Chit Chat Money

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 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

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

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

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

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

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

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

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

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

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

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

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

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 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

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

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

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 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

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

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

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

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!

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...

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

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).

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). 

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

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).

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). 

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

The 18 month update of Hypo Capital, our $1 million paper portfolio. Read about it here: https://chitchatmoney.substack.com/

On this show we discuss PluralSight.

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).

On this show we talk Trupanion. Brett gave it a rating of 4.5 and Ryan a rating of 4.8.

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

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). 

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

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. 

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). 

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

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

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).

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. 

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

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).

On this show we discuss the hypothetical portfolio we run. Check out the numbers/returns here: https://www.chitchatmoney.com/one-year-five-month-update-of-hypo-capital/

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

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

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). 

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. 

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. 

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). 

On this episode we discuss Revolve Group. Find out why Brett gave it a rating of 7.8 and Ryan a rating of 6.5. 

On this show we discuss Livongo Health. Find out why Ryan gave it a rating of 8.5 and Brett a rating of 8.4. 

Hosts Ryan Henderson and Brett Schafer are going solo this week. With no interview this episode, Ryan and Brett dive right into their news for the week. Spotify updated everyone this week on the shift in streaming that social distancing has created (1:50), and the state of e-commerce, ad spend, and conversion rates (9:15). In the latest current state of fintwit, VC's take to Twitter to unite against VCbrags (16:10). This week we put our entrepreneurial minds to the test as we introduce the best business ideas amidst COVID-19 (34:15). As always we have our Hot Water (26:04), FMK (33:00), & Anecdotal Evidence (41:30). 

On this episode we talk Square. Find out why Brett gave it a rating of 9.4 and Ryan a rating of 9.7.

On this show we discuss Roku. Find out why Ryan gave it a rating of 8.8 and Brett a rating of 8.3. 

This week we have now recurring guest, Simon Erickson on the show with us. The interview with Simon starts at (23:45). Before we get to the interview, our hosts Ryan Henderson and Brett Schafer have their stories for the week. We kick things off with Womply's report on the current state of small businesses across America (1:25) and follow that up with the Fed pulling every trick they can out of the bag (9:45). Elon is in the Current State of Fintwit (16:25) this week, no surprise. With Simon we discuss plenty of popular names from Redfin, MercadoLibre, Broadcom, Tesla, and plenty more. After the interview, as always, we have our Hot Water (57:35), FMK (1:04:27), & Anecdotal Evidence (1:07:17).

We go through our hypothetical portfolio.

On this show we discuss Live Nation. Find out why Ryan gave it a rating of 7.6 and Brett a rating of 7.3. 

On this show we discuss Alaska Airlines. Find out why Brett gave it a rating of 6.3 and Ryan a rating of 5.8. 

What a wild week! If you're here for the Dhaval Kotecha interview it starts (32:10), but before we get to that we have our stock speed dating with Ryan Henderson and Brett Schafer's top 5 (2:00). After our stock speed dating we have our Current State of Fintwit (23:40). With Dhaval we discuss the structure of digital ads, the promising space of CTV, and his own personal investments (32:10). After our interview as always we have our Hot Water(1:02:57), FMK(1:10:26), and Anecdotal Evidence(1:11:59).

On this show we discuss Adyen. Find out why Ryan gave it a rating of 7.5 and Brett a rating of 7.7. 

On this show we discuss Cardlytics. Find out why Brett gave it a rating of 8.2 and Ryan a rating of 6.6. 

Arif Karim is a senior investment analyst from Ensemble Capital, and an expert on Netflix, Ferrari, and Schwab. Arif understands companies to their core. He starts his research by figuring out what led them to where they are, and what competitive advantages they have. The interview starts at (18:18). Before we get to the interview our hosts Ryan Henderson and Brett Schafer discuss the new oil crisis (1:00) and the Dorsey saga part 2 (7:50). For the current state of fintwit this week we talk the Shopify University (13:51) and the new epidemiology experts (15:45). After that we've got our interview with Arif (18:18) and we follow it up with our Hot Water (1:45:20), FMK (1:49:00), and Anecdotal Evidence (1:50:38).

On this episode we discuss Procore. Find out why Brett and Ryan both think this is a $6 billion company. 

On this show we discuss Sprouts Farmers Market. Find out why Ryan gave it a rating of 7.9 and Brett a rating of 8.4. 

This week we have an interview with special guest, the founder of Wall Street Bets, Jaime Rogozinski (26:02), but before we get to that our hosts Ryan Henderson and Brett Schafer have their stories for the week. We kick things off with "The Tale of Two Bobs" discussing Bob Iger's surprising resignation (1:56) and we also address the new potential ousting of Twitter CEO Jack Dorsey (7:59). Robinhood covered the current state of fintwit this week for their terrible blunder (16:08). Brett and Ryan are officially rich thanks to last weeks Option Kings (23:39). We dive into our interview with Jaime and discuss why he decided to start Wall Street Bets, some of the craziest stories he's witnessed, and what he's learned from it. Jaime has also written his own book chronicling his crazy ride titled "WallStreetBets: How Boomers Made the World's Biggest Casino for Millenials". After the interview we have our Hot Water (1:04:00), FMK (1:08:36), & Anecdotal Evidence (1:10:04). 

On this episode we discuss Bed Bath and Beyond. Find out why Brett gave it a 8.7 and Ryan an 8.0. 

On this show we talk Transdigm. Find out why Brett gave it a rating of 5.3 and Ryan a rating of 4.5. 

This week hosts Ryan Henderson and Brett Schafer kick things off with Intuit's acquisition of Credit Karma (2:02). They also explore the dramatic increase in remote work with the all the hype surrounding coronavirus (7:12). For the current state of Fintwit (15:25) this week they discuss Uber Pimps and crazy headlines. Option Kings are back this week with our Macy's straddles (21:30). As always we have our Hot Water (25:00), FMK (32:15), & Anecdotal Evidence (33:17).

On this show we discuss our hypothetical portfolio renamed Hypo Capital.

On this show we discuss Progyny. Find out why Ryan gave it a rating of 8.5 and Brett a rating of 7.7. 

A trailer for the show on Spotify (no need to listen if you already know how the show works).

