BILL ACKMAN: His Best and Worst Investments (HLF, CMG, and More)

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://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Marras 202021min

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

19 Marras 202031min

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Marras 20201h 22min

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

15 Marras 202022min

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

12 Marras 202030min

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

10 Marras 20201h 17min

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

8 Marras 202023min

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

5 Marras 202032min