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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Fundamental Analysis: Magnite

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Listen on Spotify On this Sunday’s Fundamental Analysis show we discussed Magnite. Here is a screenshot summary of the show: What is Magnite? It is a sell-side platform (SSP) for digital advertisers. It is the newly named company post the merger of Telaria and Rubicon Project. Valuation: TTM EV/sales of 10.9, unprofitable, and not CF positive. Latest Earnings: Q3 revenue of

Fundamental Analysis: StoneCo

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Watch on YouTube Listen on Spotify On this Sunday’s Fundamental Analysis show we discussed StoneCo. Here is a screenshot summary of the show: What is StoneCo? It sells POS systems, software, and finances SMBs in South America. When were they founded? In 2012 by Andre Street and Eduardo Pontes. Valuation: EV/sales of 34.4. EV/FCF above 100. Latest Earnings: $589.3 million in

Episode 94: Interview With Muji @hhhypergrowth

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** This week Ryan and I chatted with Muji (his Twitter is @hhhypergrowth, link here), a veteran of the software industry. We discussed two topics: cybersecurity and edge computing. On the cybersecurity side, we focused on Crowdstrike (ticker: CRWD) and Zscaler (ticker: ZS). Edge networks revolved around Cloudflare (ticker: NET) and Fastly (ticker: FSLY), but also had some areas

Fundamental Analysis: Peloton

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Watch on YouTube Listen on Spotify On this Sunday’s Fundamental Analysis show we discussed Peloton. Here is a screenshot summary of the show: What is Peloton? It sells exercise bikes and digital subscriptions for exercise classes. When were they founded? In 2012 by John Foley. Valuation: EV/sales of 11.8, EV/GP of 27. Latest Earnings: $758 million in sales growing 232% YoY O

Episode 93: Interview With Richard Chu

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** This week we had the pleasure of talking with Richard Chu, an analyst at Sage Partners. Richard is the blueprint for someone using Twitter/Substack to find a job in the investing industry, and is a prime example of what putting your thoughts out into the universe can do for you. On the show we did a deep dive into the Livongo and Teladoc merger, and then discussed Peloton an

Fundamental Analysis: nCino

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Watch on YouTube Listen on Spotify On this Sunday’s Fundamental Analysis show we discussed nCino. Here is a screenshot summary of the show: What is nCino? It provides a cloud-based bank operating system to streamline all employee and customer interactions. When were they founded? In 2011 by Chip Mahan and Neil Underwood. Valuation: TTM EV/sales of 39 and EV/GP of 70 (they ar

Thursday Deep Dive: Skillz/FEAC SPAC

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Watch on YouTube Listen on Spotify *Follow Ian here. This week for our Deep Dive episode we discussed Skillz, a mobile multiplayer gaming platform that is going public through the Flying Eagle SPAC (FEAC is the ticker). Skillz allows players to compete for money on online games that are skill based (hence the name). It is essentially a software platform that partners with ex

Thursday Deep Dive: Charles Schwab

Watch on YouTube Listen on Spotify *Follow Ian here. This week Ryan, Ian, and I discussed Charles Schwab. Schwab is an investment services firm with over $6 trillion (yes, trillion) in assets under management (AUM). They have two flagship products: brokerage/retirement accounts and financial advisory services. Its brokerage accounts are what an individual investor would use to buy and sell securities. Schwab makes money by investing idle cash in interest-bearing assets like t

Episode 89: Interview With Will Hershey

In episode 89 of Chit Chat Money, we had a fantastic chat with the founder of Roundhill Investments, Will Hershey. Roundhill Investments has two thematic ETF products, the first being the NERD or eSports ETF. We discussed the ETF and gaming industry at length during the interview. The second thematic ETF Roundhill sponsors is the BETZ or Sports Betting ETF. It allows investors to get broad exposure to numerous sports betting companies while only having to own one security. Yo

Episode 86: Talking Software with Tim Beyers

This is a new post that will be included alongside each show. It will have a short summary of the episode, any video clips, and other things listeners should know for each episode We are back after our summer hiatus and have a fantastic interview with long-time software analyst Tim Beyers. I learned a ton on this episode and think any listener will too. YouTube Link Spotify Link Screenshot Summary In chronological order: Discussion on what we did this summer and updates on th

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

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

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

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

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

Fundamental Analysis of Five Below

On the latest Fundamental Analysis Show we discussed Five Below, the “inflation-adjusted” dollar store. Highlights from the Show: Almost at 1000 stores in the U.S. and in 36 states P/E of 42 ROIC > 40% Clean balance sheet Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/5TiSrvBERS21PJjgr36Luv #Stocks #FiveBelow #Investing #Podcast #FundamentalAnalysis #Finance

 

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