Chit Chat Money
Chit Chat Money
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Uncover potential new investments by listening to Chit Chat Money. Every Thursday, we interview analysts on our "Deep Dive" episodes. On Sundays, we release our casual "Investing Power Hour" episodes. On Tuesdays, we release our "Not So Deep Dive" stock research shows.
Available episodes
Newest first
Oldest first
16 hours ago
PayPal (Ticker: PYPL) Not So Deep Dive
PayPal Holdings, Inc. (PYPL) is a leading digital payments platform that facilitates secure online transactions and money transfers, catering to a wide range of individuals and businesses globally, and driving the shift towards digital commerce. At the end of the month, we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PayPal. Enjoy the show!
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:55)
Industry | (21:16)
Management & Ownership | (28:06)
Earnings | (34:50)
Balance Sheet | (40:14)
Valuation | (44:27)
Our Analysis | (45:33)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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2 days ago
Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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5 days ago
The State of the Music Industry With Sleepwell Capital
The music industry is a complex landscape with diverse revenue streams, including streaming, live performances, and licensing, but faces ongoing challenges such as digital distribution, piracy, and fair compensation in the streaming era. Listen as Brett and Ryan ask questions about the industry, various business models, and market competition. Enjoy the show!
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Sleepwell Capital's work? Check out their Twitter here: https://twitter.com/SleepwellCap?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Music Industry | (2:51)
Song vs. Composition | (17:18)
Music Streaming | (58:19)
2 corrections from the show: 1) The recorded music industry is approximately 3 times the size of the publishing side, not 4 times. And 2) The new Warner Music Group CEO is the former chief business officer of Youtube.
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 30, 2023
Why We Own Dropbox (DBX)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Dropbox Inc. (DBX) provides cloud-based file storage and collaboration services, empowering users with enhanced productivity and data security in a competitive market. Brett and Ryan dive through Nintendo and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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Timestamps
Company Background | (2:54)
Differentiation | (9:43)
Performance | (14:36)
Acquisitions | (34:35)
AI Risks | (55:58)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 28, 2023
Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 25, 2023
TFS Financial (Ticker: TFSL) with Jim Gillies
TFSL is a financial holding company that provides high-yield savings accounts and underwrites mortgages. Due to the recent banking panic and turmoil, shares currently offer more than a 9% dividend yield. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Jim's work? Check out their Twitter here: https://twitter.com/JimPGillies?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
TFS Financial | (2:36)
Interest Rates | (36:22)
Dividend | (48:30)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 23, 2023
Boeing (Ticker: BA) Not So Deep Dive
Boeing (BA) is a global aerospace company that manufactures commercial airplanes and defense systems but has encountered setbacks such as the 737 MAX grounding and pandemic-related impacts on the aviation industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Boeing. Enjoy the show!
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:03)
Industry | (19:45)
Management & Ownership | (24:25)
Earnings | (32:40)
Balance Sheet | (38:37)
Valuation | (41:47)
Our Analysis | (43:17)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 21, 2023
Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 18, 2023
Hirequest (Ticker: HQI) with Aaron Edelheit
HireQuest, Inc. (HQI) is a staffing company that provides temporary and permanent staffing solutions in the light industrial and skilled trades sectors, with a focus on blue-collar jobs. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Aaron's work? Check out their Twitter here: https://twitter.com/aaronvalue?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Hirequest | (2:30)
Costs & Prospects | (15:44)
Infrastucture Bill | (33:04)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 16, 2023
Rocket Lab (Ticker: RKLB) Not So Deep Dive
Rocket Lab (RKLB) is a space technology company that specializes in rocket launches and satellite development, and recently announced plans to develop a reusable rocket, while also partnering with private companies and government agencies for space missions. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Rocket Lab. Enjoy the show!
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (1:53)
Industry | (13:10)
Management & Ownership | (20:23)
Earnings | (23:50)
Balance Sheet | (28:05)
Valuation | (30:36)
Our Analysis | (31:47)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 14, 2023
Investing Power Hour #58: Ban Bank Short Sales? Block/TIDAL Debacle; Inflation Update
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 11, 2023
Copart (Ticker: CPRT) with Leandro From Best Anchor Stocks
Copart, Inc. (CPRT) is an online vehicle auction and remarketing company that provides a platform for buyers and sellers to transact vehicles, with a focus on salvage vehicles and parts. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Leandro's work? Check out their Twitter here: https://twitter.com/Invesquotes?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Copart | (2:08)
Customers | (13:22)
Stock Buybacks | (47:32)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and port…
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May 9, 2023
General Dynamics (Ticker: GD) Not So Deep Dive
General Dynamics Corporation (GD) is a global aerospace and defense company that produces a range of products from business aviation to combat vehicles and has contracts with the US government and other countries. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of General Dynamics. Enjoy the show!
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:00)
Industry | (17:22)
Management & Ownership | (21:46)
Earnings | (24:40)
Balance Sheet | (27:35)
Valuation | (28:35)
Our Analysis | (29:45)
Disclosure: Chit Chat Money hosts and guests are not financ…
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May 7, 2023
Investing Power Hour #57: Earnings Recap; Bitcoin Hyperinflation Bet; Shopify Exits Logistics
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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May 4, 2023
General Motors (Ticker: GM) with Travis Hoium
General Motors Company (GM) is a multinational corporation that designs, manufactures, and markets vehicles and vehicle parts, and has recently committed to electric vehicles with its Ultium platform, while also facing chip shortages and production disruptions. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Travis's work? Check out their Twitter here: https://twitter.com/TravisHoium?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
GM | (2:21)
Cruise | (18:59)
Risks | (41:51)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Bret…
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May 2, 2023
Why We Own Nintendo (NTDOY)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Nintendo Co., Ltd. (NTDOY) is a Japanese multinational consumer electronics and video game company that has seen strong sales growth in its Switch console, while also facing supply chain and production challenges. Brett and Ryan dive through Nintendo and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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Time…
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Apr 30, 2023
Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this s…
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Apr 27, 2023
Crocs (Ticker: CROX) with Jacob Franklin
Crocs (CROX) designs and manufactures casual footwear, with strong pandemic demand but also faces supply chain disruptions and sustainability concerns. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Jacob's work? Find him on Seeking Alpha: https://seekingalpha.com/author/jacob-franklin
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Crocs | (3:24)
Partnerships | (13:31)
Acquisitions | (23:…
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Apr 25, 2023
PepsiCo (Ticker: PEP) Not So Deep Dive
PepsiCo Inc. (PEP) is a multinational food and beverage corporation with popular brands like Pepsi, Frito-Lay, and Quaker Oats, but is facing inflationary pressures and supply chain disruptions. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PepsiCo. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Bac…
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Apr 23, 2023
Investing Power Hour #55: Apple Savings; $TSLA + $NFLX Earnings; Taylor Swift and FTX
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this s…
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Apr 20, 2023
APi Group (Ticker: APG) with Ben Tewey
APi Group Corporation (APG) is a roll-up of safety inspection companies that provide services for fire, HVAC, and entry systems. Listen as Brett and Ryan ask Ben questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Ben's work? Check out his Substack here: https://vestrule.substack.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps APi Group | (3:28) Competitive Advantages | (13:32) Commercial Real Estate | (24:58) Valuation | (…
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Apr 18, 2023
Philip Morris International (Ticker: PM) Not So Deep Dive
Philip Morris International Inc. (PM) manufactures and sells tobacco products, with a focus on reduced-risk products, but faces regulatory challenges and declining smoking rates. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Philip Morris. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:0…
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Apr 16, 2023
Investing Power Hour #54: $AMZN Annual Letter; Mario Movie Pops; Buffett in Japan
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities disc…
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Apr 13, 2023
Alsea (Ticker: ALSEA) with Ian Bezek
Alsea operates fast food, cafeteria, casual food, casual fast food, and family restaurants in Latin America and Europe. The company franchises common franchise restaurants from America such as Domino's Pizza, Starbucks, and many others. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Ian's work? Check out their Twitter here: https://twitter.com/irbezek?s=20
Contact us: chitchatmoneypodcast@gmail…
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Apr 11, 2023
Monster Beverage (Ticker: MNST) Not So Deep Dive
Monster Beverage (Ticker: MNST) produces energy drinks and other non-alcoholic beverages, with strong growth in its energy drink segment, but also facing competition and regulatory scrutiny over safety and marketing practices. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Monster Beverage. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneyp…
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Apr 9, 2023
Investing Power Hour #53: Stripe Annual Letter; Deep Value in Colombia; $COST Comp Report
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities disc…
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Apr 6, 2023
Altria Group and the US Tobacco Market (Ticker: MO) with Devin LaSarre
Altria (Ticker: MO) is a publicly traded company that owns major tobacco brands and is diversifying into alternative products and cannabis investments amid declining sales and increasing regulation. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Devin's work? Check out their Twitter here: https://twitter.com/DevinLaSarre?s=20
Subscribe to Devin's Substack called Invariant: https://invariant.sub…
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Apr 4, 2023
Why We Own Match Group (Ticker: MTCH)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Match Group Inc. (MTCH) operates popular dating apps, including Tinder, experiencing strong user engagement and revenue growth, but facing competition and regulatory risks associated with user data privacy and security. Brett and Ryan dive through Nelnet and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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Apr 2, 2023
Investing Power Hour #52: Will $AMZN Buy $AMC; Precarious Commercial RE; No Banking Crisis?
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities disc…
playlist_add
Mar 30, 2023
Legacy Housing (Ticker: LEGH) with WealthOrDie
Legacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory challenges in a competitive industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Phillip's work? Check out their Twitter here: https://twitter.com/WealthOrDie?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Legacy Housing |…
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Mar 28, 2023
Spark Networks (Ticker: LOV) Not So Deep Dive
Spark Networks (Ticker: LOV) is a publicly traded company that operates several online dating platforms, experiencing strong revenue growth amid the pandemic, but facing competition and risks associated with user data privacy and security. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Spark Networks. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us:…
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Mar 26, 2023
Investing Power Hour #51: $SQ Short Report; $COIN SEC Investigation With The Smattering Crew
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
Interested in more Content like this Episode:
https://podcasters.spotify.com/pod/show/the-smattering
https://www.youtube.com/@TheSmatteringShow
https://twitter.com/marketmusician
https://twitter.com/TheSmattering
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, an…
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Mar 23, 2023
Arhaus (Ticker: ARHS) with Stranger Capital
Arhaus is a private home furnishings retailer that offers a range of high-quality and sustainably sourced furniture, decor, and accessories for homes and offices, and is known for its commitment to craftsmanship, design, and ethical sourcing in the competitive furniture market. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Stanger Capital's work? Check out their Twitter here: https://twit…
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Mar 21, 2023
Grindr (Ticker: GRND) Not So Deep Dive
Grindr Inc. (GRND) operates the popular dating app for LGBTQ+ individuals, and has experienced a surge in user engagement amid the pandemic, but the company faces stiff competition and growing concerns over data privacy and security in a highly competitive and crowded market. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Grindr. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.co…
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Mar 19, 2023
Investing Power Hour #50: Silicon Valley Bank Collapse; MSFT vs. GOOG AI War; Are Banks Investable?
