

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

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
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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
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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

Nov 15, 2020 • 22min
Peloton (PTON) | Fundamental Analysis
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 or less interested (18:35). 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

Nov 12, 2020 • 30min
Opendoor (IPOB) | Deep Dive
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 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 10, 2020 • 1h 17min
Teladoc & Livongo with Richard Chu
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 episode!
Follow Richard on Twitter: https://twitter.com/richard_chu97?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
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices

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


