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 51: Big Tech Announcements, DataDog IPO, and Airbnb Numbers

On this week’s Chit Chat Money we discussed recent product announcements from some large corporations. These include a Shopify clone from Microsoft, an Airpod clone from Amazon, and a Roku clone from Comcast. The giant corporations have been copying smaller competitors (and themselves, I guess) at an astounding rate lately. On the show I talk about why I think this will accelerate in the coming years. Other Segments this Week: DataDog IPO pop Airbnb releases numbers and will

Fundamental Analysis of Instructure

On this episode of the Fundamental Analysis show, we discussed Instructure (INST), the education technology company. Highlights from the Show: Maker of Canvas 26% revenue growth EV/GP of 8.55 Operating loss of $22.5 million Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Instructure #Investing #ChitChatMoney #FundamentalAnalysis #Finance

Fundamental Analysis of Chegg

On this episode of the Fundamental Analysis show, we discussed Chegg (CHGG), the “homework help” subscription service. Highlights from the Show: Growing revenue 30%, but haven’t seen consistent sales growth EV/revenue of 11.5, pretty hefty valuation 2.2 million subscribers Are they just a cheating service? Listen to the full show: Spotify Apple Podcasts Google Podcasts #Chegg #podcasts #Stocks #Investing #FundamentalAnalysis #Finance

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

Fundamental Analysis of Peloton

On this episode of the Fundamental Analysis show, we discussed Peloton (PTON), the at-home fitness brand. Highlights from the Show: Going public shortly, rumors of $8 billion valuation Growing revenue 110% Over 500,000 connected fitness subscribers Only has two products (bike and treadmill) so far Listen to the full show: Spotify Apple Podcasts Google Podcasts #Peloton #Stocks #InvestingPodcasts #Investing #FundamentalAnalysis #Finance

Disney, Netflix, and Sports

Why would you need anything else? At the Apple event this week, they announced the price point for their video streaming service: $4.99 a month, and free for a year if you buy a new Apple device. That’s a great deal for consumers, especially compared to the pricier streaming options like Netflix or HBO. The problem is, I can’t come up with a reason why anyone would want to subscribe to it. Demand for video content has already been filled, and Apple is coming in with no season

Fundamental Analysis of Yext

On this episode of the Fundamental Analysis show, we discussed Yext (YEXT), a database management tool for companies. Highlights from the Show: EV/Rev. of 6.4 Revenue growing 32% 73% gross margins Just launched Yext Answers, should have a large addressable market Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #InvestingPodcasts #Investing #FundamentalAnalysis #Finance #Yext

CCM Ep. 49: Interview With Eric Clark

On this week’s Chit Chat Money we talked with Eric Clark, a brand strategist and founder of the Alpha Brands Index. For around thirty minutes we discussed why brands are important and how they research companies for the index. It was a great interview and we hope to have him on again. Other Segments this Week: Saudi Aramco IPO rumors WeWork not so IPO People are calling White Claw “JUUL-water” according to Bloomberg Succession episode 5 recap Listen to the full show: Spotify

Fundamental Analysis of Pagseguro

On this episode of the Fundamental Analysis show, we discussed Pagseguro (PAGS), a fintech company from Latin America. Highlights from the Show: P/E of 55, EV/revenue of 13.98 Revenue growing 39% Net margin of 24.7% Trying to grow their consumer-focused digital banking products Listen to the full show: Spotify Apple Podcasts Google Podcasts #Pagseguro #podcasts #Stocks #InvestingPodcasts #Investing #FundamentalAnalysis #Finance

Weekly Backtest #9: Trendy ETFs

*This is a weekly backtest series I started in July 2019. Every week I go through a different backtest to see how a certain portfolio/asset class performed vs. the U.S. stock market. You can check-out this backtest or do your own at portfoliovisualizer.com. Everyone loves investing in trends. Fintech, SaaS, 3D-printing, the gig economy, it seems like every year we get a new hot topic Wall Street can’t keep their hands off of. A lot of the time you can invest in these trends t

Fundamental Analysis of Stone Co.

