Chit Chat Money: Recent Episodes
Chit Chat Money
Uncover potential new investments by listening to Chit Chat Money. Every Tuesday, we perform a “Not So Deep Dive” on an individual stock, where listeners can understand the basics of a company to enhance their research process. Then, on Thursdays, we bring on guests to do a “Deep Dive” interview on a single stock or financial asset. At Chit Chat Money, we don’t tell you how to invest, but we hope you can learn along with us. Hosts Brett Schafer and Ryan Henderson are not financial advisors, and anything said on Chit Chat Money by them or podcast guests are not formal advice or a recommendation, and should be used for entertainment purposes only.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:14) Bezos and AI bubbles
(10:20) The AI Infrastructure Boom: Opportunities and Risks
(18:28) Value Plays vs. Value Traps
(36:58) Argentina update
(40:55) Pepsi's Earnings
(45:55) Delta Airlines
(48:47) Brett's new stock
(53:57) Rapid Fire Stock Analysis
(01:01:53) Underappreciated Sectors in the Market
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss:
(00:00) Introduction
(03:28) Early Life and Influences
(09:14) Quantum Fund
(12:39) Investment Philosophy and Position Sizing
(19:27) Understanding Reflexivity in Markets
(28:02) Case Study: Breaking the Bank of England
(34:42) The Mechanics of Currency Devaluation
(39:23) Soros' Bet Against the Thai Baht
(44:47) Current Currency Crises: Lessons from Argentina
(50:30) Soros' Investment Philosophy and Strategies
(55:50) Lessons Learned from Soros' Approach
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:13) AI and E-commerce: Shopify's Partnership with OpenAI
(07:25) Nike's Earnings Report: Challenges and Market Position
(14:09) The Emergence of the Texas Stock Exchange
(22:58) Never Sell Stocks: Criteria and Personal Picks
(44:47) Spotify's Leadership Transition and Its Implications
(48:21) Project Kuiper: Amazon's Ambitious Venture
(51:58) Portillo's: A Fresh Perspective on a Struggling Stock
(52:52) Electronic Arts: The Largest Leveraged Buyout Ever
(58:23) Bill Ackman's Shareholder Letter Insights
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:
(00:00) Introduction
(02:25) The Appeal of Small Cap Investments
(05:12) Opendoor
(31:37) Portillo's
Value Degen Substack: https://unemployedvaluedegen.substack.com/
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:26) AI Boom and Market Implications
(08:35) Electricity Consumption and AI
(16:43) Drafting Future Share Cannibals
(21:09) Criteria for Selecting Share Cannibals
(41:39) Mark Leonard's Legacy and Constellation Software
(47:10) Yelp's Business Model and Market Position
(53:15) Compass's Disruption in Real Estate
(59:14) Listener Questions
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:
(00:00) Introduction
(06:02) A New Player in Defense
(10:47) Innovations in Subsea Technology
(19:44) Product Categories and Market Applications
(22:02) Competitive Landscape and Market Positioning
(28:04) Regulatory Challenges and Industry Barriers
(32:54) Building Trust in Defense Contracts
(36:44) Anduril's Disruption in Defense Tech
(38:50) Competitive Analysis
(42:06) Future Growth Prospects
(46:59) Management Insights and Leadership Transition
(53:53) Financial Projections and Market Positioning
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:06) Nvidia's Strategic Investment in Intel
(03:08) The Semiconductor Supply Chain Dilemma
(10:21) The Future of Intel and TSMC
(22:21) Airbnb's Growth Strategies and Advertising
(31:57) Mark Zuckerberg's $600 Billion Commitment
(36:31) Mortgage Payment Searches and Economic Indicators
(40:48) Federal Reserve's Interest Rate Decisions
(52:46) Fraud Watch: Trevor Milton and RCI Hospitality
(01:04:49) Remitly's New Subscription Model and Market Strategy
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss:
(00:00) Introduction
(01:55) Brett's Portfolio Performance
(10:01) Ryan's Portfolio Performance
(15:59) Analysis of Top Positions
(21:54) Best Buys and Future Considerations
(49:30) Stocks on the Chopping Block
(58:44) Watchlist Stocks
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://www.portseido.com/?fpr=ryan63
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:
(00:00) Introduction
(02:06) Analyzing Chipotle's Performance
(11:04) Duolingo's Disruption Concerns
(19:39) AI Infrastructure and OpenAI's Cash Burn
(31:50) Emerging Players in AI: Nebius
(34:22) Shorting Stocks: Risks and Strategies
(37:13) Exploring Cybersecurity Stocks
(47:14) Gambling.com: A Marketing Agency in Online Gambling
(47:43) The Internet of Things: SamSara's Business Model
