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...
Fundamental Analysis of Instructure
On this episode of the Fundamental Analysis show, we discussed Instructure (INST), the education technology company. Highlights from the...
Fundamental Analysis of Chegg
On this episode of the Fundamental Analysis show, we discussed Chegg (CHGG), the “homework help” subscription service. Highlights from...
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...
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...
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...
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...
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...
Fundamental Analysis of Pagseguro
On this episode of the Fundamental Analysis show, we discussed Pagseguro (PAGS), a fintech company from Latin America. Highlights from...
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...
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....
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...
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:...
Fundamental Analysis of Alteryx
On this episode of the Fundamental Analysis show, we discussed Alteryx (AYX), the data analytics and organizational company. Highlights...
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...
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...
Fundamental Analysis of Twilio
On this episode of the Fundamental Analysis show, we discussed Twilio (TWLO), the communication API company. Highlights from the Show:...
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:...
CCM EP. 46: WeWork S-1, GE Fraud (?), and a Financial Metric Draft
On this week’s Chit Chat Money we did not interview anyone but had some good discussions about WeWork, GE, and SoftBank raising even more...
Fundamental Analysis of Docusign
On this episode of the Fundamental Analysis show, we discussedDocusign (DOCU), the digital signature and agreement SaaS company....