On this show we discuss Virgin Galactic. Find out why Ryan gave it a rating of 5.4 and Brett a rating of 4.8. 

This week we have one of our favorite, now recurring guest, Matt Cochrane on the show (if you're skipping to the interview it starts at 24:00). Matt is a great writer and investor and discusses his future as a part of 7investing.com. Before we get to the interview Ryan and Brett discuss the new White House tax incentive (1:30) and the power of modern groupthink with Wall Street Bets (6:30). We have our current state of fintwit(17:00) and we cashed in on our Canopy Growth straddles this week on the newest edition of "Option Kings" (21:30). With Matt we discuss some of his top holdings of Facebook, Skyworks Solutions, and Global Payments Networks (24:00). After the interview, as always, we have our Hot Water(01:09:00), FMK(01:16:00), and Anecdotal Evidence(01:18:00).

On this show we discuss Cloudflare. Find out why Ryan gave it a rating of 4.6 and Brett a rating of 6.3. 

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

This week we have a special guest that goes by the name "From Growth to Value" to discuss plenty of different investing ideas and concepts, but before we get to that hosts Ryan Henderson and Brett Schafer have their news for the week. First up Ryan and Brett discuss the "bubble" of passive investing (1:20) and they follow that up with Brett's story for the week, covering Elliot Management's stake in Softbank (11:20). We also have our Current State of FinTwit for the week (18:02) and we are reviving the Option's Kings segment (21:40). Our interview begins at (23:56) and we discuss China, International stocks, and some of the names on his list of potential multibaggers. As always, after the interview we have our Hot Water (1:13:26), FMK(1:20:38), and Anecdotal Evidence (1:22:44). 

On this show we discuss Altria Group. Find out why Brett gave it a rating of 5.9 and Ryan a rating of 6.1. 

On this show we discuss XP Inc. Find out why Brett gave it a rating of 8.4 and Ryan a rating of 5.9.

Brett goes through Spotify's Fourth quarter report.

This week we have a special guest with the founder of One Transaction Capital, Trevor Muchedzi. Before we get to our interview our hosts Ryan Henderson and Brett Schafer have their own stories for the week. We discuss the current state of FinTech with Square's data filled report (2:00) and Google's new move to report Cloud and YouTube revenue (10:00). As always we have our current state of fintwit (20:00), and after we get to our interview with Trevor Muchedzi (28:00). After a great discussion with Trevor we have our Hot Water (68:00), FMK (74:00), and Anecdotal evidence (76:00).

On this show we discuss Global Payments Network. Find out why Ryan gave it a rating of 6 and Brett a rating of 5.5.

Brett summarizes EA's third quarter.

On this show we discuss Atlassian. Find out why Ryan gave it a rating of 7.5 and Brett a rating of 7. 

This week hosts Ryan Henderson and Brett Schafer kick off the show by discussing Professor Galloway’s 2020 predictions, and whether they agree or disagree (2:00). The Inside ETF conference was this week and there was plenty to talk about as well (8:00). For current state of fintwit Ryan and Brett discuss which stocks are in which inning 1-9 (24:00). As always, on the 2nd half of the show we have our Hot Water (33:00), FMK (38:00), and Anecdotal Evidence (39:00).

On this show we discuss Five Below. Find out why Ryan gave it a rating of 6.6 and Brett a rating of 6.2. 

On this show we discuss General Motors. Find out why Brett gave it a rating of 5.2 and Ryan a rating of 4.5. 

Brett goes through Netflix's 4th quarter results. 

This week hosts Ryan Henderson and Brett Schafer break down the news of the week. Spotify is in talks to buy popular podcast network “The Ringer” (2:00), and Jeff Bezos and Amazon are working to dominate globally (8:00). Tesla is in the news again for the Current State of FinTwit this week (15:00). We introduce our new segment called Long/Short random crap (29:00) and as always we have our Hot Water (24:00), FMK (36:00), and Anecdotal Evidence (39:00).

On this show we discuss our hypothetical portfolio, the MBP, and how it returned 30.2% vs. the market's 25.6% the past 14 months. 

On this episode we discuss Digital Turbine. Find out why Brett gave it a rating of 6.4 and Ryan a rating of 6. 

On this show we discuss Semler Scientific. Find out why Ryan gave it a rating of 8 and Brett a rating of 8.6. 

This week hosts Ryan Henderson and Brett Schafer dig right into their news stories for the week. They start with the not so great Casper S-1 (2:00). Brett introduces Visa's most recent acquisition of a young FinTech startup named Plaid (8:00). For the current state of FinTwit we have a few tweet rants and discuss Twitter's value (14:00). For a quick special this week we have a Worst Ever S-1 Draft (25:00), and as always we have our Hot Water (20:00), FMK (28:00), and Anecdotal Evidence (30:00).

On this show we discuss Rubicon Project. Find out why Brett gave it a rating of 6.7 and Ryan a rating of 8.2. 

On this show we discuss Fastly. Find out why Ryan gave it a rating of 5.9 and Brett a rating of 7.8. 

This week we have a special guest, Austin Lieberman. Austin, Ryan, and Brett all discuss Slack and Spotify. Before we get to the discussion Brett talks about the troubled Indian startup OYO (2:00), and Ryan touches on Tesla hitting their delivery guidance (8:00). After our news for the week we have the current state of FinTwit (14:00). Afterwards we start our discussion with Austin Lieberman (18:00). Brett and Ryan present the bull case for Spotify while Austin grills them with questions, and they switch roles for the discussion of Slack. As always we have our Hot Water (67:00), FMK (71:00), and Anecdotal Evidence (73:00).

On this show we discuss Luckin Coffee. Find out why Ryan gave it a rating of 7.8 and Brett a rating of 7.3. 

On this episode we discuss Elastic. Find out why Ryan gave it a rating of 5.3 and Brett a rating of 6.4. 

This week hosts Ryan and Brett both focus on data for their stories of the week. Brett’s story concerns some of the issues with the smart doorbells (3:00) and Ryan discusses the new California Consumer Privacy Act (8:00). The New Years brings plenty of content for this week. We discuss what we got right and wrong in 2019 (16:00), some of our predictions (22:00), and our long/short positions moving forward (27:00). After the break we have our Hot Water (36:00), FMK (39:00), and Anecdotal Evidence (41:00). We round things up with our 2020 New Years Resolutions, wrong answers only (45:00).