(49:51) Rubrik: Cybersecurity and Business Resilience
(55:06) Bubble Watch: The State of AI and Market Speculation
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
You'll want to listen to this one. We discuss:
(00:00) Introduction
(05:19) Navigating the Dotcom bust
(10:00) The Entrepreneurial Mindset in Investing
(16:29) Investing books misleading investors
(21:30) Understanding Rule Breaker Investing
(27:59) Building a Rule Breaker portfolio
(28:36) The Habits of a Rule Breaker Investor
(32:57) Portfolio management and position sizing
(38:53) The Psychology of Holding Stocks
(43:15) Learning from Mistakes in Investing
(54:12) The Snap Test: A Mindset Shift for Investors
David's new book: https://www.amazon.com/Rule-Breaker-Investing-Stocks-Lasting/dp/1804091219
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:01) Google's Favorable Court Ruling
(12:40) C3 AI's Disappointing Quarter
(17:26) Lululemon's Earnings Report
(28:08) Drafting the Top 10 Widest Moats
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan gives a research report on SoFi Technologies (Ticker: SOFI). We discuss:(00:00) Introduction (01:38) SoFi's Emergence as a Leading Neo Bank(03:27) The Evolution of SoFi: From Peer-to-Peer Lending to Full-Service Bank(10:41) SoFi's Competitive Advantages in the Banking Sector(34:36) Understanding SoFi's Revenue Streams and Loan Portfolio(48:52) Valuation Insights and Future Outlook for SoFi
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:27) Deep Dive into Nvidia's Earnings
(10:34) The Importance of Federal Reserve Independence
(21:50) Market Reactions and Future Predictions
(29:06) Autodesk Earnings and Market Implications
(31:38) Autodesk's Financial Performance and Management Challenges
(35:29) New Bank's Growth and Market Positioning
(40:47) Mercado Libre's Competitive Landscape and Growth Prospects
(44:26) Corporacion America Airports: A Low-Risk Investment Opportunity
(50:24) Boston Beer Company: Navigating the Alcohol Market
(54:12) Identifying Companies with Pricing Power
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss:
(03:37) Dev Kantesaria's Unique Background
(06:20) Investment Philosophy and Approach
(09:23) Portfolio Analysis and Key Metrics
(12:38) Case Study: Fair Isaac Corporation (FICO)
(32:20) Unlocking Pricing Power: The FICO Case Study
(37:25) S&P Global: A Long-Term Investment Perspective
(44:14) Valley Forge Fund Performance: Analyzing Returns
(50:24) Key Takeaways from Kantesaria's Investment Philosophy
(56:33) AI and Investment Uncertainty: A Cautionary Perspective
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(01:05) Intel Nationalization and Government Involvement
(10:01) Zoom Earnings Review and Market Position
(15:37) Super Investors: 13F Season Insights
(27:52) Warren Buffett's Investment in United Health
(34:58) Buffett's Influence and Retirement
(41:00) Chamath's SPAC Ventures
(45:57) AI Innovations and Market Reactions
(53:56) Growth Stocks Turning Profitable
(01:02:40) Retail Roundup: Trends and Insights
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss:
(02:55) Rocket Lab's Methodical Approach to Space
(05:14) The Neutron Rocket: A Game Changer?
(08:47) Financial Implications of Neutron's Launch
(15:42) Acquisitions and Strategic Growth
(19:13) The Balance of Launch Services and Space Systems
(24:31) Rocket Lab's Strategic Shift in Satellite Manufacturing
(25:24) The Importance of Neutron for Satellite Constellations
(26:46) Understanding the Competitive Landscape in Space
(29:19) Growth Drivers for Rocket Lab's Future
(30:58) Government Contracts and the Haste Program
(34:25) Financial Projections and Free Cash Flow
(36:55) Price Targets and Portfolio Management
(40:55) Future Outlook for Rocket Lab in 2035
(44:05) Exploring Moon and Mars Missions
7investing: https://7investing.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(02:58) AI's Impact on Software Companies
(11:52) Trends in Alcohol Consumption
(21:02) Amazon's Grocery Delivery and Instacart's Challenges
(30:41) Cava's Earnings and Restaurant Industry Trends
(36:14) Analyzing Restaurant Performance Amid Economic Challenges
(39:58) Insider Buys
(44:29) The Hot IPO Market: Opportunities and Risks
(48:25) Bubble Watch: Signs of Market Euphoria
(50:50) Adyen's Growth Challenges in a Competitive Landscape
(56:19) CoreWeave's Risky Bet
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss:
(03:48) The History of Dave: From SPAC to Recovery
(08:56) Understanding the Business Model: Micro Lending Explained
(16:15) Competition and Market Positioning: Who Does Dave Compete With?
