Episode 30: Old Media vs Dave Portnoy

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