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).