

Chit Chat Stocks
Chit Chat Stocks
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
Episodes
Mentioned books

Dec 4, 2020 • 37min
Jim Gillies | Nelnet (NNI)
On the 4th day of Christmas Jim Gillies gives to you, Nelnet the conglomerate. More popular for its student loan services, Nelnet actually operates many different business segments. Chit Chat Money and Jim Gillies open up a discussion about the pros and cons of the business.
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 3, 2020 • 39min
Sean Emory | Capri Holdings (CPRI)
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/adchoices

Dec 2, 2020 • 26min
Brian Feroldi | Autodesk (ADSK)
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 1, 2020 • 32min
Jason Moser | Ansys (ANSS)
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

Nov 29, 2020 • 26min
Magnite (MGNI) | Fundamental Analysis
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
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 26, 2020 • 31min
Roblox | Deep Dive
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 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

Nov 24, 2020 • 1h 13min
Lawrence Hamtil: Boring Businesses & Exciting Returns
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/3/
Visit Lawrence on Twitter: https://twitter.com/lhamtil?s=20
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
Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 22, 2020 • 21min
StonCo (STNE) | Fundamental Analysis
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 Money on Twitter: https://twitter.com/chitchatmoney
Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 19, 2020 • 32min
Digital Turbine (APPS) | Deep Dive
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 Advantages
(17:33) | Future Growth Opportunities
(22:12) | Highlights and Lowlights
(27:17) | More or Less Interested
(30:42) | Outro
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 17, 2020 • 1h 23min
Cybersecurity & Edge Computing with Muji @ Hhhypergrowth
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 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
Learn more about your ad choices. Visit megaphone.fm/adchoices