On this episode of the Fundamental Analysis show, we discussed Stone Co. (STNE), a Square-like payments processor in Latin America. Highlights from the Show: Revenue Growth of 68% Positive net income, mostly from interest expense from financing Increasing investments in lending operations Berkshire Hathaway owns 11% of the stock Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #Investing #Podcast #stoneCo #FundamentalAnalysis #Finance

CCM Ep. 48: Interview With Sean Emory

On this week’s Chit Chat Money we talked with the founder of Avory & Co. Sean Emory. Sean is an experienced investor, and his firm focuses on buying innovative companies at good prices. We had a ranging talk discussing China, SaaS stocks, subscription services, and much more. Other Segments this Week: Disney sells YES Network to Sinclair and Amazon Going over Peloton S-1 Succession episode 4 recap (should Greg be teaching game theory at Harvard?) Listen to the full show: Spot

Fundamental Analysis of Okta

On this episode of the Fundamental Analysis show, we discussed Okta (OKTA), the secure login cloud platform. Highlights from the Show: P/S of 33.9 Unprofitable, negative FCF Spending 60% of sales on marketing Growing sales 50% Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Okta #Stocks #InvestingPodcasts #Investing #FundamentalAnalysis #Finance

Fundamental Analysis of Alteryx

On this episode of the Fundamental Analysis show, we discussed Alteryx (AYX), the data analytics and organizational company. Highlights from the Show: 90% gross margins Net Expansion Rate of 133% P/S of 27 Customers growing 34% YoY Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #InvestingPodcasts #Alteryx #Investing #FundamentalAnalysis

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

CCM EP. 47: Tesla Solar Issues, Disney Momentum, and DataDog S-1

On this week’s Chit Chat Money we had a vibrant discussion covering Tesla’s latest issues and Disney’s giant momentum going into the fall. Hit the links below to follow the show, which comes out every Tuesday. Other Segments this Week: DataDog S-1 brings that Big Data Energy Recap of Succession episode 3 MarketWatch? or CNBC? Listen to the full show: Spotify Apple Podcasts Google Podcasts #Disney #Stocks #InvestingPodcasts #Tesla #Investing #DataDog

Fundamental Analysis of Twilio

On this episode of the Fundamental Analysis show, we discussed Twilio (TWLO), the communication API company. Highlights from the Show: Consistent 60-80% YoY sales growth P/S above 15 Used by plenty of large customers like Twitch and Lyft, Uber used to use them but left to build their own in-house network Dollar-based-net-expansion rate of 140% Listen to the full show: Spotify Apple Podcasts Google Podcasts #Twilio #podcasts #Stocks #InvestingPodcasts #Investing #FundamentalAn

Fundamental Analysis of MongoDB

On this episode of the Fundamental Analysis show, we discussed MongoDB (MDB), the non-SQL database company. Highlights from the Show: Extremely fast sales growth, especially from the Atlas division Premium valuation, P/S above 25 The go-to “Data-as-a-Service” company for start-ups Stock up 330% since 2017 IPO Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #MongoDB #Investing #FundamentalAnalysis #Finance

Fundamental Analysis of Docusign

On this episode of the Fundamental Analysis show, we discussedDocusign (DOCU), the digital signature and agreement SaaS company. Highlights from the Show: Solid sales growth, but slowing High margin business New initiatives include the broad-based “Agreement Cloud” service Around break-even on a cash flow basis Listen to the full show: Spotify Apple Podcasts Google Podcasts #Docusign #podcasts #Stocks #InvestingPodcasts #Investing #FundamentalAnalysis #Finance

CCM Ep. 45: Disney Bundle, Uber Earnings, and an Interview with Matt Cochrane

On this week’s Chit Chat Money I had the pleasure of interviewing Matt Cochrane, a writer and contributor over at the Motley Fool. We talked for over 30 minutes on a variety of investing topics including: Why he is public with his portfolio holdings Big tech stocks Why he is a big fan of Mastercard, Square, and PayPal Disney’s digital initiatives Other Segments this Week: Uber/Lyft Earnings Recap of Succession episode 1 Disney’s new DTC bundle Listen to the full show: Spotify

 

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