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 Semler Scientific

On the latest Fundamental Analysis Show we discussed Semler Scientific (SMLR), a micro-cap stock that develops technology for finding symptoms of chronic disease. Highlights from the Show: Market cap of $326 million EV/revenue of 10.6 Sales growth of 60% last quarter Profitable Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/7Agg0nV1bzbwiUA49sL26X #SemlerScientific #Stocks #Investing #Podcast #FundamentalAnalysis #Finance

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

CCM Episode 66: Casper Off to a Sleepy Start

On this week’s show, we discussed Casper’s S-1 and Plaid getting bought out by Visa for $1 billion. Both Ryan and I agreed that Casper is going to have a tough time garnering a high sales multiple in the public markets and that Plaid looks to be a logical acquisition for Visa (even if we mispronounced its name the whole show). Other Segments this Week: VC’s are the worst on Twitter Worst S-1’s in history? FMK between DataDog, Zoom Video, and Slack Listen to the full show: Spo

Investing is Like Nutrition

Investing is very similar to nutrition/dieting. Both are a mix of art and science, with no one-size-fits-all strategy that everyone can follow. The most important thing when it comes to eating and investing is to find something that not only gets the outcome you desire but one that you can sustain indefinitely. This can take some trial and error. We’ve all tried -or have thought about trying- those weird juice cleanses or “eat only cottage cheese” diets that promise results i

Fundamental Analysis of Rubicon Project

On the latest Fundamental Analysis Show we discussed Rubicon Project (RUBI), a sell-side ad platform. Highlights from the Show: merging with Telaria -17.8% operating margins sales growth of 27% Trying to be “anti-big-tech” for advertisers Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/2RorBoyqQZgxX1RA9ZeqQ6 #Stocks #Investing #RubiconProject #Podcast #FundamentalAnalysis #Finance

Fundamental Analysis of Fastly

On the latest Fundamental Analysis Show we discussed Fastly (FSLY), an edge computing platform. Highlights from the Show: Market cap of $2 billion 35% sales growth 135% revenue expansion rate Not profitable Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/7y4jBrGfpTpX7L3P7b4t7Y #Stocks #Fastly #Investing #FundamentalAnalysis #Finance

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

Fundamental Analysis of Elastic

On the latest Fundamental Analysis Show we discussed Elastic (ESTC), the internal search and security company. Highlights from the Show: P/S of 15.11 Growing 50%+ on the sales side Hemmoraging money 130% revenue expansion rate Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/5esofTPZI02zuECuJ6w0rR #Elastic #Stocks #Investing #Podcast #FundamentalAnalysis #Finance

Fundamental Analysis of Nike

On the latest Fundamental Analysis Show we discussed Nike (NKE), the global athletic apparel retailer. Highlights from the Show: EV/EBIT of 31 Revenue growth of 7% FCF margin of 10% Just broke Amazon partnership Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/1sxpI1VTFVJtozkLQn1iJL #Nike #Stocks #Investing #FundamentalAnalysis #Finance

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

CCM Ep. 63: Interview with Aaron Bush

This week we had the pleasure of interviewing Aaron Bush, an analyst at the Motley Fool and founder of the gaming newsletter Master the Meta. We discussed the gaming industry, his career, and how he likes to invest personally. I can tell it was one of our best interviews because I came away with a whole new outlook on the business of video games and eSports. Other Segments this Week: Our stock Christmas lists Greg the Egg is playing Adam Neumann FMK between Apple, Starbucks,

Time to Get Greedy with Zoom Video?

An investment rule I try and follow is taking a second glance at stocks on my watchlist that have fallen 20% or more. It can be beneficial to reevaluate my thoughts and whether I like the business enough at a discounted price. Zoom Video (ticker: ZM) is a perfect example of that. Technical traders call this formation flipping the bird. Zoom has put up phenomenal numbers since it went public. The problem is, the stock has always felt phenomenally overvalued (an EV/sales of 60

Fundamental Analysis of Restoration Hardware

On the latest Fundamental Analysis Show we discussed Restoration Hardware (RH), the home furnishing retailer. Highlights from the Show: P/E of 24 ROIC of 16% LT revenue guidance of 8-12% No dividend Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/065ELc6CaowSclZde0qGr1 #Stocks #RestorationHardware #Podcast #FundamentalAnalysis #Finance

The Best News of the Year

I saw on Twitter that Cousin Greg is playing Adam Neumann in a TV show and could not be more excited: “Nicholas Braun, aka “Cousin Greg” on the HBO hit, will also exec produce the new project, which is based on the forthcoming book from reporters Eliot Brown and Maureen Farrell and hails from Chernin Entertainment and Endeavor Content.” This is the casting fintwit has been waiting for. Cousin Greg was meant to be a yoga-babbling billionaire, shoeless on the streets of Brookly

CCM Episode 62: A Letter to Twitter

This week we discussed Scott Galloway’s activist letter to the Twitter board and Google’s co-founders finally stepping away from the company. We did not do an interview this week, but we have a fascinating one lined up for next week. Stay tuned. Other Segments this Week: Notes from an essay on business in China Are tests overrated? FMK between Apple, RH, and Wynn Resorts Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4y7kFyaUe

Fundamental Analysis of Booking Holdings

On the latest Fundamental Analysis Show we discussed Booking Holdings (BKNG), the largest OTA in the world. Highlights from the Show: Market cap of $80 billion 40% net margin P/E of 19.23 Big business in Europe and Asia Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/6uH8HCzwWD1UpTpvXRIN0g #Stocks #BookingHoldings #Investing #Podcast #FundamentalAnalysis #Finance

Fundamental Analysis of Ally Financial

On the latest Fundamental Analysis Show we discussed Ally Financial (ALLY), the financial services and online bank. Highlights from the Show: Born out of General Motors P/E of 7.6 Total deposits grew 18% YoY last quarter Price-to-book 0.82 Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/0R7qC5687xSTpDqeFmoeTM #AllyFinancial #Stocks #Ally #Investing #Podcast #FundamentalAnalysis #Finance

CCM Ep. 61: Jack Goes to Africa

No interview this week, so it was just us discussing the latest investing news. I went over Jack Dorsey’s apparent move to Africa in 2020 and some more stats about the continent. Ryan discussed some of the Black Friday shopping numbers as well as Shopify’s torrid growth. Other Segments this Week: 1600’s front-running on commodities How many pizzas could you eat in a month? FMK between JP Morgan, Charles Schwab, and Ally Financial Listen to the full show: Spotify Apple Podcast

Fundamental Analysis of Caterpillar

On the latest Fundamental Analysis Show we discussed Caterpillar (CAT), the construction and tractor company. Highlights from the Show: 100 years old P/FCF of 14 Funding buybacks with debt Weird financials segment of the business Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/1fZBupqSYXVRUfC1RZlbbF #podcasts #Stocks #Investing #FundamentalAnalysis #Finance #Caterpillar

 

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