We look at 2021 Q1 earnings for some of the companies we had invested in - Alibaba, Roku, Bill.com and Peloton. We cover the numbers and discuss takeaways.
Recorded Date: Sunday, September 19, 2021
Time Stamps
- 00:00:25: News of the week
- 00:04:07: BABA
- 00:09:06: ROKU
- 00:13:17: BILL
- 00:16:40: PTON
Highlights
- Michael needs Touch ID back before he buys a new iPhone
- Russia is getting Apple & Google to do their dirty work
- Alibaba continues to be a strong business
- How overvalued is Roku's stock?
- Bill.com lost money but it's stock went up 20%
- Peloton is running in place (except its treadmill)
Links
