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
May 26, 2020 • 46min
China Trouble & Facebook E-Commerce
In our last episode before our leave of absence we discuss the Holding foreign Companies Accountable Act (1:30) and Facebook entering the world of e-commerce (8:30). For the Current State of Fintwit (14:30) this week we discussed the idea of an endless work from home environment, and what it means for tech companies. On the 2nd half of the show, as always, we have our Hot Water (19:00) & FMK (25:00). We also have a special Option Kings segment (30:00) where we address the put and call options that we currently hold, and we cap things off discussing the 5 things we've learned since starting Chit Chat Money (35:00).
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 24, 2020 • 23min
Fundamental Analysis: Spotify (SPOT)
On this show we discuss Spotify. Brett gave them a rating of 8.6 and Ryan 8.5.
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 21, 2020 • 12min
18 Month Update of Hypo Capital
The 18 month update of Hypo Capital, our $1 million paper portfolio. Read about it here: https://chitchatmoney.substack.com/
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 21, 2020 • 22min
Fundamental Analysis: PluralSight (PS)
On this show we discuss PluralSight.
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 19, 2020 • 1h 29min
Brett Bivens; Audio & Ambient Media
This week we have on the show special guest, Brett Bivens (29:20). Brett works for TechNexus and has a deep understanding of the entire audio industry, and in particular, Spotify. Before we get to the interview Ryan and Brett have their own stories for the week, starting with Michael Burry's 13F filings (1:43). Brett dives into Uber's potential GrubHub investment, Taiwan semiconductors, and Facebook's Africa plans (10:22). SoftBank was all over Twitter this week, and we also talk about our favorite 3 stocks for the next 3 years (18:24). Right before the interview we have a big announcement as well regarding the future of the podcast (25:13). Our Brett Bivens interview starts at (29:20). With Brett we discussed investing in the VC world, and what he's learned from some of the world's best. We also cover "ambient media" and what he sees as the future for audio. After the interview, as always, we have our Hot Water (1:08:12), FMK (1:16:19), and Anecdotal Evidence (1:17:48).
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 17, 2020 • 19min
Fundamental Analysis: Trupanion (TRUP)
On this show we talk Trupanion. Brett gave it a rating of 4.5 and Ryan a rating of 4.8.
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 14, 2020 • 22min
Fundamental Analysis: Medallia (MDLA)
On this show we discuss Medallia. Brett gave it a rating of 7.6 and Ryan a rating of 6.
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 12, 2020 • 1h 31min
Steve Symington; Boston Omaha, Nutanix, & Disney
This week we have an interview with special guest Steve Symington (24:42). Before we get to the interview Brett and Ryan discus their news stories for the week. Ryan kicks things off with "The End of the Sharing Economy?" (1:47) by talking Uber, Lyft, and AirBnB and the impact of social distancing on each of their business models. Brett then does a quick deep dive on the video gaming industry as a whole (11:42). During Current State of FinTwit this week we discuss how Brett and Ryan both go about their investing styles when they think there's a bubble (18:20). Steve Symington is a lead advisor for 7investing, and he gives us an in depth look Boston Omaha, Nutanix, and Disney (24:42). After the interview, as always, we have our Hot Water (76:50), FMK (84:43), and Anecdotal Evidence (87:25).
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 10, 2020 • 23min
Fundamental Analysis: Wrap Technologies (WRTC)
On this show we discuss Wrap Technologies. Find out why Ryan gave it a rating of 5.8 and Brett a rating of 6.0
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 7, 2020 • 23min
Fundamental Analysis: Bandwidth Inc. (BAND)
On this show we discuss Bandwidth incorporated. Find out why Brett gave it a rating of 5.3 and Ryan a rating of 6.0.
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
