a wild week! If you're here for the Dhaval Kotecha interview it starts (32:10), but before we get to that we have our stock speed dating with Ryan Henderson and Brett Schafer's top 5 (2:00). After our stock speed dating we have our Current State of Fintwit (23:40). With Dhaval we discuss the structure of digital ads, the promising space of CTV, and his own personal investments (32:10). After our interview as always we have our Hot Water(1:02:57), FMK(1:10:26), and Anecdotal Evidence(1:11:59).
On this show we discuss Adyen. Find out why Ryan gave it a rating of 7.5 and Brett a rating of 7.7.
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.
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