Grizzle goes LIVE every trading day bringing option winners to the masses - no paywall just bank! On Friday's Episode we talked: Draft Kings, Visa & MasterCard, Beyond Meat, Exxon, Amazon and preachy Chamath. https:\/\/youtu.be\/PWJZb7UvhEY Here are some of the main highlights from the show! Beyond Meat - COVID19 Cripples US Meat Processors Grizzle was banging on the table in early April telling investors to get heavy on Beyond Meat, specifically the options! It has been a tremendous trade, the demise of the broken US meat processing industry to the coronavirus has presented plant based proteins a tremendous opportunity to make significant market share gains. https:\/\/youtu.be\/dy5QJCDSzRg Visa & MasterCard Both Visa and MasterCard have lagged their technology peers meaningfully in the market recovery, we believe there's a disconnect between the strong structural fundamentals of these two digital payment juggernauts and their underlying share prices. We're buyers of long dated calls as the way to get torque into the trade. https:\/\/youtu.be\/-BnjMIU8iQ4 Visa & MasterCard forward valuations have pulled back meaningfully from the beginning of the year. Gold - Take the Miners over the Paper Gold mining stocks lagged the physical gold and paper gold significantly in the beginning of the year, however over the last month gold stocks have staged a massive come back vs paper gold. Grizzle continues to be very bullish gold equities, our favorite large cap name is Agnico Eagle (NYSE: AEM). https:\/\/youtu.be\/YGQ2EBwbGV0 Preachy Chamath Palihapitiya - Why Comparing IBM to Apple Makes No Sense! Chamath's 'two brothers' analogy on CNBC comparing Apple vs. IBM is a total straw man argument. He knows the rules of the game better than anyone, to play populist quarterback after the fact is total junk. https:\/\/youtu.be\/mEJm3C0MQl8 You can compare any company's return versus Apple and rail on 'bad management', the truth is that technology investing is bloody hard. If IBM didn't buy back shares they likely would have made garbage acquisitions or doubled down on bad tech (BlackBerry case in point).