Uncover potential new investments and learn about financial markets on the Chit Chat Money podcast. Our flagship show releases two episodes a week covering individual stocks, one with a guest and one without. We periodically publish seasons of a History of Financial Markets, which you can listen to here. The show notes for each episode are published on this website, which you can find below.

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Five Stocks I’m Looking at During this Bear Market

The last two weeks have been downright absurd. People are (and probably rightfully) panicking and reacting in extreme ways to this pandemic. It has everyone worried because we don’t know what the next few weeks will hold. Nobody likes uncertainty. The market has priced in a lot of this fear/economic slowdown, and rather quickly. In fact, this is the fastest we’ve gotten to a bear market in recorded history: That’s one scary chart. It also does not tell us where stock prices w

CCM Episode #74: Interview With Arif Karim

This week Ryan talked with Arif Karim in a long-ranging interview covering his life and investing in Netflix, Charles Schwab, and Ferrari. Arif works at Ensemble Capital and was a great interview. We appreciate him coming on the show and hope he can come back in the future. Other Segments this Week: Dorsey Part II Oil talk Hot water and FMK Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4zkpKpOji0jXPolLJ2yTMJ #Stocks #ArifKari

Volatility is Your Friend if You Dollar-Cost-Average

Markets are in a bit of a panic right now. Supply chains and the travel industry are being thrown into disarray with this COVID-19 epidemic, and likely will continue to do so for the next few months (and possibly longer). A recession, or at least a big slowdown, might be in the cards. As of this writing, SPY (the largest ETF that tracks the S&P 500) is down over 11% in the last month while the VIX (volatility index) has skyrocketed. 11% is not an extraordinary drawdown. It ma

Three Downtrodden Stocks Poised for a Turnaround

Classic value is not what I typically invest in. My bread and butter, or really, what I think I have an edge in, are growth names that I can hold for a long time period. These include stocks like Square, Spotify, and Yext, companies with rapid sales growth but low-profit margins. I like them because I think they can be highly profitable in the future, not for the cash they bring in now. However, I have found a few names (possibly driven by the fact my portfolio sits at an ave

Fundamental Analysis of Sprouts Farmers Market

On the latest Fundamental Analysis Show we discussed Sprouts Farmers Market, a low-cost health-conscious grocer. Highlights from the Show: EV/FCF of 21 Revenue growth of 8% 340 total stores $2 billion market cap Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/1r3UNN03OnkzHvsAzw0Zot #SFM #SproutsFarmersMarket #Stocks #Investing #Podcast #FundamentalAnalysis #Finance

CCM Episode 73: Interview with Wall Street Bets

This week we had the pleasure of talking with Jaime Rogizinski, the creator of the Wall Street Bets Reddit page. We talked about what it is like dealing with a million person online community, the most and least successful bets made by users, and how he likes to trade himself. Other Segments this Week: Iger out Dorsey about to be out The Valleysburg Address Listen to the full show: Spotify Apple Podcasts Google Podcasts #Disney #Stocks #Twitter #WallStreetBets #Investing #Chi

Who is Bob Chapek, the New Disney CEO?

We all (and by we, I mean investors) got hit pretty badly this week. Markets were down 11.5%, the worst weekly drop since 2008. This consumed most of, if not the entirety of, the financial media news cycle. And rightly so. But that meant some big news fell through the cracks. And there wasn’t any bigger news than Bog Iger stepping down from his longtime CEO role at Disney. It was honestly shocking news, seeing as he had signed a contract through 2021 and he had said nothing a

Fundamental Analysis of Transdigm

On the latest Fundamental Analysis Show we discussed Transdigm Group, an aerospace parts manufacturer. Highlights from the Show: Trailing EV/FCF of 44 Big acquisition of Esterline Strong moat? Has ridden a lot of industry/government tailwinds Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #TransdigmGroup #Investing #Podcast #Finance

CCM Ep. 72: Marrying the VIX and Uber Pimps

Took the week off from interviews so we have a short show this week (we have 3-4 great future interviews planned that we are very excited for). Ryan discussed Intuit buying Credit Karma and then we had a discussion on the craziness going on in fintech. I talked about Zoom Video shares soaring on pandemic fears and the future of remote work. Other Segments this Week: We are addicted to trading cheap options Uber’s “pimp” service for drivers A round of guess that clickbait List

