On the 12th day of Christmas Dan Kline gives to you, Target.

On the 11th day of Christmas Aaron Edelheit gives to you, FDJ the French lottery.

On the 10th day of Christmas Dhaval Kotecha gives to you, The Trade Desk.

On the 9th day of Christmas Maxx Chatsko gives to you, Fate Therapeutics.

On the 8th day of Christmas Cam Iadeluca gives to you, Alteryx.

On the 7th day of Christmas Francisco Olivera gives to you, Altice USA.

On the 6th day of Christmas David Polansky gives to you, Par Technology.

On the 5th day of Christmas Growth to Value gives to you, Sea Limited.

On the 4th day of Christmas Jim Gillies gives to you, Nelnet.

On the 3rd day of Christmas Sean Emory gives to you, Capri Holdings.

On the 2nd day of Christmas Brian Feroldi gives to you, Autodesk.

On the 1st day of Christmas Jason Moser gives to you, Ansys a highly specialized engineering software company.

Magnite is an online advertising firm based out of California.

This week Ryan and Brett discuss what industries will be around for the long haul with Lawrence Hamtil.

StoneCo is a financial technology solutions company based out of Brazil.

<p>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.</p><p>Timestamps</p><p>(0:00) | Start&nbsp;</p><p>(1:12) | Company Overview&nbsp;</p><p>(4:52) | Industry / Competition&nbsp;</p><p>(7:42) | Management &amp; Ownership&nbsp;</p><p>(9:22) | Valuation&nbsp;</p><p>(10:44) | Earnings&nbsp;</p><p>(12:23) | Balance Sheet&nbsp;</p><p>(14:16) | Competitive Advantages&nbsp;</p><p>(17:33) | Future Growth Opportunities&nbsp;</p><p>(22:12) | Highlights and Lowlights&nbsp;</p><p>(27:17) | More or Less Interested&nbsp;</p><p>(30:42) | Outro</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/</p><p>Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p><p>Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

<p>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!</p><p>Follow Muji on Twitter: https://twitter.com/hhhypergrowth?s=20</p><p>Visit Muji's Website: https://hhhypergrowth.com/&nbsp;</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/</p><p>Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p><p>Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

<p>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!</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/</p><p>Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p><p>Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

<p>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!</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/&nbsp;</p><p>Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive&nbsp;</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney&nbsp;</p><p>Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

<p>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!</p><p>Follow Richard on Twitter: https://twitter.com/richard_chu97?s=20</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/</p><p>Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p><p>Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

<p>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!</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/</p><p>Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p><p>Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

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/IanGrayLiveFollow Chit Chat Money on Twitter: https://twitter.com/chitchatmoneySubscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

<p>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!</p><p>Follow Bill on Twitter: https://twitter.com/BillBrewsterSCG?s=20</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/</p><p>Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p><p>Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

<p>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!</p><p>Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/</p><p>Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p><p>Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>