Episode 87: Talking with Matt Cochrane and The Science of Hitting
On episode 87 we had a fantastic hour-long discussion with Matt Cochrane from 7investing and The Science of Hitting (his Twitter pseudonym). We covered Comcast vs. Roku, whether Facebook’s headwinds are overblown, and the battle between fintech and the big banks. I learned a ton from this discussion and think any listener will too. YouTube Link (Interview is audio-only) Spotify Link Screenshot Summary Brett’s news story: Can browsing eCommerce make it in the west? (1:53) Ryan
What Will be Different Post-Coronavirus?
If you’re like me, you’ve been constantly reading up on the spread of COVID-19. Are a million people going to die? Is the hospital system going to collapse? Are we self-inducing an economic disaster? As we come up with different scenarios and do back-of-the-napkin math on virality and growth rates, the only thing that is certain is uncertainty. Nobody, not even the experts with all the real-time knowledge, knows exactly what will happen next (if you think you know, you’re lyi
CCM Episode 71: Facebook, Skyworks Solutions, and Global Payments with Matt Cochrane
This week we had 7investing analyst Matt Cochrane back on the show and had a fantastic discussion concerning some of the stocks he owns. These include Facebook, Skyworks Solutions, and Global Payments Network. We spent about 10-12 minutes on each ticker and tried to play devil’s advocate as to why Matt owns them. Other Segments this Week: Tax incentives for investors Wall Street Bets and the new euphoria We actually made money on short-term options and are now addicted Listen
CCM Ep. 59: How to Make a Billion Dollars in America
No interview this week, so we dove deeper on some news topics from the past week. I hit Facebook Pay, which I think will be additive to the War on Cash companies (Square, PayPal, etc.) instead of taking their business. Ryan dug into the latest developments in the streaming wars and why the Apple subscription bundle is a great idea. Other Segments this Week: What $28 billion business should Buffett buy? How to make a billion dollars in America (wrong answers only) FMK between
Fundamental Analysis of Facebook
On this Fundamental Analysis show, we discussed Facebook (FB), the social networking conglomerate. Highlights from the show: – FCF of $15 billion in 2018 – DAUs growing 8% YoY – WhatsApp and Instagram future growth drivers – Legal trouble will likely continue Listen to the full show: Spotify Apple Podcasts Google Podcasts #Facebook #FundamentalAnlaysis #Investing #podcasts
How do Uber’s Financials Compare to Other Tech Giants?
*You can find all the historical earnings numbers on each companies Investor Relations page. Uber, since going public, has been a controversial stock. Many prominent analysts doubt their business model, while some think they are just valued too highly. Others, like the Motley Fool, are long the stock and think it has a chance to be another tech giant. Personally, I can’t make up my mind. I’m fairly confident Lyft is a terrible business (zero-brand, terrible margins, and runni
Fundamental Analysis of Facebook
On this Fundamental Analysis show, we discuss Facebook (FB). They own Facebook, Instagram, WhatsApp, and Oculus. Highlights from the show: Forward P/E of 20 Operating expenses growing 80% a year Revenue growing 26% YoY Takes on new Libra currency Would Facebook properties be worth more broken-up? Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Facebook #Investing #FundamentalAnalysis #Finance
Twitter Beat on Earnings, But What About the Valuation?
The great internet cesspool, known in the common tongue as Twitter, reported its 1st quarter earnings on Tuesday, April 23rd, and Wall Street loved it. The stock shot up more than 15% on better than expected user, sales, and earnings growth. We are going to dig into Twitter’s valuation and future potential, but first, let’s check out the highlights from the report: Sales up 18% YoY to $787 million GAAP income up 12% YoY to $94 million Monetizable Daily Active Users (mDAUs) up