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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What is Spotify’s Endgame?

Big news out of Sweden this week. Spotify, everyone’s favorite audio streamer, has gotten exclusive rights to the number one podcast in the world, the Joe Rogan Experience (JRE). This is a huge deal. Not just for Rogan, who will likely net over 100 million on the deal (exact numbers are not public), but for Spotify’s long-term ambitions. CEO Daniel Ek started talking in 2019 about the company’s strategy outside of music – “owning the ear,” as he has called it – but nobody tho

CCM Episode 68: Mutual Funds Masked as ETFs

This week we did a deep dive into the ETF industry and why we are not bullish on the growth of non-index funds. We also discussed Scott Galloway’s 2020 predictions and discussed corporate coaching trees. Other Segments this Week: What inning are certain stocks in? Kobe’s investing success Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/1oRlEVLUPfRgOFMrVNJkHB #business #podcasts #ETFs #Kobe #Investing #Scottgalloway #Finance #Mu

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

Fundamental Analysis of Wynn Resorts

On the latest Fundamental Analysis Show we discussed Wynn Resorts, the mega-hotel and casino operator. Highlights from the Show: $13 billion market cap EV/EBIT of 16.7 $9.5 billion in LT debt The management team is a red flag Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/2QNgIPSpf5w1wkeIxXT3Ly #FundamentalAnalysis #Investing #podcasts #WynnResorts

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

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

Sunday Finds 12/1/2019

*The best content I’ve consumed this week. From Us: One Year Update of the MBP, Ferrari, Not Your Average Car Maker, Is it Smart to Bet Against Netflix? Article/Essays: The Social Subsidy of Angel Investing, The Best Investment You Can Make, After WeWork, Softbank’s Startup Bookkeeping Draws Scrutiny, No More Gurus, Uber Loses London License, Data Leak Reveals China Brainwashing System, You Don’t Bring Bad News to the Cult Leader, Why 536 Was the Worst Year to be Alive, Book

Fundamental Analysis of United Rentals

On the latest Fundamental Analysis Show we discussed United Rentals (URI), the construction rental company. Highlights from the Show: A market cap of $11.46 billion EV/EBIT of 9.29 Strong MOAT through acquisitions P/E of 8 Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/42yaNPxmIoFrgZmj11iEs7 #podcasts #Stocks #Investing #FundamentalAnalysis #Finance #UnitedRentals

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

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 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

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

 

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