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 Biggest Advantage for Individual Investors

People love to explain why you, a retail investor, can’t beat the stock market. They’ll bring up efficient markets, HFTs, algos, quants, smart-beta, pretty much anything to convince you buying common stocks is a fruitless endeavor. And they can be right. If you don’t care about investing or don’t want to put in the time researching businesses, then buying ETFs and index funds are the way to go. It also might look like the odds are stacked against you. In the last 15 years, 92

CCM Ep. 56: Financial Heist and the Star of Earnings Season

No interview on the show this week, but we are in the heart of earnings season so there is a ton to talk about. My news story was the JEDI-cloud contract that was awarded to Microsoft over Amazon. Ryan talked about more CEOs leaving including a top Boeing executive. Other Segments this Week: Tesla Solarcity deposition and earnings report FMK between Sonos, Spotify, and Sony. Discussion of the book Billion Dollar Whale. Listen to the full show: Spotify Apple Podcasts Google Po

Fundamental Analysis of Amazon

On the latest Fundamental Analysis Show we discussed Amazon (AMZN), the tech giant out of Seattle. Highlights from the Show: TTM FCF up over 50% P/E of 73 Phenomenal Moat (AWS and retail) Prime pricing power Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/5djgfOmCz7mAV4jv8EMaI5 #Amazon #Stocks #Investing #Podcast #FundamentalAnalysis #Finance

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:

Fundamental Analysis of Redfin

On the latest Fundamental Analysis Show we discussed Redfin (RDFN), the digital real estate platform. Highlights from the Show: EV/rev of 2.7, gross margin of 24.5% Sales growing 40-50% annually Still losing money Reach 0.94% of the U.S. market Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/3ZovE5gJZy1GfvQFkxW2Wo #Stocks #Investing #Podcast #FundamentalAnalysis #Finance #Redfin

Fundamental Analysis of Crowdstrike

On the latest Fundamental Analysis Show we discussed Crowdstrike (CRWD), a cloud-first cybersecurity firm. Highlights from the Show: Sales growing 90%+ P/S of 38 Recurring revenue, high gross margins Founded in 2011, is not profitable yet Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/0b4cAZIffHTMnYGfsilScA #Stocks #Invest #Podcast #Crowdstrike #FundamentalAnalysis #Finance

Yext: A Reasonably Priced SaaS Name?

I tweeted this out on Saturday: Why I like $YEXT: – No competition – EV/Rev of 5.12 – High gross margins – Huge value proposition for customers — Brett Schafer (@CCM_Brett) October 20, 2019 It got a decent amount of engagement, so I thought I’d go deeper on each bullet point and explain why Yext is one of my favorite SaaS stocks right now. But first, since they are not a household name, let’s talk about what Yext does. A business can use Yext to make sure its information an

Fundamental Analysis of Alphabet

On the latest Fundamental Analysis Show we discussed Alphabet (GOOG), the parent company of Google. Highlights from the Show: Decent valuation, tremendous margins, huge moat Would the businesses be worth more if broken up? ROIC consistently above 20% FCF margin of 18.71% Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #Google #Investing #Alphabet #FundamentalAnalysis #Finance

Apple Card is Coming Out Hot

This morning we had the banks kick-off the third-quarter earnings season. On the Goldman Sach’s call, CEO David Solomon talked about their consumer products like Marcus and the Apple Card. Without giving any statistics (I’m hoping Apple gives some later this month), Solomon had this to say about the new Apple Product: “We believe [Apple Card] is the most successful credit card launch ever” To clear up any confusion, Apple partnered with Goldman Sach’s to launch the card, whic

CCM #54: App Store Revenues and Robinhood Cash Management

No interview this week, so we had some longer discussions concerning WeWork’s new funding from Softbank, app store sales, and Robinhood’s cash management. We also discussed what Ryan should do as he moves his portfolio from Robinhood back to Schwab. Other Segments this Week: State of the Fintwitt with a hot take on Elizebeth Holmes Succession Finale Uber laying off more workers Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Investing #ChitC

Fundamental Analysis of the Stars Group

On the latest Fundamental Analysis Show we discussed the Stars Group (TSG), an online poker and sports betting conglomerate. Highlights from the Show: Partnership with FOX Bet P/E of 10.9 $5 billion in long-term debt Offer to merge with Flutter Group out of London Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Investing #theStarsGroup #FundamentalAnalysis #Finance

Fundamental Analysis of Sea Limited Corp.

