On the 3rd day of Christmas Sean Emory gives to you, Capri Holdings the multinational fashion company. Chit Chat Money and Sean evaluate how Capri grew from just Michael Kors to owning and operating multiple large luxury brands around the world. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/ad...
Dec 03, 2020•39 min
On the 2nd day of Christmas Brian Feroldi gives to you, Autodesk the engineering software that almost every engineer uses. The Chit Chat Money team dives into how Autodesk is valued compared to its possible growth opportunites. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 02, 2020•26 min
On the 1st day of Christmas Jason Moser gives to you, Ansys a highly specialized engineering software company based out of Pennsylvania. The Chit Chat Money team discusses the pros and possible cons of the business with Jason. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 01, 2020•32 min
Magnite is this week's stock for our fundamental analysis. Magnite is an online advertising firm based out of California. Before being named Magnite, in 2020, the firm was known as Rubicon Project, which was founded in 2007. After Rubicon Project and Telaria merged in March 2020, a new company was formed that 3 months post merger was rebranded as Magnite. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Fo...
Nov 29, 2020•26 min
Roblox is an interactive gaming platform and game creation system. Users can play games created by other players or create their very own games and allow others to play. As the world of gaming continues to grow it will be interesting to watch and find out which companies can rise to the top. Even more important which companies will grow sustainably so that they may last for a long time to come. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check o...
Nov 26, 2020•31 min
This week Ryan and Brett discuss what industries will be around for the long haul with Lawrence Hamtil. Among these industries, the three highlight tobacco, airports, and trash collection services. Before the interview, your hosts share their favorite stories from the week. After the interview you'll find out who's in hot water, buy-sell-hold and anecdotal evidence. As always enjoy today's episode. Find Lawrence's Blog Posts: https://fortunefinancialadvisors.com/blog/author/lawrence-hamtil/page/...
Nov 24, 2020•1 hr 13 min
This week's fundamental analysis explores StoneCo, a financial technology solutions company based out of Brazil. Berkshire Hathaway owns approximately 5% of the company. Although the company was difficult to research because of the international nature of their reporting, the Chit Chat Money team did well to dig up relevant information. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Mone...
Nov 22, 2020•21 min
Digital Turbine, ticker symbol $APPS, operates through application advertising. Their goal is to deliver, track and recommend applications to potential users and Chit Chat Money dives further into what make them interesting. Use the timestamps to go to your favorite part of the episode. Timestamps (0:00) | Start (1:12) | Company Overview (4:52) | Industry / Competition (7:42) | Management & Ownership (9:22) | Valuation (10:44) | Earnings (12:23) | Balance Sheet (14:16) | Competitive Advantag...
Nov 19, 2020•32 min
This week Ryan and Brett welcome on Muji (18:35). Before the discussion your hosts share their stories for the week (2:20). During the discussion with Muji the three cover cybersecurity (27:09) and edge computing (45:22). Stayed tuned after the interview to hear about hot water (1:09:33), buy-sell-hold (1:13:43), and anecdotal evidence (1:16:33). Enjoy the episode! Follow Muji on Twitter: https://twitter.com/hhhypergrowth?s=20 Visit Muji's Website: https://hhhypergrowth.com/ Subscribe to 7 Inves...
Nov 17, 2020•1 hr 23 min
Peloton is the pandemic exercise sensation. Ryan and Brett analyze the company this week and discuss the potential Peloton has going forward. We stick to our normal schedule, Ryan gives the business overview (1:22), Brett covers the valuation (4:35) and Ryan discusses earnings (5:56). On the second half, your hosts discuss their favorite segments, digging trenches (8:18), further readings (9:38), future growth opportunities for Peloton (11:46), highlights and lowlights (14:41) and finally more o...
Nov 15, 2020•22 min
Opendoor has gone public through a special purpose acquisition company with the ticker IPOB. Opendoor is meant for home sellers. Opendoor asks a few questions about the home then gives the seller their offer. Ryan will dive deeper into what Opendoor does and how they make money (1:05). Brett will explain the industry and competition (5:19). Then Ian will dive into the management team (7:07). Enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow...
