Ryan Henderson
6.7K posts
Ryan Henderson
@CCM_Ryan
Podcast host @chitchatstocks // Head of Research @fiscal_ai
Katılım Aralık 2019
861 Takip Edilen11.5K Takipçiler
You really don’t need expensive research tools or platform subscriptions to do good stock research.
But sometimes it can be hard to find the right one, for the right moment.
Therefore, I’ve curated a full and complete list of all the tools I use.
Check it out! Free to read.
Do you have any suggestions for tools to use? Let me know!
Link to the article in the comment section:
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@fiscal_ai @PythiaR sorry for basic question, but how do make negative appear positive on that chart?
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Basically nobody on fintwit pushing $RACE ever accounted for their capitalized R&D. The stock was at like a 1% FCF yield at the peak.
Fiscal.ai@fiscal_ai
Ferrari is now in its largest drawdown ever. -43.1% from highs. $RACE
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@accidentalinve4 @chitchatstocks @CCM_Brett Honestly, don’t know how we missed it. Incredible returns last 5 years
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@chitchatstocks , @CCM_Ryan @CCM_Brett - hi guys listened to your podcast on stock exchanges. any reason why you skipped bse (bombay stock exchange) - 46.5 % cagr since it listing at its ipo price in 2017 (adjusting for bonus issues) - the only listed stock exchange in India.
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Ryan Henderson retweetledi
@ReneSellmann @chitchatstocks Yep, fun episode. Lots of local monopolies!
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Fun fact from a recent @chitchatstocks episode:
There are around 40 stocks exchange businesses publicly traded.
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@AKWilk I don’t think most people fully grasp how hard building a realtime fundamental data feed is. Especially for non-US equities.
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Bom Kim sounds an awful lot like Bezos:
“Relentless innovation fuels not only growth, but also continuous improvements in our processes and margins. We have always believed that customer experience and operational excellence can advance hand in hand.”
$CPNG
Fiscal.ai@fiscal_ai
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Drew has one of the best finance channels on YouTube.
Truly exceptional content.
Awesome to see all the people that have discovered Drew’s page these last couple months.
Drew Cohen@DrewCohenMoney
My YouTube editor, Matt, accuses me of running 100's of fake pseudo accounts. The truth is we are very blessed by the positive reception of our work. Thank you all for the support! 🙏It defintely motivates us to keep pushing out more content. Speaking of which... Intuit is dropping Wednesday and AMD this Saturday!
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@plantmath1 @StockMarketNerd Hey Plant, some others have already answered it here already but to reiterate, fiscal does aggregate its own data and we sell that data to other platforms in addition to using it for our own terminal.
Others typically buy from vendors (like fiscal) and differentiate on UI/UX.
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@StockMarketNerd I have a dumb question, are all of these young platforms using the same underlying data aggregators and thus the differentiation is the UI/UX?
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Very glad you shared... here's full conversation.
Very comfortable with letting people arrive at their own conclusions.
You cut a contract. That was your prerogative. Totally fine. I told you I was going to stop using the charts I had to use as part of that contract.
You reacted this way.
Makes you look bad.... which I guess you decided was a good decision today.
Braden Dennis 📊@BradoCapital
Receipts for people to make their own decision. Here is the DM @StockMarketNerd sent me last year out of nowhere after my Marketing Team simply said they were not renewing the sponsorship that quarter (totally normal). Redacted other platform's name to keep them out of it, they're great.
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@BradoCapital LOL they can keep trying to rip off the fiscal interface but they sure can’t replicate the data
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I'm pleased to announce I have been promoted to Product Manager at Qualtrim.
Through the past year, I have been designing their whole product for free at no charge.
Delighted to continue this journey.
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@chrisbarber @TiingoFinance @DatabentoHQ @massive_com @Finnhub_io @fiscal_ai @SimFinOfficial @AlpacaHQ Good list. Only one of those market data providers has real-time fundamentals tho (Fiscal AI) 👀
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utilities/apis for devs building financial ai tools:
- market data: @TiingoFinance, @DatabentoHQ, @massive_com, @Finnhub_io, @fiscal_ai
- fundamentals and filings: financial modeling prep, sec-api, edgar, @SimFinOfficial
- execution: @AlpacaHQ
- macro: fred
- research and backtesting: @QuantConnect
what else is good?
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It shocks me how overlooked Zoom $ZM is.
Core business is a growing cash flow machine with record low churn. Plus, they’ve got a $2B-$4B stake in Anthropic.
Thank you to @_SeanDavid for such a great episode!
Chit Chat Stocks@chitchatstocks
NEW PODCAST EPISODE! Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, w/ @_SeanDavid $ZM (00:00) Introduction (11:23) Zoom's Business Model Evolution (20:50) AI Integrations (26:36) Anthropic Investment (32:18) AI's Dominance Over Software (39:09) The Impact of COVID on Zoom's Growth (42:25) Zoom's Pricing Power and Market Position (45:48) Capital Returns and Buyback Strategies (51:40) Valuation (55:31) Misunderstandings About Zoom's Business Model Listen to full episodes of the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts
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Ryan Henderson retweetledi
Constellation Software strikes me as one of the least likely software businesses to be disrupted by AI.
@DrewCohenMoney does a great job explaining why in this conversation
Chit Chat Stocks@chitchatstocks
NEW PODCAST EPISODE! Will AI Kill Constellation Software? With @DrewCohenMoney From @Speedwell_LLC (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) Leadership Transition and Its Implications (28:29) Cultural Impact and Decentralization in Business (29:04) AI's Influence on Acquisition Strategies (31:48) Valuation Metrics and Market Perception (35:51) Stock Buyback? (43:11) The Unique Culture of Constellation Software Listen to full episodes of the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts $CSU
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Ryan Henderson retweetledi
Launching tomorrow... Templates 🔥
Create templates to pull metrics instantly across any company you are researching.
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