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
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Mar 16, 2023
Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya
In this episode, we'll be diving into the current stock market earnings season and other topics Erik Mokoya has been reading about for The Transcript. Listen as Brett and Ryan ask questions for Erik to answer. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Subscribe to The Transcript: https://thetranscript.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Earnings Season | (2:58)
Supply Chain | (5:07)
Layoffs | (14:55)
Semiconductors | (33:38)
Disclosure: Chit Chat Money hosts and…
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Mar 14, 2023
Bumble (Ticker: BMBL) Not So Deep Dive
Bumble Inc. (Ticker: BMBL) is a popular online dating company with a focus on promoting safe and equitable interactions, empowering women, and driving innovation in the competitive dating market. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Bumble. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Compan…
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Mar 12, 2023
Investing Power Hour #49: Capital Gains Taxes, Altria Buys NJOY, & Sony’s Weak Dispute
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed o…
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Mar 9, 2023
Pool Corporation (Ticker: POOL) with Simon Handrahan
POOL Corporation (POOL) is the world's largest wholesale distributor of swimming pools and related backyard products, serving over 120,000 customers in North America, Europe, and Australia. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Simon's work? Check out their Twitter here: https://twitter.com/MoS_Investing?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Pool Corporatio…
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Mar 7, 2023
Why We Own Nelnet (Ticker: NNI)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Nelnet (Ticker: NNI) has a diversified business model that includes student loan servicing, tuition payment processing, and digital learning platforms, NNI has been able to adapt to changing market conditions and deliver strong financial results. Brett and Ryan dive through Nelnet and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
*****…
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Mar 5, 2023
Investing Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Annual Letter
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
Interested in more info like this from Emmett: https://charging-and-fearless.beehiiv.com/subscribe?utm_source=chitchatmoney&utm_medium=referral&utm_campaign=promo
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice o…
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Mar 2, 2023
DexCom (Ticker: DXCM) with Nick Sciple
DexCom (DXCM) is a leading medical device company that develops and commercializes continuous glucose monitoring (CGM) systems for patients with diabetes. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Nick's work? Check out their Twitter here: https://twitter.com/investingnick?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
DexCom | (3:15)
Future Products | (21:05)
Manage…
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Feb 28, 2023
American Express (Ticker: AXP) Not So Deep Dive
American Express (AXP) is a global financial services company that provides payment and travel-related services to consumers and businesses worldwide. The company was founded in 1850 and is headquartered in New York, New York. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of American Express. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneyp…
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Feb 26, 2023
Investing Power Hour #47: Walmart Smells a Recession; Coinbase Earnings; Microsoft/ATVI Update
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
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Feb 23, 2023
The Banking Industry with John Maxfield
The banking industry plays a crucial role in the stock market, as banks often form a significant portion of many investment portfolios. As a highly regulated industry with cyclical tendencies, banking stocks can be impacted by a wide range of factors, from economic conditions and interest rates to changes in government policies and regulations. Listen as Brett and Ryan ask questions for John to answer. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of John's work? Check out his Twitt…
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Feb 21, 2023
Block (Ticker: SQ) Not So Deep Dive
Block, formerly known as Square, is a financial services and digital payments company that provides mobile payment solutions and other financial services to small businesses and individuals. The company was founded in 2009 and is headquartered in San Francisco, California. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Block. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitc…
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Feb 19, 2023
Investing Power Hour #46: Earnings Roundup; Munger Off the Cuff; Housing Update
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
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Feb 16, 2023
FICO (Ticker: FICO) with Buyback Capital
FICO or Fair Isaac Corporation, develops analytic, software, and data decisioning technologies and services. The company's products and services help businesses make more informed decisions by analyzing consumer credit data and providing credit scores and predictive analytics solutions. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Buyback Capital's work? Check out their Twitter here: htt…
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Feb 14, 2023
MarketAxess (Ticker: MKTX) Not So Deep Dive
MarketAxess is a leading electronic trading platform that enables institutional investors to trade fixed-income securities globally with a range of tools and functionality. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of MarketAxess. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:40)…
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Feb 12, 2023
Investing Power Hour #45: $MSFT Coming for Google; Affirm Layoffs; $UBER Earnings
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
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Feb 9, 2023
Allison Transmission with Rod Alzmann (Ticker: ALSN)
Allison Transmission Holdings Inc. (Ticker: ALSN) is an American manufacturer of automatic transmissions and hybrid propulsion systems for commercial vehicles. The company was founded in 1915 and is headquartered in Indianapolis, Indiana. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Rod's work? Check out their Twitter here: https://twitter.com/RodAlzmann?s=20&t=tmx8adXOBhmyc2jCqCsiHw
Co…
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Feb 7, 2023
Why We Own Alphabet/Google (Ticker: GOOG)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Google (listed under its parent company: Alphabet) provides various products and platforms around the world. It is likely that you use Google products every day. These services include ads, Android, Chrome, hardware, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Brett and Ryan dive through Google and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Lea…
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Feb 5, 2023
Investing Power Hour #44: FANMAG vs. Berkshire; Rebubble Stocks; Munger on Crypto
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
playlist_add
Feb 2, 2023
How Wise Is Disrupting The Cross-Border Payments Market, with Luke Hallard (Ticker: WISE)
Wise provides cross-border money transfer services for personal and business customers. The company was founded in 2010 and is based in London, UK. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Luke's work? Check out their Twitter here: https://twitter.com/7LukeHallard?s=20&t=37KV-d1179kMwAdDSBDZXg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Wise | (2:37)
Upstart Competitio…
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Jan 31, 2023
Salesforce (Ticker: CRM) Not So Deep Dive
Salesforce provides customer relationship management technology. Customer Relationship Management (CRM) is a strategy and technology used to manage and improve business interactions with customers and potential customers. It is important to differentiate between CRM the acronym and CRM the ticker symbol for Salesforce. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Salesforce. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and pro…
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Jan 29, 2023
Investing Power Hour #43: Hindenburg Exposes Adani; Personal Finance Questions; AR/VR Busts Again
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
playlist_add
Jan 26, 2023
Is Big Lots a Deep Value Gem? With David Katunaric (Ticker: BIG)
Big Lots is a retail chain that sells a wide variety of discounted home goods. The company was founded in 1967 and is headquartered in Columbus, Ohio. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of David's work? Check out their Twitter here: https://twitter.com/david_katunaric
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Big Lots | (2:48)
Why is the Stock Down 75%? | (17:45)…
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Jan 24, 2023
Meta Platforms (Ticker: META) Not So Deep Dive
Meta Platforms develops products that enable people to connect and share with friends and family. The company was formerly known as Facebook and changed its name to Meta Platforms in October of 2021. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Meta. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company…
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Jan 22, 2023
Investing Power Hour #42: $NFLX Earnings Reaction; Cigarette Volume Trends; Stagnating Tik-Tok
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
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Jan 19, 2023
Navigating Deep Value Microcaps and Altisource Asset Management (Ticker: AAMC) with Jeff Moore
Altisource Asset Management operates an alternative lending company that provides liquidity and capital to institutional investors across the United States. The company was founded in 2012 in Christiansted, Virgin Islands. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Jeff's work? Check out their Twitter here: https://twitter.com/ragnarisapirate?s=20&t=tSEcVHDEO5BV2RJ-P-WCrQ
Contact us: chitchatmon…
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Jan 17, 2023
Amazon (Ticker: AMZN) Not So Deep Dive
Amazon might be the most well know online retailer in the United States. The company offers more than just an online marketplace, they also have physical stores. Additionally, Amazon offers Amazon Web Services. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Amazon. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timest…
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Jan 15, 2023
Investing Power Hour #41: Exodus at Salesforce; Taiwan Semi Earnings; Amazon's Shopify Killer?
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities…
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Jan 12, 2023
Can Interactive Brokers Thrive With High Interest Rates? A Deep Dive with Luis V. Sanchez (Ticker: IBKR)
Interactive Brokers operates as an automated electronic broker worldwide. The company serves institutional and individual customers through approximately 150 electronic exchanges. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_*****************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Luis's work? Check out their Twitter here: https://twitter.com/LuisVSanchez777?s=20&t=zeqXC9VqTUE5El6YtUUE9g
Contact us: chitchatmoneypodcast@gmail.com
Timestamps…
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Jan 10, 2023
Microsoft (Ticker: MSFT) Not So Deep Dive
Microsoft operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The company was founded in 1975 and is headquartered in Redmond, Washington. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Microsoft. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Co…
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Jan 8, 2023
Investing Power Hour #40: $AMZN Fires 18,000 People, $MSFT and ChatGPT, $TSLA Delivery Numbers
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
Interested in more of Paul's work? Find it here: https://substack.com/profile/28187575-paul-cerro
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general…
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Jan 5, 2023
The State of the Cloud in 2023 with Shawn Wang
The "Cloud" in its simplest form refers to servers with data stored on them and those servers can be accessed over the internet. Many companies like Amazon, Microsoft, and Alphabet lead this fast-growing industry. Listen in as Brett and Ryan ask questions about the cloud and what growth will look like over the next few years. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Shawn's work? Check out their Twitter here: https://twitter.com/swyx?s=20&t=pMnKcZ7lY8rGjzEnSZavYg
Contact us:…
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Jan 3, 2023
Arch Capital Episode: Why We Own Wix (Ticker: WIX)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Wix operates a cloud-based platform that enables anyone to create a website. The company was founded in Tel Aviv, Israel in 2006. Brett and Ryan dive through Wix and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs,…
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Jan 1, 2023
Investing Power Hour #39: 2022 Year in Review, 2023 Bold Predictions
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: _https://www.stratosphere.io/_
_******************************_
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Dec 29, 2022
Moody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski
Moody's Corporation (Ticker: MCO) is an integrated risk assessment firm that operates through two segments: Moody's Investors Service and Moody's Analytics. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Joe's work? Check out their Twitter here: https://twitter.com/InvestingWJoe?s=20&t=jlU7hh_Bv9YsEOcOwjqw4A
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Moody's | (4:25)
Management | (23:27)
Disclosure: Chit Chat Money hosts and g…
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Dec 27, 2022
BigCommerce (Ticker: BIGC) Not So Deep Dive
BigCommerce Holdings (Ticker: BIGC) operates a software-as-a-service platform for small businesses, mid-markets, and large enterprises. The company was founded in Sydney, Australia in 2009. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of BigCommerce. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (4:08)
Industry | (14:11)
Management & Ownership | (16:…
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Dec 25, 2022
Investing Power Hour #38: FTX Employees Flip on SBF; YouTube gets NFL Sunday Ticket; Is Tesla Toast?
