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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Will Disney’s $12.99 Bundle Work? What Should they do Next?

At first thought: definitely. And that seems to be what every financial columnist thinks right now, who may be prematurely giving Disney the streaming crown. I think they are likely right, but as the great Charlie Munger says, “Invert. Always invert.” And with CEO Bob Iger stating on the quarterly conference call that “Nothing is more important to us than getting this right,” investors in Disney should be asking themselves, how could Disney+ flop? Before we get into that, let

Fundamental Analysis of Zillow

On this episode of the Fundamental Analysis show, we discussed Zillow (Z), the digital real estate company. Highlights from the Show: P/S ratio of 4.6, not profitable Co-founder Rich Barton just came back as CEO 2.2 billion app visits Transitioning to knew iBuying business called Zillow Offers Listen to the full show: Spotify Apple Podcasts Google Podcasts #Zillow #Stocks #Investing #Podcast #FundamentalAnalysis

The Simplest Way to Start Investing for Retirement

We’ve all seen the redundant headlines. “5 Easy Ways to Cut Spending for Retirement” or “Here are 3 Life Hacks to Help you Build your Wealth” are mainstays of the clickbait-fueled financial media. We just found out today that the guy who won’t spend $2 on coffee apparently spends $1000 on food a day. What a world. I promise this is not a clickbait article. I hope anyone reading gets some great insight on how to save on fees and taxes when trying to build their nest egg. I’m a

Fundamental Analysis of Blackline

On this Fundamental Analysis show, we discussed Blackline (BL), a SaaS company that automates accounting work for large enterprises. Highlights from the show: P/S ratio of 12.16, FCF margin of 1-4% but growing quickly Revenue growing 26% YoY in the latest quarter A revenue retention rate of 108% Have a niche product right now, but could expand to more accounting stuff Listen to the full show: Spotify Apple Podcasts Google Podcasts #Saas #Stocks #Investing #Podcast #Blackline

Spotify is Firing on All Cylinders

I’ve written about it before, but I want to talk again about why Spotify is crushing it at the moment. They released earnings last week, and while premium subscriber numbers barely missed analyst estimates, the business as a whole is humming along just fine. I’m a big fan of this stock for a lot of reasons. Let’s dig into some stats from the earnings report and conference call to show why I think Spotify is poised to become one of the next tech giants. User Growth at Scale In

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

Fundamental Analysis of Twitter

On this Fundamental Analysis show, we discussed Twitter (TWTR), the owner of the social network by the same name. Highlights from the show: mDAUs growing 14% YoY FCF margin of 35% Sales up 18% YoY in the 2nd quarter How big is their moat? Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #InvestingPodcasts #Twitter #Investing #Podcast #FundamentalAnalysis

Fundamental Analysis of Snap Inc.

On this Fundamental Analysis show, we discussed Snap Inc. (SNAP), the owner of the communication platform Snapchat. Highlights from the show: Back to gaining users this quarter P/S of 17, not profitable, and generating negative free cash flow Revenue growing 48% YoY to $388 million Developing AR technology Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #Investing #Podcast #Snap #FundamentalAnalysis #Snapchat

Fundamental Analysis of Match Group

On this Fundamental Analysis show, we discussed Match Group (MTCH), the owner of Tinder and Match.com. Highlights from the show: Majority owned by Interactive Corp. P/S of 11.34, 14% revenue growth, spending 25% of sales on marketing Earnings up 23% last quarter Total Subscribers up 16% YoY Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #growth #MatchGroup #Investing #analysis #FundamentalAnalysis

How do Uber’s Financials Compare to Other Tech Giants?

