In Episode 5 (recorded May 19, 2024), the Stock Jocks give their customary bull/bear treatment to recent IPO and data security specialist Rubrik ($RBRK). Bruce takes his turn as moderator as Gordon makes the case that the stock is just too cheap on the likely 30%+ growth, even accounting for a cash burn not entirely unlike Gordon’s on a number of wistfully remembered nights in Miami. George points to a host of metrics heading in the wrong direction, including sales force efficiency.(3:41) The...

In Episode 4 (recorded 4/21/2024), we address a topic that is near and dear to Gordon’s heart: the master of yoga pants, Lululemon Athletica ($LULU). As per our usual format, we give $LULU the bull/bear treatment, with Georgie (he started calling himself that - waiting for him to show up to the Pod with a diaper and bonnet…) tries to bull us up that $LULU can evangelize its magical booty-support/presentation technology to new corners of the globe on its path to becoming the next $NKE, w...

In our third episode, we take a walk on the “small cap” side and debate the “bull” vs “bear” side of DigitalOcean ($DOCN), which currently sits squarely in the “IPO Class of 2021” bargain bin. Should DigitalOcean be thrown back (next to Leprechaun 2, which besmirched the legacy of Jennifer Aniston’s Hollywood debut) or seize it furtively like you would “Weird Science” (or perhaps that’s just Gordon’s unhealthy wistfulness for 90’s Kelly LeBrock – Google it, you’ll thank Gordon later.) In our...

In our second episode, the Stock Jocks, George, Bruce and Gordon take a fresh look at Cloudflare, starting around (19:48).  Recording date: March 17, 2024 (St. Patty’s day!)  In the news: (2:00) $SMCI: Goldman no likely, Gordon straps on some puts, and the WSJ Comment Section as a research tool(5:59) Revisiting $PANW, management sh!t-talking at $CRWD, $ZS(10:53) $ORCL and why George is dusting off this old gray mare of tech for the first time in years  (Also at 27:26 – What version of...

In our inaugural “Just the Tips” podcast (recorded 2/25/2024), three Wall Street and tech industry veterans (George, Gordon, and Bruce – “stage names” to protect the “innocent”) as they share their candid (and irreverent) takes on tech stocks. Periodically (as often as we can -- we have day jobs!) we will make the bear and bull case for a tech stock. Our first “victim” is Supermicro ($SMCI – “Super Duper Micro!”)  In this episode, we address: The emotional rewards of losing money (generating...