Podcast host @chitchatstocks // Head of Research @fiscal_ai
Joined December 2019
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Exciting day for the @Fiscal_ai team!
A monumental milestone for @Fiscal_ai.
@OpenAI has selected Fiscal AI as a Financial Data Provider for ChatGPT. This partnership gives financial professionals & individuals the ability to pull high quality financial data directly into ChatGPT for their research and analysis out of the box.
Investment research with accurate structured data linked back to the source material right inside of ChatGPT is a game changer. With this partnership, OpenAI’s newest models combine Fiscal AI's fundamental financial data which is updated with industry leading speed just minutes after release. ⚡
I find Copart $CPRT really compelling here.
Sub 15x earnings for a capital-light industry leader.
Cost advantage, network effect, massive switching costs for auto insurers.
And management is hammering the buyback.
What’s not to like here?
NEW PODCAST EPISODE!
Copart: A Compounder Stock Down 54% From Highs $CPRT, an @CCM_Ryan research episode
(00:00) Introduction
(05:52) Understanding Copart's Business Model
(14:32) Competition in the Vehicle Remarketing Industry
(29:36) Understanding Market Dynamics and Natural Disasters
(31:44) International Expansion
(33:28) Management Changes
(39:04) Market Share Challenges
(45:05) Valuation
(50:23) Investment Decision
Listen to the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts
Ryan Henderson retweeted
NEW PODCAST EPISODE!
Copart: A Compounder Stock Down 54% From Highs $CPRT, an @CCM_Ryan research episode
(00:00) Introduction
(05:52) Understanding Copart's Business Model
(14:32) Competition in the Vehicle Remarketing Industry
(29:36) Understanding Market Dynamics and Natural Disasters
(31:44) International Expansion
(33:28) Management Changes
(39:04) Market Share Challenges
(45:05) Valuation
(50:23) Investment Decision
Listen to the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts
Text-to-modeling
This is probably the most common use case for AI in my research process right now.
I describe my assumptions, ask for a few years of historical data, and make sure I can verify every cell with a single click.
Ryan Henderson retweeted
All UK/EU markets are now powered by the Fiscal AI Data Feed.
That means for UK & EU companies:
📊 More Data History (+20years/+40quarters)
⚡ Financials updated minutes after earnings
🔢 As-Reported & Standardized View
🔎 Click-Through to Source Filing
⬇️ Download/Export Data
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
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.
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!
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!
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