Nov 12, 2020•30 min
Your hosts Ryan and Brett welcome on Richard Chu in this week's episode (22:33). Prior to the discussion with Richard, Ryan and Brett go over their stories from this week (2:25). With Richard we talk about the future of telahealth and the role Teladoc will play (31:30). Your hosts also dive into Peloton and the home fitness universe (49:08). Keep listening on the back half to hear who is in hot water (1:05:36), Buy-Sell-Hold (1:09:25) and anecdotal evidence (1:11:15). As always enjoy this episod...
Nov 10, 2020•1 hr 17 min
On this week's FA, Ryan and Brett, analyze nCino the bank operating system. nCino is a financial technology company founded in 2012. Your hosts, Ryan and Brett, cover a lot in this episode. Ryan gives the business overview (0:57), Brett covers the current valuation (5:15) and Ryan dives into the earnings (7:19). Right after the break your hosts cover nCino's moat (9:26), any further reading (11:07), what the future growth opportunities are (13:02) and finally highlights and lowlights (15:27). Pl...
Nov 08, 2020•23 min
Flying Eagle Acquisition Corporation is a SPAC, or a special purpose acquisition company, that will be merging with Skillz, the gaming platform. The Skillz platform allows players to compete for real cash prizes. Ryan will cover the company information (1:08), Brett will explain the industry (5:04) and Ian will dive into the management (7:10). Enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://t...
Nov 05, 2020•33 min
Your hosts, Ryan and Brett, evaluate PAR Technology Corporation. PAR is a point of sale (POS) system focusing on restaurants. By working primarily with restaurants, PAR is able to offer a few perks that other POS systems can't. Listen in as Ryan describes the business (1:42) and Brett covers the current valuation (5:15). Remember, as always, enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2Wf...
Nov 01, 2020•20 min
Blackline is a cloud based service designed to cover the entire financial close process. Listen as your hosts, Ryan and Brett, welcome on Ian Gray. Ryan discusses the business and its history (1:45). Brett will dive into the industry (6:00) and Ian analyzes management and ownership (8:55). Stayed tuned after the break to find out if Ryan, Brett and Ian are more or less interested in Blackline. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscrib...
Oct 29, 2020•41 min
Your hosts, Ryan Henderson and Brett Schafer are joined by the entire team at 7 Investing (20:00). Prior to the discussion Ryan and Brett share some of the best stories from the week (2:50). Catch the group discuss telemedicine (23:20) and its growing potential. Ryan and Brett ask an assortment of questions about the real estate market (38:40) and 7 Investing responds with perfect answers. As always, stay until the back half to hear who is in hot water (1:07:15), FMK (1:16:03) and anecdotal evid...
Oct 27, 2020•1 hr 20 min
Hosts, Ryan Henderson and Brett Schafer, look into Canadian meal kit delivery business Goodfood Market Corp. Goodfood is set up different than its American counterparts, but will that help them succeed? Ryan will explain what Goodfood does and the history of the company (1:03). And Brett will dive into the valuation for you (3:47). As always enjoy the episode! Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit ou...
Oct 25, 2020•19 min
Charles Schwab is a financial services company based out of San Francisco. Charles Schwab allows you to manage your own investments at $0 commissions, use their robo-advisors, or plan your investments with a real person. Watch in as your hosts, Ryan Henderson and Brett Schafer, welcome on Ian Gray. Ryan covers the business (1:20), Brett dives into the industry (4:58) and Ian analyzes the management (8:15). Watch until the end to find out if Charles Schwab has truly sparked our interest. Enjoy th...
Oct 22, 2020•42 min
Your hosts Ryan Henderson and Brett Schafer interview technology analyst, Beth Kindig (20:50). Before the interview, Ryan and Brett tell their favorite stories from the week (1:35). The two discuss the future for brick and mortar (13:30). During the interview, your hosts Ryan and Brett, play devils advocate as Beth Kindig defends Roku (38:40). Catch Ryan and Brett on the back half (1:02:58) as the two cover fan favorite's like hot water (1:03:05), FMK (1:08:55) and anecdotal evidence (1:09:54). ...
