Investing Power Hour #23: Crowded Longs, App Store Data, Long Thesis For $ALLY
Listen On: Spotify Google Podcasts Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan...
Investing Power Hour #22: The Bear Market is Back, Top 3 Companies to Buy and Hold for 75 Years
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Investing Power Hour #21: Recession Risks, Starbucks Unionization, Roblox Attracting Older Users
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Investing Power Hour #20: Adam Neumann Is Back, Potential of WhatsApp, Embracer Group Acquisitions
Listen On: Spotify Google Podcasts Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan...
Investing Power Hour #19: Perverse Buyback Incentives, Musk Dumps $TSLA, Acquisitions in a Downturn
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Investing Power Hour #18: $UBER vs. $ABNB, $PYPL Earnings, Brett Was Wrong on $AAPL
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Investing Power Hour #17: Q2 Earnings Season, Shorting Crypto, Chipotle Earnings
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Investing Power Hour #16: Netflix Earnings, Tesla Sells Bitcoin, Preparing For Earnings Season
Listen On: Spotify Google Podcasts Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan...
Investing Power Hour #15: Elon Pull's Out of the Twitter Deal, Netflix/Microsoft and CTV Advertising
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Elon Musk vs. Twitter Microsoft winning the Netflix advertising...
Investing Power Hour #14: Amazon/Grubhub Deal, Repricing Stock Options, Low Bid M&A
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Will Amazon's Grubhub partnership kill Doordash and Uber Eats?...
Investing Power Hour #13: FCC Tik-Tok Ban, Inflationary Tug-of-War, Uber Potential
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Is the U.S. government actually going to ban Tik-Tok? The...
Investing Power Hour #12: Thoughts on $POSH, FDA Banning Juul, Investing in Homebuilders
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Is Poshmark an interesting idea at these prices? Why the FDA...
Investing Power Hour #11: Apple TV MLS Deal, FANMAG vs. S&P 500, 2021 FOMO
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Apple TV signing MLS to a long-term deal and what it means for...
Investing Power Hour #10: Potential Roku Buyout, $ZM Discussion, Anti-ESG ESG
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Roku's rumored buyout from Netflix and whether it makes sense Zoom...
Investing Power Hour #9: 50% GDP Growth, Portfolio Concentration, Ideal Stocks For Inflation
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Running the numbers on ARK Invest's GDP growth projections Does...
Investing Power Hour #8: Snap Meltdown, a16z Crypto Fund, Executive Compensation
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: The Snap meltdown, overreactions in the market right now, and...
Investing Power Hour #6: Crypto Crash, Stock Based Compensation, Valuing Enterprise SaaS
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: The current cryptocurrency and Luna crash The current environment...
Power Hour #5: Berkshire Meeting, Shopify Earnings, Evaluating S&M Spend
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Recapping the Berkshire Hathaway Annual Meeting Discussion on...
Friday Power Hour #4: Netflix Collapse, Buy With Prime, Tesla Does It Again
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Netflix earnings debacle What does Netflix Ads mean for ad-tech...
Power Hour #3: Elon Tries to Buy Twitter, Jassy's First Letter to Shareholders
Listen On: Spotify Google Podcasts Apple Podcasts Discussed this week: Elon Musk put out an offer for Twitter Buffett's new interview and...