
John Rotonti - Rethinking Value
John Rotonti joins us for this week's episode where we cover current valuations as well as interesting innovations in the market. The group discusses semi-conductors and potential moats in the industr...
6 Huhti 20211h 46min

Danaher (DHR) | Deep Dive
Danaher is a large American-based conglomerate. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. Brad, Brett, and Ryan dive into ...
4 Huhti 202135min

Farfetch (FTCH) | Deep Dive
Farfetch is an online luxury fashion retail platform. Retailers can sell through Farfetch's platform where Farfetch will take a portion of the revenue. Farfetch also owns its own fashion apparel that ...
1 Huhti 202141min

Jim Gillies - Sin Stocks, Bubbles, & RCI Hospitality
Jim Gillies joins us this week to discuss sin stocks, bubbles, & RCI Hospitality. Learn about Jim Gillies' background and how he got into the investing world. The group discusses how Jim invested duri...
30 Maalis 20211h 43min

Upstart (UPST) | Deep Dive
Upstart is a cloud-based artificial intelligence lending platform. The company connects consumers to banks that are willing to lend. Upstart is trying to revolutionize the old credit score system. Lis...
28 Maalis 202146min

Five Below (FIVE) | Deep Dive
Five Below is a high-growth value retailer for tweens, teens, and others. The company operates over 1,000 locations and offers products in the price range of $1 to $5. Ian, Brett, and Ryan dive into w...
25 Maalis 202143min

Investment Roundtable with Ian and Brad
This week we welcome Brad and Ian to the show to discuss our best new ideas. Brett, Ryan, Brad, and Ian pitch one new investment idea each. Listen in closely as the group discusses 1847 Goedeker’s (GO...
23 Maalis 20211h 32min

Callaway (ELY) | Deep Dive
Callaway Golf Company designs, manufactures, and sells almost all things golf. From golf balls to clubs, driving ranges, Callaway does it all. Golf equipment makes up 62% of the companies operations a...
21 Maalis 202147min




















