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On this show, we discuss our mock portfolio called the "Market Brothers Portfolio," or MBP. We discuss the moves we made and some of the stocks on our watchlist. Link to the written update: https://marketbrothersmedia.com/ten-month-update-of-the-mbp/
On this show we discuss Instructure. Find out why Brett gave it a rating of 6.2 and Ryan a rating of 4.3.
On this episode we discuss Chegg. Find out why Brett gave them a rating of 3.1 and Ryan a rating of 6.8.
This week our hosts Ryan Henderson and Brett Schafer kick things off discussing Apple’s big event and the new iPhone in particular (2:00). They also break down the big news surrounding one of our favorite stocks Square (8:00). They also have their Hot Water for the week (16:00), a FMK (20:00), and an Anecdotal Evidence (24:00). To wrap things up Brett and Ryan finish the show off with their Succession Episode 6 Recap and Analysis (26:00).
On this show we discuss Peloton. Find out why Ryan gave it a rating of 6.8 and Brett a rating of 7.1.
On this episode we talk about Yext. Find out why Ryan gave it a rating of 7.5 and Brett a rating of 8.3.
This week hosts Brett Schafer and Ryan Henderson start with their stories for the week. Everyone seems to be raising money this week through bond offering and we might just get to see the largest IPO in history with Saudi Aramco (2:00). WeWork was also in the news this week for all sorts of reasons, but with most the talk about their possibly doomed IPO (7:00). We interview brand strategist and portfolio manager of the Rational Dynamic Brands Fund (HSUTX), Eric Clark (15:00). After the interview we dig into our Hot Water for the week (42:00), a fintech FMK (47:00), and our Anecdotal Evidence (51:00). We wrap things up with our Succession Episode 5 recap (54:00).
On this show we discuss Pagseguro. Find out why Ryan gave it a rating of 8.4 and Brett a rating of 8.2.
On this show we evaluate Stone Co. Find out why Brett gave it a rating of 7.8 and Ryan a rating of 9.2.
This week hosts Ryan Henderson and Brett Schafer kick things off by discussing Disney's sale of the YES Network (1:00) and the Peloton S-1 Filing (5:00). Michael Burry is in the news again with what he thinks appears to be undervalued (10:00). Hosts Ryan and Brett also have an interview with Chief Investment Officer and Founder of AvoryCo, Sean Emory (12:00). After the interview we have our Hot Water (55:00), a FMK (60:00), and an Anecdotal Evidence (63:00). We wrap things up with our recap of Succession Episode 4 (67:00).
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