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Chit Chat Money

Chit Chat Money

By Chit Chat Money

Every Tuesday morning our hosts Brett Schafer and Ryan Henderson riff on the top investing and business news from the previous week, interview guests, and make light of the ridiculousness of the investing world. If you are sick of dry, boring shows about investing, then this is the podcast for you. We also periodically dive into individual stocks on our Fundamental Analysis shows, where you can learn about a stock in one short episode. Brett and Ryan are not financial advisors, and anything they say on Chit Chat Money is not formal advice or a recommendation.
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ShotSpotter (SSTI)

Chit Chat MoneyJul 14, 2019

00:00
13:23
Digital Turbine (APPS) | Deep Dive

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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Nov 19, 202031:25
Cybersecurity & Edge Computing with Muji @ Hhhypergrowth

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/ 

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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

Nov 17, 202001:22:03
Peloton (PTON) | Fundamental Analysis

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

Nov 15, 202021:59
Opendoor (IPOB) | Deep Dive

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 

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Nov 12, 202029:51
Teladoc & Livongo with Richard Chu

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

Nov 10, 202001:16:34
nCino (NCNO) | Fundamental Analysis

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!

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Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw

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Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com

Nov 08, 202022:36
Skillz (FEAC) | Deep Dive
Nov 05, 202032:21
Robinhood & Airlines with Bill Brewster

Robinhood & Airlines with Bill Brewster

While chatting about Robinhood and airline stocks, your hosts, Ryan and Brett are joined by Bill Brewster (17:35). Prior to the discussion Ryan and Brett share some of the best stories from the week (2:10). Don't miss this week's discussion on Robinhood (23:05). It might make you reconsider which brokerage platform you use or recommend to friends. Ryan and Brett ask questions about the aerospace or airline industry and Bill gives his thoughts on the market (40:20). As always, stay until the back half to hear who is in hot water (51:58), Buy-Sell-Hold (59:26) and anecdotal evidence (1:02:07). Enjoy the Show!

Follow Bill on Twitter: https://twitter.com/BillBrewsterSCG?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

Nov 03, 202001:06:29
PAR Technology (PAR) | Fundamental Analysis

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

Nov 01, 202019:40
Blackline (BL) | Deep Dive

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

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Oct 29, 202039:36
Airbnb, Zillow & Telemedicine with 7 Investing

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

Oct 27, 202001:19:53
Goodfood Market Corp | Fundamental Analysis

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

Oct 25, 202018:54
Charles Schwab (SCHW) | Deep Dive

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

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Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ

Oct 22, 202040:14
Roku, Zoom, & Fastly with Beth Kindig
Oct 20, 202001:14:05
Lightspeed (LSPD) | Fundamental Analysis

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

Oct 18, 202019:33
Lemonade (LMND) | Deep Dive

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

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Oct 15, 202032:05
Gaming & Gambling with Will Hershey

Gaming & Gambling with Will Hershey

This week on Chit Chat Money your hosts, Ryan Henderson and Brett Schafer, welcome on Will Hershey from Roundhill Investments (23:12).  The three discuss the world of gaming and gambling. Catch Ryan and Brett before the interview (1:50) discuss their favorite stories from the week. As always, on the back half (1:15:52), find Hot Water, FMK and Anecdotal Evidence. Enjoy the Show!

Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com

Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney

Oct 13, 202001:28:18
Fundamental Analysis: AutoDesk (ADSK)

Fundamental Analysis: AutoDesk (ADSK)

Hosts, Ryan Henderson and Brett Schafer, take a look at AutoDesk. According to AutoDesk their software is meant for architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Brett, having a degree in engineering, gives us a sneak peak into the education realm. Let's see if Brett and Ryan can agree on what they think AutoDesk is capable of. Catch your hosts after the break (9:42) to learn more about AutoDesk's potential.

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

Oct 11, 202022:26
Deep Dive: Fiverr (FVRR)

Deep Dive: Fiverr (FVRR)

Fiverr is an online marketplace designed for freelancers. Ryan Henderson and Brett Schafer are joined again by Ian Gray for this week's Deep Dive into Fiverr. Although the stock has grown in value, your hosts have their concerns. However, these concerns have been swept away by Fiverr's performance. Listen closely as Ryan goes over operations (1:45), Brett dives into the market as a whole (4:05) and Ian covers the management team (5:55). As always 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

Oct 08, 202031:33
Alteryx, Slack, and Data Analytics with KermitCapital

Alteryx, Slack, and Data Analytics with KermitCapital

This week on Chit Chat Money your hosts, Ryan Henderson and Brett Schafer, welcome KermitCapital (20:40) and discuss what using data can look like at different companies. Prior to the interview (2:09) Ryan talks about The Art of Selling, Brett discusses Roblox and the two talk about the current state of Fintwit. As always, on the back half (1:04:46), find Hot Water, FMK, and Anecdotal Evidence. Enjoy the Show!