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.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Dec 22, 2022
Can Anyone Buy a Small Business? With Paul Cerro
Paul Cerro is the CEO of Cedar Grove Capital. As he joins us today, Paul describes the transition that he is making with his investing decisions. Paul is focusing on buying small private companies. Listen closely to learn more about this strategy and how Paul expects it to play out. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Paul's work? Check out their Twitter here: https://twitter.com/paulcerro?s=20&t=6Lm5fCKPvI7wyNNKFZTFdg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Paul's Inspiration | (4:52)
How to Find New Bus…
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Dec 20, 2022
Squarespace (Ticker: SQSP) Not So Deep Dive
Squarespace operates a platform for businesses and independent creators to build an online presence. The company enables its users to manage projects and businesses through custom websites. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Squarespace. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:33)
Industry | (12:30)
Management & Owners…
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Dec 19, 2022
BONUS Episode! 7investing Year in Review Covering Tesla, Amazon, Illumina + More
In this episode, we review many different companies that have made significant moves during the year. 7investing joins to give their incredibly well-researched analysis and opinions. Listen closely to find out if any of your holdings had newsworthy updates. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
7investing Year in Review: https://7investing.com/company-update/your-2022-7investing-year-in-review/
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of 7investing's work? Follow them on Twitter here: https://twitter.com/7investing?s=20&t=dWSrp6mORbWwyzuupxBSqg
Contact us: chitchatmo…
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Dec 18, 2022
Investing Power Hour #37: FTX Testimony, State of Video Games, Private Equity Software Investments
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.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Dec 15, 2022
Is Blackstone a Misunderstood Compounder? With John Rotonti (Ticker: BX)
Blackstone Inc. is an alternative asset management firm. The company is the largest alternative asset manager in the world and the largest real estate investor in the world. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of John's work? Check out their Twitter here: https://twitter.com/JRogrow?s=20&t=3h_QT9eAJOY-GRPDzuH3BA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Blackstone | (4:57)
How Do They Make Money? | (11:49)
What is a B…
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Dec 13, 2022
GoDaddy (GDDY) Not So Deep Dive
GoDaddy is most well-known for its domain name registration service. The company assists customers at the initial stage of establishing a digital identity. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of GoDaddy. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:29)
Industry | (19:00)
Management & Ownership | (26:14)
Earnings | (32:27)
Bal…
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Dec 11, 2022
Investing Power Hour #36: Holiday Spending Data, $TSM Bets Big on AZ, BREIT Halts Redemptions
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.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Dec 8, 2022
Does Pacifico Airports Have an Impenetrable Moat? (Ticker: PAC) with Ian Bezek
Pacifico Airports manages, operates, and develops airports primarily in Mexico's Pacific region. The company's revenue is made through contracts, parking, advertising, and rental spaces inside the airport. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Ian's work? Check out their Twitter here: https://twitter.com/irbezek?s=20&t=sU7YZPBZj3fojwmC-ZqiUg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Pacifico Airports | (4:05)
Growth |…
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Dec 6, 2022
MercadoLibre (Ticker: MELI) Not So Deep Dive
MercadoLibre operates an eCommerce platform primarily in Latin America. The company enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases online. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of MercadoLibre. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (4:00)
Industry | (13:06)
Management & Owne…
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Dec 5, 2022
Why We Own Autodesk (Ticker: ADSK)
This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.
Autodesk provides 3D design, engineering, and entertainment software and services worldwide. The company was founded in 1982 in Mill Valley, California. Brett and Ryan dive through Autodesk and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
**********************************************************************
What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
**********************************************************************
_Timestamps_
Why do we own Autodesk? (4:03)
What are their products? (15:43)
Valuation (4…
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Dec 4, 2022
Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation
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.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Dec 1, 2022
Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)
Digital Turbine delivers a mobile growth platform for advertisers, publishers, carriers, and device original equipment manufacturers. The company offers all kinds of publishers the ability to advertise to consumers on mobile devices. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Will's work? Check out their Twitter here: https://twitter.com/FundasyInvestor?s=20&t=yhLXqIW46FcApFMJGP3lgw
Contact us: chitchatmoneypodcast@gmail.com
Time…
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Nov 29, 2022
PTC (Ticker: PTC) Not So Deep Dive
PTC Inc. offers software products and professional services that support 3D and AR design. The company was founded in 1985 and is headquartered in Boston, Massachusetts. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PTC. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:48)
Industry | (13:40)
Management & Ownership | (16:37)
Earnings…
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Nov 27, 2022
Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa
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.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Nov 24, 2022
Leatt Corporation (Ticker: LEAT) with Deep Sail Capital
Leatt Corporation develops and distributes personal protective equipment for participants in motorsports and leisure activities. The company produces helmets, body armor, braces, guards, hydration systems, and apparel. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Deep Sail Capital's work? Check out their Twitter here: https://twitter.com/DeepSailCapital?s=20&t=mGqtopmQ-1q-JrQio8jkTg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Leatt | (4:1…
playlist_add
Nov 22, 2022
Procore (Ticker: PCOR) Not So Deep Dive
Procore Technologies (Ticker: PCOR) provides a cloud-based construction management platform and related software products. The company's products allow for collaboration between internal and external stakeholders during all stages of the construction process. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Procore. Enjoy the show!
******************************
Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamp…
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Nov 20, 2022
Investing Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet
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.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Nov 17, 2022
Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)
Zoom Video Communications is most well known for its video conferencing product that became popular during the pandemic. The company offers more than just a video service though. Zoom offers HD video, voice, chat, and content sharing with various different products. Listen as Brett and Ryan ask Sean questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Sean's work? Check out his Twitter here: https://twitter.com/_SeanDavid?s=20&t=SyDUYWKbAX7BSikYbhVNYA
Contact us: chitchatmoneypo…
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Nov 15, 2022
Bentley Systems (Ticker: BSY) Not So Deep Dive
Bentley Systems provides infrastructure engineering software solutions across the globe. For those of us that may not be engineers, the company's software provides solutions for buildings that are stationary. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Bentley Systems. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:53)
Industry |…
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Nov 13, 2022
Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast
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.
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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
playlist_add
Nov 10, 2022
Why eDreams Is Winning in European Travel (Ticker: EDR) with Chadd Garcia
eDreams operates as an online travel company in Europe. The company offers deals for flights, hotels, and other travel needs. eDreams was founded in 1999 in Silicon Valley. Listen as Brett and Ryan ask Chadd questions about the company, its business model, and valuation. Enjoy the show!
*****************************
Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Chadd's work? Check out the Ave Maria Fund here: https://www.avemariafunds.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
eDreams | (5:12)
Unit Economics | (18:59)
Valuation | (26:25)
Disclosure: Chit Cha…
playlist_add
Nov 8, 2022
ANSYS (Ticker: ANSS) Not So Deep Dive
ANSYS designs engineering simulation software and services for a variety of industries. The company's software allows engineers to test whether or not ideas/products would be viable in the real world. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of ANSYS. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:30)
Industry | (11:28)
Managemen…
playlist_add
Nov 6, 2022
Investing Power Hour #31: Q3 Earnings Season, Betting on Cloud, What Price is $META a Buy?
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.
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
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Nov 3, 2022
Is IAC Undervalued? With Ramneek Kundra (Ticker: IAC)
InterActiveCorp (IAC) operates as a media and internet company. The company operates various companies across many different industries. IAC was founded in 1995 and is headquartered in New York City. Listen as Brett and Ryan ask Ramneek questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Ramnkeek's work? Follow him on Twitter here: https://twitter.com/iramneek?s=20&t=rJHq2SKTDBGZG4JmNaMzmA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
IAC | (5:55)
Various Companies…
playlist_add
Nov 2, 2022
BONUS Episode! Biotech + Semiconductors With 7investing
On the 1st of every month, 7investing publishes its seven best investment ideas. Brett, Ryan, Simon, and Krzysztof discuss the craze of the market. Listen in to hear where some hidden gems might be found in the current economic conditions. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of 7investing's work? Follow them on Twitter here: https://twitter.com/7investing?s=20&t=dWSrp6mORbWwyzuupxBSqg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
7investing (2:22)
Earnings (16:29)
Electric Vehicles (26:22)
Aging is a Disease (3…
playlist_add
Nov 1, 2022
Dassault Systemes (Ticker: DASTY) Not So Deep Dive
Dassault Systemes provides software solutions and services worldwide. The company's most popular product is SOLIDWORKS, which is a 3D design software. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Dassault Systemes. Enjoy the show!
******************************
Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:07)
Industry | (11:48)
Management & Ownership | (14:29)
Earning…
playlist_add
Oct 30, 2022
Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings
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.
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
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
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Oct 28, 2022
Why We Own Consorcio ARA (Ticker: ARA.MX)
This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.
Consorcio ARA constructs and sells entry-level and middle-income residential housing developments in Mexico. The company was founded in 1977 in Mexico. Brett and Ryan dive through Consorcio ARA and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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playlist_add
Oct 27, 2022
Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)
Subsea 7 delivers offshore projects and services for the energy industry worldwide. The company provides project management for heavy machinery offshore projects. This includes everything from design to installation. Listen as Brett and Ryan ask Bob questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Bob's work? Follow him on Twitter here: https://twitter.com/BobRobotti?s=20&t=CyIvo0ZEdvDVvNxruG_i3w
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Subsea 7 | (9:27)
Differentiation | (30:35)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this sh…
playlist_add
Oct 25, 2022
LGI Homes (Ticker: LGIH) Not So Deep Dive
LGI Homes designs, constructs, and sells a variety of home types. The company sells entry-level homes, attached and detached homes, active adult homes, and luxury homes. At the end of the month, we will publish an Arch Capital episode that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of LGI Homes. Enjoy the show!
