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On this show we discuss Restoration Hardware. Find out why Ryan gave it a rating of 7.1 and Brett a rating of 6.6.
This week hosts Ryan Henderson and Brett Schafer have some big stories to dig into. They kick things off with Professor Scott Galloway's letter to Twitter to remove Jack Dorsey as CEO (2:00). Sergey Brin and Larry Page stepped down this week from management roles at Alphabet (10:00). Paul Graham wrote a piece this week on some of the many flaws of the modern education system (18:00), and Brett and Ryan dive into Ensemble Capital's 5 part series of their experience in China (23:00). Elon was all over FinTwit this week (28:00), and as always Ryan and Brett have their Hot Water (32:00), FMK (36:00), and Anecdotal Evidence (39:00). They wrap this week's show up with the Silicon Valley Finale's Quote of the Week (42:00).
On this show we discuss Booking Holdings. Find out why Ryan gave it a rating of 7.4 and Brett a rating of 6.3.
On this show we discuss Ally Financial. Find out why Ryan gave it a rating of 4.3 and Brett a rating of 6
This week our hosts Ryan Henderson and Brett Schafer discuss Jack Dorsey's controversial move to Africa for the next few months (2:00), and also dive into the retail numbers from this year's Black Friday (10:00). As always we have our current state of FinTwit (17:00). On the 2nd half of the show we have our Favorite all-time Podcast Episodes Draft (24:00). We have our Hot Water (30:00), FMK (34:00), and our Anecdotal Evidence (37:00). We cap this show off with our Silicon Valley Quote of the Week (39:00), for what was one of the best episodes so far.
On this episode we discuss Caterpillar. Find out why Ryan gave it a rating of 1.9 and brett a rating of 3.5.
On this show we discuss Zoetis. Find out why Brett gave it a rating of 6.5 and Ryan a 6.0.
This week we have a special interview with Simon Erickson, the lead advisor for Motley Fool Explorer. But before we get to that hosts Ryan Henderson and Brett Schafer have their stories of the week. PayPal acquired Honey this week (2:00) and Schwab made one of the savviest business moves we’ve seen in a long time (9:00). The Tesla CyberTruck polarized all sides of FinTwit this week (16:00). During our interview with Simon Erickson (20:00) we discussed the complexities and benefits of investing in innovation. We also talk about specific forms of innovation and the companies best positioned to disrupt existing industries. After the interview we have our Hot Water (54:00), FMK (58:00), and Anecdotal Evidence (60:00) for the week.
In this episode, we go through our Market Brothers Portfolio or MBP. Read about it in more detail here: https://chitchatmoney.substack.com/.
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