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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25 Stocks of Christmas, Day 25: Matt Cochrane Talks Square

On our last “25 Stocks of Christmas” episode, Matt Cochrane from 7investing joins the show to talk about Square. Square is a popular stock, and one we’ve talked about a lot over the past year, but it was good to get an overview from an expert on the company. Listen on: Spotify Apple Podcasts #MattCochrane #Square

Episode 87: Talking with Matt Cochrane and The Science of Hitting

On episode 87 we had a fantastic hour-long discussion with Matt Cochrane from 7investing and The Science of Hitting (his Twitter pseudonym). We covered Comcast vs. Roku, whether Facebook’s headwinds are overblown, and the battle between fintech and the big banks. I learned a ton from this discussion and think any listener will too. YouTube Link (Interview is audio-only) Spotify Link Screenshot Summary Brett’s news story: Can browsing eCommerce make it in the west? (1:53) Ryan

Own Companies That Feel Inevitable

I saw a tweet the other day that said “invest in companies that feel inevitable.” The author is slipping my mind, but whoever it was, thank you, but I have an addendum to improve it: “Invest in companies that feel inevitable but are misunderstood by the market” “Inevitable” companies (or, maybe, Thano’s companies?) have historically treated investors kindly if bought at the right price. But what do I mean by an inevitable company that is misunderstood? That’s a tough question

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

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

What Stocks are Users Buying and Selling on Robinhood Right Now?

I love checking Robintrack.net and seeing what stocks individual investors are buying and selling. From a meta-level, the charts visualize what the majority of investors feel about a stock or the market in general. While not a crystal ball, I believe you can glean whether people are euphoric or have a “doom-and-gloom” mindset on a stock from a Robintrack chart. This information can be helpful if you own, plan to own, or want to short shares in a company. If you don’t know wha

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

13th Month Update of the MBP

*Link to the spreadsheet for anyone interested in how we calculate returns This is the 13-month update of the Market Brothers Portfolio, or MBP. It is a mock portfolio of our favorite investing ideas. Since it began in November 2018, the MBP is up 24.43% vs. the S&P 500’s 21.56%. All prior monthly updates can be found here. Absolute ReturnsAnnualizedPortfolio:24.43%22.55%S&P 500:21.56%19.90%Difference2.87%2.65% MonthMBP ReturnsS&P Returns00.00%0.00%1-8.38%-9.65%24.37%0.78%310

Square Should Buy Chime

I saw this quote in a Forbes article regarding Chime, the online bank: “In 2019, it will reach nearly $200 million [in revenue], a fourfold increase over 2018, according to a person familiar with the matter. Now the company plans to expand into other products like credit cards and investment services in its quest to become a full-service digital bank.” That is some stellar growth. Chime is one of the hottest fintech startups in the United States and is thought to be valued at

CCM Ep. 50: Cash App and Apple Announcements

On this week’s Chit Chat Money we discussed the new Apple announcements and whether they are still an innovative company. We also discussed the rumors of Square launching a Robinhood-clone as a part of the Cash App in the wake of them buying a brokerage API service. Other Segments this Week: WeWork in hot water again Succession episode 6 People over 40 have officially found out people under 25 are addicted to vaping Listen to the full show: Spotify Apple Podcasts Google Podca

Cash App is Going to be Huge for Square

If you are an investor in Square like me, you know that the Cash App is a big deal. The peer-to-peer (P2P) payments app is growing tremendously fast and is now bringing in meaningful revenue for the company. In fact, the platform just hit a $500 million revenue run rate, and now makes up more than half of Square’s services revenue. So what exactly is the Cash App? Like Venmo (the P2P app owned by PayPal), you can send money instantly and for free to any of your friends. Howev

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

Square Selling Caviar to DoorDash is a Win for Both Companies

In conjunction with Square’s earning’s release this afternoon, investors were surprised to see another announcement that the company was selling its Caviar business to DoorDash for $410 million. The deal is a cash and stock offer, and will likely close by the end of this year according to the press release. Now, before we start analyzing the deal (and why I think it is a win-win scenario), let’s go through a short history of what Caviar is so we understand what DoorDash is ge

 

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