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:53)
Industry | (10:26)
Management & Ownership | (11:41)
Earnings | (15:52)
Balance Sheet | (20:07)
Valuation | (23:36)
Our Analysis | (25:17)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation…
playlist_add
Oct 23, 2022
Investing Power Hour #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021
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.
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
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
_******************************_
playlist_add
Oct 20, 2022
Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU)
Roku operates two segments, Platform and Player. In other words, the company offers products and services in the television/streaming industry. Roku was founded in October 2002 in San Jose, California. Listen as Brett and Ryan ask Alex questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
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Want updates on future shows and projects? Follow us o…
playlist_add
Oct 18, 2022
Dream Finders Homes (Ticker: DFH) Not So Deep Dive
DFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of DFH. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Backgrou…
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Oct 16, 2022
Investing Power Hour #28: PS5 Supply Explosion, $NFLX Ad Tier, Investors Regret $TWTR Deal
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.
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
******************************
Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
*****************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
_******************************_
playlist_add
Oct 13, 2022
What Does Adobe's Next Decade Look Like? With Leandro from Best Anchor Stocks (Ticker: ADBE)
Adobe operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The company recently acquired Figma, a collaborative design platform, for $20 billion. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!
*****************************
Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
_******************************_
Want updates on future shows and projects? Foll…
playlist_add
Oct 11, 2022
Zillow (Ticker: Z) Not So Deep Dive
Zillow is more than just the most visited real estate website in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Zillow. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Time…
playlist_add
Oct 9, 2022
Investing Power Hour #27: Successful $TWTR Arbitrage, $POSH Acquisition, Mt. Rushmore of Buybacks
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.
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
******************************
Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
*****************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
_******************************_
playlist_add
Oct 6, 2022
IDT Corporation: A Spinoff Machine (Ticker: IDT) with Rich Howe
IDT operates through three segments: Fintech; net2phone-UCaaS (Unified Communications as a Service); and Traditional Communications. Listen as Brett and Ryan ask Rich questions about the company, its business model, and valuation. Enjoy the show!
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Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
_******************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested…
playlist_add
Oct 4, 2022
NVR (NVR) | Not So Deep Dive
NVR is a homebuilder in the United States. The company has two segments: Homebuilding and Mortgage Banking. The company has a unique strategy in its homebuilding process that your hosts cover in the first portion of this episode. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of NVR. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact u…
playlist_add
Oct 2, 2022
Investing Power Hour #26: $GOOG Drops Stadia, Making money vs. Being Right, Is Housing Doomed?
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.
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
******************************
Interested in becoming a member of 7investing? Subscribe with code “_MONEY_” and get $100 off your annual subscription for life: _https://7investing.com/checkout/_
*****************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
_******************************_
playlist_add
Sep 30, 2022
Why We Own Electronic Arts (Ticker: EA)
This is an Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.
Electronic Arts (EA) develops and distributes games, content, and services. The company markets its products through digital distribution and retail channels. Brett and Ryan dive through EA and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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playlist_add
Sep 29, 2022
Ally Financial: A Share Cannibal With a Growing Deposit Base (Ticker: ALLY) with Jacob Franklin
Ally Financial offers various digital financial products and services to consumer, commercial, and corporate customers. The company operates through four segments: Automotive Finance Operations, Insurance Operations, Mortgage Finance Operations, and Corporate Finance Operations. Listen as Brett and Ryan ask Jacob questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https:…
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Sep 27, 2022
Rovio Entertainment (ROVIO) | Not So Deep Dive
Rovio Entertainment creates, develops, and publishes mobile games. The company is most popular for creating Angry Birds. Rovio was founded in 2003 in Finland. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Electronic Arts. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Rovio Entertainment. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Compan…
playlist_add
Sep 25, 2022
Investing Power Hour #25: $BYND COO Gets Nosey, $IAC SOTP, Is the Gig Economy Screwed?
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.
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
******************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get access to powerful data visualizations, specific company KPIs, and much more.
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
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playlist_add
Sep 22, 2022
Is Build-A-Bear Workshop Stuffed With Value? With Strat Becker (Ticker: BBW)
Build-A-Bear is well known for its retail shops where customers can create their own plush toy animals. The company operates through three segments: Direct-to-Consumer, Commercial, and International Franchising. Listen as Brett and Ryan ask Strat questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get access to powerful data visualizations, specific company KPIs, and much more.
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/sub…
playlist_add
Sep 20, 2022
Capcom (Ticker: CCOEF) | Not So Deep Dive
Capcom is a Japanese video game developer and publisher. The company has various product lines including video games, online games, mobile games, and arcade games. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Electronic Arts. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Capcom. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company…
playlist_add
Sep 18, 2022
Investing Power Hour #24: $ADBE Acquires Figma, Twilions get laid off, Coinbase Manipulates Users
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.
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
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
*************************…
playlist_add
Sep 15, 2022
Verra Mobility: A Toll Road On a Toll Road With Ben Tewey (Ticker: VRRM)
Verra Mobility provides smart mobility technology solutions and services. The company operates through three segments: Commercial Services; Government Solutions; and Parking Solutions. Listen as Brett and Ryan ask Ben questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get access to powerful data visualizations, specific company KPIs, and much more.
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
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Access our “Not So Deep Dive” episod…
playlist_add
Sep 13, 2022
Xbox (MSFT) | Not So Deep Dive
Xbox is not a publicly traded company. Xbox is a video gaming brand created and owned by Microsoft. All CCM+ episodes in September are based on gaming companies. The end of month, Arch Capital, episode (only available to CCM+ subscribers) will cover the company: Electronic Arts. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Xbox. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:05)
Industry | (…
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Sep 11, 2022
Investing Power Hour #23: Crowded Longs, App Store Data, Long Thesis For $ALLY
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.
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
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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
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This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get access to powerful data visualizations, specific company KPIs, and much more.
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Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anch…
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Sep 9, 2022
British American Tobacco and The Past, Present, and Future of the Nicotine Industry With Devin LaSarre
British American Tobacco provides tobacco and nicotine products to consumers worldwide. The company operates under different brands including popular names such as Lucky Strike, Camel, Natural American Spirit, and Modern Oral brands. Listen as Brett and Ryan ask Devin questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
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Sep 6, 2022
Ubisoft (UBI) | Not So Deep Dive
Ubisoft publishes video games across the globe, including franchises like Assassin's Creed and Far Cry. The company's games can be played on consoles, PC, smartphones, and tablets. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Ubisoft. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (1:58)
Industry | (10:38)
Management & Ownership | (15:29)
Earnings | (22:05)
Balance Sheet | (26:50)
Valuation | (28:…
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Sep 4, 2022
Investing Power Hour #22: Bear Market Is Back, Top 3 Companies to Buy and Hold For 75 Years
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.
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
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get access to powerful data visualizations, specific company KPIs, and much more.
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Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
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Sep 1, 2022
QuantumScape (Ticker: QS): A Zero or the Next Tech Giant? With Simon Erickson
QuantumScape focuses on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications. The company was founded in 2010. Listen as Brett and Ryan ask Simon questions about the company, its business model, and its valuation. Enjoy the show!
*****************************
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM
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Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
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Aug 30, 2022
Warner Music (WMG) | Not So Deep Dive
Warner Music Group operates as a music entertainment company in the United States and internationally. The company focuses on two segments: Recorded Music and Music Publishing. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Warner Music. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:23)
Industry | (11:45)
Management & Ownership | (16:02)
Earnings | (22:16)
Balance Sheet | (27:03)
Valuation | (29…
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Aug 28, 2022
Investing Power Hour #21: Recession Risks, Starbucks Unionization, Roblox Attracting Older Users
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.
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
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
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Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a pri…
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Aug 25, 2022
Is FIGS the Next Lululemon? With Alan Soclof (Ticker: FIGS)
Figs operates a direct-to-consumer healthcare apparel and lifestyle company. The business aims to sell its active/loungewear to healthcare workers and this product line ranges from lab coats all the way to socks. Listen as Brett and Ryan ask Alan questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more.
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Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
******************************
Want updates on future shows and…
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Aug 23, 2022
Sirius XM (SIRI) | Not So Deep Dive
Sirius XM provides satellite radio across the United States. The company operates on a subscription model. Sirius XM was founded on July 29, 2008, in Washington DC. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Sirius XM. Enjoy the show!
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:02)
Industry | (11:47)
Management & Ownership | (16:11)
Earnings | (20:10)
Balance Sheet | (24:09)
Valuation | (25:47)
Our Analysis | (27:51)
Disclosur…
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Aug 21, 2022
Investing Power Hour #20: Adam Neumann Is Back, Potential of WhatsApp, Embracer Group Acquisitions
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.
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
*****************************
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
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Aug 18, 2022
Jose Najarro On What Interests Him About Advanced Micro Devices (Ticker: AMD)
AMD operates as a semiconductor company worldwide. The company focuses on two segments: Computing and Graphics. AMD was founded in 1969 in Sunnyvale, California. Listen as Brett and Ryan ask Jose questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Che…
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Aug 16, 2022
Disney (DIS) | Not So Deep Dive
Disney, in short, operates as a worldwide entertainment company. It would be rare to find someone who hasn't heard of the brand. The Walt Disney Company was founded in 1923 in Los Angeles, California. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Disney. Enjoy the show!
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:03)
Industry | (12:00)
Management & Ownership | (16:30)
Earnings | (20:09)
Balance Sheet | (25:35)
Valuation | (27:40)
Our Analysis | (29:13)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
playlist_add
Aug 14, 2022
Investing Power Hour #19: Perverse Buyback Incentives, Musk Dumps $TSLA, Acquisitions in a Downturn
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.
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
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get access to powerful data visualizations, specific company KPIs, and much more.
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
_******************************_
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Aug 11, 2022
Winmark (WINA) with Jim Gillies
Winmark is a franchisor of retail stores across the US and Canada. You may have heard of Winmark's many brands: Plato's Closet, Once Upon A Child, Play It Again Sports, Style Encore, and Music Go Round. Listen as Brett and Ryan ask Jim questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
_******************************_
Want updates on future shows and projects? F…
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Aug 10, 2022
Why We Own Spotify (Ticker: SPOT)
This is our inaugural Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.