Oct 06, 202001:14:46
Fundamental Analysis: Sony (SNE)

Fundamental Analysis: Sony (SNE)

Your hosts, Brett Schafer and Ryan Henderson, take a look at the Japanese conglomerate Sony. Sony owns and operates over 30 different companies under its large umbrella. Pay close attention as Ryan covers the history of Sony and Brett takes you through Sony's current valuation.  

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/  

If you are looking for us on your podcast listening platform, look no further. 

Apple: https://podcasts.apple.com/us/podcast... 

Spotify: https://open.spotify.com/show/4SBtOWG...

Oct 04, 202019:47
Deep Dive: Unity Software (U)

Deep Dive: Unity Software (U)

Unity Technologies builds and supplies the pickaxes for the meta-verse. This week, hosts Ryan Henderson and Brett Schafer are joined by Ian Gray as they perform a deep dive on Unity Technologies. Hot off of a crazy IPO, investors are optimistic about Unity's future. In this episode we break down their business model and explore their potential outside the meta-verse. Enjoy!

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

Oct 01, 202034:49
The Science of Hitting & Matt Cochrane: Banks, Big Tech, and CTV

The Science of Hitting & Matt Cochrane: Banks, Big Tech, and CTV

This week on Chit Chat Money hosts Ryan Henderson and Brett Schafer have their first 4 way discussion with The Science of Hitting (TSOH) and Matt Cochrane (20:33). Before they get to the interview Ryan and Brett dive into their stories for the week. Brett breaks down the gap in the American e-commerce space (1:53) and Ryan takes on the Joe Rogan Walk-out (5:47). And of course it wouldn't be a Chit Chat Money show without mentioning Elon in this week's Current State of FinTwit (11:30). After the first part of the show we get to discuss the CTV and content space (27:15), where big tech goes from here (42:32), and the disruption of big banks (62:07) with our special guests TSOH & Matt Cochrane. After their interview, as always, Ryan and Brett have their Hot Water (86:40), FMK (92:08), & Anecdotal Evidence (94:23).

Sep 29, 202001:36:58
Fundamental Analysis: Stitch Fix (SFIX)

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). 

Sep 27, 202019:51
Deep Dive: Nintendo (NTDOY)

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

Sep 24, 202033:19
Fastly, Snowflake, & Elastic with Tim Beyers

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).

Sep 22, 202001:34:38
China Trouble & Facebook E-Commerce

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). 

May 26, 202044:33
Fundamental Analysis: Spotify (SPOT)

Fundamental Analysis: Spotify (SPOT)

On this show we discuss Spotify. Brett gave them a rating of 8.6 and Ryan 8.5. 

May 24, 202023:18
18 Month Update of Hypo Capital
May 21, 202011:18
Fundamental Analysis: PluralSight (PS)

Fundamental Analysis: PluralSight (PS)

On this show we discuss PluralSight.

May 21, 202022:03
Brett Bivens; Audio & Ambient Media

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).

May 19, 202001:28:19
Fundamental Analysis: Trupanion (TRUP)

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.

May 17, 202018:30
Fundamental Analysis: Medallia (MDLA)

Fundamental Analysis: Medallia (MDLA)

On this show we discuss Medallia. Brett gave it a rating of 7.6 and Ryan a rating of 6. 

May 14, 202020:39
Steve Symington; Boston Omaha, Nutanix, & Disney

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). 

May 12, 202001:30:08
Fundamental Analysis: Wrap Technologies (WRTC)

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

May 10, 202023:17
Fundamental Analysis: Bandwidth Inc. (BAND)

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. 

May 07, 202023:10
Brian Feroldi; Pinterest, Semler, & an Investing Checklist

Brian Feroldi; Pinterest, Semler, & an Investing Checklist

This week we are welcomed by special guest, Brian Feroldi (Interview starts at 26:38). Before we get into the interview Ryan covers the impending Meat Crisis (1:30), and Brett discusses app store data during these confusing times (8:00). And of course we have to discuss the Elon tweetstorm during this week's Current State of Fintwit (21:10). For our interview with Brian Feroldi (26:38) we cover all things from his work with financial education, his personal investing checklist, Pinterest, and Semler Scientific. After the interview, as always, we have our Hot Water (57:56), FMK (1:06:25), and Anecdotal Evidence (1:08:22). 

May 05, 202001:09:56
Fundamental Analysis: Red Violet (RDVT)

Fundamental Analysis: Red Violet (RDVT)

On this show we discuss Red Violet. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 7. 

May 03, 202023:48
Fundamental Analysis: AT&T (T)

Fundamental Analysis: AT&T (T)

On this show we talk At&T. Find out why Brett gave it a 5.5 and Ryan a 3. 

