Episode 88: Talking Software with Kermit Capital
In episode 88 of Chit Chat Money, we talked with Kermit Capital, a data analyst and investor we know from Twitter. Kermit has worked at numerous large companies and brought some fantastic insights into the software industry. After talking about his overall investment strategy, the three of us discussed Alteryx and Slack at length. I learned a ton from this chat and think you will too. YouTube Link (Interview is audio-only) Spotify Link Screenshot Summary Brett’s news story: W
What Companies Will Come out of This Crisis Stronger?
It’s a foregone conclusion that we are in a recession. Jobless claims hit an all-time record this week, the stock market has had its fastest bear market on record, everything feels like it is going to shit. Things look terrible right now. But, hopefully, as with most economic crises, there will eventually be a light at the end of the tunnel. If not, well, we got bigger fish to fry. The financial news has been talking non-stop about stocks doing well during this crisis. Turn o
CCM Episode 67: Can Spotify Dominate Podcasts?
On this week’s show, we discussed Spotify potentially buying the Ringer Podcast Network and Bezos/Amazon’s foray into India. We also went through our usual segments including state of the fintwit, Hot Water, and anecdotal evidence. Other Segments this Week: Is Tesla’s FSD scam legit? long/short random crap Facebook misspelling President Xi Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4jHWIDeJu6STet6FGjYtpR #Amazon #Stocks #I
Fundamental Analysis of Amazon
On the latest Fundamental Analysis Show we discussed Amazon (AMZN), the tech giant out of Seattle. Highlights from the Show: TTM FCF up over 50% P/E of 73 Phenomenal Moat (AWS and retail) Prime pricing power Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/5djgfOmCz7mAV4jv8EMaI5 #Amazon #Stocks #Investing #Podcast #FundamentalAnalysis #Finance
CCM Episode 51: Big Tech Announcements, DataDog IPO, and Airbnb Numbers
On this week’s Chit Chat Money we discussed recent product announcements from some large corporations. These include a Shopify clone from Microsoft, an Airpod clone from Amazon, and a Roku clone from Comcast. The giant corporations have been copying smaller competitors (and themselves, I guess) at an astounding rate lately. On the show I talk about why I think this will accelerate in the coming years. Other Segments this Week: DataDog IPO pop Airbnb releases numbers and will
Disney, Netflix, and Sports
Why would you need anything else? At the Apple event this week, they announced the price point for their video streaming service: $4.99 a month, and free for a year if you buy a new Apple device. That’s a great deal for consumers, especially compared to the pricier streaming options like Netflix or HBO. The problem is, I can’t come up with a reason why anyone would want to subscribe to it. Demand for video content has already been filled, and Apple is coming in with no season
JD.com will be a $250 Billion Company
JD.com operates a giant online business in China. Contrary to popular belief, it is the most “Amazon-like” of the Chinese retailers, even though Alibaba is the larger and more well-known name in America. JD released earnings this past week and crushed it on a bunch of metrics, which led to the stock shooting up over 10% on the news. Investors have grown sour on JD for a few reasons, including the rape charges against the CEO (which are serious but likely won’t affect the busi
Can Anyone Stop Amazon?
As I combed through Amazon’s first-quarter earnings report, I couldn’t help but think: how does anyone compete with these guys? The behemoth in Seattle has kept the gas pedal firmly on growth since 1993, reinvesting just about every dollar they have back into the business. And what a business it has become. Operating cash flow for the trailing twelve months was $34.4 billion, up 89% YoY. Net income for the first quarter? Up 125% to $3.6 billion. And from the looks of it, thin