On this episode we discuss Nike. Find out why Ryan gave it a rating of 5.5 and Brett a rating of 6.7. 

On this episode we do a special edition of the Fundamental Analysis show and go through Markel's investment portfolio. 

On this episode we discuss Microsoft. Find out why both Brett and Ryan gave it a rating of 6. 

On this show we discuss Zoom Video. Find out why Brett gave it a rating of 6.3 and Ryan a rating of 7.8. 

This week on Chit Chat Money we have a special guest in Aaron Bush. Before we get to our interview our hosts Ryan and Brett talk about their Christmas Stock Lists (3:00) and discuss the Current State of FinTwit (20:00). After that we dive into our interview with Aaron Bush (25:00). Aaron is an expert in the gaming industry and the economics behind the gaming as a whole. After the interview we have our Hot Water (69:00), FMK (75:00), and Anecdotal Evidence (79:00).

On this episode we discuss Wynn Resorts. Find out why Ryan gave it a rating of 3 and Brett a rating of 4.5. 

On this show we discuss Restoration Hardware. Find out why Ryan gave it a rating of 7.1 and Brett a rating of 6.6. 

This week hosts Ryan Henderson and Brett Schafer have some big stories to dig into. They kick things off with Professor Scott Galloway's letter to Twitter to remove Jack Dorsey as CEO (2:00). Sergey Brin and Larry Page stepped down this week from management roles at Alphabet (10:00). Paul Graham wrote a piece this week on some of the many flaws of the modern education system (18:00), and Brett and Ryan dive into Ensemble Capital's 5 part series of their experience in China (23:00). Elon was all over FinTwit this week (28:00), and as always Ryan and Brett have their Hot Water (32:00), FMK (36:00), and Anecdotal Evidence (39:00). They wrap this week's show up with the Silicon Valley Finale's Quote of the Week (42:00).

On this show we discuss Booking Holdings. Find out why Ryan gave it a rating of 7.4 and Brett a rating of 6.3. 

On this show we discuss Ally Financial. Find out why Ryan gave it a rating of 4.3 and Brett a rating of 6

This week our hosts Ryan Henderson and Brett Schafer discuss Jack Dorsey's controversial move to Africa for the next few months (2:00), and also dive into the retail numbers from this year's Black Friday (10:00). As always we have our current state of FinTwit (17:00). On the 2nd half of the show we have our Favorite all-time Podcast Episodes Draft (24:00). We have our Hot Water (30:00), FMK (34:00), and our Anecdotal Evidence (37:00). We cap this show off with our Silicon Valley Quote of the Week (39:00), for what was one of the best episodes so far. 

On this episode we discuss Caterpillar. Find out why Ryan gave it a rating of 1.9 and brett a rating of 3.5.

On this show we discuss Zoetis. Find out why Brett gave it a rating of 6.5 and Ryan a 6.0.

Brett goes through Best Buy's third quarter. 

This week we have a special interview with Simon Erickson, the lead advisor for Motley Fool Explorer. But before we get to that hosts Ryan Henderson and Brett Schafer have their stories of the week. PayPal acquired Honey this week (2:00) and Schwab made one of the savviest business moves we’ve seen in a long time (9:00). The Tesla CyberTruck polarized all sides of FinTwit this week (16:00). During our interview with Simon Erickson (20:00) we discussed the complexities and benefits of investing in innovation. We also talk about specific forms of innovation and the companies best positioned to disrupt existing industries. After the interview we have our Hot Water (54:00), FMK (58:00), and Anecdotal Evidence (60:00) for the week.

In this episode, we go through our Market Brothers Portfolio or MBP. Read about it in more detail here: https://chitchatmoney.substack.com/. 

On this show we discuss United Rental. Find out why Brett gave it a rating of 6.2 and Ryan a rating of 5.8. 

On this show we discuss 3M. Find out why Ryan gave it a rating of 4.3 and Brett a rating of 5.5. 

Brett goes through Home Depot's third quarter results. 

This week our hosts Ryan Henderson and Brett Schafer discuss two opening stories. We kick things off with Facebook Pay (2:00)  and its implications for their ecosystem. Second story for the week was the Disney Plus launch (10:00). We also have our current state of FinTwit (21:00). After the break we have a draft of the best ways to make a Billion dollars (wrong answers only) (35:00). As always we have our Hot water (28:00), FMK (32:00), and our Anecdotal Evidence (39:00). We cap things off with Ryan’s Silicon Valley quote of the Week (41:00).

On this episode we discuss Ferrari. Find out why Ryan gave it a rating of 9.2, his highest ever, and Brett a rating of 7.6.

On this show we discuss Coca Cola. Find out why Ryan gave it a rating of 4 and Brett a rating of 5.

Brett goes through DataDog's third-quarter report with a quick 5-minute summary.

This week hosts Ryan Henderson and Brett Schafer discuss the “Billionaire Beef” between Elon Musk and David Einhorn (2:00) and the hilarious SoftBank Investor Presentation (8:00). We also have an interview with special guest this week, Ryan Reeves (16:00). Ryan is the founder of Investing City (https://www.investingcity.org) and host of the Investing City Podcast (https://www.investingcity.org/podcast). After the interview we have our Hot Water (52:00), FMK (56:00), and Anecdotal Evidence (59:00). We cap this episode off with Ryan’s Silicon Valley Quote of the Week (62:00).

On this episode we discuss Chiptole. Find out why Ryan gave it a rating of 7.6 and Brett a rating of 7.3. 

On this show we go through the electronics retailer Best Buy. Find out why Ryan gave it a rating of 5.9 and Brett a rating of 6.2. 

Brett goes through Square's third-quarter results. 

Brett goes through Match Group's third quarter.

This week hosts Ryan Henderson and Brett Schafer have plenty to talk about. Brett’s story for the week covers Grubhub’s atrocious earnings and “Trouble in Food Delivery” (2:00). They also discuss Google’s $2.1 Billion acquisition of users health data (7:00). FinTwit was buzzing about accounting issues and Brett was a Drunk Yield Curve for Halloween (12:00). As always we have our Hot Water (19:00), and FMK (23:00). To cap things off they have their Anecdotal Evidence (28:00) and Ryan has his Silicon Valley Quote of the Week (26:00).

