

Chit Chat Stocks
Chit Chat Stocks
Researching stocks so you don't have to. For new listeners, expect episodes in your feed every Wednesday and Friday. Hosted by Ryan Henderson and Brett Schafer.
Episodes
Mentioned books

Nov 8, 2020 • 23min
nCino (NCNO) | Fundamental Analysis
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). Please enjoy this week's FA!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
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
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 5, 2020 • 33min
Skillz (FEAC) | Deep Dive
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://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 1, 2020 • 20min
PAR Technology (PAR) | Fundamental Analysis
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/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
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 2020 • 41min
Blackline (BL) | Deep Dive
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/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 27, 2020 • 1h 20min
Airbnb, Zillow & Telemedicine with 7 Investing
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 evidence (1:17:28). Enjoy the Show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/
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
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 25, 2020 • 19min
Goodfood Market Corp | Fundamental Analysis
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 our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 2020 • 42min
Charles Schwab (SCHW) | Deep Dive
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 the show!
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20, 2020 • 1h 15min
Roku, Zoom, & Fastly with Beth Kindig
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). Enjoy the show! Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ 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 --- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 18, 2020 • 21min
Lightspeed (LSPD) | Fundamental Analysis
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/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 15, 2020 • 34min
Lemonade (LMND) | Deep Dive
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 research. Enjoy the show!
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices