Podcast host @chitchatstocks // Head of Research @fiscal_ai
Joined December 2019
- Tweets 6,736
- Following 866
- Followers 11,432
- Likes 21,350
1,053 Photos and videos
Jun 2
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.
Jun 2
**Attention Investors**
Build any financial model you want in minutes and verify every number with a single click.
The Fiscal AI Codex Plugin is insanely powerful.
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May 20
Elon Musk's compensation at SpaceX is based on market cap hurdles, and...
"The Company's establishment of a permanent human colony on Mars with at least 1 million inhabitants"
$SPCX
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Ryan Henderson retweeted
May 7
Brokerage Connections are live on Fiscal AI!📊
You can now link multiple brokerage accounts directly to your dashboard for real-time portfolio updates and analytics.
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Ryan Henderson retweeted
Apr 16
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
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Our marketing dollars at work
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Apr 6
Pretty insane what you can do with Fiscal data inside of Claude.
Build financial models (with TRUSTED data) all with a single prompt.
Apr 6
Fiscal is now an official Claude Connector!
Plug our best-in-class fundamental data directly into Claude with the Fiscal MCP.
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Ryan Henderson retweeted
Apr 3
This month's long-form research report
MercadoLibre: Cheapest In Years $MELI
Read it at Emerging Moats (link in bio)
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Mar 11
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
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Mar 4
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.
Mar 3
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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Feb 19
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!
Feb 18
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 retweeted
Feb 17
"AI is going to kill software"
Meanwhile, at Anthropic...
$CRM
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Feb 12
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
Feb 11
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
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Jan 26
Jan 24
Think software stocks are a good value right now? We had a conversation with @CCM_Ryan from @chitchatstocks last week. Here's the video: youtu.be/D8OFjTHkId0
@fiscal_ai
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Ryan Henderson retweeted
Jan 25
Launching tomorrow... Templates 🔥
Create templates to pull metrics instantly across any company you are researching.
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Jan 12
“800k Botox procedures in 2000 has grown to an estimated 10 million today… It is a self-reinforcing beautification arms race.”
Good stuff on Evolus $EOLS from @CCM_Brett
emergingmoats.com/p/evolus-t…
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18 Dec 2025
TLDR:
I’m a sucker for a chart like this.
17 Dec 2025
🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨
@CCM_Ryan: Should I Buy Monday dotcom Stock? $MNDY
(00:00) Introduction
(03:37) Growth Metrics and Business Model
(06:19) History
(09:30) Understanding the Product and User Experience
(12:20) Market Position and Competitive Landscape
(15:16) Financial Analysis and Valuation Insights
(33:28) Profit Margins and Stock-Based Compensation
(43:25) The Stickiness of Software and Customer Retention
(49:53) AI's Impact on Task Management Software
(57:30) Management Dynamics and Company Valuation
Listen to the full episode of the Chit Chat Stocks Podcast on YouTube, Spotify, or Apple Podcasts
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26 Nov 2025
Michael Burry’s thoughts on chip depreciation schedules:
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21 Nov 2025
Sprouts Farmers Market looks attractive here for the first time in a while.
Unique concept with a long runway for reinvestment.
Great writeup from @CCM_Brett
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