Chit Chat Money 2020 Wrap-up+ Favorite Episodes From the Year
To close out 2020, I’m going to give some insights into how the show is going, a few paragraphs on what we are thinking investing-wise, and then highlight my 10 favorite episodes we’ve done over the past few months. Let’s get to it.
At the start of 2020, a Chit Chat Money episode would maybe get 500 listens. One year later, that number conservatively sits at 2000, with many episodes much higher. Our most popular episodes were interviews with Beth Kindig, From Growth to Value, and Matt Cochrane, which is not surprising as all three are experts in the companies they discuss. We appreciate everyone who has listened throughout the year and helped us grow our audience by more than 4x. Let’s keep the snowball rolling in 2021.
Personal goals for 2021: Hit 5000 average plays per episode and have three episodes cross the 10k mark.
I’ll keep this brief, as I don’t think we have any unique investing insights heading into 2021 (when I say we I’m including Ryan). As the calendar flips to a new year, we are in the mindset that it is time to be fearful, not greedy. The opportunities in high-growth stocks, many of which we loved in the past, have dried up. This is a complete 180 from March, where fear seemed to outpace greed by a wide margin.
Please, don’t buy or sell based on our views. The sole purpose of this is to keep a dated journal of our thoughts, in order to evaluate whether we were correct in our thinking years from now. But if you own a stock trading at 30x sales, just know that it likely (but not certainly) has the majority of the future cash generated by the underlying business already priced in.
My 10 Favorite Shows of the Year
(Not necessarily a strict order)
10. Peloton With Ryan Reeves
In one of our “25 Stocks of Christmas” episodes, Ryan gives a great overview of why he likes the potential of Peloton going forward. Ryan is the founder of Investing City which you can check out here.
9. Francisco Olivera Pitches Altice USA
Another one of our “25 Stocks of Christmas” episodes, Francisco talks about cable/broadband company Altice USA and discusses the industry as a whole. Francisco is a great investor, and you can follow him on Twitter here.
8. Aaron Edelheit Pitches FDJ (the French Lottery)
In another “25 Stocks of Christmas” episode (I assure you we had other shows), Aaron goes over an underfollowed company in France with the ticker FDJ. The name is way too hard to write so I’ll refrain from that here, but just know that it is the French lottery and essentially has a monopoly on the industry with other avenues for growth. Follow Aaron on Twitter here.
7. Roblox Deep Dive
The only non-guest show on the list. Roblox was my favorite business we covered this fall, and should be going public sometime in 2021 (hopefully at a reasonable price).
6. Robinhood and Airlines with Bill Brewster
Learn about how Robinhood is gamifying investing in this fascinating episode. I loved talking with Bill, who has been on a mini-crusade to bring attention to how the new investing apps manipulate their users. Must listen if you use Robinhood. Also, follow Bill on Twitter here.
5. Fastly, Elastic, and Snowflake with Tim Beyers
Tim is a long-time analyst at the Motley Fool and an expert in software stocks. In this episode he taught us, in terms I think anyone could understand, what Fastly, Elastic, and Snowflake do. If you are at all interested in these stocks take a listen.
4. Cybersecurity and Edge Computing with Muji @ Hhhypergrowth
Like Tim, Muji is an expert in the software industry. It was a pleasure to talk with him back in November, and I learned a ton from this interview.
3. Lawrence Hamtil: Boring Businesses and Exciting Returns
As the title implies, in this episode we talked about some “boring” businesses that have produced some phenomenal returns over the years. Lawrence is an expert on these types of companies, and it was a pleasure to talk to him. Follow Lawrence on Twitter here.
2. Jim Gillies Pitches NelNet
I’m a bit biased because this was my favorite company discussed on “25 Stocks of Christmas,” but this was a great episode. Jim was a phenomenal guest, and NelNet is a unique business. Follow Jim on Twitter here.
1. From Growth to Value Pitches Sea Limited
My favorite episode from this year was with From Growth to Value (his pseudonym), simply because he was such an expert on Sea Limited. I know this is a popular company, but one that is hard to understand, so if you are at all interested in the stock make sure to listen.