On the latest Fundamental Analysis Show we discussed Sea Limited (SE), a gaming and e-commerce company in South East Asia. Highlights from the Show: Over 100% sales growth Partnership with Tencent Expanding games to Latin America e-commerce platform Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Investing #SeaLimited #FundamentalAnalysis #Finance

Why I’m Leaving Robinhood for Schwab

It’s not you Robinhood, it’s me. Well, actually, it’s mostly you. I have two investment accounts. One is a ROTH IRA through Charles Schwab where I plan to buy ETFs and hold them forever. I chose Schwab because they offered commission-free trades (this was two years ago, before their recent announcement) on their own ETFs. The other account I have is an individual brokerage account where I buy common stocks. I originally chose Robinhood for this individual account. I knew they

CCM Ep. 53: Interview With Austin Lieberman

On this week’s Chit Chat Money I had the pleasure of interviewing Austin Lieberman, an investor and coach at Lambda School. We discussed his investing style (very Motley Fool-esque), how he got started, and why he owns the stocks in his portfolio. Other Segments this Week: State of the Fintwit with the big argument between Scott Galloway and VC twitter Libra losing members by the week Commission-free trading Should we get into sports betting/invest in sports betting companies

Fundamental Analysis of McCormick

On the latest Fundamental Analysis Show we discussed McCormick (MKC), the spice and flavor conglomerate. Highlights from the Show: P/E of 31.5 FCF margin of 13.9% Q3 operating income of $254 million, up 9% Extremely high moat Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Investing #McCormick #FundamentalAnalysis #Finance

Fundamental Analysis of Stitch Fix

On the latest Fundamental Analysis Show we discussed Stitch Fix (SFIX), the online personalization and styling service. Highlights from the Show: Revenue growth of 29% (guiding for 20 – 25%) EV/GP of 2.45 Net income at 7% of revenue Getting into curated online shopping Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #stockmarket #Stocks #Investing #FundamentalAnalysis #Finance #StitchFix

CCM Episode 52: CEO Exodus, Forever 11, and the State of Fintwit

On this week’s Chit Chat Money we started out by discussing the CEO turnover from JUUL, eBay, Comscore, and more. Ryan brought in two stories: the Forever 21 bankruptcy and the Amazon hardware event (Alexa glasses anyone?). Then, we decided to make a new segment called “State of the Fintwit” where we each discuss an interesting or funny tweet from the previous week. Other Segments this Week: Facebook in hot water for their dumb hardware ideas and audio leaks FMK with stocks d

Fundamental Analysis of DataDog

On this episode of the Fundamental Analysis show, we discussed DataDog (DDOG), the software management company. Highlights from the Show: Just went public this week P/S extremely high, but growing sales quickly 82% revenue growth 145% Dollar-based-net-retention-rate Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #InvestingPodcasts #Investing #DataDog #FundamentalAnalysis #Finance

Takeaways From the New Uber Book

Here are some thoughts on Super Pumped, the new book chronicling the turbulent rise of Uber, by Mike Isaac. 1. Uber New How to Bro Down Led by the ever obnoxious Travis Kalanick, Uber set the standard for Silicon Valley bro culture. From page 27: “He went on to advise his staff not to throw large kegs off of tall buildings, and mandate no interoffice sex unless co-workers explicitly stated ‘YES! I will have sex with you’ to one another. He also noted that any puking on hotel

Fundamental Analysis of Paycom Software

On this episode of the Fundamental Analysis show, we discussed Paycom Software (PAYC), the payroll SaaS company. Highlights from the Show: EV/revenue of 19.2 P/E of 80.93 Revenue growth of 31% Growing net income 37% Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Investing #Paycom #ChitChatMoney #FundamentalAnalysis #Finance

 

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