Simon (Mr. Beat Up)
Featured guest known on the show as 'Mr. Beat Up', providing deep-dive stock analysis and a four-step checklist to evaluate beaten-down companies; in this episode he analyses Duolingo.
Top 3 podcasts with Simon (Mr. Beat Up)
Ranked by the Snipd community
43 snips
Nov 5, 2025 • 38min
All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive
Luke Laretive, an insightful investor and portfolio adviser, helps community member Sheridan refine her portfolio strategy. They discuss core-satellite investing, the impact of thematic bets, and the importance of maintaining a solid core. Simon (Mr. Beat Up) dives into WiseTech, examining its recent scandals and valuation concerns. He critically assesses its acquisition strategy and growth potential while raising red flags about governance and risks. The conversation explores whether WiseTech can rebound and sustain its competitive edge in the logistics software market.
20 snips
Mar 15, 2026 • 30min
We're panic buying & the most bullish Mr Beat Up yet
Simon (Mr. Beat Up), a deep-dive stock analyst known for his four-step checklist, returns to dissect an 80% crash. He analyses why Duolingo plunged and whether it’s broken or a bargain. Short, punchy takes on market panic, dollar-cost averaging and why volatility is the price of admission. Clear-eyed valuation checks and a debate on Duolingo’s moat and reinvestment strategy.
Feb 12, 2026 • 41min
Private credit is booming, here’s what investors need to know
Simon "Mr. Beat Up" (recurring segment contributor who analyzes oversold stocks with a checklist) joins to dig into private credit’s surge and why it exists. Short takes cover private credit 101, how banks’ retreat opened the gap, capital stack differences, manager red flags, and what the next decade might bring. Practical talk on terms, floating rates and portfolio construction.
