

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

Sep 27, 2020 • 21min
Fundamental Analysis: Stitch Fix (SFIX)
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).
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Sep 24, 2020 • 34min
Deep Dive: Nintendo (NTDOY)
On this show hosts Ryan and Brett are joined by Ian Gray as they perform a deep dive on Nintendo stock. Listen and get a complete overview of what Nintendo does, how the business has been performing, and anything else important to potential investors in the company.
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
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Sep 22, 2020 • 1h 35min
Fastly, Snowflake, & Elastic with Tim Beyers
In our first show back, our hosts Ryan Henderson and Brett Schafer interview senior analyst and lead advisor for The Motley Fool, Tim Beyers (21:58). Before we get to our interview, Ryan and Brett have a few big announcements for Chit Chat Money (1:01) and also take some time to debrief on their summers away from the show (2:08). They also cover a bunch of the big news stories that they missed during the summer (6:19). During our interview with Tim Beyers (21:58), they get his take on the world of software, and take deep dives into Fastly (41:07), Snowflake (51:20), and Elastic (1:04:35). After the interview, as always, Ryan and Brett discuss who’s in hot water for the week (1:19:44), FMK (1:26:28), and their anecdotal evidence (1:27:54).
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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).
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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.
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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/
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May 21, 2020 • 22min
Fundamental Analysis: PluralSight (PS)
On this show we discuss PluralSight.
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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).
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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.
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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.
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