Episode 30: Old Media vs Dave Portnoy

Grizzle Pod: Thematic Growth Investing

English - November 06, 2021 11:43 - 1 hour - 61.6 MB - ★★★★★ - 3 ratings
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Previous Episode: Episode 29: Facebook's Hail Mary - Meta

Next Episode: Episode 31: Cannabis Stocks - Is the Bottom In?

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

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