Travis Hoium

I think the disruption story is true, but I want to see more of that disruption play out where their economics become more aligned with consumers and less with just pushing more prescriptions.

That's a concern that I have today.

And as much as I'm holding my nose to do it, because let's be honest, I have a major problem with companies that have a history of basically predatory lending, which over the long term, that's what rent-owned businesses have had.

Yeah, exactly.

Something that's going to depreciate by 70% as soon as I walk out the door and I'm paying a 4X markup.

Yeah, I don't love that.

But I'm also a sucker for a deep value business that's doing really well.

And I think that's what we have with Upbound today.

I'm holding my nose doing this.

Yeah, Travis, I know I put you in a horrible position to pick my stock after I just trashed yours.

I apologize.

Yeah, this was fun.

We're in the heart of earnings season, so what did we learn?

Motley Fool Money starts now.

From Fool Global Headquarters, this is Motley Fool Money.

Welcome to Motley Fool Money.

I'm Travis Hoem, joined today by Jason Moser and Lou Whiteman.

Guys, this is really when earnings season kicks into high gear for a lot of the companies that we follow.

We're going to do a rapid-fire look at

some of the popular companies, disruptive companies, and find out what we learned from the quarter.