Chit Chat Money
Chit Chat Money
Jan 26, 2021
Kyler Hasson | Google & Charter Communications
Play • 1 hr 54 min

This week on Chit Chat Money we are joined by Kyler Hasson. You can find his work at concentratedcompounding.com or follow him on Twitter, link below. Before the discussion, Ryan and Brett share their favorite stories from the week. Below our links, you can find the timestamps for this week's episode. As always enjoy the show!

Follow Kyler Hasson on Twitter: https://twitter.com/kylerhasson?s=20

Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/

Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney

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

Timestamps

Stories | (2:19)

Fintwit | (22:12)

Interview | (24:40)

Hot Water | (1:34:51)

Buy-Sell-Hold | (1:42:03)

Anecdotal Evidence | (1:44:39)

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The Razor's Edge
The Razor's Edge
Shortman Studios
Talking The Twitter Trade, Analyst Day, And The Big Picture
It's been a wild and, finally, fun ride for Twitter over the past 11 months. While everything feels like smooth sailing now for bulls, even as of our last episode on the stock post ex-President Trump ban in January, things weren't so clear. Despite that, the set-up was good enough for Akram's Razor to open an options trade into the earnings call (and for Daniel Shvartsman to open a small long position, which is a separate story). We break down what happened with Twitter but also more of the mechanics of the options trade; why that trade, why Q4 and not Q3, whether to hold it into the call itself, and what's left for Analyst Day this week. All of this happens within the context of the broader macro environment and what growth investors might start extrapolating as we (fingers crossed!) round our way out of the full COVID environment this year. So we bring a dollop of that context into the discussion as well. Topics Covered * 4:00 minute mark - How does event-driven trading of options fit into a broader portfolio strategy? * 12:00 - Reviewing our record on Twitter and how/when Akram's views flipped over 2020 - the importance of narrative shifts, product adoption/development, having a variant view, and understanding the other side of the trade * 22:30 - Twitter's setup going into the start of 2021 * 28:45 - Why not own the biggest growth stocks instead of a Twitter? * 34:30 - Market participants' tendency to extrapolate in the short-term, and the misuse of 'compounding' * 40:00 - Defining mania * 48:00 - The strum and drang around Twitter at the beginning of 2021 and the March options trade * 1:04:00 - The Q4 reaction and what's left for the analyst day * 1:11:00 - Twitter's differentiation in the subscription space * 1:22:00 - The importance of understanding the process * 1:27:00 - Peak screen time
1 hr 42 min
Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Finding The Best Brand-Building Businesses w/ Kristen LaFrance
The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. In this week’s episode, we give you our conversation with Kristen LaFrance. Kristen LaFrance is the host of Shopify's Resilient Retail series. Prior to joining the Shopify team, she hosted two eCommerce podcasts: Playing for Keeps and eComm Noms. As the official mayor of DTC Twitter, Kristen is an expert on omnichannel customer retention and helping online and offline brands connect with customers, craft remarkable experiences, & build resilience for long-term success. During our chat, Kristen discusses the transformation that the retail industry had to endure in a global and local level during 2020.  She also helps us identify the actual value that is created by retail companies by bringing and explaining a plethora of examples such as Chewy, Casper, Battlbox, and more.  Here's the timestamp:  * [0:00] WTF is Clubhouse? * [3:00] Who is Kristen LaFrance? * [12:00] Working at Shopify * [18:30] Resilient Retail: Season 2 * [22:00] Retail: Before, During and After COVID * [29:30] Best Practices of Customer Retention  * [45:00] How to Identify a Community at an Early Stage? * [57:00] Status as a Service. * [1:01:20] Does NPS Cover Everything? * [1:08:00] Perceived Value vs Actual Value  * [1:13:00] Closing Questions If you like what you heard and want to learn more about Kristen, check out these links:  * Kristen's Twitter * Kristen's Blog
1 hr 21 min
The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers Podcast
Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP).  Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioural economist Richard Thaler, as well as a BSc. from Purdue University.   Drew's Twitter: https://twitter.com/AlbertBridgeCapDrew's  Website: https://www.albertbridgecapital.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Firm: https://acquirersfunds.com/ Website: https://acquirersmultiple.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public comp
58 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Planet MicroCap Podcast | MicroCap Investing Strategies
SNN Network
Ep. 162 - 2021 Topics No One Wants to Hear About Anymore with Charley Grant, Heard on the Street at The Wall Street Journal
For this episode of the Planet MicroCap Podcast, I spoke with Charley Grant. He runs Heard on the Street at THE Wall Street Journal. It's not often we get someone who writes a daily column for THE Wall Street Journal on here, so we discuss all the 2021 hot topics he's been writing about: Bitcoin on the balance sheet, Tesla takes - we're just trying to make sense of what's been happening thus far despite only being the end of February. I had a blast chatting with Charley and you will no doubt enjoy hearing his insights. Charley Grant articles on WSJ: https://www.wsj.com/news/author/charley-grant You can Follow Charley Grant on Twitter @CGrantWSJ: ​https://twitter.com/CGrantWSJ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
1 hr 14 min
Excess Returns
Excess Returns
Jack Forehand and Justin Carbonneau
GameStop: What Happened, How it Happened, and Lessons We Can Learn From It
The rapid rise and fall of GameStop earlier this year was unlike anything many of us have seen in our investing careers. The stock's price went from the single digits to upwards of $400 per share in a very short time, and then lost most its value in the weeks that followed. In this episode, we take a look behind the scenes at the factors that led to GameStop's massive gains, and how those same factors eventually led to the ensuing decline We also take a look at some lessons investors can learn from the GameStop saga.  We hope you enjoy the discussion.  ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
26 min
Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
Riding The Blue Wave: Utilities For 2021 And Beyond With UTES' John Bartlett
Despite the S&P 500 being up an impressive 18% in 2020, the utilities sector did not take part in the rally finishing the year flat. Reaves' John Bartlett has spent nearly 30 years closely tracking Utilities names through every type of investing environment. Bartlett currently co-manages the firm's flagship Reaves Utility Income Fund (UTG), as closed-end fund with nearly $1.7B in AUM. He also co-manages Reaves' first exchange-traded fund, the Virtus Reaves Utilities ETF (UTES). With a blue wave sweeping the U.S., Bartlett believes utilities are well positioned to benefit from a likely rise in corporate tax rates and a broader societal move to clean energy. Show Notes 2:00 - John's background: When did you become interested in utilities? 5:00 - An overview of the utilities sector: Gas, Electricity and Water 7:45 - UTG: A "wider" view of the utilities sector 10:00 - What's the outlook for utilities given the underperformance in 2020? 18:00 - Utilities for 2021 and beyond 23:00 - Utility stocks and energy prices 25:30 - Riding the Blue Wave: Expectations regarding the regulatory environment under Biden and a democratic controlled congress? What about at the state level? 29:00 - The history and future of clean energy adoption. What does it mean for utility companies? 37:15 - Is the growing embrace of ESG investing a headwind or a tailwind for the sector? 41:00 - On managing UTES: Why go with active management? 42:30 - Quantitative vs. qualitative analysis 45:45 - How much portfolio turnover is there? 46:30 - How does the fund look from a tax management standpoint? 48:00 - Differences between UTES and XLU (NEE)  50:00 - Top pick for 2021: Atmos Energy Corp (ATO) Learn more about your ad choices. Visit megaphone.fm/adchoices
57 min
Alpha Trader
Alpha Trader
Seeking Alpha
Digital transformation comes to energy, autos, and currency - Jon Markman and Greg King join Alpha Trader (Podcast)
