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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The Four Quadrants of Investability

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** There are two things I think about when evaluating a potential investment. One is if/how the financials of the underlying business will change (the fundamentals). The second is if/how the valuation the company trades at will change. This allows me to classify an investment into four different quadrants, based on what I believe to be true about the company: Valuation re-ratin

Why My Portfolio Was Built for the Pandemic

I’ve said it before, but my portfolio was built for the pandemic. For whatever reason, the businesses I like to invest in are doing well in these volatile times. But what has made these stocks strong, while others have suffered? Was it just luck, or was there skill on my part? I’d like to think it was a little bit of both, but who knows, introspection is tough. I didn’t position my portfolio for a pandemic-induced recession (if someone told you they did, they are probably lyi

Shopify Has Gotten Ridiculous

I sent out this tweet Friday morning: “$SHOP now with an EV/sales of 36, meaning like 5 years of 50% growth is already priced in. Why would anyone hold shares here?” $SHOP now with an EV/sales of 36, meaning like 5 years of 50% growth is already priced in. Why would anyone hold shares here? https://t.co/QRFEV8BGfP — Brett Schafer (@CCM_Brett) April 17, 2020 I expected some interesting responses, both bullish and bearish, to this question. What I did not expect was an onslaug

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

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

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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