(16:54) Operational Structure: Partner Banks and Expenses
(22:08) Future Outlook: Pricing Models and Growth Potential
(26:17) Assessing Risks and Opportunities for Dave
(30:15) Market Potential and Growth Projections
(34:36) Management Integrity and Company Culture
(37:10) Navigating Bankruptcy Risks and Financial Health
(39:50) Capital Allocation Strategies
(42:36) Valuation Insights and Market Misunderstandings
Capital Mindset: https://www.youtube.com/@CapitalMindset
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis
(12:19) Figma IPO: Valuation and Market Implications
(28:38) Remitly's Growth Amidst Market Challenges
(34:21) Evaluating Growth Potential in Stocks
(36:26) Innovations in Digital Finance and Remitly's Strategy
(41:00) Airbnb's Market Position and Growth Challenges
(50:52) Coupang's Expansion and Competitive Landscape
(57:43) OpenAI's Valuation and Market Dynamics
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss:
(03:45) Exploring the Used Car Lending Market
(07:10) Analyzing Ally's Position in the Market
(15:26) Understanding Asset-Backed Securities (ABS)
(28:18) Carvana: A Battleground Stock
(32:35) Shorting Carvana: Risks and Considerations
(33:11) Carvana and Ally: A Troubling Relationship
(34:47) Fraud Allegations and Market Realities
(37:53) The Deteriorating Car Lending Market
(38:20) The Impact of Student Loan Resumption
(41:56) Consumer Spending and Economic Implications
(44:00) The Rise of Buy Now Pay Later (BNPL) Services
(48:21) Consumer Financial Health at Risk
(55:26) Future Outlook: Can Consumer Spending Recover?
Unicus Research website: https://www.unicusresearch.com/
Twitter/X: https://x.com/UnicusResearch
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed with special guest John Rotonti:
(02:54) Navigating Market Challenges
(05:57) The AI Spending Boom
(08:54) Data Center Dynamics
(12:00) Valuations and Market Trends
(15:00) Speculation and Market Sentiment
(18:08) Long-Term Investment Strategies
(20:57) The Role of Cash in Investing
(24:03) The Future of AI and Market Bubbles
(26:52) The Case for Bitcoin and Crypto Diversification
(35:07) The Value of Stocks vs. Crypto
(39:22) Insights from Multi-Bagger Stocks Research
(53:29) Investment Strategies and Screening Criteria
(57:33) The Future of Railroads and Industry Consolidation
To see more of John's work, check here: https://lastbastion.com/subscribe/
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
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Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR). We discuss:
(03:05) Understanding the Affordable Care Act
(05:57) Oscar Health's Business Model and Market Position
(09:03) User Experience in Health Insurance
(12:15) Profitability Challenges in Health Insurance
(15:42) Oscar Health's Growth and Market Share
(18:42) Management Changes and Leadership Impact
(22:42) Market Opportunities and Competitive Landscape
(33:12) Navigating Financial Headwinds in Healthcare
(38:27) The Rise of Individual Coverage Health Reimbursement Arrangements
(41:41) Profitability Uncertainty in the Health Insurance Sector
(46:30) +Oscar: A Moonshot for Oscar Health
(50:44) Valuation Challenges and Market Perception
(59:01) Emerging Moats in Health Insurance
Subscribe to our Substack and read the full report: https://chitchatstocks.substack.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(01:24) Meme Stocks and American Eagle
(03:02) Alphabet's Earnings Report
(23:24) Philip Morris: Market Trends and Performance
(29:00) OpenDoor: A Meme Stock Analysis
(36:59) Tesla: Market Reactions and Insights
(47:13) Chipotle's Declining Performance and Market Position
(53:30) Home Builders: Current Trends and Future Predictions
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed:
(00:00) Introduction and history
