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On this show we discuss Uber. Find out why Ryan gave it a rating of 4.8 and Brett a rating of 5.3.
This week we have a special guest that goes by the name "From Growth to Value" to discuss plenty of different investing ideas and concepts, but before we get to that hosts Ryan Henderson and Brett Schafer have their news for the week. First up Ryan and Brett discuss the "bubble" of passive investing (1:20) and they follow that up with Brett's story for the week, covering Elliot Management's stake in Softbank (11:20). We also have our Current State of FinTwit for the week (18:02) and we are reviving the Option's Kings segment (21:40). Our interview begins at (23:56) and we discuss China, International stocks, and some of the names on his list of potential multibaggers. As always, after the interview we have our Hot Water (1:13:26), FMK(1:20:38), and Anecdotal Evidence (1:22:44).
On this show we discuss Altria Group. Find out why Brett gave it a rating of 5.9 and Ryan a rating of 6.1.
On this show we discuss XP Inc. Find out why Brett gave it a rating of 8.4 and Ryan a rating of 5.9.
Brett goes through Spotify's Fourth quarter report.
This week we have a special guest with the founder of One Transaction Capital, Trevor Muchedzi. Before we get to our interview our hosts Ryan Henderson and Brett Schafer have their own stories for the week. We discuss the current state of FinTech with Square's data filled report (2:00) and Google's new move to report Cloud and YouTube revenue (10:00). As always we have our current state of fintwit (20:00), and after we get to our interview with Trevor Muchedzi (28:00). After a great discussion with Trevor we have our Hot Water (68:00), FMK (74:00), and Anecdotal evidence (76:00).
On this show we discuss Global Payments Network. Find out why Ryan gave it a rating of 6 and Brett a rating of 5.5.
Brett summarizes EA's third quarter.
On this show we discuss Atlassian. Find out why Ryan gave it a rating of 7.5 and Brett a rating of 7.
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