Chit Chat Stocks

On this show we discuss the supply-side ad platform Telaria. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 8.7.

On this episode we talk file sharing company Slack. Find out why Ryan gave it a rating of 4.8 and Brett a rating of 4.6.

Hosts Ryan Henderson and Brett Schafer kick things off with our headlines talking Slack's IPO (2:00) and Bitcoin back above $10,000 (6:00). Amazon announces professional beauty store and Ulta and Sally take a dive (10:00). We interview Brent Beshore, CEO of Adventures and author of the Messy Market Place (13:00). After the interview we have our Hot Water (42:00) and a FMK (46:00). Before we sign off we introduce a new segment called First Thought (48:00). 

On this show we discuss Facebook's prospects, why we think breaking them up would be good for shareholders, and our takes on Libra. Brett gave it a rating of 5.5 and Ryan went for the 3-4 range.

On this special Saturday episode we do a quick recap of our mock portfolio that we call the Market Brothers Portfolio (MBP). It is a quasi-active common stock basket that we try to beat the market with. Over the past few months, it is up 17% vs. the market's 11.5%. Here is a link to the blog post to see all of the stocks we "own" and the rules we set for ourselves:  https://marketbrothersmedia.com/seven-month-update-of-the-mbp/ 

On this show we talk about multinational chipmaker Qualcomm. We discuss their recent law disputes, earnings, valuation, and the future potential for the company. Brett gave it a rating of 5.5 and Ryan a rating of 5.0. 

Headlines for episode 37 include a gaming update from E3 (1:00), the Fiverr and Chewy IPOs (7:00), and Facebook's new crypto association (9:00). Then, Brett interviews Bob Ledford, President of Prime Electric and former executive at AECOM, about his experience in the upper echelons of the business world (16:00). Segments include a dangerously hot Hot Water (37:00), One Takeaway from the Internet Trends Report (41:00), and a FMK on stocks Brett has thought of buying/has bought put options on (47:00). 

On this show we discuss the Chinese digital automotive platform called Bitauto. They are a small-cap stock, and we discuss their earnings, valuation, and future potential. Ryan gave it a rating of 8.8 and Brett a rating of 8.9.

On this show we discuss Apple. We hit on the latest news, earnings, the current valuation, and talk future potential for the stock. Brett gave a rating of 5.8 and Ryan a rating of 4.1. 

On this show we hit Beyond Meat and Zoom Video's earnings and decide whether they are insanely overvalued or just regularly overvalued (1:00). Then we discuss MongoDB's earnings (8:00) and some recent executive turnover at Uber (12:00). Our interview this week is with Todd Wenning of Ensemble Capital (17:00). Brett talked with Todd about his career path and then discussed what Ensemble Capital does and how they manage money. Segments include Hot Water with dodgeball, women, and Mcdonald's, Quantitative vs. Qualitative, a stock draft, and a FMK (50:00).