(04:31) Understanding the Pharmaceutical Supply Chain
(07:30) Exploring Business Segments
(12:06) High Value Products vs. Bulk Products
(14:24) The Impact of AI on Drug Development
(17:17) Current Industry Cycles and Demand Dynamics
(21:24) CapEx Expansion and Future Capacity
(24:04) Drivers of Demand for Products
(26:33) The Impact of GLP-1s on Business Dynamics
(29:27) Navigating Tariff Impacts in the Pharmaceutical Supply Chain
(32:21) Understanding Competition in the Pharmaceutical Packaging Industry
(36:45) The Advantages of Vertical Integration
(41:41) Valuation Insights and Market Perception
(47:38) Identifying Risks and Challenges Ahead
(51:54) Exploring Best Anchor Stocks and Investment Strategies
Leandro's Twitter: https://x.com/Invesquotes
Best Anchor Stocks: https://www.bestanchorstocks.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(01:27) ASML Analysis and Market Volatility
(09:56) Taiwan Semiconductor's Growth and Market Position
(17:26) Netflix's Earnings and Business Model
(25:00) Bubble Watch: Meme Stocks and Market Valuations
(32:58) Evaluating Palantir's Future Cash Flow
(35:43) Interactive Brokers Earnings Review
(41:20) Cloudflare's AI Crawler Blockade
(47:08) Meta's Ambitious Data Center Plans
(54:51) Musk's Circular Investments and XAI
(01:00:08) Political Pressures on Jerome Powell
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss:
(02:20) The Birth of a Super App
(09:23) Grab's Business Model Evolution
(23:40) Expanding Services: Delivery and Beyond
(30:59) Financial Services: A New Frontier
(34:10) Growth and Risks of GXS Bank's Loan Portfolio
(36:41) Challenges of Analyzing New Banks
(39:19) Is Grab Trying to Do Too Much?
(41:58) Competition Landscape: Grab vs. Uber
(46:20) Grab's Market Position and Financial Services
(49:34) Valuation Insights and Financial Projections
(59:23) Management Evaluation and Future Outlook
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(02:06) Delta Earnings and Consumer Spending Insights
(08:01) Recent Stock Purchases
(22:52) Taiwan Semiconductor: A New Investment Perspective
(27:23) Predictions for the Largest Company by 2030
(33:27) Amazon's Subscription Revenue Growth
(35:59) The Future of Alphabet and AI
(39:57) Evaluating Major Tech Companies
(44:43) Meta's AI Talent Acquisition Strategy
(57:12) CoreWeave's Aggressive Expansion Plans
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss:
(01:29) Understanding Stablecoins: Definition and Functionality
(07:08) The Future of Stablecoins: Potential Applications
(08:10) Impact on Remittances and Cross-Border Payments
(20:57) Stablecoins and Merchant Payment Processes
(29:21) Rewards and Incentives in a Stablecoin Economy
(31:58) The Evolution of Stablecoins and Blockchain Transactions
(34:12) The Landscape of Stablecoin Issuers
(36:23) Corporate Interest in Stablecoins
(38:02) The Role of Banking Charters in Fintech
(40:52) Stablecoins in Remittance and Competition
(43:03) Government Perspectives on Stablecoins
(46:06) Visa and MasterCard: Disruption or Adaptation?
(50:07) Fintech Adoption Challenges and Opportunities
(53:57) E-commerce and Payment Innovations
SUBCRIBE TO POPULAR FINTECH: https://www.popularfintech.com/subscribe
Twitter/X: https://x.com/jevgenijs
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(03:00) Figma's IPO and Market Position
(13:10) Tesla's Delivery Numbers and Market Challenges
(28:03) Robinhood's Tokenized Trading and Market Implications
(30:59) Understanding OpenAI Tokens and Their Implications
(33:30) Concerns Over Special Purpose Vehicles and Investor Rights
(36:47) The Role of AI in Workforce Dynamics
(37:55) AI Hiring Trends and Scandals
(42:07) The Impact of AI on Company Hiring Practices
(46:29) The Race for AI Talent and Its Financial Implications
(51:56) Evaluating AI Hype: Over or Under?
(59:30) Coupang's New AI Cloud Initiative
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss:
(00:00) Introduction to IPOs and Misfit Alpha
(02:15) CoreWeave: Business Model and Market Position (CRWV)
(12:40) Chime Financial: Disrupting Traditional Banking (CHYM_
(32:39) E-Toro Group: A Global Brokerage Perspective (ETOR)
(37:37) Opportunities in the European Market
(42:52) Understanding Circle's Business Model (CRCL)
(53:47) The Advantages of Stablecoins
(58:01) Ranking Investment Interests
(01:02:07) Lessons for Investors in IPOs
SUBCSRIBE TO MISFIT ALPHA: https://www.misfitalpha.com/chitchat
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(03:38) The Evolution of AI and Its Impact
(08:10) Identifying Opportunities and Risks in AI
(12:42) The Future of Equity Research with AI
(19:08) Market Reactions and Business Models
(25:58) Hims and Hers: A Case Study in Market Fragility
(34:08) Constellation Software: Investment Insights
(40:27) Understanding Human Incentives in Business
(45:13) Abercrombie & Fitch: A Brand Revival Story
(50:24) The Future of Autonomous Vehicles and Robo-Taxis
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we dive into four stocks led by founders, and why these companies are so successful in creating value for shareholders. We discuss:
(02:57) Spotify: A Case Study in Founder Leadership
(14:51) Meta Platforms: The Evolution of a Founder-Led Giant
(31:51) Nvidia: A Founder’s Vision and Strategy
(47:04) Wise: The Future of International Transfers
This episode is brought to you by the Inside Owner Index: https://www.youtube.com/watch?v=MSD8Msi7qcY&t=1s
INSIDER OWNER WEBSITE: https://insideownership.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed:
(02:31) Exploring Stable Coins
(05:39) Benefits and Downsides of Stable Coins
(11:33) The Future of Payment Processing
(17:47) Market Implications for Visa and MasterCard
(22:16) Investing Perspectives on Stable Coins
(26:35) Current Market Opportunities and Trends
(37:04) Whiskey Market Dynamics
(48:39) Market Bubbles and Pre-Revenue Companies
(01:00:28) The Future of Space and Defense Investments
FOLLOW INVESTING UNSCRIPTEDApple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302
Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo
YouTube: https://www.youtube.com/@InvestingUnscripted
Newsletter: https://investingunscripted.beehiiv.com/
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss:
(00:00) Introduction to [X company]
(04:01) Understanding Traditional Real Estate Commissions
(07:33) The Disruptive Business Model of [X company]
(13:39) Exploring Ancillary Services and Their Potential
(23:45) Innovations in financial services
(34:14) Real Estate Brokerage Insights
(39:07) Competitive Landscape in Real Estate
(43:44) Understanding the MLM Debate
(48:23) Management and Leadership Evaluation
(49:52) Valuation and Future Earnings Potential
(57:58) Final Thoughts and Investment Decisions
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(03:20) Exploring the Remittance Market
(06:26) The Impact of Taxation on Remittances
(09:37) Warner Brothers Discovery's Strategic Split
(12:38) Meta's AI Acquisition and Market Positioning
(35:40) OpenAI and Google Cloud Collaboration
(41:58) The Future of AI and Profitability
(43:29) Adobe's Earnings and Competitive Landscape
(50:08) RoboTaxis: The Future of Transportation
(01:00:55) Upcoming IPOs and Market Trends
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss:
(02:55) Who is Joel Greenblatt?
(08:34) Gotham Capital's Performance
(11:36) Special Situations Investing
(12:34) Understanding Spin-Offs
(19:30) Mergers and Arbitrage
(23:35) Bankruptcies and Restructurings
(32:35) Recapitalizations, Options, and Leaps
(36:19) Understanding the Little Book: Quality Stocks at Cheap Prices
(41:11) Screening for Value: EV to EBIT and ROIC
(49:13) The Magic Formula: Combining Quality and Value
(57:59) Lessons from Joel Greenblatt: Complexity and Homework
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(10:26) Exploring Undervalued Stocks
(26:29) Investment Strategies and Market Trends
(31:40) The Limitations of 401(k) Investment Options
(33:44) Exploring Companies with Pricing Power
(38:02) Consumer Pricing Power: A Deeper Dive
(41:11) Analyzing Lululemon's Earnings
(44:11) Wise vs. Remitly: The Future of Money Transfers
(50:14) The Rise of Nuclear Energy Stocks
(55:46) Dollar General and Economic Indicators
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS).
Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. What is so special about AST SpaceMobile?
