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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Episode 120: Spotify and the Audio Opportunity with Sleepwell Capital

Listen on: Spotify Google Podcasts Apple Podcasts Debrief Great interview with Sleepwell Capital this week. He knows Spotify and the music industry quite well, so it was fun to ask him questions about live audio, Spotify’s growth plans, and the Universal Music acquisition. We also covered Uhaul. which is a well known company but unknown stock that has crushed the market. After the interview, Ryan and I discussed: Titan Coin going to zero, the Wise direct listing, Lordstown Mo

Episode 105: Discussion on Spotify with Francisco Olivera and TSOH

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Listen on: Spotify Apple Podcasts Debriefing This was a lengthy discussion on Spotify, but one I think anyone interested in the company will enjoy. The four of us hit every part of the business including subscriber growth/ARPU, geographic dynamics, podcast advertising, podcast exclusives like JRE, Anchor and Megaphone, and what type of margins and valuation multiple Spotify

What is Spotify’s Endgame?

Big news out of Sweden this week. Spotify, everyone’s favorite audio streamer, has gotten exclusive rights to the number one podcast in the world, the Joe Rogan Experience (JRE). This is a huge deal. Not just for Rogan, who will likely net over 100 million on the deal (exact numbers are not public), but for Spotify’s long-term ambitions. CEO Daniel Ek started talking in 2019 about the company’s strategy outside of music – “owning the ear,” as he has called it – but nobody tho

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

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 67: Can Spotify Dominate Podcasts?

On this week’s show, we discussed Spotify potentially buying the Ringer Podcast Network and Bezos/Amazon’s foray into India. We also went through our usual segments including state of the fintwit, Hot Water, and anecdotal evidence. Other Segments this Week: Is Tesla’s FSD scam legit? long/short random crap Facebook misspelling President Xi Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4jHWIDeJu6STet6FGjYtpR #Amazon #Stocks #I

The Importance of Sustained Revenue Growth

(check out Puru Saxena’s thread on the topic here) Holding long-term compounders is typically how investors beat the market. And how do they find long-term compounders? By identifying stocks with the potential for sustained high-levels of revenue (or cash flow, or earnings) growth. This metric is important because it allows individual investors like myself to counteract the efficient market hypothesis (EMH). Over short timespans, markets are basically efficient, making it dif

CCM Episode 65: Spotify and Slack Debate with Austin Liebermann

This week we had recurring guest Austin Liebermann on the show (check out the episode where I interviewed him here) to discuss Spotify and Slack. Austin is long Slack, so we played devil’s advocate and tried to critique the stock to the best of our abilities. Then, we flipped the scenario and had Austin critique Spotify, of which Ryan and I both own shares. I thought this format was very fun and we hope to repeat it with ourselves and other guests down the line. Other Segment

Spotify has Launched Its Two-Sided Marketplace

Since it was founded in 2006, Spotify has made the majority of its revenue from its subscriber base. The 108 million premium subscribers brought in $1.5 billion last quarter, around 90% of the company’s total revenue. The 124 million ad-supported users accounted for only $165 million in sales. This revenue imbalance should change shortly with Spotify’s latest service: Artist Promotions. Now, artists will be able to pay Spotify to promote their new music to people who either:

Square Sells Caviar, and an Interview with the Founder of Stockrow.com

On this week’s Chit Chat Money I had the pleasure of talking with one of the co-founders of Stockrow.com. The site is run by three guys in their free-time from Europe and is built for fundamental investors. It is 100x better than Yahoo Finance, is ad-free, and is getting better all the time. For anyone that doesn’t want to shell out $200 for Ycharts, this is the place to go for researching individual companies. Some other things we discussed on the show: Square selling Caviar

Spotify is Firing on All Cylinders

I’ve written about it before, but I want to talk again about why Spotify is crushing it at the moment. They released earnings last week, and while premium subscriber numbers barely missed analyst estimates, the business as a whole is humming along just fine. I’m a big fan of this stock for a lot of reasons. Let’s dig into some stats from the earnings report and conference call to show why I think Spotify is poised to become one of the next tech giants. User Growth at Scale In

Does Spotify Have Pricing Power?

In this piece, we are going to explore whether Spotify will ever be able to raise prices. I explored this same concept with Netflix (turns out we might be undervaluing their pricing power), so I thought why not do the same with the leader in music streaming. The Spotify platform was launched barely a decade ago in October 2008 and has since grown to become a global brand for audio content. They reached 15 million active users in 2012, and as of today have 217 million users, 1

 

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