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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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

Who is Bob Chapek, the New Disney CEO?

We all (and by we, I mean investors) got hit pretty badly this week. Markets were down 11.5%, the worst weekly drop since 2008. This consumed most of, if not the entirety of, the financial media news cycle. And rightly so. But that meant some big news fell through the cracks. And there wasn’t any bigger news than Bog Iger stepping down from his longtime CEO role at Disney. It was honestly shocking news, seeing as he had signed a contract through 2021 and he had said nothing a

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

Wall Street Bets: A Crowdsourced Stratton Oakmont

“Stratton Oakmont, Inc. was a Long Island, New York, “over-the-counter” brokerage house founded in 1989 by Jordan Belfort and Danny Porush. It defrauded many shareholders leading to the arrest and incarceration of several executives, and the closing of the firm in 1996.” Deep down we crave speculation. The thrill of betting everything on red, the adrenaline of knowing you’ll either walk home a rich man or a penniless fool, that feeling will never be replaced with a pragmatic

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

Semler Scientific: A Deep Dive

Not many people have heard the name Semler Scientific. It trades on the OTC markets, barely qualifies as a small-cap stock, and rarely has a daily trading volume greater than 1,000 shares. I actually saw it only trade 14 times in a single day. Compare that to Tesla, which has 40 million+ shares traded on the regular. Talk about price discovery am I right. I believe Semler Scientific can be a serial compounder over the next decade. That’s a bold statement, especially because t

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

How I Research a Stock

If you want to be a successful stock picker, you need a consistent research process. This will not only help you find the right companies for your portfolio but make it easier and more efficient to sift through the thousands of publicly trading businesses on the market. And just as there is no one-size-fits-all investing strategy, there are no cookie-cutter approaches to investment research. What matters is whether the process works for you to be able to find quality companie

CCM Episode 69: Interview With Trevor Muchedzi

This week we got back onto the interview grind and had a conversation with One Transaction Capital’s founder Trevor Muchedzi. We had a wide-ranging conversation covering his investment style, how his fund works, and even some individual companies. Other Segments this Week: State of cashless payments Google breaks out YouTube financials Last/worst/best stock and why? Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4Vt6lHAkiYgHLP

Fundamental Analysis of Global Payments Network

On the latest Fundamental Analysis Show we discussed Global Payments Network, a legacy fintech stock. Highlights from the Show: Founded in 1967 EV/FCF of 43.6 Low ROIC $6.8 billion in net debt Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/141L2sK4JXSNo5Fz6BtvAt #business #GlobalPaymentsNetwork #Stocks #Investing #GPN #FundamentalAnalysis #Finance

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

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

Axon Enterprises. Not Just for Law Enforcement

This is going to be a short post on Axon’s new ambulance deal and why it is an example of the company’s developing moat. If you want a lengthier primer on why I love Axon as a long-term play, check out a post I did on the company two months ago here. Axon Enterprises, the inventor of the Taser and other law enforcement technology, announced this week a partnership with an ambulance provider to connect its vehicles with in-car video technology. Here is a long quote from the pr

Fundamental Analysis of General Motors

On the latest Fundamental Analysis Show we discussed General Motors, the historic American auto manufacturer. Highlights from the Show: A few different subsidiaries including GM financial New EV architecture coming soon High dividend yield (over 4%) Cruise just released an autonomous vehicle concept Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/0fnJ7tMKwXyt7pZJx5CkwU #Finance #GeneralMotors #podcasts #Stocks

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

Fundamental Analysis of Digital Turbine

On the latest Fundamental Analysis Show we discussed Digital Turbine (APPS), a company that helps apps get found on new smartphones. Highlights from the Show: Market cap of $651 million Partnership with Disney/Verizon EV/FCF of 50 sales growth of 37% Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/0Nc86ksKP6F5CXPQauVEXh #Stocks #DigitalTurbine #Investing #Podcast #FundamentalAnalysis #Finance

Teladoc Health Just Acquired InTouch Health, and I Love the Move

Last week, there was a BIG development in telehealth with industry leader Teladoc Health (ticker: TDOC) acquiring InTouch Health for $600 million. InTouch Health is the largest provider of virtual care technology for hospitals and other in-office health systems. This differs from Teladoc, whose primary business is connecting patients to doctors through internet-connected devices. Here are the details of the deal, and how it impacts Teladoc’s business: The $600 million price i

 

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