Stock Talking

I talk streaming services, movies, shows, podcasts and more with the best movie buff in the business, Trevor Donahue. We go deep on the Top 100 movie project, possible motivations behind Netflix’s UI, Mars, Groundhog Day, true crime podcasts and more. Check out Trevor’s top recommendations below:

• Mars
• A Year In Space
• Up and Vanished
• Your Own Backyard

For more Stock Talking, check out postcoronastocks.com and subscribe to the newsletter at tinyletter.com/bbrostoff.

I debate whether the market is being driven by earnings or COVID news in another spirited conversation with TheImpervious as we reflect on last week and look at the week ahead. We go back and forth on expectations for companies reporting Q1 earnings in the next week (and DraftKings being public!). Sean talks trades he likes and discusses unusual options activity in LVS, HTHT, MSFT and more.

I bring on Hayden Hawks-Mayer (former and soon to be current HubSpot account exec) to explore $HUBS' suite of tools that make life easy for small-to-medium sized businesses (SMBs). This episode explores a business model very different from ServiceNow's from episode #2; unlike $NOW, $HUBS markets tools to SMBs that focus less on extensibility and more on ease of use. Our discussion starts with $HUBS' free CRM offering and moves to a wider discussion of the common problems facing companies and how HubSpot solves them. We cover $HUBS' customer retention and ability to sell new hubs to existing customers. Finally, we talk future growth, including the company's recent acquisition of PieSync and potential uses of its $1 billion in cash.

Options trader Sean “The Impervious” Busch comes on to talk market outlook and options trading. The Impervious offers commentary and trade ideas on SPG, SDC, SQ, CZR, OXY and more. We go back and forth on how bullish the re-opening of the economy is for stocks, and whether a new issue (mortgage crisis, China economic data) will replace COVID-19 if and when the market has another leg down.

I bring in Josh Brostoff (Senior ServiceNow Architect at GlideFast Consulting and my brother) to discuss ServiceNow's incredible growth story. Josh goes deep on HR and CSM opportunities at $NOW, third party integrations, customer retention and more. We also debate how the stock will perform in the new COVID-19 environment.

I introduce Stock Talking as a new podcast and preview my next episode.