Apr 30, 202020:38
Justin Castelli & the RIA Industry

Justin Castelli & the RIA Industry

This week we have an interview with special guest, Justin Castelli (starts at 27:05). Justin is a registered independent advisor, running his own firm, RLS Wealth Management. Before we get to the interview, our hosts Ryan Henderson and Brett Schafer have their news stories for the week. Ryan dives into the Travis Scott concert on the Fortnite platform, and analyzes the Matthew Ball article discussing the immersive experiences (1:20). Brett discusses why Peloton is riding high during coronavirus, and whether or not we think the business model will withstand the test of time (8:48). Our favorite businesses are teaming up this week in our current state of fintwit (21:06). After current state of fintwit we have our delightful discussion with Justin Castelli (27:05). After the interview, as always, we have our Hot Water (1:07:00), FMK (1:13:04), and Anecdotal Evidence (1:14:10).

Apr 28, 202001:18:15
Fundamental Analysis: Airbus (AIR.PA)

Fundamental Analysis: Airbus (AIR.PA)

On this show we discuss Airbus (the Boeing of Europe). Find out why Brett gave it a rating of 6 and Ryan a rating of 5. 

Apr 26, 202019:33
Fundamental Analysis: Netflix (NFLX)

Fundamental Analysis: Netflix (NFLX)

On this show we talk Netflix. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 7.5

Apr 23, 202026:50
The Great Oil Crisis of 2020

The Great Oil Crisis of 2020

This week we have no interview, but we have an exciting story to discuss regarding oil. Before we get to that, host Ryan Henderson briefly covers the time to build article by Marc Andreesen (1:02), and then we dig into the oil crisis. On Monday, April 20th, May futures contracts for crude oil fell to negative prices, an unprecedented event in oil markets (5:50). Brett Schafer and Ryan Henderson describe why that happens and what to expect going forward. We get political this week for our current state of fintwit (17:03) with the new mass protests. For our draft this week we have the top 3 best and worst investors to have to quarantine with (22:19). As always, we have our Hot Water (31:51), FMK (38:53), and Anecdotal Evidence (40:30).

Apr 21, 202044:07
17 Month Update of Hypo Capital
Apr 20, 202011:59
Fundamental Analysis: Shopify (SHOP)

Fundamental Analysis: Shopify (SHOP)

On this episode we discuss Shopify. Find out why Brett gave it a rating of 5 and Ryan a rating of 5.5. 

Apr 19, 202020:35
Fundamental Analysis: Wendy's (WEN)

Fundamental Analysis: Wendy's (WEN)

On this show we discuss Wendy's. Find out why Brett gave it a rating of 5.3 and Ryan a rating of 4.8

Apr 16, 202021:25
TeslaCharts & the Bear Thesis

TeslaCharts & the Bear Thesis

This week we have a special appearance from TeslaCharts (21:30), but before we get to that hosts Ryan Henderson and Brett Schafer have their news stories for the week. First topic discussed is the beginning of Jack Dorsey's Startsmall LLC (1:30). Afterwards, we discuss the "Too Big to Fail" of the coronavirus crisis in private equity (7:30). For the Current State of Fintwit this week we talk Michael Burry and taxes on share buybacks (15:50). TeslaCharts joins us at (21:30) to discuss under followed Tesla topics, counter the common bull thesis, and provide a comprehensive outlook on why so many are skeptical of the business. After the interview we have a special this week with Option Kings (1:16:18). Then as always, we have our Hot Water (1:19:19), FMK (1:25:25), & Anecdotal Evidence (1:27:59). 

Apr 14, 202001:35:60
Fundamental Analysis: LiveRamp Holdings (RAMP)

Fundamental Analysis: LiveRamp Holdings (RAMP)

On this show we discuss LiveRamp Holdings. Find out why Brett gave it a rating of 7.5 and Ryan a rating of 8.0. 

Apr 12, 202023:52
Fundamental Analysis: Real Real (REAL)

Fundamental Analysis: Real Real (REAL)

On this show we discuss the Real Real. Find out why Brett gave it a rating of 7.4 and Ryan a rating of 6. 

Apr 09, 202023:09
The Luckin Coffee Scandal

The Luckin Coffee Scandal

This week we have an interview with author and speaker Anthony O'Neal, but before we get to that our hosts Ryan Henderson and Brett Schafer have their stories for the week. Ryan kicks things off discussing the Zoom Video debacle (1:10), and Brett covers the infamous Luckin Coffee scandal (11:39). After our news for the week, we have  fintwit beef and an update on Davey the Day Trader (20:25). We have best selling author Anthony O'Neal on the show to discuss financial advice and debt situations for younger people (27:10). After the interview, as always, we have our Hot Water (57:20), FMK (1:05:01), and Anecdotal Evidence (1:06:05). 

Apr 07, 202001:10:41