After holding down the fort for the summer, Krista welcomes Freddy and Carson back from vacation. Freddy kicks things off with his Business Idea of The Week, which unfortunately appears to be a mainstay for Season Two of Zero Fucks Given. Krista, still in a vacation mindset – just kidding, she wasn’t allowed to leave the office – has been all too eager to tell her friends about Hobby Horsing, the newest Olympic sporting event.
“JR” of Jehoshaphat Research makes the short case on Service Corporation International (SCI). JR observes that online price transparency has already begun transforming the funeral services industry.
“JR” of Jehoshaphat Research is back to present a completely different short thesis on Techtronic Industries (669 HK). Based on subsequent interviews and extensive boots-on-the-ground research, JR believes that Techtronic is systematically defrauding Home Depot, its largest customer. At the heart of its thesis, Jehoshaphat Research has found a pattern of mislabeling products that allows the company to take advantage of a loophole in its exclusivity agreement with Home Depot.
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