On this show we discuss Etsy. Find out why Ryan gave it a rating of 7.8 and Brett a rating of 8.3. Sign-up for our Substack newsletter here: https://chitchatmoney.substack.com/

Brett goes through Lyft's third quarter.

On this episode we discuss Hubspot. Find out why Ryan gave it a rating of 5.8 and Brett a rating of 5.5. 

Brett goes through Shopify's third quarter.

This week Ryan Henderson and Brett Schafer have plenty of news to digest. Brett’s story covers Microsoft’s win of the government's JEDI contract (2:00) and Ryan discusses the Executive Exodus Part 2 (8:00). Adam Neumann and Elon Musk are both in this week’s Current State of FinTwit (14:00). As always we have our Hot Water (22:00), FMK (27:00), and Anecdotal Evidence (32:00), but we also have an Options Kings debriefing and what we learned (28:00).

On this show we talk Amazon. Find out why Brett gave it a rating of 6.5 and Ryan a rating of 5.8. Subscribe to our Substack: https://chitchatmoney.substack.com/. 

On this show we discuss the digital real estate company Redfin. Find out why Brett gave it a rating of 6.7 and Ryan a rating of 7.

Brett goes through Tesla's 3rd quarter report.

Brett dives into Snap's third-quarter report.

To kick this show off hosts Ryan Henderson and Brett Schafer discuss Chime bank going dark (2:00) and the Boeing catastrophe cover-up (6:00). They also dive into this week's current state of FinTwit (13:00). We were also fortunate enough to get an interview with accomplished Motley Fool Writer Daniel Kline (17:00). Ryan and Dan cover all sorts of topics including Costco, Disney, and Target and even touch on Dan's own investing style. After the interview, Ryan and Brett introduce their brilliant new venture called "Option Kings" (52:00), where they will risk their own podcast revenue. As always they have their Hot Water (45:00), FMK (49:00), and Anecdotal Evidence (57:00). 

On this show we discuss our mock portfolio called the "Market Brothers Portfolio," or MBP. Here is a link to the article so you can see the returns visually: https://www.chitchatmoney.com/eleven-month-update-of-the-mbp/. You can also subscribe to our Substack newsletter and get the update straight to your inbox: https://chitchatmoney.substack.com/

On this show we discuss Crowdstrike. Find out why Brett gave it a rating of 6 and Ryan a rating of 6.1. 

Brett looks at Intuitive Surgical's 3rd quarter results.

On this episode we talk Alphabet, the parent company for Google. Find out why both Brett and Ryan gave the stock a 6.

Ryan goes over the Netflix Q3 shareholder letter and 3rd quarter earnings.

Brett goes over JNJ's 3rd quarter results.

This week hosts Ryan Henderson and Brett Schafer dig into the Saving Private WeWork story (2:00) and some notes on App Revenue for Q3 2019 (4:00). Robinhood strikes back after the Race to Zero (7:00). They also discuss the current state of FinTwit (15:00) and Ryan has a huge portfolio decision to make (20:00). Brett and Ryan have their Hot Water for the week (23:00), and as always they have their FMK (29:00) and Anecdotal Evidence (32:00). They cap things off with the Succession Season 2 Final Recap (35:00).

On this episode we talk Stars Group. Find out why Brett gave it a rating of 5.8 and Ryan a rating of 4.3.

On this show we discuss Sea Limited Corporation, a gaming and e-commerce company in South East Asia. Find out why Brett gave it a rating of 7.4 and Ryan a rating of 7.6.

This is a new format we are doing called First Glance (working title). A 5-6 minute show where one of us breaks down an earnings release that came out that day. On this one, Brett goes over Domino's 3rd quarter results. 

This week hosts Ryan Henderson and Brett Schafer dive right into the “Race to Zero” (5:00). They also discuss PayPal’s decision to pull out from Facebook’s Libra group (2:00). The current state of FinTwit appears to be divided between “visionary vs financials” (12:00). Brett got the opportunity to interview Austin Lieberman and discuss his investment philosophy and returns (17:00). Austin documents his returns via https://austin.substack.com/ and has some insightful analysis of the companies he owns. He recently started a position in DataDog and mentioned that he was able to get most of his info from this article, https://medium.com/public-comps/datadog-s-1-teardown-35934690e76f.  After the interview, Brett and Ryan both have their Hot Water (65:00) for the week. As always they have a FMK (68:00) and an Anecdotal Evidence (70:00). They finish things off with their Succession Episode 9 Recap (75:00).

On this show we discuss McCormick. Find out why Ryan gave it a rating of 6.8 and Brett a rating of 6.5. 

*Recorded Pre-earnings. On this show we discuss Stitch Fix. Find out why Ryan gave it a rating of 8.1 and Brett a rating of 7.8.

This week hosts Ryan Henderson and Brett Schafer discuss the CEO Exodus (2:00), Forever 21 bankruptcy (7:00), and Amazon's intrusive hardware (10:00). They introduce a new segment this week called the State of FinTwit (13:00), which highlights what they're hearing from Twitter each week. After the break, Ryan and Brett discuss who's in Hot Water this week (20:00). This week's theme for FMK (24:00) is companies down 5% or more, and as always they have their Anecdotal Evidence (28:00). To wrap things up the hosts break down everything you need to know from Succession Season 2 Episode 8 (30:00).

On this show we discussed DataDog (woof). Find out why Ryan gave it a rating of 6.2 and Brett a rating of 6.4. 

On this episode we discussed Paycom. Brett gave it a rating of 5.2 and Ryan a rating of 6.5. 

This week hosts Ryan Henderson and Brett Schafer kick things off discussing some new products from some of the world's largest companies (2:00). They also discuss the DataDog IPO (7:00). AirBnB announced this week their intentions to IPO as well (14:00). Brett and Ryan also discuss buying and holding during this week's Hot Water (20:00). As always we've got our FMK and our Anecdotal Evidence (25:00), and we round things up with our Succession Episode 7 Recap (32:00).

