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 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

Can Axon Enterprise be a Winner over the Next Five Years?

Axon Enterprise (ticker: AAXN) manufactures and develops technology for law enforcement officers. Their original product was the TASER (the stun gun most police officers carry), but in recent years they have expanded to body cameras, sensors, and cloud-based record management systems. Full disclosure, I’m a big fan of the stock and own shares personally. They announced earning late last week and raised their full-year guidance, causing the stock to pop 20%. Friday on Twitter

Yext: A Reasonably Priced SaaS Name?

I tweeted this out on Saturday: Why I like $YEXT: – No competition – EV/Rev of 5.12 – High gross margins – Huge value proposition for customers — Brett Schafer (@CCM_Brett) October 20, 2019 It got a decent amount of engagement, so I thought I’d go deeper on each bullet point and explain why Yext is one of my favorite SaaS stocks right now. But first, since they are not a household name, let’s talk about what Yext does. A business can use Yext to make sure its information an

Fundamental Analysis of Blackline

On this Fundamental Analysis show, we discussed Blackline (BL), a SaaS company that automates accounting work for large enterprises. Highlights from the show: P/S ratio of 12.16, FCF margin of 1-4% but growing quickly Revenue growing 26% YoY in the latest quarter A revenue retention rate of 108% Have a niche product right now, but could expand to more accounting stuff Listen to the full show: Spotify Apple Podcasts Google Podcasts #Saas #Stocks #Investing #Podcast #Blackline

Does Shopify Have Pricing Power?

With news out today that Shopify is expanding vertically into e-commerce fulfillment, I thought it would be timely to write about their pricing power. If you don’t know already, Shopify is a subscription service that provides solutions for e-commerce sales, in-store sales, payment processing, and now, in the near future, delivery fulfillment. Here is what the company had to say about their new delivery initiatives, which they are rumored to be spending $1 billion on: “Our sma

Does Shopify Have Pricing Power?

With news out today that Shopify is expanding vertically into e-commerce fulfillment, I thought it would be timely to write about their pricing power. If you don’t know already, Shopify is a subscription service that provides solutions for e-commerce sales, in-store sales, payment processing, and now, in the near future, delivery fulfillment. Here is what the company had to say about their new delivery initiatives, which they are rumored to be spending $1 billion on: “Our sma

Twilio is Accelerating its Sales Growth

I wrote yesterday about how Shopify was the fastest SaaS company to get to $1 billion in sales, but it’s quite possible Twilio is going to break that record next year. The could-based communications platform came out with earnings yesterday after the bell, accelerating their sales growth yet again. The stock is up over 300% in the last 12 months, one of the best performers in the entire market. *Want to get into the investing game? Click here to learn how to invest your spare

Shopify is the Fastest Growing SaaS Company Ever

E-commerce solutions company Shopify reported their fourth quarter and fiscal year 2018 earnings before the market on Tuesday. The stock initially dropped because of weak guidance and some missed estimates (which really doesn’t matter) before recovering in the afternoon. Shopify is a high-flying stock with a nosebleed valuation. However, they have some chops to back up that valuation, because according to the earnings report they are the fastest growing Saas business of all-t

 

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