Spotify provides audio streaming services worldwide. The company operates through two segments: ad-supported and premium. Brett and Ryan dive through Spotify and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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Aug 9, 2022
Yeti (YETI) | Not So Deep Dive
Yeti designs and markets products for outdoor and recreational purposes. The company sells various products ranging from mugs to cargo bags. Yeti was founded in 2006 in Austin, Texas. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Yeti. Enjoy the show!
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (1:29)
Industry | (9:47)
Management & Ownership | (12:44)
Earnings | (16:26)
Balance Sheet | (20:50)
Valuation | (22:28)
Our Analysis | (24:53)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
playlist_add
Aug 7, 2022
Investing Power Hour #18: $UBER vs. $ABNB, $PYPL Earnings, Brett Was Wrong on $AAPL
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.
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
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a pri…
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Aug 4, 2022
Kris From Potential Multibaggers on Why He Likes Marqeta Stock (Ticker: MQ)
Marqeta operates a programming interface platform that delivers card issuing and transaction processing services. The company aims to serve commerce disruptors, digital banks, tech giants, and financial institutions. Listen as Brett and Ryan ask Kris questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get the powerful software and research for informed investing decisions.
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
_******************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmone…
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Aug 2, 2022
Uber (UBER) | Not So Deep Dive
Uber Technologies connects consumers with independent providers of ridesharing services, restaurants, grocers, and other stores. The company operates via three different segments: Mobility, Delivery, and Freight. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Uber. Enjoy the show!
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (1:27)
Industry | (14:49)
Management & Ownership | (19:14)
Earnings | (23:44)
Balance Sheet | (28:12)
Valuation | (35:26)
Our Analysis | (37:02)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
playlist_add
Jul 31, 2022
Investing Power Hour #17: Q2 Earnings Season, Shorting Crypto, Chipotle Earnings
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.
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
*****************************
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
_******************************_
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Jul 28, 2022
Petco (WOOF) with Paul Cerro
Petco focuses on enhancing the lives of pets, pet parents, and its Petco partners. The company offers everything your pet may need from food to services. Petco was founded in 1965 in San Diego, California. Listen as Brett and Ryan ask Paul questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: _https://apps.apple.com/us/app/quartr-investor-relations/id1552412128_
Download Quartr on the Google Play Store here: _https://play.google.com/store/apps/details?id=se.quartr.android_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor…
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Jul 26, 2022
Warby Parker (WRBY) | Not So Deep Dive
Warby Parker offers various eyewear products. The company's products range all the way from eyeglasses to anti-fog lens spray. Warby Parker was founded in 2010 in Philadelphia. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Warby Parker. Enjoy the show!
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (1:36)
Industry | (10:57)
Management & Ownership | (15:29)
Earnings | (21:28)
Balance Sheet | (23:34)
Valuation | (25:15)
Our Analysis | (26:45)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
playlist_add
Jul 24, 2022
Power Hour #16: Elon Paper Hands, Big Tech Layoffs, & Netflix Earnings
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.
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
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get the powerful software and research for informed investing decisions.
_******************************_
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Jul 21, 2022
Nvidia (NVDA) with Luke Hallard
Nvidia provides graphics, compute, and networking solutions. The company provides graphics for gaming and is pioneering data solutions for world problems. Listen as Brett and Ryan ask Luke questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: Here
_******************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Luke's work? Find him on Twit…
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Jul 19, 2022
Chipotle (CMG) | Not So Deep Dive
Chipotle Mexican Grill, more commonly known as Chipotle, owns and operates thousands of restaurants. The company was started in 1993 in Denver, Colorado. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Chipotle. Enjoy the show!
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You can listen to this episode by subscribing to CCM+ for $5 a month. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: _https://anchor.fm/chitchatmoney/subscribe_
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Questions? Email us at chitchatmoneypodcast@gmail.com
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:00)
Industry | (9:43)
Management & Own…
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Jul 19, 2022
Welcome to Chit Chat Money Plus
We have just launched a new service for the show, a premium podcast feed called Chit Chat Money Plus. Sign-up directly through Spotify, Apple Podcasts, or through https://anchor.fm/chitchatmoney/subscribe if you listen on another podcast player.
Interested in more details about the service? Read our launch blog post https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
playlist_add
Jul 17, 2022
Power Hour 15: Elon Pulls Out of the Twitter Deal, Netflix, Microsoft and CTV Advertising
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.
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
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get the powerful software and research for informed investing decisions.
_******************************_
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Jul 14, 2022
ASML Holding NV (ASML) with Leandro
ASML develops and markets advanced semiconductor equipment systems. The company has the most advanced lithography systems in the world. Leandro does a great job breaking down the semiconductor industry into normal terminology. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere. Get started for free at _stratosphere.io_ to get the powerful software and research for informed investing decisions.
******************************
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: _https://streamrg.co/CCM_
_******************************_
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Leandro's work? Find him on Twitter here: https://twitter.com/Invesquotes?s=20&t=hiOfwwbFaD2MXngoNE9-AQ…
playlist_add
Jul 12, 2022
Poshmark Revisited (POSH) | Not So Deep Dive
Poshmark operates a social marketplace for new and secondhand style products. The company offers various product lines for men, women, kids, and pets. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Poshmark. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:43)
Industry | (10:54)
Management & Ownership | (18:03)
Valuation | (23:35)
Earnings | (25:51)
Balance Sheet | (29:41)
Our Analysis | (30:34)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Hende…
playlist_add
Jul 10, 2022
Power Hour #14: Amazon Grubhub Deal, Companies Repricing Stock Options, Low Bid M&A
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.
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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Jul 7, 2022
Markel Corporation (MKL) with Bill Mann
Markel Corporation is a financial holding company that markets and underwrites insurance products. The company offers various specialty insurance products across many different segments. Listen as Brett and Ryan ask Bill questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Bill's work? Find him on Twitter here: https://twitter.com/TMFOtter?s=20&t=iB3y…
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Jul 5, 2022
Digital Turbine Revisited (APPS) | Not So Deep Dive
Digital Turbine operates a mobile growth platform that connects mobile applications to users. The company operates through two segments: On Device Media and In App Media. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Digital Turbine. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:00)
Industry | (13:00)
Management & Ownership | (16:32)
Valuation | (21:43)
Earnings | (22:55)
Balance Sheet | (25:22)
Our Analysis | (28:36)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recomme…
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Jul 3, 2022
Power Hour #13: FCC Tik-Tok Ban, Inflationary Tug-of-War, UBER Stock Potential
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.
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
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Jun 30, 2022
Joint Corp (JYNT) with Edward Chang
Joint Corp owns and operates chiropractic clinics. The company operates within two segments, Corporate Clinics, and Franchise Operations. Listen as Brett and Ryan ask Edward questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Braden's work? Find him on Twitter here: https://twitter.com/edwardwchang?s=20&t=ljAQJEJtXdm1enNH39Mp5A
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Joint Corp | (8:42)
Competition | (16:28)
Customer Satisfaction | (30:15)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendati…
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Jun 28, 2022
Charter Communications (CHTR) | Not So Deep Dive
Charter Communications is a broadband connectivity and cable operator. The company is the second-largest cable operator in the United States. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:17)
Industry | (13:05)
Management & Ownership | (18:15)
Valuation | (22:14)
Earnings | (24:32)
Balance Sheet | (26:22)
Our Analysis | (29:25)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capit…
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Jun 26, 2022
Power Hour #12: Thoughts on $POSH, Juul FDA ban, Investing in Homebuilders
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.
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
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Jun 23, 2022
Equinix (EQIX) with Braden Dennis
Equinix is a digital infrastructure company. The company owns the infrastructure that allows other enterprises to operate as efficiently as possible in the digital world. Listen as Brett and Ryan ask Braden questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Braden's work? Find him on Twitter here: https://twitter.com/BradoCapital?s=20&t=txeDD854WWbQ…
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Jun 21, 2022
Lululemon (LULU) | Not So Deep Dive
Lululemon is a designer, distributer, and retailer of athleisure wear. The company tailors its clothing for lifestyle and athletic activities. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Subscribe to his newsletter: https://stockmarketnerd.beehiiv.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:45)
Industry | (10:24)
Management & Ownership | (12:15)
Valuation | (15:05)
Earnings | (16:15)
Balance Sheet | (20:03)
Our Analysis…
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Jun 19, 2022
Power Hour #11: Apple TV MLS Deal, FANMAG vs. S&P, 2021 FOMO
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.
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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Jun 16, 2022
Xponential Fitness (XPOF) with Paul Cerro
Xponential Fitness is the parent company of fully franchised boutique fitness locations. The company focuses on classes that are specific to the consumer and their needs. Listen as Brett and Ryan ask Paul questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Paul's work? Find him on Twitter here: https://twitter.com/paulcerro?s=20&t=RWkQ1LAYvdaXBVZIrXIUpQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Xponential | (5:15)
Licenses | (13:02)
Rollup Strategy | (20:08)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice…
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Jun 14, 2022
Farfetch Revisited (FTCH) | Not So Deep Dive
Farfetch operates an online marketplace for luxury fashion goods. The company operates in three main segments: Farfetch Marketplace, Farfetch Platform Solutions, and Farfetch's private label brands. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Farfetch. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:42)
Industry | (9:50)
Management & Ownership | (15:15)
Valuation | (18:36)
Earnings | (19:53)
Balance Sheet | (22:56)
Our Analysis | (26:55)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or…
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Jun 12, 2022
Power Hour #10: Potential Roku Buyout, ZM discussion, Anti-ESG ESG
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.
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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Jun 9, 2022
Cloudflare Part 2 (NET) with Joe Furmanski
Cloudflare offers an integrated cloud-based security solution. The company aims to make the internet safer and better for the world. Listen as Brett and Ryan ask Joe questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Joe's work? Find him on Twitter here: https://twitter.com/joe_furmanski?s=20&t=lHPEZ0clbuIsP3eVZwDmtA
Contact us: chitchatmoneypodcast…
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Jun 7, 2022
Carvana (CVNA) | Not So Deep Dive
Carvana is an online car retailer based out of Tempe, Arizona. The company is known for its multi-story car vending machines. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Carvana. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:43)
Industry | (11:00)
Management & Ownership | (13:11)
Valuation | (17:02)
Earnings | (19:27)
Balance Sheet | (23:01)
Our Analysis | (27:41)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal ad…
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Jun 5, 2022
Power Hour #9: 50% GDP Growth, Portfolio Concentration, Ideal Stocks For Inflation
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.
