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...
Deep Dive: Braden Dennis Discusses Equinix Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week we brought on Braden Dennis from the Canadian Investor Podcast and...
Not So Deep Dive: Lululemon Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes (Ryan) What they do: Most people know what they do, but I’ll give a brief...
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...
Deep Dive: Paul Cerro Discusses Xponential Fitness
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week we brought on Paul Cerro, portfolio manager at Cedar Grove...
Not So Deep Dive: Farfetch Revisited
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes (Ryan) What they do: Farfetch is a luxury e-commerce platform that basically...
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...
Deep Dive: Cloudflare Part 2 With Joe Furmanski
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week we brought back Joe Furmanski from NZS Capital to discuss the ins...
Not So Deep Dive: Carvana Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes (Ryan) What they do: Carvana is the second largest used car retailer in the...
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...
Deep Dive: Hagerty Stock With CFO Fred Turcotte
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week on the show we had the pleasure of bringing on the Chief Financial...
Not So Deep Dive: The Hershey Company
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes (Ryan) What they do: “We are the largest producer of quality chocolate in...
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...
Deep Dive: Mostly Borrowed Ideas Discusses Adyen Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week we brought prolific investment analyst and researcher Mostly...
Not So Deep Dive: Sprout Social Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes (Ryan) What they do: Sprout Social is a centralized platform for popular...
Deep Dive: Jason Greenwald Discusses Callaway Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week we brought back Jason Greenwald to discuss Callaway. Jason is an...
Bonus Interview: Procore CEO Tooey Courtemanche
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week, we brought back Procore CEO Tooey Courtemanche onto the show to...
Not So Deep Dive: Pinterest Revisited
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes (Ryan) What they do: Last time we looked at Pinterest was Apr. 15th, 2021....
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...
Deep Dive: Joe Furmanski Discusses Cloudflare Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This week we brought Joe Furnamski from NZS Capital on the show to discuss...