Chit Chat Stocks

On the 14th day of Christmas Steve Symington gives to you, ROIC the retail opportunity investment corporation. ROIC focuses on acquiring assets in densely populated, middle to upper class locations. Steve explains how ROIC is an absolutely solid investment and he shares how he think the company will do in the future. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with t...

On the 13th day of Christmas Simon Erickson gives to you, Snowflake the largest technology IPO. Snowflake is a cloud based data warehousing software. Businesses can store their data and access new insights that they would not have been able to without Snowflake. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow...

On the 12th day of Christmas Dan Kline gives to you, Target the retail giant. Target is going through a bit of a transformation and Dan Kline explains to Chit Chat Money why that makes Target his 25 Days of Christmas stock pick. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https:...

On the 11th day of Christmas Aaron Edelheit gives to you, FDJ the French lottery. If you think that US companies like Apple, Facebook, and Google have monopolistic power, you are in for quite a surprise. FDJ is by French law the only company able to operate in this business. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subsc...

On the 10th day of Christmas Dhaval Kotecha gives to you, The Trade Desk. The Trade Desk provides digital advertising campaigns for a multitude of digital advertising platforms. Dhaval points out various topics and Chit Chat Money tries to poke some holes in the bull thesis. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subsc...

On the 9th day of Christmas Maxx Chatsko gives to you, Fate Therapeutics the company Chit Chat Money knew nothing about. Fate Therapeudics is a biopharmaceutical company focused on cell mutation. Chit Chat Money had a lot of questions and Maxx Chatsko knew all the answers. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscri...

On the 8th day of Christmas Cam Iadeluca gives to you, Alteryx the computer software company focused on data visualization and analytics. Enterprise customers of Alteryx are raving fans and Iadeluca explains to Chit Chat Money why they should continue to be. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit...

On the 7th day of Christmas Francisco Olivera gives to you, Altice USA the cable company based out of New York. Altice provides more than just cable television to its customers. Francisco walks Chit Chat Money through how Altice provides internet, phone, and original content. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subs...

On the 6th day of Christmas David Polansky gives to you, Par Technology the 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. Chit Chat Money and David discuss the future growth prospects of Par Technology. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code...

On the 5th day of Christmas Growth to Value gives to you, Sea Limited the digital internet platform provider. Sea Limited largest business segments are digital entertainment, e-commerce, and digital financial services. Listen in while Chit Chat Money and Growth to Value discuss what is so interesting about Sea Limited. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with...

On the 4th day of Christmas Jim Gillies gives to you, Nelnet the conglomerate. More popular for its student loan services, Nelnet actually operates many different business segments. Chit Chat Money and Jim Gillies open up a discussion about the pros and cons of the business. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subsc...

On the 3rd day of Christmas Sean Emory gives to you, Capri Holdings the multinational fashion company. Chit Chat Money and Sean evaluate how Capri grew from just Michael Kors to owning and operating multiple large luxury brands around the world. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money o...

On the 2nd day of Christmas Brian Feroldi gives to you, Autodesk the engineering software that almost every engineer uses. The Chit Chat Money team dives into how Autodesk is valued compared to its possible growth opportunites. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https:/...

On the 1st day of Christmas Jason Moser gives to you, Ansys a highly specialized engineering software company based out of Pennsylvania. The Chit Chat Money team discusses the pros and possible cons of the business with Jason. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://...

Magnite is this week's stock for our fundamental analysis. Magnite is an online advertising firm based out of California. Before being named Magnite, in 2020, the firm was known as Rubicon Project, which was founded in 2007. After Rubicon Project and Telaria merged in March 2020, a new company was formed that 3 months post merger was rebranded as Magnite. Subscribe to 7 Investing with the code "CC...

Roblox is an interactive gaming platform and game creation system. Users can play games created by other players or create their very own games and allow others to play. As the world of gaming continues to grow it will be interesting to watch and find out which companies can rise to the top. Even more important which companies will grow sustainably so that they may last for a long time to come. Su...

This week Ryan and Brett discuss what industries will be around for the long haul with Lawrence Hamtil. Among these industries, the three highlight tobacco, airports, and trash collection services. Before the interview, your hosts share their favorite stories from the week. After the interview you'll find out who's in hot water, buy-sell-hold and anecdotal evidence. As always enjoy today's episode...

This week's fundamental analysis explores StoneCo, a financial technology solutions company based out of Brazil. Berkshire Hathaway owns approximately 5% of the company. Although the company was difficult to research because of the international nature of their reporting, the Chit Chat Money team did well to dig up relevant information. Subscribe to 7 Investing with the code "CCM": https://7invest...

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 & Own...

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://...

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),...

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...

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 wa...

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...

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 c...