The episode did not disappoint. We discuss:
(04:00) Understanding AST's Vision and Technology
(07:13) Identifying Market Opportunities and Historical Context
(09:59) Technological Differentiation and Competitive Landscape
(12:15) Addressable Market and Potential Applications
(15:09) Concerns and Viability of Technology
(17:44) First Responder Market and Emergency Connectivity
(33:23) The Financial Landscape of First Responders' Connectivity
(35:19) Demand Dynamics and Strategic Partnerships
(37:44) Consumer Demand and Coverage Challenges
(41:02) The Business Model and Consumer Engagement
(44:26) Satellite Economics and Operational Viability
(48:22) Skepticism and the Future of AST
(50:53) Valuation Challenges and Pre-Mortem Considerations
Crossroads Capital: https://www.crossroadscap.io/
10West Advisors: https://www.10westadvisors.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(02:58) Costco's Earnings and Business Model Insights
(05:53) Exploring Quantum Computing Stocks
(12:09) The Taco Trade and Tariff Discussions
(18:59) FICO's Regulatory Challenges and Market Impact
(29:56) Luxury Market Dynamics: Hermes vs. LVMH
(34:27) Emerging Companies and Market Trends
(40:07) Nvidia's Earnings and Market Position
(50:10) Disruption in the Remittance Space
(55:51) Align Technology
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss:
(06:54) Understanding Robinhood's Business Model
(13:27) The Gamification of Investing
(17:30) Robinhood's Evolution and Recent Developments
(24:30) Future of Robinhood: Banking and Investment Integration
(30:24) Robinhood's Market Strategy and Growth Areas
(33:21) Diversification of Revenue Streams(35:35) Competition in the Brokerage Space
(39:38) Tokenization and Blockchain Innovations
(44:30) Leadership and Management Evaluation
(47:06) Valuation Challenges and Long-Term Growth
(51:10) Risks and Challenges Ahead
(53:06) Asymmetric Investing Explained
Travis's Twitter: https://x.com/TravisHoium
Asymmetric Investing: https://asymmetric-investing.beehiiv.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(03:11) AI Disruption in Business
(18:46) The Concept of Digital Lawn Mowers
(26:11) Identifying Companies at Risk of Disruption
(31:02) AI's Impact on Commoditized Supply
(34:40) Match Group and Buyback Strategies
(39:53) Palantir's Growth Potential and Market Positioning
(47:27) Michael Burry's Investment Strategies and Market Predictions
(50:43) CoreWeave's Business Model and Financial Viability
(55:19) Bond Market Trends and Economic Implications
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss:
(03:10) The Genesis of Instacart
(07:20) Building the Marketplace Network
(11:08) Understanding the Transaction Mechanics
(22:04) Monetization Strategies and Advertising
(27:14) Competitive Landscape and Market Positioning
(33:08) Consumer Behavior and App Segmentation
(41:42) Management Changes and Leadership Concerns
(51:14) Financial Projections and Growth Outlook
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(02:27) Exploring Nu Bank's Growth and Market Potential
(09:04) Instacart's Business Model and Market Position
(16:50) Airbnb's New Services and Market Strategy
(33:41) Challenges Facing UnitedHealth and Industry Insights
(36:05) UnitedHealth's Turmoil and Market Reactions
(41:21) Bubble Watch: Basic Capital's Risky Leverage
(48:39) Earnings Insights and Market Trends
(57:57) AI in Commerce: Trusting Technology for Purchases
(01:01:34) Chime's IPO: A Potential Investment Opportunity
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss:
(06:31) Understanding Airbnb's Business Model and Take Rate
(09:05) Growth Opportunities: Short, Medium, and Long-Term
(17:41) Speculative Future: The Super App Concept
(23:36) Competitive Landscape: Airbnb vs. Booking and Expedia
(27:54) Understanding Booking's Business Model
(34:03) The Super App Concept and Its Challenges
(41:31) Valuation Insights and Margin Expansion Potential
(45:36) The Importance of Leadership and Design in Airbnb
(48:35) Potential Risks and Future Challenges for Airbnb
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(03:52) Warren Buffett's Retirement Announcement
(11:02) Berkshire Hathaway's Future Leadership and Investment Strategy
(13:40) Apple vs. Google: The Search Engine Battle
(23:02) Apple's In-App Purchase Controversy
(28:53) Coupang's Earnings Report and Growth Strategy
