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Chit Chat Money Sunday Recap
Going to try and consistently post on here along with our podcast episodes to get some conversations going
We released three podcast episodes last week:
- Sprout Social Not So Deep Dive
I came away from this recording slightly impressed with $SPT and will be keeping it on my watchlist. Here are two big questions I had:
- Is social media management software an industry with secular growth?
- Will Salesforce acquire the company?
- Deep Dive: Adyen Discussion With Mostly Borrowed Ideas
This was one of the best deep dives we've ever done, mainly because MBI is such a strong analyst and gave a great overview of a complicated business. Adyen feels like a high-quality business but trades at a premium price.
Personally, I come away liking Adyen's model, culture, and strategy compared to Stripe (its closest competitor). Why does Stripe get so much admiration among the investment community?
This is our informal show we are doing once a week now. Here are some questions we discussed on the show:
- Was the $SNAP drawdown an overreaction?
- Implications of the new a16z crypto fund?
- Is there a right way to do executive compensation?
Fire away any comments or questions below
Spotify
Power Hour #8: Snap Meltdown, a16z Crypto Fund, Executive Red Flags
Listen to this episode from Chit Chat Stocks on Spotify. The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
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