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Episode 30: Old Media vs Dave Portnoy
Manage episode 334919654 series 3373282
In this week’s pod we examine Business Insider’s attempted takedown of media mogul Dave Portnoy and why we're buyers of Penn Gaming (6:39).
We also review Grizzle conviction calls (29:24): Dutch Brothers, Compass Pathways, Airbnb, Arc Resources & Range Resources. We cap off the episode with an analysis of software growth rates vs. share price performance (50:25); and a postmortem on Peloton's ugly quarter (56:23).
Charts for this episode can be found here: https://youtu.be/7PLPkMB-0Sw
Grizzle Pod is brought to you by our friends at ycharts.com
92 episódios
Manage episode 334919654 series 3373282
In this week’s pod we examine Business Insider’s attempted takedown of media mogul Dave Portnoy and why we're buyers of Penn Gaming (6:39).
We also review Grizzle conviction calls (29:24): Dutch Brothers, Compass Pathways, Airbnb, Arc Resources & Range Resources. We cap off the episode with an analysis of software growth rates vs. share price performance (50:25); and a postmortem on Peloton's ugly quarter (56:23).
Charts for this episode can be found here: https://youtu.be/7PLPkMB-0Sw
Grizzle Pod is brought to you by our friends at ycharts.com
92 episódios
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