Brett looks at Intuitive Surgical's 3rd quarter results.

On this episode we talk Alphabet, the parent company for Google. Find out why both Brett and Ryan gave the stock a 6.

Ryan goes over the Netflix Q3 shareholder letter and 3rd quarter earnings.

Brett goes over JNJ's 3rd quarter results.

This week hosts Ryan Henderson and Brett Schafer dig into the Saving Private WeWork story (2:00) and some notes on App Revenue for Q3 2019 (4:00). Robinhood strikes back after the Race to Zero (7:00). They also discuss the current state of FinTwit (15:00) and Ryan has a huge portfolio decision to make (20:00). Brett and Ryan have their Hot Water for the week (23:00), and as always they have their FMK (29:00) and Anecdotal Evidence (32:00). They cap things off with the Succession Season 2 Final Recap (35:00).

On this episode we talk Stars Group. Find out why Brett gave it a rating of 5.8 and Ryan a rating of 4.3.

On this show we discuss Sea Limited Corporation, a gaming and e-commerce company in South East Asia. Find out why Brett gave it a rating of 7.4 and Ryan a rating of 7.6.

This is a new format we are doing called First Glance (working title). A 5-6 minute show where one of us breaks down an earnings release that came out that day. On this one, Brett goes over Domino's 3rd quarter results. 

This week hosts Ryan Henderson and Brett Schafer dive right into the “Race to Zero” (5:00). They also discuss PayPal’s decision to pull out from Facebook’s Libra group (2:00). The current state of FinTwit appears to be divided between “visionary vs financials” (12:00). Brett got the opportunity to interview Austin Lieberman and discuss his investment philosophy and returns (17:00). Austin documents his returns via https://austin.substack.com/ and has some insightful analysis of the companies he owns. He recently started a position in DataDog and mentioned that he was able to get most of his info from this article, https://medium.com/public-comps/datadog-s-1-teardown-35934690e76f.  After the interview, Brett and Ryan both have their Hot Water (65:00) for the week. As always they have a FMK (68:00) and an Anecdotal Evidence (70:00). They finish things off with their Succession Episode 9 Recap (75:00).

On this show we discuss McCormick. Find out why Ryan gave it a rating of 6.8 and Brett a rating of 6.5.