Chit Chat Money

Uncover potential new investments by listening to Chit Chat Money. Every Tuesday, we perform a “Not So Deep Dive” on an individual stock, where listeners can understand the basics of a company to enhance their research process. Then, on Thursdays, we bring on guests to do a “Deep Dive” interview on a single stock or financial asset. At Chit Chat Money, we don’t tell you how to invest, but we hope you can learn along with us. Hosts Brett Schafer and Ryan Henderson are not financial advisors, and anything said on Chit Chat Money by them or podcast guests are not formal advice or a recommendation, and should be used for entertainment purposes only.

Business
Investing
251
Blackline (BL) | Deep Dive
<p>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!</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>
40 min
252
Airbnb, Zillow & Telemedicine with 7 Investing
<p>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!</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/&nbsp;</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney&nbsp;</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>
79 min
253
Goodfood Market Corp | Fundamental Analysis
<p>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!</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>
18 min
254
Charles Schwab (SCHW) | Deep Dive
<p>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!</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>
41 min
255
Roku, Zoom, & Fastly with Beth Kindig
Your hosts Ryan Henderson and Brett Schafer interview technology analyst, Beth Kindig (20:50). Before the interview, Ryan and Brett tell their favorite stories from the week (1:35). The two discuss the future for brick and mortar (13:30). During the interview, your hosts Ryan and Brett, play devils advocate as Beth Kindig defends Roku (38:40). Catch Ryan and Brett on the back half (1:02:58) as the two cover fan favorite's like hot water (1:03:05), FMK (1:08:55) and anecdotal evidence (1:09:54). Enjoy the show!Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoneyVisit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
74 min
256
Lightspeed (LSPD) | Fundamental Analysis
<p>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.</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>
20 min
257
Lemonade (LMND) | Deep Dive
<p>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!</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>
33 min
258
Gaming & Gambling with Will Hershey
<p>This week on Chit Chat Money your hosts, Ryan Henderson and Brett Schafer, welcome on Will Hershey from Roundhill Investments (23:12). &nbsp;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!</p><p>Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
89 min
259
Fundamental Analysis: AutoDesk (ADSK)
<p>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.</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>
22 min
260
Deep Dive: Fiverr (FVRR)
<p>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!</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>
32 min
261
Alteryx, Slack, and Data Analytics with KermitC...
<p>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!</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
74 min
262
Fundamental Analysis: Sony (SNE)
<p>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. &nbsp;</p><p>Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw</p><p>Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney &nbsp;</p><p>Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com/ &nbsp;</p><p>If you are looking for us on your podcast listening platform, look no further.&nbsp;</p><p>Apple: https://podcasts.apple.com/us/podcast...&nbsp;</p><p>Spotify: https://open.spotify.com/show/4SBtOWG...</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
20 min
263
Deep Dive: Unity Software (U)
<p>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!</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>
34 min
264
The Science of Hitting & Matt Cochrane: Banks, ...
<p>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 &amp; Matt Cochrane. After their interview, as always, Ryan and Brett have their Hot Water (86:40), FMK (92:08), &amp; Anecdotal Evidence (94:23).</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
96 min
265
Fundamental Analysis: Stitch Fix (SFIX)
<p>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).&nbsp;</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
20 min
266
Deep Dive: Nintendo (NTDOY)
<p>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.</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>
33 min
267
Fastly, Snowflake, & Elastic with Tim Beyers
<p>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).</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
94 min
268
China Trouble & Facebook E-Commerce
<p>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) &amp; 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, &nbsp;and we cap things off discussing the 5 things we've learned since starting Chit Chat Money (35:00).&nbsp;</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
45 min
269
Fundamental Analysis: Spotify (SPOT)
<p>On this show we discuss Spotify. Brett gave them a rating of 8.6 and Ryan 8.5.&nbsp;</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
23 min
270
18 Month Update of Hypo Capital
<p>The 18 month update of Hypo Capital, our $1 million paper portfolio. Read about it here: <a href="https://chitchatmoney.substack.com/">https://chitchatmoney.substack.com/</a></p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
12 min
271
Fundamental Analysis: PluralSight (PS)
<p>On this show we discuss PluralSight.</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
22 min
272
Brett Bivens; Audio & Ambient Media
<p>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).</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
89 min
273
Fundamental Analysis: Trupanion (TRUP)
<p>On this show we talk Trupanion. Brett gave it a rating of 4.5 and Ryan a rating of 4.8.</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
19 min
274
Fundamental Analysis: Medallia (MDLA)
<p>On this show we discuss Medallia. Brett gave it a rating of 7.6 and Ryan a rating of 6.&nbsp;</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
21 min
275
Steve Symington; Boston Omaha, Nutanix, & Disney
<p>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).&nbsp;</p>--- Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>
91 min