*You can find all the historical earnings numbers on each companies Investor Relations page. Uber, since going public, has been a controversial stock. Many prominent analysts doubt their business model, while some think they are just valued too highly. Others, like the Motley Fool, are long the stock and think it has a chance to be another tech giant. Personally, I can’t make up my mind. I’m fairly confident Lyft is a terrible business (zero-brand, terrible margins, and runni

Fundamental Analysis of PayPal

On this Fundamental Analysis show, we discussed PayPal (PYPL), a digital payments giant. Highlights from the show: Market cap of $130 billion P/S of 8.5, forward P/E of 32 Growing sales 12% YoY but negatively impacted by divestments Venmo is on fire Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #InvestingPodcasts #Investing #Podcast #PayPal #FundamentalAnalysis

Fundamental Analysis of Telaria

On this Fundamental Analysis show, we discuss Telaria (TLRA), a 3rd-party video advertising platform for TV, desktop, and mobile. Highlights from the show: Market cap around $337 million P/S of 5.69 and unprofitable Growing sales 42% a year Majority of their revenue comes from connected TV ads Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #Telaria #Investing #Podcast #FundamentalAnalysis

Fundamental Analysis of Slack

On this Fundamental Analysis show, we discuss Slack Technologies (WORK), the internal business communication and collaboration tool. Highlights from the show: Price to Sales of 41.3 Revenue growing 67% YoY Margin Adjusted Price to Sales of 58 Gross Margin of 86.2% Replacing email, but can it replace messaging? Listen to the full show: Spotify Apple Podcasts Google Podcasts #slack #stock #Stocks #Valuation

Fundamental Analysis of Facebook

On this Fundamental Analysis show, we discuss Facebook (FB). They own Facebook, Instagram, WhatsApp, and Oculus. Highlights from the show: Forward P/E of 20 Operating expenses growing 80% a year Revenue growing 26% YoY Takes on new Libra currency Would Facebook properties be worth more broken-up? Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #Facebook #Investing #FundamentalAnalysis #Finance

Does Shopify Have Pricing Power?

With news out today that Shopify is expanding vertically into e-commerce fulfillment, I thought it would be timely to write about their pricing power. If you don’t know already, Shopify is a subscription service that provides solutions for e-commerce sales, in-store sales, payment processing, and now, in the near future, delivery fulfillment. Here is what the company had to say about their new delivery initiatives, which they are rumored to be spending $1 billion on: “Our sma

Does Shopify Have Pricing Power?

With news out today that Shopify is expanding vertically into e-commerce fulfillment, I thought it would be timely to write about their pricing power. If you don’t know already, Shopify is a subscription service that provides solutions for e-commerce sales, in-store sales, payment processing, and now, in the near future, delivery fulfillment. Here is what the company had to say about their new delivery initiatives, which they are rumored to be spending $1 billion on: “Our sma

What is Your Investing Range?

I’m halfway through the book Range: Why Generalists Triumph in a Specialized World and already think it should be required reading for anyone looking to be a happy, successful investor. The author, David Epstein, was interviewed or talked about on multiple podcasts I listen to, which has turned into a surprisingly great way to develop a reading list. A short summary of the book would be this: popular culture would have you believe in order to be the best of the best you need

Fundamental Analysis of Apple

On this Fundamental Analysis show, we discuss Apple (AAPL), the tech giant we all know and love. They are the maker of the iPhone, iPad, Apple Watch, among other hardware devices. Highlights from the show: Forward P/E of 15.3 Total Sales declining Services revenue growing 20% $75 billion share buyback program Talking about their new products and the shift to privacy Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #Apple #Investing #Podcast #Fundamental

Fundamental Analysis of Ulta Beauty

On this Fundamental Analysis show, we discuss Ulta Beauty (ULTA), operates a chain of beauty stores. While well known for their cosmetics they offer a wide variety of all types of beauty products. Highlights from the show: Total Sales grew 12.9% YoY to $1.74 Billion Gross margin of 37% YoY Operating Income 13.2% to $237.5 Million Forward P/E of 22.5 Announced investments in AR to test products digitally Listen to the full show: Spotify Apple Podcasts Google Podcasts #Fundamen

Fundamental Analysis of Lululemon

On this Fundamental Analysis show, we discuss Lululemon (LULU), a seller of apparel and athleisure clothing. They got started selling yoga pants, and have since expanded into many different clothing products. Highlights from the show: Online sales growing 39% YoY Gross margin of 57.3% YoY Forward P/E of 33 CEO mentioned they would be coming out with a sneaker later this year Listen to the full show: Spotify Apple Podcasts Google Podcasts #Lululemon #podcasts #Stocks #Podcast

 

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