On this show, we discuss our mock portfolio called the "Market Brothers Portfolio," or MBP. We discuss the moves we made and some of the stocks on our watchlist. Link to the written update: https://marketbrothersmedia.com/ten-month-update-of-the-mbp/

On this show we discuss Instructure. Find out why Brett gave it a rating of 6.2 and Ryan a rating of 4.3.

On this episode we discuss Chegg. Find out why Brett gave them a rating of 3.1 and Ryan a rating of 6.8.

This week our hosts Ryan Henderson and Brett Schafer kick things off discussing Apple’s big event and the new iPhone in particular (2:00). They also break down the big news surrounding one of our favorite stocks Square (8:00). They also have their Hot Water for the week (16:00), a FMK (20:00), and an Anecdotal Evidence (24:00). To wrap things up Brett and Ryan finish the show off with their Succession Episode 6 Recap and Analysis (26:00).

On this show we discuss Peloton. Find out why Ryan gave it a rating of 6.8 and Brett a rating of 7.1.

On this episode we talk about Yext. Find out why Ryan gave it a rating of 7.5 and Brett a rating of 8.3. 

This week hosts Brett Schafer and Ryan Henderson start with their stories for the week. Everyone seems to be raising money this week through bond offering and we might just get to see the largest IPO in history with Saudi Aramco (2:00). WeWork was also in the news this week for all sorts of reasons, but with most the talk about their possibly doomed IPO (7:00). We interview brand strategist and portfolio manager of the Rational Dynamic Brands Fund (HSUTX), Eric Clark (15:00). After the interview we dig into our Hot Water for the week (42:00), a fintech FMK (47:00), and our Anecdotal Evidence (51:00). We wrap things up with our Succession Episode 5 recap (54:00).

On this show we discuss Pagseguro. Find out why Ryan gave it a rating of 8.4 and Brett a rating of 8.2. 

On this show we evaluate Stone Co. Find out why Brett gave it a rating of 7.8 and Ryan a rating of 9.2.

This week hosts Ryan Henderson and Brett Schafer kick things off by discussing Disney's sale of the YES Network (1:00) and the Peloton S-1 Filing (5:00). Michael Burry is in the news again with what he thinks appears to be undervalued (10:00). Hosts Ryan and Brett also have an interview with Chief Investment Officer and Founder of AvoryCo, Sean Emory (12:00). After the interview we have our Hot Water (55:00), a FMK (60:00), and an Anecdotal Evidence (63:00). We wrap things up with our recap of Succession Episode 4 (67:00). 

On this show we discuss Okta. Find out why Brett gave it a rating of 4.5 and Ryan a rating of 4.2.

On this show we discuss Alteryx. Find out why Brett gave it a rating of 6.8 and Ryan a rating of 8.

On this episode our hosts Brett Schafer and Ryan Henderson kick things off by discussing Tesla's big troubles with the SolarCity unwinding (2:00). Ryan's story for the week surrounds the D23 expo and Disney's recent content news (7:00). This week also includes an IPO alert with DataDog (11:00). As always we have our Hot Water (15:00), a FMK (19:00), and our Anecdotal Evidence (25:00). We introduce our new segment Marketwatch or CNBC (21:00). We cap off our episode with our Succession Episode 3 Recap (27:00).

On this episode we discuss Twilio. Find out why Brett and Ryan both gave it a 7.2 rating.

On this episode we talk MongoDB. Find out why Brett gave it a rating of 6.8 and Ryan a rating of 7.0. 

This week's show starts with Brett discussing WeWork and their hilarious S-1. Then, Ryan digs into the fraud accusations against GE and decide whether they are the next Enron. Next is a discussion on whether SoftBank is hellbent on creating the next debt crisis. On the second half of the show we decide who is in Hot Water this week, draft our favorite financial metrics, and finish the show recapping this week's Succession episode.  

This is our monthly special where we discuss our mock portfolio coined the Market Brothers Portfolio (MBP). We did a quick discussion on how the portfolio has done and then ranked each stock in it. Link to our MBP archive:  https://marketbrothersmedia.com/nine-month-update-of-the-mbp/ 

On this episode we talk the digital agreements company Docusign. Find out why Ryan gave it a rating of 7.9 and Brett a rating of 6.7.

On this show we discuss JD.com, the Chinese online retailer. Find out why Brett gave it rating of 8.5 and Ryan a rating of 9.0.

During this show hosts Ryan Henderson and Brett Schafer kick things off talking the ridesharing earnings (2:00) and the Disney bundle (5:00). After the headlines Brett interviews Matthew Cochrane and discusses big tech and some of Matt's favorite stocks (12:00). After the interview we have our Hot Water, FMK, and Anecdotal Evidence (42:00). Lastly we finish the episode with our recap of the Season 2 premiere of Succession (50:00). 

On this show we discuss Zillow. Find out why Ryan gave it a rating of 7 and Brett a rating of 6.

On this show we discuss Blackline. find out why Ryan gave it a rating of 7.8 and Brett a rating of 6.5.

This week hosts Brett Schafer and Ryan Henderson break down the sale of caviar by Square (1:00) and the Spotify earnings (5:00). Following that up there's some news from the Oracle of Omaha (7:00) and and agree or disagree with our twitter poll of the week (10:00). We also have an interview with the founder of Stockrow.com (12:00), one of the best places to get comprehensive information on the stocks you want. After the interview we have an all-time favorite investing quotes draft (28:00). Then as always we have our Hot Water (30:00), FMK (33:00), and an Anecdotal Evidence (35:00).

On this show we discuss Facebook post second-quarter earnings. Listen to find out why Brett gave them a rating of 5.5 and Ryan a rating of 4.3. 

On this episode we discuss Twitter. Find out why Brett gave it a rating of 5.8 and Ryan a rating of 6.0.

On this week's show hosts Ryan Henderson and Brett Schafer kick things off by diving into Jack Ma's 4 year old lending giant, MYbank (1:00). We also discuss the Fortnite World Cup and it's implications for the entire gaming industry (5:00). There was also some quick news this week with Disney's 2019 box office total (10:00) and Beyond Meat's earnings (13:00). Brett happens to be in Hot Water this week on FinTwit thanks to his polarizing article (16:00). Link to Brett's Tesla article:  https://marketbrothersmedia.com/this-quarter-proves-tesla-is-worth-50-100-a-share-maybe-less/ Brett introduces his headline of the week (20:00) and his Russ Hanneman Investor of the Week (22:00). Then as always we have a FMK (24:00) and an Anecdotal Evidence (26:00). 

