Brett Schafer and Ryan Henderson

Chit Chat Stocks

Business EN ↓ 828 episodes

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

Be sure to visit the podcast's website and support the creator: chitchatstocks.substack.com

Author

Brett Schafer and Ryan Henderson

Episodes

China Trouble & Facebook E-Commerce 26.05.2020 46:00

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 (25:0...

Fundamental Analysis: Spotify (SPOT) 24.05.2020 23:48

On this show we discuss Spotify. Brett gave them a rating of 8.6 and Ryan 8.5. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Month Update of Hypo Capital 21.05.2020 12:45

The 18 month update of Hypo Capital, our $1 million paper portfolio. Read about it here: https://chitchatmoney.substack.com/ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: PluralSight (PS) 21.05.2020 22:33

On this show we discuss PluralSight. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Brett Bivens; Audio & Ambient Media 19.05.2020 1:29:46

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 Facebo...

Fundamental Analysis: Trupanion (TRUP) 17.05.2020 19:57

On this show we talk Trupanion. Brett gave it a rating of 4.5 and Ryan a rating of 4.8. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: Medallia (MDLA) 14.05.2020 22:06

On this show we discuss Medallia. Brett gave it a rating of 7.6 and Ryan a rating of 6. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Symington; Boston Omaha, Nutanix, & Disney 12.05.2020 1:31:34

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...

Fundamental Analysis: Wrap Technologies (WRTC) 10.05.2020 23:46

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 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: Bandwidth Inc. (BAND) 07.05.2020 23:39

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. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Feroldi; Pinterest, Semler, & an Investing Checklist 05.05.2020 1:11:23

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 al...

Fundamental Analysis: Red Violet (RDVT) 03.05.2020 24:18

On this show we discuss Red Violet. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 7. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: AT&T (T) 30.04.2020 24:18

On this show we talk At&T. Find out why Brett gave it a 5.5 and Ryan a 3. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Justin Castelli & the RIA Industry 28.04.2020 1:18:44

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 discuss...

Fundamental Analysis: Airbus (AIR.PA) 26.04.2020 20:02

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. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: Netflix (NFLX) 23.04.2020 28:17

On this show we talk Netflix. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 7.5 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Great Oil Crisis of 2020 21.04.2020 45:34

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 de...

17 Month Update of Hypo Capital 20.04.2020 13:26

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/ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: Shopify (SHOP) 19.04.2020 21:05

On this episode we discuss Shopify. Find out why Brett gave it a rating of 5 and Ryan a rating of 5.5. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: Wendy's (WEN) 16.04.2020 21:54

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 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

TeslaCharts & the Bear Thesis 14.04.2020 1:37:26

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 Micha...

Fundamental Analysis: LiveRamp Holdings (RAMP) 12.04.2020 24:22

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. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundamental Analysis: Real Real (REAL) 09.04.2020 23:39

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. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Luckin Coffee Scandal 07.04.2020 1:12:08

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 ha...

WallStreetBets founder Jaime Rogozinski 03.03.2020 37:42

Jaime Rogozinski started WallStreetBets in an attempt to build a high-risk investing forum, but it took on a life of its own. Jaime has also written his own book chronicling his crazy ride titled "WallStreetBets: How Boomers Made the World's Biggest Casino for Millenials". Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices