(If you have any questions or concerns, comment on this post or email us at chitchatmoneypodcast@gmail.com)
Greetings podcast listeners and readers of the Chit Chat Money newsletter! Today, we have a special email because we have a big change coming to the show. Starting today, all of our “Not So Deep Dive” stock analysis shows — plus some new stuff, detailed below — will be behind a subscription paywall at the cost of $5 a month.
What? A paid podcast subscription? In this economy? Yes, we have decided to move one-third of the show to a subscription service. The other two show formats (Deep Dive interviews and Power Hours) will remain free and ad-supported in the same place you currently listen.
So why did we decide to do this? Because we believe a subscription better aligns with the value we provide on our Not So Deep Dive (NSDD) episodes. Every week, we put in hours and hours of work researching a company and then boil it down to a succinct discussion on the stock in an audio format. In our minds, this is worth much more to regular listeners than having a few advertisements.
If you’re a regular listener to the Not So Deep Dive episodes, we hope you will subscribe to the premium service, as we believe it provides tons of value for the price of one (ok, maybe 1.5) cup(s) of coffee a month. In return, we promise to provide quality work and continually improve the show weekly.
Here’s a list of everything you will get with Chit Chat Money Plus (CCM+).
1. A weekly Not So Deep Dive Podcast Episode
Unchanged from our historical format, subscribers to CCM+ will get four Not So Deep Dive episodes to listen to each month (once a week, every Tuesday).
These shows are typically 40 minutes to 60 minutes long, depending on the complexity of the business, and cover these topics:
What they do
Company history
Industry and competition
Management and ownership
Valuation
Earnings
Balance sheet
Anecdotal evidence
Future growth opportunities
Highlights/lowlights (what we each liked and disliked)
Bull case
Bear case
If you are unaware of how the format works, listen to our still-free shows on Carvana, Hershey, and Pinterest to get the gist of what an episode is like.
2. A weekly newsletter with show notes and research charts from that week’s episode
Along with each NSDD, premium subscribers will get an email newsletter on Tuesday mornings. The newsletter will have a readable show notes outline, charts to help visualize some of the key metrics discussed on the show, and a link to that company’s research folder.
We added this to the premium service because we think written and visual content can help absorb some of the information listeners may have missed when listening to just the podcast.
If you want an example of what subscribers will get, check out our newsletter on Poshmark. We’ve made this one free for potential subscribers to read.
3. Access to our Chit Chat Money Research Folders on Google Drive
To give subscribers even more value, CCM+ members will get access to our research folder for all premium episodes in an easy-to-navigate Google Drive. This includes readable show notes, a Google Sheets file with valuation work, charts, and bull/bear cases.
Our library of shows under CCM+ will only grow over time. Getting access to our archived research folder can help you more easily get up to speed on a company we’ve covered in the past.
4. A monthly Arch Capital podcast episode
For those that don’t know, the Chit Chat Money team also runs an investment partnership called Arch Capital. The fund owns a concentrated portfolio of 8 - 15 stocks that we believe can compound at 15%+ a year. CCM+ subscribers will get access to one episode a month covering a topic relative to the Arch Capital fund. These will range from shows on specific portfolio companies, why we bought or sold a stock, and anything else relating to our investing strategy. We hope this can provide even more value to subscribers.
If you are interested in joining CCM+, you’ll have to sign-up through your podcast player of choice. For some listeners this may require more than one click, so we’ve outlined a step-by-step process for every podcast platform. Find whatever one you plan on using below.
***No matter what service you use, make sure to sign-up with your email and enable us to see your email so we can add you to the premium newsletter list. If you forget, email us and we can get you signed up for the newsletter manually.***
(If you have any trouble signing up, email chitchatmoneypodcast@gmail.com and we can sort things out for you)
Spotify
Subscribing on Spotify is easy:
On our show page, click on the “get access” button or try to play the latest Not So Deep Dive episode.
A link to Anchor will pop up. Hit the “pay with credit card” button or buy with Google or Apple Pay.
If paying with a credit card, enter your information and click “pay and subscribe.”
You are now subscribed! Make sure to click “opt-in” when asked whether you want to share your email. If you don’t, we will not be able to sign you up for our premium mailing list.
When asking what Spotify account to connect to, make sure it is the one you use to listen to our podcast.
Apple Podcasts
Subscribing on Apple Podcasts is very similar to paying for something through the App Store. Apple gives easy instructions on how to sign-up at this link. You should be able to do so right through our podcast page or by trying to click one of our premium episodes.
Overcast, Google Podcasts, and other
If you don’t listen on Spotify or Apple Podcasts, you will need to obtain a private RSS feed from Anchor and embed it directly into your podcast player.
Here are the steps:
Sign-up through this link: https://anchor.fm/chitchatmoney/subscribe
This will take you to the same link as when signing up through Spotify. You will then complete steps 2 -4 on that section.
After signing up, you will receive a private RSS feed. This will also be emailed to you.
Copy the link to your private RSS feed.
Embed it into your podcast player of choice. Since this is different on most platforms, here is a Medium blog post outlining the steps for a variety of different players.
That’s all for this post. Thank you for your continued support, we are excited to keep building the show and help everyone out on their investing journeys.
Hey guys - how do we get access to the google doc research files?