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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Jun 2, 2022
Hagerty (HGTY) with CFO Fred Turcotte
Hagerty Insurance provides automobile and boat insurance products. The company specializes in insurance for car enthusiasts. Listen as Brett and Ryan ask Fred questions about the company, its business model, and valuation. Enjoy the show!
This episode is brought to you by Masterworks. Join a community of 400,000 investors with access to exclusive blue-chip art investments. Use our link and get access today: http://masterworks.art/CCM
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Fred's work? Find him on LinkedIn here: https://www.linkedin.com/in/frederick-turcotte-9222b57b/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Hagerty Insurance | (4:08)
Business Model | (11:25)
State Farm Relationship | (26:48)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they sa…
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May 31, 2022
The Hershey Company (HSY) | Not So Deep Dive
The Hershey Company owns and operates subsidiaries that manufacture and sell confectionery products and pantry items. The company operates through three segments: North America Confectionery, North America Salty Snacks, and International. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Hershey. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:20)
Industry | (9:43)
Management & Ownership | (11:56)
Valuation | (15:02)
Earnings | (16:40)
Balance Sheet | (19:41)
Our Analysis…
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May 29, 2022
Power Hour #8: Snap Meltdown, a16z Crypto Fund, Executive Red Flags
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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May 26, 2022
Adyen (ADYEY) with Mostly Borrowed Ideas
Adyen is a payment company that allows businesses to accept e-commerce, mobile, and point-of-sale payments. The company is based out of the Netherlands. Listen as Brett and Ryan ask MBI questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of MBI's work? Find more here: https://mbi-deepdives.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Adyen | (3:19)
Competitors| (13:20)
Is Adyen Number One? | (26:32)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are gener…
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May 24, 2022
Sprout Social (SPT) | Not So Deep Dive
Sprout Social operates a web-based social media management platform. The company offers a cloud software that brings together social messaging, data, and workflows. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Sprout Social. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chit…
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May 22, 2022
Power Hour #7: Rule of 40, Twitter vs. Elon, Debating Disney's Strategy
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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May 19, 2022
Callaway (ELY) with Greenwald Capital
Callaway Golf Company (ELY) designs, manufactures, and sells golf equipment. Callaway also owns and operates the Topgolf brand. The company's main segments are Topgolf, Golf Equipment, and Wearables. Listen as Brett and Ryan ask Greenwald questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Greenwald's work? Find him on Twitter here: https://twitter.com/LeoGreenwald?s=20&t=y1lD1NEjoOUOrySO0yW98Q
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Callaway | (4:08)
Toptracer | (15:37)
Free Cash Flow | (27:50)
Disclosure:…
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May 18, 2022
BONUS Interview - Procore (PCOR) CEO Tooey Courtemanche
Tooey Courtemanche joins us this week for a bonus interview. Mr. Courtemanche is the CEO of Procore Technologies (PCOR) a company that provides a cloud-based construction management platform. Listen in to hear Brett, Ryan, and Tooey discuss Procore and the construction industry as a whole. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Want more of Tooey Courtemanche. Follow him on Twitter here: https://twitter.com/tooeyprocore?s=20&t=SWyDUhaXPt9W38RldGDpIw
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a…
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May 17, 2022
Pinterest Revisited (PINS) | Not So Deep Dive
Pinterest operates a visual discovery engine. The company's platform allows users to find inspiration for many things in their lives. Some of the most popular topics include recipes, home design, and DIY projects. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Pinterest. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (4:02)
Industry | (9:30)
Management & Ownership | (12:33)
Valuation | (16:09)
Earnings | (17:41)
Balance Sheet | (21:50)
Our Analysis | (22:30)
Disclos…
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May 15, 2022
Power Hour #6: Crypto Crash, Stock Based Compensation, Valuing Enterprise SaaS
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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May 12, 2022
Cloudflare (NET) with Joe Furmanski
Cloudflare offers an integrated cloud-based security solution. The company aims to make the internet safer and better for the world. Listen as Brett and Ryan ask Joe questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Joe's work? Find him on Twitter here: https://twitter.com/joe_furmanski?s=20&t=lHPEZ0clbuIsP3eVZwDmtA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Cloudflare | (6:58)
Cloud Providers | (13:02)
Financials | (20:47)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Rya…
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May 11, 2022
Why Does the Stock Market Go Up? With Brian Feroldi
Brian Feroldi joins us to discuss his new book, "Why Does The Stock Market Go Up?". We start the discussion off by catching up on Zillow and how the company has done over the last few years. Listen in to hear Brett, Ryan, and Brian banter about Zillow and the stock market as a whole. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Buy Brian's book here: https://www.amazon.com/Why-Does-Stock-Market-Everything/dp/1735066168
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Zillow | (3:18)
Brian's New Book | (12:52)
Financial Literacy | (24:12)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothin…
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May 10, 2022
Brookfield Asset Management (BAM) | Not So Deep Dive
Brookfield Asset Management is an alternative asset manager that focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Brookfield Asset Management. Enjoy the show!
This episode is brought to you by Masterworks. Join a community of 400,000 investors with access to exclusive blue-chip art investments. Use our link and get access today: http://masterworks.art/CCM
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (5:36)
Industry | (11:36)
Management & Ownership | (12:48)
Valuation | (16:58)
Earnings | (19:51)
Balance Sheet |…
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May 8, 2022
Power Hour #5: Berkshire Meeting, Shopify Earnings, Evaluating S&M Spend
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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May 5, 2022
PlayWay (PLW) with Spencer Cibelli
PlayWay produces PC and mobile games. The company is based out of Poland, but markets its games in Poland, Western Europe, North America, Germany, and internationally. Listen as Brett and Ryan ask Spencer questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Playway | (3:33)
Types of Games | (15:00)
Valuation | (27:27)
Dis…
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May 3, 2022
Portillo's (PTLO) | Not So Deep Dive
Portillo’s is the owner and operator of a restaurant chain that serves iconic Chicago street food. The company currently operates 69 locations across the US. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Portillo's. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:34)
Industry | (8:58)
Management & Ownership | (9:50)
Valuation | (13:08)
Earnings | (15:08)
Balance Sheet | (17:57)
Our Analys…
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Apr 28, 2022
WWE (WWE) with Nick Sciple
World Wrestling Entertainment (WWE) is an American professional wrestling promotion. The company now operates through three segments: Media, Live Events, and Consumer Products. Listen as Brett and Ryan ask Nick questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Nick's work? Find him on Twitter here: https://twitter.com/investingnick?s=20&t=p_m4HrpeohPY_Wn-BOPHPQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
WWE | (4:10)
Talent Risks | (16:13)
Competition | (30:49)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a…
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Apr 26, 2022
RH (RH) | Not So Deep Dive
Formerly known as Restoration Hardware, RH is a retailer in the home furnishings industry. The company markets various products across multiple platforms including retail stores, catalogs, and online. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of RH. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:00)
Industry | (8:33)
Management & Ownership | (9:51)
Valuation | (13:39)
Earnings | (15:19)
Balance Sheet | (17:24)
Our Analysis | (18:24)
Disclosure: Chit Chat Mo…
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Apr 23, 2022
Friday Power Hour #4: Netflix Collapse, Buy With Prime, Tesla Does It Again
The CCM Power Hour is a live-streamed show every Friday at 1:00 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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Apr 21, 2022
Trex Company (TREX) with Jason Hall
Trex manufacturers wood-alternative composite decking. The company serves both residential and commercial clients. Trex uses recycled materials to build its composite decking. Listen as Brett and Ryan ask Jason questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Jason's work? Follow him on Twitter here: https://twitter.com/llaHnosaJ?s=20&t=iwNO_15DkGBFP8…
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Apr 20, 2022
BONUS Episode - Monthly 7investing Discussion
Simon Erickson and Steve Symington join us from 7investing to discuss various topics. Listen in to hear Brett, Ryan, Simon, and Steve banter about topics ranging from optimal cash balances to investing mistakes. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Want more of Simon Erickson? Follow him on Twitter here: https://twitter.com/7Innovator?s=20&t=Oapx59Aurv3wen1HN05qMw
Want more of Steve Symington? Follow him on Twitter here: https://twitter.com/7investingSteve?s=20&t=6ElHa91Tpa-yCvMkLFWoGA
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Optimal Cash Balance | (2:06)
Mistakes | (15:45)
Time Horizon | (27:43)
Disclos…
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Apr 19, 2022
Sweetgreen (SG) | Not So Deep Dive
Sweetgreen is a fast-casual restaurant concept that serves salads. The company has 150 stores throughout 13 states and Washington DC. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Sweetgreens. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:25)
Industry | (7:35)
Management & Ownership | (9:39)
Valuation | (14:33)
Earnings | (16:50)
Balance Sheet | (19:57)
Our Analysis | (21:50)
Disclosure:…
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Apr 16, 2022
Power Hour #3: Elon Tries to Buy Twitter, Jassy's First Annual Letter
The CCM Power Hour is a live-streamed show every Friday at 1:00 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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Apr 14, 2022
DLocal (DLO) with Robert Cantwell and Joe Kowaleski
DLocal is a Latin American financial technology company. The company operates a payment platform that is similar to companies like Adyen and Stripe. Listen as Brett and Ryan ask Robert and Joe Kowaleski questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to learn more about Upholdings? Find them on Twitter here: https://twitter.com/UPHOLDINGS?s=20&t=4KbtWXrwzWi-2QiItDFNMg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Dlocal | (4:26)
Competition | (16:02)
How to Measure Success | (25:40)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advic…
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Apr 13, 2022
Top 5 Businesses of All Time - Q1 Roundtable with Brad & Ian
Bonus Episode! This week Ian and Brad join us for the Q1 Roundtable. About once a quarter we want to share some of our biggest stories and opinions from the financial markets. In this episode, Brett, Brad, Ryan, and Ian discuss the top five businesses of all time. Enjoy the show!