(37:06) Remitly's Performance and Competitive Landscape
(38:25) Uber's Financial Performance and Market Position
(41:30) Waymo's Impact on Uber's Future
(45:25) Portillo's Earnings and Growth Potential
(51:18) Remitly's Market Position and Growth Prospects
(56:23) Earnings Reports: Highlights and Lowlights
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss:
(03:13) Stock 1: A Hidden Gem in Automotive
(21:34) Stock 2: The Backbone of Small Banks
(33:53) Understanding Roll-Up Strategies and Their Effectiveness
(39:39) Stock 3: Pest Control
(47:37) Stock 4: A Hidden Gem in Interconnect Products
(56:39) Key Takeaways from Successful Companies and Their Strategies
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(03:18) Microsoft's Performance and Cloud Growth
(15:14) Amazon's Earnings and Market Position
(24:45) Apple's Challenges and Market Dynamics
(33:11) Economic Indicators and Consumer Behavior
(35:27) Fast Food Trends and Consumer Choices
(37:22) The Impact of Ozempic on Food Spending
(39:38) The Future of Starbucks and McDonald's
(41:41) Sprouts Farmers Market: A Success Story
(43:27) Spotify's Growth and Market Position
(54:42) Airbnb vs. Booking Holdings: A Comparative Analysis
(01:00:32) Mexican Airports and Travel Trends
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:
(03:33) The History and Evolution of IBKR
(10:51) Understanding IBKR's Platform and User Experience
(12:23) Growth and Market Share of IBKR
(14:48) Personal Investing Journey and Transition to IBKR
(21:52) Management Culture and Organizational Structure
(28:23) Competitive Dynamics and Future Growth Potential
(30:41) IBKR's Global Growth Potential
(33:06) Tracking Account Growth as a Metric
(35:03) Competitive Advantages of IBKR
(35:26) Understanding IBKR's Culture and Management
(38:38) Navigating the Competitive Landscape
(40:51) Valuation Insights and Financial Metrics
(49:42) Investment Decisions and Future Outlook
(53:29) Macro Trends and Their Impact on IBKR
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(01:27) Tesla Earnings: A Controversial Quarter
(14:50) Alphabet Earnings: Growth and AI Integration
(26:52) Philip Morris: Transitioning to Smoke-Free Products
(33:38) Exploring Nathan's Famous: A Small Cap Opportunity
(38:57) Chipotle Earnings: A Personal Anecdote
(44:36) Nintendo Pre-Orders: High Demand and Market Potential
(54:48) Market Sentiment: The Impact of Political Events
(59:04) Nelnet's Financial Moves: A Positive Outlook
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss:
(12:45) Understanding Grindr's Unique Value Proposition
(24:19) Monetization Strategies and Revenue Growth
(31:56) Future Prospects and Advertising Opportunities
(32:25) Navigating Risks in Dating App Development
(35:34) User Growth and Revenue Insights
(37:04) Understanding Grindr's Unique Market Position
(46:30) Financial Health and Capital Returns
(53:44) Identifying Risks and Management Challenges
SUBSCRIBE TO BUYBACK CAPITAL: https://buybackcapital.substack.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
New release time! We are releasing the Power Hours Friday mornings going forward.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(03:51) Netflix Earnings Report Analysis
(13:33) Impact of Tariffs on Big Tech
(18:10) TSMC's Growth and Market Position
(25:23) Boeing's Challenges and American Express Performance
(33:27) Economic Implications and Investor Awareness
(36:32) Tariffs and Market Reactions
(40:03) Luxury Brands and Economic Resilience
(44:24) Interactive Brokers: A Compounder in Focus
(52:41) ASML's Strategic Buybacks and Future Growth
(57:18) OpenAI's Social Network: A New Frontier?
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss:
(00:00) Introduction to Li Lu: The Mysterious Investor
(04:45) Li Lu's Fascinating Background and Early Life
(09:35) The Formation of Himalaya Capital and Investment Philosophy
(14:26) Investment Strategies: Balancing Patience and Activity
(16:59) Key Investment Principles from Li Lu
(22:50) Case Study: Timberland Investment
(29:52) Case Study: BYD - A Defining Investment
(33:40) Investing Insights: BYD vs Timberland
(35:41) The Rise of Mu Tai: A Cultural Staple
(42:39) Macro Perspectives: Li Lu on China
(48:39) Lessons from Li Lu: Value Investing Principles
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning.