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Jon Markman, president and founder of Markman Capital, and Greg King, CEO and founder of Osprey Funds. Markman (who previously appeared on Alpha Trader in October) continues to believe the Fed ignited what’s going to be a decade-long bull run in stocks with their actions in response to the Covid crisis last year. With the Fed continuing to provide plenty of liquidity to the system, he’s targeting 92K for the Dow (DJI) in the next decade, and 34K on the Nasdaq (COMP). Turning to individual names/sectors, Markman is still spying the opportunity in digital transformation, but this time with a twist - it’s old-school energy and auto companies whose business models are changing from nuts and bolts to 0s and 1s. Shareholders of names like Schlumberger (SLB), Baker Hughes (BKR), General Motors (GM), Ford (F), and Volkswagen ([[VLKAF]], [[VWAGY]]) are set to benefit in a big way. And the massive investment the auto players are making into EVs means a re-rating not just for them, but suppliers like Magna International (MGA), NXP Semiconductor (NXPI), and Analog Devices (ADI). Markman’s got plenty more digital transformation ideas, including a speculative play on cryptocurrencies, and that’s VPC Impact Acquisition (VIH), a SPAC that earlier this year inked a deal to take digital asset marketplace Bakkt Holdings public. Next up is Greg King, whose Osprey Bitcoin Trust (OBTC) recently launched as a lower-cost competitor to the Grayscale Bitcoin Trust (GBTC). A longtime investor in bitcoin (BTC-USD), King isn’t put off by the wild volatility (including a plunge from $53K to $49K right about the time we were speaking). He notes that whenever bitcoin pierces a previous all-time high (as it did late last year by finally climbing past $20K), the average subsequent return is 900% - this bull move has plenty more to run. “Not your key, not your coins,” is something the hodlers like to say, but King says we all have limitations - not everyone is in a position to start up an account with an online exchange and possibly even custody their own bitcoin. A trust such as Osprey offers a fee of just 0.49%, is something that can be purchased inside an existing brokerage or retirement account, and safety isn’t an issue as all the Trust’s coins are held in custody by Fidelity. Learn more about your ad choices. Visit megaphone.fm/adchoices
54 min
The Intelligent Investing Podcast
The Intelligent Investing Podcast
Eric Schleien
#138: Chelsea Dietsch and Tara Songster on Thrift Shop Arbitrage
Join Eric Schleien with his guests, Chelsea Dietsch and Tara Songster of Alluring Oddities, as they share stories about their income-generating passion for thrift shopping and what it took to make this side-project grow and continue growing. More than just a business, Chelsea and Tara treat their passion as a venture wherein they can cultivate experiences for their friends, loved ones, and Buffalo's whole community. Community over competition is a general outlook that they endorse. Learn more from their experiences as you tune in further to what Chelsea and Tara have to share. About Alluring Oddities: Alluring Oddities is a curated and cultivated gallery of mostly 60s or 70s offbeat thrifted treasures in Buffalo, NY. The brand is owned by Chelsea Dietsch and Tara Songster. Instagram: https://www.instagram.com/alluring_oddities/ https://www.instagram.com/tara_songster/ https://www.instagram.com/ch3lbby/ Outline of the episode: * [07:45] The fascination towards everything timeless in condition. * [09:53] Make money out of it, not: get rid of it. * [11:03] More than just a business, it's a lifestyle. * [13:22] Alluring Oddities: a thrift store's gross margin. * [14:37] Set your brand different from others. * [15:30] The resurgence in Buffalo's market. * [17:03] Why interact with your audience? Why research? Why benchmark? * [19:44] Connecting to peoples' stories through their belongings. * [25:43] On price tagging. * [26:34] "Community over competition." * [29:22] What your venture will mostly need from you. * [30:06] Putting everyone's strengths at work. Resources: Bounty Hunter TK4 Tracker IV Metal Detector https://amzn.to/3r9THee Value Investing 2nd Edition https://amzn.to/3tbB0sx Principles Of Power https://amzn.to/3tizkx9 Thrift at or Donate to Goodwill: https://www.goodwill.org/shop/ Thrift at or Donate to Salvation Army: https://satruck.org/ About Eric Schleien Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less. Eric currently resides in Philadelphia, PA. Help Out The Podcast If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page! You can subscribe to the podcast on the following platforms: * Apple Podcasts * Stitcher * TuneIn * Spotify * Podbean * iHeart Radio * YouTube CONTACT ERIC SCHLEIEN Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com
34 min
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