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Boeing & Airbus | (15:30)
Salesforce | (29:47)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is…
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Apr 12, 2022
Snowflake (SNOW) | Not So Deep Dive
Snowflake Inc. is a cloud-based data warehousing company. The company enables its customers to consolidate data into a single source of truth. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Snowflake. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Hhhypergrowth on Snowflake: https://hhhypergrowth.com/tag/snow/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:57)
Industry | (11:47)
Management & Ownership | (14:03)
Valuation | (18:01)
Earnings | (19:12)
Balance Sheet | (22:26)
Our Analysis | (24:57)
Disclosur…
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Apr 9, 2022
Investing Power Hour #2: Bitcoin 2022, Costco vs. Amazon Prime
The CCM Power Hour is a live-streamed show every Friday at 1:00 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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Apr 7, 2022
Texas Instruments (TXN) with John Rotonti
Texas Instruments designs and manufactures semiconductors and other integrated circuits. The company sells that technology to electronic designers around the world. Listen as Brett and Ryan ask Jon questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Leandro's work? Follow him on Twitter here: https://twitter.com/Invesquotes?s=20&t=0NSDbs0svMweFlA1XoT0Yg
Con…
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Apr 5, 2022
Zoom Video (ZM) | Not So Deep Dive
Zoom Video is a video communication service. The company gained lots of attention as the pandemic forced many companies to convert to remote operations. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Zoom Video. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:24)
Industry | (9:09)
Management & Ownership | (10:05)
Valuation | (12:03)
Earnings | (14:04)
Balance Sheet | (16:55)
Our Analysis | (18:…
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Apr 2, 2022
Investing Power Hour #1: Lessons From Great Depression, Zillow, Robinhood 24/7 Trading
The CCM Power Hour is a live-streamed show every Friday at 1:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
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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Mar 31, 2022
Constellation Software (CSU.TO) with Leandro
Constellation Software acquires, builds, and manages software business in various locations. The company specifically works within vertical markets. This means the software companies provide very specific solutions for niche markets. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!
This episode is brought to you by Knack Bags. Use our link and enter promo code “KnackChat” to get a $15 TSA approved lock with your purchase of a bag: knack-bags.pxf.io/4eMgNZ
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Leandro's work? Follow him on Twitter here: https://twitter.com/Invesquotes?s=20&t=0NSDbs0svMweFlA1XoT0Yg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Constellation Software | (4:31)
How Can They Grow? | (27:02)
Disclosure: Chit Chat M…
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Mar 29, 2022
Celsius Holdings (CELH) | Not So Deep Dive
Celsius Holdings develops and markets functional drinks, more commonly known as energy drinks. The company is now in 135,000 stores in the US and they have a 2% market share in the energy category. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Celsius Holdings. Enjoy the show!
This episode is brought to you by Knack Bags. Use our link and enter promo code “KnackChat” to get a $15 TSA approved lock with your purchase of a bag: knack-bags.pxf.io/4eMgNZ
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:38)
Industry | (7:55)
Management & Ownership | (9:35)
Valuation | (11:17)
Earnings | (12:35)
Balance Sheet | (14:09…
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Mar 24, 2022
Formula One Group (FWONA) with Francisco Olivera
Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship . Officially Formula One Group is a subsidiary of Liberty Media Corporation. Listen as Brett and Ryan ask Francisco questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Francisco's work? Follow him on Twitter here: https://twitter.com/FrancoOlivera?s=20&t=q2DdGsv8wqWaDwXDtJJqLg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Formula One | (3:04)
Growth | (36:25)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a reco…
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Mar 22, 2022
Applied Materials (AMAT) | Not So Deep Dive
Applied Materials provides manufacturing equipment, services, and software to the semiconductor industry. The company sells primarily to chip manufacturers and display companies. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Applied Materials. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:43)
Industry | (8:43)
Management & Ownership | (11:06)
Valuation | (12:59)
Earnings | (16:36)
Balance Sheet | (19:10)
Our Analysis | (22:19)
Disclosure: Chit Chat Money hosts and…
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Mar 17, 2022
Trade Desk (TTD) and Advertising Technology with Dhaval Kotecha
The Trade Desk is a programmatic advertising company and a demand-side platform (DSP). Customers using the Trade Desk's platform can create advertising campaigns across various ad formats and channels. Listen as Brett and Ryan ask Dhaval Kotecha questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Dhaval's work? Follow him on Twitter here: https://twitter.co…
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Mar 15, 2022
Amazon (AMZN) | Not So Deep Dive
Amazon seeks to be Earth's most customer-centric company. It is one of the largest e-commerce and cloud company's in the world. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Amazon. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:48)
Industry | (10:30)
Management & Ownership | (12:11)
Valuation | (16:27)
Earnings | (17:31)
Balance Sheet | (20:55)
Our Analysis | (23:48)
Di…
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Mar 10, 2022
Domino's Pizza (DPZ) with Matt Cochrane
Domino's Pizza is a multinational pizza chain. You have probably heard of the company, but maybe you haven't thought of Domino's as an investment. Listen as Brett and Ryan ask Matt Cochrane questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Matt's work? Follow him on Twitter here: https://twitter.com/Matt_Cochrane7?s=20&t=J7jJyALuPDqlTvsjb2mmnw
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Domino's Pizza | (3:34)
Management | (23:58)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan…
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Mar 8, 2022
Paramount Global (PARA) | Not So Deep Dive
Paramount Global operates a worldwide media and entertainment business. The company distributes a variety of content across various different platforms. Paramount Global was formerly known as ViacomCBS. The company was founded in 1927 and is headquartered in New York. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Paramount Global. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:26)
Industry | (9:07)
Management & Ownership | (10:42)
Valuation | (13:26)
Earnings | (16…
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Mar 3, 2022
Skechers (SKX) with Ben Claremon
Skechers designs, produces, and markets footwear for men, women, and children. The company has a wide range of offerings. Skechers makes casual shoes, hiking shoes, and even light-up shoes. The company is headquartered in California. Listen as Brett and Ryan ask Ben Claremon questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Ben's work? Follow him on Twitt…
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Mar 1, 2022
Green Thumb Industries (GTBIF) | Not So Deep Dive
Green Thumb Industries manufactures and distributes various cannabis products across the United States. The company focuses on medical and adult-use products. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Green Thumb Industries. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:50)
Industry | (8:17)
Management & Ownership | (10:31)
Valuation | (15:04)
Earnings | (17:15)
Bal…
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Feb 24, 2022
Why Do You Have 100% Of Your Portfolio in Google? With Gianni Di Mattia
Google (GOOG) is a world-recognized technology conglomerate. Technically, Google is listed under its parent company Alphabet Inc. There aren't many sectors that Google doesn't touch. The company operates through Google Services, Google Cloud, and Other Bets. Listen as Brett and Ryan ask Gianni Di Mattia questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Gianni's work? Follow him on Twitter here: https://twitter.com/GianniDiMattia6?s=20&t=tcN_NiUg9PQUtQcbPTOdeQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Google | (3:00)
Valuation | (21:05)
Disclosure: Chit Chat Money hosts and guests are not financial…
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Feb 23, 2022
BONUS: Quantitative and Quality Investing with Tobias Carlisle
Tobias Carlisle runs a deep-value firm called Acquirers Funds. He has a number of books about deep-value investing and Tobias hosts The Acquirers Podcast. Listen in to hear Tobias describe how he got into investing and how he got to where he is now. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Want more of Tobias Carlisle? Follow him on Twitter here: https://twitter.com/Greenbackd?s=20&t=hl4CYo1_XReTZZzCEBjCDQ
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Why Investing? | (2:30)
Quantitative vs. Qualitative | (25:36)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio manag…
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Feb 22, 2022
Penn National Gaming (PENN) | Not So Deep Dive
Penn National Gaming owns and operates gaming and racing properties. The company has had recently popularity for its Barstool Sports, sports betting. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Penn National Gaming. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:55)
Industry | (9:48)
Management & Ownership | (12:21)
Valuation | (16:05)
Earnings | (19:20)
Balance Sheet | (22:20)
Our Analysis | (26:50)
Disclosure: Chit Chat Money hosts and guests are not financial…
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Feb 17, 2022
WM Technology (MAPS) with CFO Arden Lee
WM Technology provides software subscription offerings to cannabis retailers and brands. The company operates Weedmaps which is a marketplace that offers users all the information they would need to know regarding retailers, brands, strains, and even pricing. Listen as Brett and Ryan ask Arden Lee, CFO of WM Technology, questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interes…
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Feb 15, 2022
Roblox Revisited (RBLX) | Not So Deep Dive
Roblox develops and operates an online entertainment platform. The company offers its users access to a 3D world and the Roblox Studio where users can create and publish 3D experiences. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Roblox. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:40)
Industry | (10:03)
Management & Ownership | (12:01)
Valuation | (16:47)
Earnings |…
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Feb 10, 2022
Netflix (NFLX) with Alex Morris
Netflix is a subscription streaming service and production company based out of California. The company continues to lead the streaming world when it comes to subscriber count. Listen as Brett and Ryan ask Alex Morris questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Alex's work? Follow him on Twitter here: https://twitter.com/TSOH_Investing?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Netflix | (3:00)
Industry & Competition | (27:16)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and…
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Feb 8, 2022
Docusign (DOCU) | Not So Deep Dive
Docusign allows organizations to manage electronic agreements. The company provides digital solutions that enable businesses to prepare, sign, and manage these agreements. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Docusign. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:48)
Industry | (10:25)
Management & Ownership | (12:21)
Valuation | (17:27)
Earnings | (18:40)
Balance Sheet | (22:36)
Our Analysis | (25:47)
Disclosure: Chit Chat Money hosts and guests are not…
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Feb 3, 2022
Coupang (CPNG) with 7investing
Coupang is an e-commerce company based in South Korea. The company sells products and services across various categories. Listen as Brett and Ryan ask 7investing questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of John's work? Follow him on Twitter here: https://twitter.com/JRogrow?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Coupang | (3:35…
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Feb 1, 2022
Axon Enterprise (AXON) | Not So Deep Dive
Axon is an American-based company that develops technology and weapons for military, law enforcement, and civilians. The company sells hardware, but also offers software systems used to manage video footage and other digital evidence. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Axon. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:40)
Industry | (9:23)
Management & Owne…
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Jan 27, 2022
Duolingo (DUOL) with Sean Emory
Duolingo is a language learning app. The company offers over 40 different languages to learn from. Duolingo specializes in the gamification of language learning. Listen as Brett and Ryan ask Sean Emory questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Sean's work? Follow him on Twitter here: https://twitter.com/_SeanDavid?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Duolingo | (3:53)
Valuation | (17:52)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general part…
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Jan 25, 2022
Apple (AAPL) | Not So Deep Dive
Apple may very well have the most recognizable brand in the world. The company recently reached a 3 trillion dollar market cap. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Apple. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:09)