On this show we discuss Snapchat. Find out why Brett gave it a rating of 3.5, and Ryan a rating of 4.7. 

This is our extra monthly recurring show where we update our mock portfolio called The Market Brothers Portfolio (MBP). If you want to read about what the MBP is and our goals for it, check it out here:  https://marketbrothersmedia.com/eight-month-update-of-the-mbp/. On the second half of the show we discuss why we want to be more concentrated (with inspiration and stats to back it up from this book:  https://www.amazon.com/Concentrated-Investing-Strategies-Greatest-Investors/dp/1119012023) and then rank the five stocks we already own that we would want to add more to. 

This week hosts Ryan Henderson and Brett Schafer discuss Boeing’s charges for the 737 Max Crash (1:00) and Tesla’s earnings or lack there of (6:00). Our favorite company the “We Company” is in the news again, set to IPO for September (10:00). We also have our Hot Water for the week (15:00) and TD Ameritrade is focused on in vehicle trading, because nothing could go wrong with that (20:00). We have our FMK and an Anecdotal Evidence (24:00)

On this show we discuss fintech company Intelligent Systems. Listen to find out what rating Brett and Ryan gave the stock.

On this show we discuss the owner of Tinder and Match.com, Match Group. Listen to find out what rating Brett and Ryan give the stock.

With one of our hosts out of the country this week, Brett and Ryan decided to analyze their own personal portfolios as an evergreen show for this week's episode. We kick things off with Ryan's portfolio (2:00) and analyze his performance over his short lived investing career. Discover what mistakes he has made and what he learned. We then move into Brett's portfolio (14:00) and dissect his thought process throughout his career and his experience with options trading. 

On this show we discuss gunfire detection company ShotSpotter. Find out why Brett and Ryan both gave it a rating of 6.5. 

On this show we talk coffee retailer Starbucks. Brett gave it a rating of 6.7 and Ryan a rating of 7.3. 

On this episode hosts Ryan Henderson and Brett Schafer kick things off with Tesla's record deliveries but also profitability concerns (1:00). Then they discuss the Deutsche Bank Restructuring (5:00) and WeWork raising more funding (10:00). We also have our interview with CFP and ex-NFL player Jedidiah Collins (13:00), where we discuss wealth management and whether or not college athletes should be paid. We also have this week's obnoxious headline (34:00) and our Hot Water for the week (36:00). We finish things off with a FMK (39:00) and a First Thought (41:00).

On this show we discuss PayPal. Find out why Brett gave it a rating of 7.7 and Ryan a rating of 7.5.

On this episode we discuss Adobe (ADBE). Find out why Brett gave it a rating of 7.1 and Ryan a rating of 6.3.

This week hosts Ryan Henderson and Brett Schafer discuss Boeing's outsourcing mistakes (1:00) and Grubhub's scummy business model (4:00). They also dive in to Jony Ive's departure from Apple (10:00) and solar power soaring (8:00). What movie characters would make the best CEO's draft (16:00) and the real reason for the Theranos undoing in this week's hot water (20:00). We also have an e-commerce FMK and this week's First Thought (25:00).

On this show we discuss the supply-side ad platform Telaria. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 8.7.

On this episode we talk file sharing company Slack. Find out why Ryan gave it a rating of 4.8 and Brett a rating of 4.6.

Hosts Ryan Henderson and Brett Schafer kick things off with our headlines talking Slack's IPO (2:00) and Bitcoin back above $10,000 (6:00). Amazon announces professional beauty store and Ulta and Sally take a dive (10:00). We interview Brent Beshore, CEO of Adventures and author of the Messy Market Place (13:00). After the interview we have our Hot Water (42:00) and a FMK (46:00). Before we sign off we introduce a new segment called First Thought (48:00). 

On this show we discuss Facebook's prospects, why we think breaking them up would be good for shareholders, and our takes on Libra. Brett gave it a rating of 5.5 and Ryan went for the 3-4 range.

On this special Saturday episode we do a quick recap of our mock portfolio that we call the Market Brothers Portfolio (MBP). It is a quasi-active common stock basket that we try to beat the market with. Over the past few months, it is up 17% vs. the market's 11.5%. Here is a link to the blog post to see all of the stocks we "own" and the rules we set for ourselves:  https://marketbrothersmedia.com/seven-month-update-of-the-mbp/ 

On this show we talk about multinational chipmaker Qualcomm. We discuss their recent law disputes, earnings, valuation, and the future potential for the company. Brett gave it a rating of 5.5 and Ryan a rating of 5.0. 

Headlines for episode 37 include a gaming update from E3 (1:00), the Fiverr and Chewy IPOs (7:00), and Facebook's new crypto association (9:00). Then, Brett interviews Bob Ledford, President of Prime Electric and former executive at AECOM, about his experience in the upper echelons of the business world (16:00). Segments include a dangerously hot Hot Water (37:00), One Takeaway from the Internet Trends Report (41:00), and a FMK on stocks Brett has thought of buying/has bought put options on (47:00). 

On this show we discuss the Chinese digital automotive platform called Bitauto. They are a small-cap stock, and we discuss their earnings, valuation, and future potential. Ryan gave it a rating of 8.8 and Brett a rating of 8.9.

On this show we discuss Apple. We hit on the latest news, earnings, the current valuation, and talk future potential for the stock. Brett gave a rating of 5.8 and Ryan a rating of 4.1. 

On this show we hit Beyond Meat and Zoom Video's earnings and decide whether they are insanely overvalued or just regularly overvalued (1:00). Then we discuss MongoDB's earnings (8:00) and some recent executive turnover at Uber (12:00). Our interview this week is with Todd Wenning of Ensemble Capital (17:00). Brett talked with Todd about his career path and then discussed what Ensemble Capital does and how they manage money. Segments include Hot Water with dodgeball, women, and Mcdonald's, Quantitative vs. Qualitative, a stock draft, and a FMK (50:00). 

On this show we chat about Ulta Beauty, a modern beauty retailer. Learn about the earnings, valuation, and future potential for the company. Brett gave it a rating of 7.8 and Ryan a rating of 8.4.

