Brett Bivens; Audio & Ambient Media
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). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Mai 20201h 29min
Fundamental Analysis: Trupanion (TRUP)
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
17 Mai 202019min
Fundamental Analysis: Medallia (MDLA)
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
14 Mai 202021min
Steve Symington; Boston Omaha, Nutanix, & Disney
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). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Mai 20201h 31min
Fundamental Analysis: Wrap Technologies (WRTC)
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
10 Mai 202023min
Fundamental Analysis: Bandwidth Inc. (BAND)
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
7 Mai 202023min
Brian Feroldi; Pinterest, Semler, & an Investing Checklist
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). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Mai 20201h 10min
Fundamental Analysis: Red Violet (RDVT)
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
3 Mai 202023min
