We look at 2021 Q1 earnings for some of the companies we had invested in - Alibaba, Roku, Bill.com and Peloton. We cover the numbers and discuss takeaways.

Recorded Date: Sunday, September 19, 2021

Time Stamps

• 00:00:25: News of the week
• 00:04:07: BABA
• 00:09:06: ROKU
• 00:13:17: BILL
• 00:16:40: PTON

Highlights

• Michael needs Touch ID back before he buys a new iPhone
• Russia is getting Apple & Google to do their dirty work
• Alibaba continues to be a strong business
• How overvalued is Roku's stock?
• Bill.com lost money but it's stock went up 20%
• Peloton is running in place (except its treadmill)

Links

• Everything Announced at Today's Apple Event
• Apple and Google bow to pressure in Russia to remove Kremlin critic’s tactical voting app

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