On this show we discuss Lululemon Athletica, a company with a luxury brand in athletic apparel for both men and women. We discuss the earnings, valuation, and future potential for the stock. Brett gave it a rating of 7.5 and Ryan a rating of 8.2 (bullish).

We kick things off as we always do with our headlines for the week. This week Uber announced earnings (2:00) and rumors circulated about a potential capital raise for Alibaba (5:00). Amazon is in your home whether you like it or not (8:00) and Zuckerberg will never cede control (12:00). We interview Cy Aleman and discuss his expertise in the area of mutual funds and the purpose they can serve in any portfolio (17:00). After the interview we have our hot water (35:00) and the saddening news of iTunes final hours (38:00). As always we finish off the episode with our FMK (40:00).

On this show we discuss SolarEdge, a company that sells solar panels and other renewable energy products. We discuss the earnings, valuation, and future potential for the stock. Brett gave it a rating of 7.7 and Ryan a rating of 6.9 (nice).

On this show we talk about Yeti, the maker of high-quality coolers and drink ware. The stock just went public in October of 2018. We discuss the earnings, valuation, and future growth potential for the stock. Brett gave it a rating of 4.7 and Ryan a rating of 5.6.

On this show we discuss Align Technology, the maker of Invisalign. We talk about the earnings, valuation, and the future potential for the business. Brett gave the stock a rating of 5.5 and Ryan a rating of 5.1.

Roku Inc. has doubled their market cap this year and host Ryan Henderson is here to tell you why. Brett was unavailable for this episode, so Ryan discusses his thoughts on Roku's future. 

Hosts Brett Schafer and Ryan Henderson kick things off by discussing Disney's impending 2024 acquisition of Hulu and the future of streaming (1:00). Mount Rushmore investor, Michael Burry discloses his stock picks and we talk JD.com (5:00). Amazon and Walmart see who can get to the consumer first with their 1 day shipping initiatives and the petty wars commence (9:00). We introduce a new segment with "Guess The Year" where our hosts attempt to guess when products or companies were launched (15:00). WeWork is in the news this week and their CEO Adam Neumann is the Silicon Valley poster boy (20:00). As always we have a hot water and a FMK (24:00). 

On this special episode we go over the Market Brothers Portfolio, or mock portfolio that we track on our website, marketbrothersmedia.com. We discuss what we bought and sold, and our thoughts going into the summer market. If interested, here is a link to the update:  https://marketbrothersmedia.com/six-month-update-of-mbp/ 

iRobot is the maker of the Roomba vacuum. Ryan is out on this episode so Brett goes through the stock by himself for about 10 minutes.

 On this episode we discuss Tencent Music, the "Spotify of China." We talk about their earnings, valuation, and the future potential for the stock. 

On this show we discuss the stock XPO Logistics. We talk the valuation, earnings, future potential, and whether we would buy share of the company. 

This week we kick things off by doing a deep dive into the ridesharing industry and the company's that comprise them. Uber started their trading far below expected valuation (2:00). Lyft announced their earnings and reported major losses (5:00). Is the ridesharing business model viable? (8:00) Facebook Co-Founder released an article this week regarding the monopoly that Facebook has created, and we discuss our thoughts on whether they should be broken up (11:00). Hosts Ryan Henderson and Brett Schafer also announce their shopping list of stocks (15:00) and the future of space travel with this week's Watch The Throne (18:00). As always we have our Hot Water and a FMK (24:00). 

On this show we talk law enforcement technology company Axon Enterprises. We discuss the valuation, earnings, and future potential for the company.

On this episode we talk about premium speaker maker Sonos. We talk the history of the company, its valuation, and earnings. We then get into the future potential for the business and give our rating on the stock.

On this show the guys talk about Mercadolibre, the dominant e-commerce platform in Latin America. They go through the stock's valuation and the latest earnings, plus the future potential for the company.

Brett and Ryan go over the telehealth company Teladoc Health. They evaluate their fundamentals, latest earnings, and talk about what Teladoc does and the future potential for the stock.

This week hosts Ryan Henderson and Brett Schafer break down Apple's earnings (1:00), and talk if they really still have room to grow. Beyond Meat IPO soars 200% first day of trading (5:00), and the never ending trade talks take more pointless turns (7:00). Tesla and Netflix both raise more capital and subsequently debt (10:00). Berkshire Hathaway hosts their annual shareholder meeting and the contrarians flock to the doors (13:00). We have our Finance GIF Draft (20:00) and as always we have our Hot Water (17:00) and a FMK (24:00) .

On this show the guys dive into Square's valuation after the latest earnings release. The also go into their latest business developments, and give their rating on the stock right now.

On this episode the guys talk about the their favorite cesspool, otherwise known as Twitter. They dig into the financials after the recent earnings and then go into the future opportunities for the stock.

Earnings Season is upon us and we kick things off with quick hitters on Snapchat (1:00), Facebook (3:00), Domino's (5:00), and Coca-Cola (7:00). We go into deep dives on Microsoft (9:00) and Amazon (15:00). We introduce our new financial metric designed to measure growth companies (20:00), and discuss this week's IPO Alert with Slack (24:00). As always we have our Hot Water and a FMK (27:00). 

On this show the guys talk about Dropbox, a cloud-based file sharing company. They dig into the valuation, latest earnings report, and talk about the future growth potential for the business.

On this show the guys dig into Tesla's earnings and valuation after the newest earnings release. They also go into what Elon Musk said on the conference call and the future potential for the stock. 

Zoom and Pinterest started their first days of trading this week (1:00), and Stocktwits announced that they will be launching their own trading service with an interesting twist to it (5:00). Pepsi announced earnings and Wall Street enjoyed them (8:00). We interview Motley Fool Analyst Jason Moser (10:00). We discuss his background in the world of finance, bank stocks, the War on Cash, and the business of insurance (10:00). After the interview we update the Market Brothers Portfolio (38:00), and as always we have our Hot Water for the week (41:00), and a Fuck, Marry, or Kill (43:00). 

On this show the guys dig into Jumia Technologies, an e-commerce website based in Africa. They talk about the valuation, earnings, and the wild price action this stock has gone through in its first week as a public company. 

