Just the Tips (by the Stock Jocks‪)‬ The Stock Jocks

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, while Brucie makes the case that $LULU a “Lemon”. 
Highlights:
(1:09) Deep dive on Bruce’s obsession with Taylor Swift (man card: revoked!) 
(5:29) Bruce news drop intro is a baffling techno remix; $RBRK IPO (the subject of our next episode!)
(6:38) Is $RBRK a storage company or a security company? 
(18:05) Georgie tees up the bull case for $LULU
(26:03) Gordon inquires: do men really wear $LULU? 
(30:04) Gordon asserts: $LULU is best known for “booty optics” (making women’s (?) butt’s look good!); the Stock Jocks address the underlying fabric technology and sustainability of $LULU’s competitive advantage
(50:32) Bruce aims to “dismantle” the bull case with the “bear” view: “$LULU is a lemon”(1:00:01) What are the right “comps” (comparable companies for valuation); does $LULU have a public peer? Is it $NKE?
(1:07:35) $LULU is “losing on the Street, and losing in the Streets” (nice one, Brucie!)(1:10:40) Georgie nervously discusses his $LULU “wife channel check” and his observations of emerging brands (Aloe) supporting Silicon Valley booties in his area
(1:15:21) Bruce unveils decidedly un-woke quotes from the $LULU founder and ex-CEO (cringe! Say it ain’t so, $LULU!)
(1:17:29) Conclusions / “actual” views

In our third episode, we take a walk on the “small cap” side and debate the “bull” vs “bear” side of DigitalOcean ($DOCN), which currently sits squarely in the “IPO Class of 2021” bargain bin. Should DigitalOcean be thrown back (next to Leprechaun 2, which besmirched the legacy of Jennifer Aniston’s Hollywood debut) or seize it furtively like you would “Weird Science” (or perhaps that’s just Gordon’s unhealthy wistfulness for 90’s Kelly LeBrock – Google it, you’ll thank Gordon later.) In our weekly news segment, we discuss whether the IPO “window” is about to open like Gordon’s wallet at a Miami “night ballet”, or whether Silicon Valley bankers should put off that third divorce.
Highlights:
(1:22) Bruce channels David Sacks (of All-In) and drops the Easter Bunny from a helicopter in Florida 
(4:02) Is the IPO window opening up? ($RDT, $ALAB)
(7:41)  $RDT: The monetization opportunity for the “Glory Hole” of the Internet 
(15:03) The main event: $DOCN
(26:39) Anatomy of a “bed-sh!tting”
(51:08) Bruce short case: $DOCN is a “dead company walking” 
(53:54) Dude, where’s my NDR? (Net Dollar Retention)

(1:04:22) Conclusions

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 facelift technology is Larry Ellison sporting?)(14:36) $ADBEOn Cloudflare (19:48)
(23:18 ) Stepsister porn and Gordon’s OnlyFans business model (29:03) Charting Elon Musk’s “Follicle Density” vs. $TSLA(29:57) What Jeff Bezos says to Elon when they are alone and the relative difficulty of muscle vs. hair growth (38:59) Are TAMs just total bullsh!t?(44:46) Bruce proclaims a “world class ass-whupping” by $NET(47:26) The GILF olympics: Biden, Trump and Hellen Mirren(1:02:19) George loses all credibility (NOT THE MAGIC QUADRANT!) and destroys a podcast sponsorship opportunity

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 ($SMCI – “Super Duper Micro!”) 
In this episode, we address:
The emotional rewards of losing money (generating “alpha”!) on shorts Palo Alto Networks ($PANW) and implications for their recent bed defecation NVDA blowout, the smell of Jensen Huang’s jacket, and implications for interest ratesWest Coast vs. East Coast Investing, FOMO and Momentum investingThe highly motivating impact of CEO packages designed to make the CEO filthy rich (the Hock Tan plan)How big will the Artificial Intelligence (AI) investment cycle be? Is it just for generating Podcast thumbnail graphics?Are “servers” a commodity – or not?