Chit Chat Stocks

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. 

*Recorded Pre-earnings. On this show we discuss Stitch Fix. Find out why Ryan gave it a rating of 8.1 and Brett a rating of 7.8.

This week hosts Ryan Henderson and Brett Schafer discuss the CEO Exodus (2:00), Forever 21 bankruptcy (7:00), and Amazon's intrusive hardware (10:00). They introduce a new segment this week called the State of FinTwit (13:00), which highlights what they're hearing from Twitter each week. After the break, Ryan and Brett discuss who's in Hot Water this week (20:00). This week's theme for FMK (24:00) is companies down 5% or more, and as always they have their Anecdotal Evidence (28:00). To wrap things up the hosts break down everything you need to know from Succession Season 2 Episode 8 (30:00).

On this show we discussed DataDog (woof). Find out why Ryan gave it a rating of 6.2 and Brett a rating of 6.4. 

On this episode we discussed Paycom. Brett gave it a rating of 5.2 and Ryan a rating of 6.5. 

This week hosts Ryan Henderson and Brett Schafer kick things off discussing some new products from some of the world's largest companies (2:00). They also discuss the DataDog IPO (7:00). AirBnB announced this week their intentions to IPO as well (14:00). Brett and Ryan also discuss buying and holding during this week's Hot Water (20:00). As always we've got our FMK and our Anecdotal Evidence (25:00), and we round things up with our Succession Episode 7 Recap (32:00).