On this show the guys dig into Netflix's latest earnings, go through the stocks fundamentals, and give their rating for the company.

Disney unveils their new streaming service Disney+ and their vast amounts of content (1:00). Amazon has been listening and Bezos is calling out his competitors (4:00). Panasonic announces that they won’t be helping Tesla with the new gigafactory (7:00). Uber files their S-1 for this weeks IPO alert (11:00), and Coinbase makes the news for this weeks crypto update (13:00). We rap things up with a Hot Water and a FMK (16:00).

Fundamental Analysis of the Trade Desk.

Fundamental Analysis of Constellation Brands (STZ)

Hosts Ryan Henderson and Brett Schafer kick things off discussing the Tesla delivery numbers (1:00). We've also got ourselves a 21 year old Ivy League fraudster with an unstoppable "algorithm" (5:00). After a busy first week of trading Lyft has threatened to sue Morgan Stanley, but is Uber truly behind it? (7:00) Zach Hascoe comes on the show as well and discusses his work democratizing financial services, and the work that "Say" is doing to give all shareholders a real voice (12:00). After our discussion with Zach we've got a crypto update (25:00), our hot water (27:00), "Russ Hanneman" investor of the week (30:00),  and a FMK (32:00). 

On this episode the guys talk about Activision Blizzard's history, their valuation, and the recent earnings report. They then go into the future growth opportunities of the gaming and eSports industry and give their rating on the stock. 

Fundamental Analysis of Beyond Meat (BYND)

Our hosts Ryan Henderson and Brett Schafer start this episode off by discussing Lyft’s stock debut and their current valuation (1:00) and our Russ Hanneman investor of the week (5:00). Is bitcoin trading just a massive hoax? (7:00) Spotify buys out some more podcasts and it’s not us. (9:00) We also check out where AirBnB ranks amongst its competitors. (11:00) As always we have our Hot Water for the week. (13:00) Some big time companies seem to be having trouble with innovation. (15:00) We introduce a new segment called “Buy Signal?” (17:00), and we cap things off with our FMK. (20:00)

In this episode the guys talk about small-cap insurance and billboard company Boston Omaha. They talk earnings, valuation, future growth opportunities, and then give their rating on the stock.

On this episode we talking about the online bank and software company Green Dot. We go through their history, valuation, earnings, future opportunities, and then give a rating on the stock at the moment.

We kick things off with the New Theranos documentary and the great Elizabeth Holmes fraud (2:00). Next we talk Nike earnings and what it’s like to bro down with Phil Knight (5:00). The Apple services unveiling that everyone was dying to see, seemed to underwhelm Wall Street (9:00). Then we get to hear Jamie Catherwood talk about how he found the passion for investing and how he got his career started (12:00). We discuss his crazy change to AirPods, his personal investing style, and plenty more (15:00). Breaking down the unprecedented S-1 filing from Zoom on their IPO Alert (30:00). We play some “Are you calling me a liar?” (30:00). As always, we have our hot water for the week (36:00) and a FMK (40:00).

In this episode we talk about Docusign's history, valuation, earnings, and then get into their future growth opportunities and give a 1-10 rating on the stock. 

On this show Brett gives it a solo effort to talk about the high flying cannabis stock Tilray. He goes through the valuation, earnings, and the future potential for the company. 

We get right into the Boeing news and what it means for the balance sheet (1:00). Spotify is suing Apple over the 30% App Store subscription commission (5:00). IPO alert for ride sharing and their valuations (8:00). Quick hitters with Turtle Beach, Docusign, and Adobe (12:00). Who’s in hot water this week? (18:00). Investing Mount Rushmore, and an update from Michael Burry and Scion Capital (23:00). We cap things off as always with a FMK (26:00).

Fundamental Analysis of Target and our rating of the stock.

Fundamental Analysis of Huya and our rating on the stock.

On this show we discuss all the Facebook news including Mark Zuckerberg's vision for the future of the internet (spoiler alert it is terribly creepy). We then talk about Tesla's announcements and whether they are in a big cash crunch, and AirBnB acquiring Hotel Tonight. Segments include Hot Water, FMK, and two I Told Ya So's with WeWork and Apple. 

Fundamental Analysis of JD.com after earnings and our buy rating on the company.

Fundamental Analysis of Square after earnings and our "buy" rating of the company. 

We kick off the episode talking about the big Tesla news from this week (1:00) and also the announcement of Amazon grocery stores (6:00). Spotify is launching in India (10:00), and Lyft files their S1 and for their official IPO (12:00). As always the hosts have their hot water (15:00) and they also dive into some quick hitters on Teladoc and Palo Alto Networks (18:00). Our hosts cap off the episode with a Fuck, Marry, or Kill on some tech giants (20:00). 

Fundamental Analysis of McDonald's after their earnings report. 

It's Earnings Palooza season, so we bring on recurring guest, Uncle Sean Henderson (2:00). As a portfolio manger for Wells Fargo Advisors, he tells us what he pays the most attention to when earnings season comes around (3:00). We discuss Apple's slowing revenue (5:00). Then move into the strong quarter by Boeing (7:00) and then discuss everything regarding Facebook's earnings and privacy concerns (10:00). After the discussion with Uncle Sean, we talk about who's in hot water for the week(15:00) and then go into 3 more deep dives on earnings. Tesla (20:00), Amazon (25:00), and Alibaba (30:00). 

In this episode we discuss Netflix earnings and the raise of prices for the Netflix subscription(1:00). Then we break down Tesla's cut of 7% of their work-force (3:00). We also discuss the future of gaming and the impressive career of Ex-Twitch Chief Revenue Officer, Jonny Bint (6:00). After the interview we check in and see who is in hot water (35:00) in the financial media, and it turns out the FDA is looking to give kids drugs in this weeks "This will definitely work out" (40:00). We finish off by quickly acknowledging the passing of an all time great investor, Jack Bogle (42:00). 

Hosts Brett Schafer and Ryan Henderson discuss Microsoft stealing the throne (0:49), and address the stock on their radar (2:30). We also have an interview with Co-founder and President of Coast Group of Companies (4:35) and discuss how he built his company from the ground up to $5 billion in assets. After the interview we play a little "Ain't calling you a truther" (35:00) and guess which article headlines are real or fake.