Oct 20, 2020•1 hr 15 min
Your hosts Ryan Henderson and Brett Schafer analyze Lightspeed. Lightspeed provides a point of sale, POS, software to small and medium sized businesses. Their current markets are retailers, restaurants and golf courses. Ryan and Brett compare the Lightspeed to Square (1:43). Catch Brett and Ryan after the break (8:22) where they discuss what moats Lightspeed might have. Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmone...
Oct 18, 2020•21 min
Lemonade Insurance provides renters and home insurance policies for homes, apartments, co-ops and condos. Your hosts, Ryan Henderson and Brett Schafer welcome on Ian Gray for this week's Deep Dive show. Lemonade was founded in 2015, but didn't IPO until 2020. Ryan covers what specifically Lemonade's services entail (1:40) and Brett touches on their industry (5:00). Ian discusses the management and ownership (7:05). Stay until the end to find out if your hosts think the company is worth more rese...
Oct 15, 2020•34 min
This week on Chit Chat Money your hosts, Ryan Henderson and Brett Schafer, welcome on Will Hershey from Roundhill Investments (23:12). The three discuss the world of gaming and gambling. Catch Ryan and Brett before the interview (1:50) discuss their favorite stories from the week. As always, on the back half (1:15:52), find Hot Water, FMK and Anecdotal Evidence. Enjoy the Show! Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com Follow Chit Chat Money on T...
Oct 13, 2020•1 hr 30 min
Hosts, Ryan Henderson and Brett Schafer, take a look at AutoDesk. According to AutoDesk their software is meant for architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Brett, having a degree in engineering, gives us a sneak peak into the education realm. Let's see if Brett and Ryan can agree on what they think AutoDesk is capable of. Catch your hosts after the break (9:42) to learn more about AutoDesk's potential. Watch this episode on YouTube:...
Oct 11, 2020•23 min
Fiverr is an online marketplace designed for freelancers. Ryan Henderson and Brett Schafer are joined again by Ian Gray for this week's Deep Dive into Fiverr. Although the stock has grown in value, your hosts have their concerns. However, these concerns have been swept away by Fiverr's performance. Listen closely as Ryan goes over operations (1:45), Brett dives into the market as a whole (4:05) and Ian covers the management team (5:55). As always enjoy the show! Follow Ian and check out his work...
Oct 08, 2020•33 min
This week on Chit Chat Money your hosts, Ryan Henderson and Brett Schafer, welcome KermitCapital (20:40) and discuss what using data can look like at different companies. Prior to the interview (2:09) Ryan talks about The Art of Selling, Brett discusses Roblox and the two talk about the current state of Fintwit. As always, on the back half (1:04:46), find Hot Water, FMK, and Anecdotal Evidence. Enjoy the Show! --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about y...
Oct 06, 2020•1 hr 15 min
Your hosts, Brett Schafer and Ryan Henderson, take a look at the Japanese conglomerate Sony. Sony owns and operates over 30 different companies under its large umbrella. Pay close attention as Ryan covers the history of Sony and Brett takes you through Sony's current valuation. Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com/...
Oct 04, 2020•21 min
Unity Technologies builds and supplies the pickaxes for the meta-verse. This week, hosts Ryan Henderson and Brett Schafer are joined by Ian Gray as they perform a deep dive on Unity Technologies. Hot off of a crazy IPO, investors are optimistic about Unity's future. In this episode we break down their business model and explore their potential outside the meta-verse. Enjoy! Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://tw...
Oct 01, 2020•35 min
This week on Chit Chat Money hosts Ryan Henderson and Brett Schafer have their first 4 way discussion with The Science of Hitting (TSOH) and Matt Cochrane (20:33). Before they get to the interview Ryan and Brett dive into their stories for the week. Brett breaks down the gap in the American e-commerce space (1:53) and Ryan takes on the Joe Rogan Walk-out (5:47). And of course it wouldn't be a Chit Chat Money show without mentioning Elon in this week's Current State of FinTwit (11:30). After the ...
Sep 29, 2020•1 hr 37 min
On this episode, Ryan and Brett discuss the online styling service Stitch Fix. They start out going through the history of the company and some fundamentals for the stock (0:30). Then, in the second half of the show, they give their analysis on any competitive advantages and future growth opportunities the business might have (8:00). To finish-up, the pair discusses what they like and dislike about Stitch Fix (15:00). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more...
Sep 27, 2020•21 min
