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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