Industry | (9:04)
Management & Ownership | (11:21)
Valuation | (14:59)
Earnings | (17:15)
Balance Sheet | (20:31)
Our Analysis | (23:55)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on thi…
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Jan 20, 2022
KKR (KKR) with John Rotonti
KKR & Co. is a private equity and real estate investment firm. The company was founded in 1976 and is headquartered in New York. Listen as Brett and Ryan ask John questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of John's work? Follow him on Twitter here: https://twitter.com/JRogrow?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
KKR | (4:36)
M…
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Jan 18, 2022
LendingClub (LC) | Not So Deep Dive
LendingClub was founded as a marketplace designed to bring installment loans to the digital age. The company originally connected loan applicants with third-party banks. Fast forward to 2022, LendingClub has now acquired a digital bank called Radius Bancorp meaning they don't have to go through third-party banks. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of ZoomInfo. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@…
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Jan 13, 2022
Camplify Holdings (CHL) with Zippy Capital
Camplify Holdings (Ticker: CHL) is an online marketplace for RV renters that operates in Australia, New Zealand, the United Kingdom, and Spain. Listen as Brett and Ryan ask Zippy Capital questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Zippy Capital's work? Follow him on Twitter here: https://twitter.com/zippy_capital?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Camplify | (3:26)
Valuation | (26:40)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partner…
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Jan 12, 2022
"The Depression...Of 1920?" From a History of Financial Markets
Here is an episode from our new podcast, a History of Financial Markets. Listen to more episodes here: https://open.spotify.com/show/3sQa194vZT94e6hxIQvflQ
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 11, 2022
Coinbase (COIN) | Not So Deep Dive
Coinbase is a leading end-to-end provider for the cryptoeconomy. The company provides a platform where individuals can buy and sell a variety of cryptocurrencies. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Coinbase. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:39)
Industry | (11:28)
Management & Ownership | (14:15)
Valuation | (20:02)
Earnings | (21:25)
Balance Sheet | (25:15)
Our Analysis | (27:37)
Disclosure: Chit Chat Money hosts and guests are not financia…
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Jan 6, 2022
Q4 Roundtable with Brad & Ian
This week Ian and Brad join us for the Q4 Roundtable. About once a quarter we want to share some of our biggest stories and opinions from the financial markets. Brett, Brad, Ryan, and Ian discuss topics ranging from inflation to the metaverse. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Interested in more of Brad’s work? Find hi…
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Jan 4, 2022
ZoomInfo (ZI) | Not So Deep Dive
ZoomInfo is a leading go-to-market technology platform for sales and marketing teams. The company assists in identifying target customers and decision-makers. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of ZoomInfo. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background…
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Dec 28, 2021
2022 Predictions
In this year's predictions, we discuss our predictions for 2022 as well as reflect on our predictions from last year. Listen closely as we laugh at our previous predictions and reveal our ideas for the new year. Enjoy the show!
Special promotion through the end of 2021: Subscribe to 7investing with the code "money" and get $100 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Reflection | (3:05)
2022 Predictions | (17:45)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dec 23, 2021
Chewy (CHWY) with Tim Beyers
Chewy is an online retailer of pet products and pet food. The company was actually acquired in 2017 to become the largest ever e-commerce acquisition at that time. Tim Beyers brings his expert knowledge of Chewy for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Tim's…
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Dec 22, 2021
BONUS Interview - CEO Lars Wingefors - Embracer Group (EMBRACB)
Lars Wingefors is the CEO of Embracer Group a Swedish video game holding company. Lars has been an entrepreneur his entire life, starting when he was selling comic books. Now Lars runs a 10 billion dollar public company. Listen in to hear Lars describe how he did it and more about Embracer Group. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want more of Lars Wingefors? Find him on Linkedin here: https://www.linkedin.com/in/lars-wingefors-a366314/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Contact us: chitchatmoneypodcast@gmail.com
Timesta…
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Dec 21, 2021
Twitter (TWTR) | Not So Deep Dive
Twitter is a social media platform focused on "microblogging". The company makes money through advertising and data licensing. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Twitter. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com…
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Dec 16, 2021
C3.ai (AI) with Jason Moser
C3.ai is an enterprise artificial intelligence software company. The company's AI suite is a platform that allows clients to design, develop, and deploy AI applications. Jason Moser brings his expert knowledge of C3.ai for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of…
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Dec 14, 2021
Mitek Systems (MITK) | Not So Deep Dive
Mitek Systems is a software company that specializes in digital identity verification solutions. The company serves over 7,500 financial service organizations by allowing users to perform mobile deposits. Mitek commands roughly 98% market share in mobile deposits. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Mitek Systems. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watc…
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Dec 9, 2021
Uhaul (UHAL) with Sleepwell Capital
U-Haul is an American-based moving equipment and storage business. The company started as a trailer rental business focused on helping people move long distances. Sleepwell Capital brings his expert knowledge of U-Haul for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of…
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Dec 8, 2021
BONUS Interview - Steve Symington - Boston Omaha (BOMN) Shareholder Meeting Wrap Up
Steve Symington joins us to discuss the Boston Omaha annual shareholder meeting. The company often gets referred to as a mini conglomerate. Boston Omaha invests in various businesses. Listen in to hear more information about the company and some details from the shareholder meeting. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want more of Steve Symington? Find him on Twitter here: https://twitter.com/7investingSteve?s=20
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Shareholder Meeting |…
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Dec 7, 2021
Wise (WISE) | Not So Deep Dive
Wise is a London-based financial technology firm. The company aims to create money without borders. Users of wise can send, spend, and receive money on Wise. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Wise. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: ch…
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Dec 2, 2021
Upstart (UPST) with Kris from Growth to Value
Upstart is an AI lending platform. The company focuses on using non-traditional variables. Upstart takes into education, employment, and other variables that traditional banks don't prioritize. Kris brings his expert knowledge of Upstart for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
In…
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Nov 30, 2021
Allbirds (BIRD) | Not So Deep Dive
Allbirds is a New Zealand-based footwear and apparel company. Most well known for their footwear, the company offers very minimalist shoes with 14 different styles. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Allbirds. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ…
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Nov 25, 2021
E.W. Scripps (SSP) with Ben Claremon
E.W. Scripps operates a media enterprise through various media brands. What started as a local newspaper business now has over 60 local broadcast media stations. Ben brings his expert knowledge of E.W. Scripps for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Ben's wo…
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Nov 23, 2021
Remitly (RELY) | Not So Deep Dive
Remitly is a leading digital services provider for immigrants and their families. A remittance is typically a sum of money sent across borders. The company currently offers its services in approximately 135 countries. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Remitly. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Rather watch us on video? Subscribe to our YouTube channel: https://…
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Nov 18, 2021
Facebook/Meta Platforms (FB) with Matt Cochrane
Meta Platforms, formerly known as Facebook, is a technology conglomerate. It is likely you know of and use, on a daily basis, some of Meta's platforms. Matt brings his expert knowledge of Facebook/Meta Platforms for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Matt's…
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Nov 17, 2021
BONUS Interview - Unraveling the Tether Mystery With Bennett Tomlin
Bennett Tomlin answers every question we could think of about Tether. Tether is a stable coin. The token is on the blockchain and it is designed to match the price of the US dollar. Although we would not consider ourselves experts on Tether Bennett knows his stuff. Listen in as Bennett dives into what Tether is and the utility of its existence. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Want more of Bennett Tomlin? Find him on Twitter here: https://twitter.com/BennettTomlin?s=20
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Tether | (3:28)
How big is Tether? | (28:12)
Disclosure: Chit Chat Money hosts and guests ar…
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Nov 16, 2021
Shopify (SHOP) | Not So Deep Dive
Shopify is a Canadian-based e-commerce business. The company is well known for enabling merchants to launch a business. Shopify offers low code website development, assists in fulfilling orders, and also facilitates payments. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Shopify. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube chann…
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Nov 11, 2021
Clearwater Analytics (CWAN) with Conor Mac
Clearwater Analytics offers cloud-native reporting solutions for companies that manage assets. Clearwater's solutions include automated investment accounting, data management, and reporting. Conor brings his expert knowledge of Clearwater Analytics for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
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Nov 9, 2021
Peloton (PTON) | Not So Deep Dive
Peloton is an exercise equipment and media company. The most well-known product that Peloton produces is their stationary bike. The Peloton bike connects to the Peloton media production providing users with well-rounded exercise material. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Peloton. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
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Nov 4, 2021
Nelnet (NNI) with Aaron Edelheit
Nelnet is an United States-based conglomerate. Most commonly known for providing administration and repayment of student loans, the company also has many other offerings. Aaron brings his expert knowledge of Nelnet for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Oct 28, 2021
Kulicke and Soffa (KLIC) with Chris Seifel
Kulicke and Soffa concentrates on semiconductor packaging. However, the company has many segments including the manufacturing equipment and tools to assemble semiconductor devices. Kulicke and Soffa plays a role in close to 80% of all semiconductor production. Chris brings his expert knowledge of Kulicke and Soffa for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
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Oct 26, 2021
Twilio (TWLO) | Not So Deep Dive
Twilio is a cloud communications platform. The company allows software developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Twilio. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Oct 21, 2021
International Petroleum (IPCO) with Jim Gillies
International Petroleum is an oil and gas exploration and production company. With many subsidiaries, International Petroleum mainly operates out of Canada, Malaysia, and France. The oil industry can be quite complicated, however, Jim brings his expert knowledge of International Petroleum for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
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Oct 19, 2021
Toast (TOST) | Not So Deep Dive
Toast Incorporated is a cloud-based end-to-end technology platform built for the restaurant community. The company provides management and point of sale systems. Toast is used in more than 48,000 restaurants. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Toast. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Oct 14, 2021
Swedish Match (SWMA) with Phillip Martinelli
Swedish Match is a Swedish company that produces ZYN, snus, moist snuff, and chewing tobacco. The company focuses on smokeless tobacco, however, Swedish Match is much more interesting than just cigarettes. Phillip brings his expert knowledge of Swedish Match for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM": https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Phillip's work? Follow him on Twitter: htt…