Wall Street Bets: A Crowdsourced Stratton Oakmont

“Stratton Oakmont, Inc. was a Long Island, New York, “over-the-counter” brokerage house founded in 1989 by Jordan Belfort and Danny Porush. It defrauded many shareholders leading to the arrest and incarceration of several executives, and the closing of the firm in 1996.” Deep down we crave speculation. The thrill of betting everything on red, the adrenaline of knowing you’ll either walk home a rich man or a penniless fool, that feeling will never be replaced with a pragmatic

Fundamental Analysis of Virgin Galactic

On the latest Fundamental Analysis Show we discussed Virgin Galactic, the high-flying space tourism company. Highlights from the Show: Absolutely no fundamentals Big time risks/liabilities Over $80 million in customer deposits $250,000 ticket price (not launching yet) Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #Investing #Podcast #VirginGalactic #FundamentalAnalysis #Finance

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

Semler Scientific: A Deep Dive

Not many people have heard the name Semler Scientific. It trades on the OTC markets, barely qualifies as a small-cap stock, and rarely has a daily trading volume greater than 1,000 shares. I actually saw it only trade 14 times in a single day. Compare that to Tesla, which has 40 million+ shares traded on the regular. Talk about price discovery am I right. I believe Semler Scientific can be a serial compounder over the next decade. That’s a bold statement, especially because t

CCM Episode 70: Interview with From Growth to Value

This week we had another fantastic interview with Kris from the Twitter account @FromValue. We discussed a myriad of topics including Jack Dorsey at Twitter, JD.com, and how to treat the Chinese market. Click on any of the links below to take a listen. Other Segments this Week: The passive bubble, and whether it is legit Eliot Management taking a stake in Softbank Wall Street Bets gone Wild Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.c

Fundamental Analysis of XP Inc.

On the latest Fundamental Analysis Show we discussed XP inc, a fintech and investing platform in Brazil. Highlights from the Show: Market cap of $22 billion 92% sales growth 67% gross margins just went public Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/3ZggS1avjpqg2Ddj5TjGoN #XP #Stocks #Investing #Podcast #FundamentalAnalysis #Finance

How I Research a Stock

If you want to be a successful stock picker, you need a consistent research process. This will not only help you find the right companies for your portfolio but make it easier and more efficient to sift through the thousands of publicly trading businesses on the market. And just as there is no one-size-fits-all investing strategy, there are no cookie-cutter approaches to investment research. What matters is whether the process works for you to be able to find quality companie

CCM Episode 69: Interview With Trevor Muchedzi

This week we got back onto the interview grind and had a conversation with One Transaction Capital’s founder Trevor Muchedzi. We had a wide-ranging conversation covering his investment style, how his fund works, and even some individual companies. Other Segments this Week: State of cashless payments Google breaks out YouTube financials Last/worst/best stock and why? Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4Vt6lHAkiYgHLP

Fundamental Analysis of Global Payments Network

On the latest Fundamental Analysis Show we discussed Global Payments Network, a legacy fintech stock. Highlights from the Show: Founded in 1967 EV/FCF of 43.6 Low ROIC $6.8 billion in net debt Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/141L2sK4JXSNo5Fz6BtvAt #business #GlobalPaymentsNetwork #Stocks #Investing #GPN #FundamentalAnalysis #Finance

Fundamental Analysis of Atlassian Corporation

On the latest Fundamental Analysis Show we discussed Atlassian Corporation, a workflow SaaS stock. Highlights from the Show: EV/sales of 25.6 Revenue growth of 37% Profitable Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/3HlfOdYb9Dltxrj0cYIRl7 #Saas #business #Stocks #Atlassian #Investing #FundamentalAnalysis #Finance

CCM Episode 68: Mutual Funds Masked as ETFs

This week we did a deep dive into the ETF industry and why we are not bullish on the growth of non-index funds. We also discussed Scott Galloway’s 2020 predictions and discussed corporate coaching trees. Other Segments this Week: What inning are certain stocks in? Kobe’s investing success Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/1oRlEVLUPfRgOFMrVNJkHB #business #podcasts #ETFs #Kobe #Investing #Scottgalloway #Finance #Mu

 

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