On this episode, we discuss:
(03:36) Portfolio Impacts of Tariffs
(06:32) Direct and Secondary Effects on Companies
(09:23) Market Reactions and Predictions
(12:29) Analyzing Company Resilience
(15:29) Investment Strategies Amidst Uncertainty
(18:23) Sector-Specific Impacts
(21:29) Recent Portfolio Changes
(24:21) Final Thoughts on Market Trends
(34:38) Shifting Focus: The Importance of Timely Analysis
(35:21) Airbnb: Growth Potential and Market Positioning
(40:25) Philip Morris: Evaluating Investment Decisions
(43:08) Google: A Steady Performer in a Volatile Market
(51:52) The Impact of Tariffs on Global Trade
(57:33) Tesla: Demand Challenges and Future Outlook
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:
(03:33) Historical Overview of S&P Global
(11:44) Business Segments of S&P Global
(12:47) The Ratings Segment and Its Moat
(18:52) Software and Market Intelligence
(24:46) Commodities and Mobility Segments
(30:59) Evaluating S&P Global's Valuation
(32:17) Understanding the S&P 500 Index
(34:25) S&P Global's Revenue Growth and Margins
(37:25) Corporate Culture and Management Structure
(43:59) Assessing the Moat of S&P Global
(47:31) Valuation and Financial Projections
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:15) Elon Musk's Business Moves
(06:21) AI Developments and Industry Dynamics
(09:38) SoftBank and OpenAI Partnership
(12:38) Dollar Tree's Strategic Shift
(18:24) Spotify vs. Music Labels
(31:45) Market Movements and IPO Insights
(33:48) Trevor Milton's Controversial Comeback
(40:04) Rocket Company's Ambitious Acquisitions
(46:00) Tesla's Delivery Dilemma
(52:53) Turning Point Brands and Nicotine Pouches
(55:31) Nintendo Switch 2: Nostalgia Meets Innovation
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss:
(00:00) Introduction to MedPace Holdings
(10:51) Understanding the CRO Business Model
(21:54) Medpace's Unique Positioning and Growth
(33:05) Industry Trends and Future Outlook
(42:16) Leadership and Company Culture
(47:52) Valuation and Investment Considerations
MEDPACE MEMO: https://lvsadvisory.com/wp-content/uploads/2025/02/LVS-Advisory-Medpace-Memo.pdf
LVS ADVISORY WEBSITE: https://lvsadvisory.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:13) IPO Market Insights
(06:19) Collateralized Burrito Obligations Explained
(09:24) Klarna's Financials and Business Model
(12:34) eToro's Public Offering and Business Model
(15:26) Nike's Struggles in the Market
(18:14) Brand Power in the Digital Age
(33:49) Skechers and Apparel Market Insights
(37:43) Boeing's Surprising NJAD Contract Win
(44:32) Michael Saylor's Bitcoin Controversy
(49:01) Small Cap of the Week: Ashtead Technology
(56:47) Berkshire Hathaway's Performance and Future
********JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett gives a research report on Nu Holdings (ticker: NU). We discuss:
(04:08) The Founding Story of Nu Holdings
(07:31) Personal Anecdotes and User Experience in Banking
(11:53) Management Team and Leadership Insights
(18:44) Business Model Overview of Nu Holdings
(31:12) Geographic Opportunities: Brazil and Mexico
(38:39) Nu Holdings' Growth Strategy in Mexico
(42:44) Competitive Landscape and Market Dynamics
(53:19) Navigating the Credit Cycle and Economic Risks
(58:41) Future Financial Projections and Valuation Concerns
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(04:16) Google's Major Acquisition of Wiz
(20:19) Stocks at Their Lowest Valuations
(30:38) Evaluating Hyperscalers: Amazon, Google, Meta, Microsoft
(33:11( The Wild Card of Nvidia
(34:14) Exploring Small Cap Investments
(35:11) Diving into Herc Holdings
(45:27) Michael Saylor's Controversial Speech
(52:19) The Future of Crypto Trading
(56:02) CoreWeave IPO: A Bubble Watch
(58:27) Honoring a Frugal CEO's Legacy
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we talk with Brian Stoffel from Stock Investing Mentor on all things MercadoLibre (ticker: MELI). We discuss:
(04:22) The Evolution of Mercado Libre's Business Model
(07:21) Competitive Landscape: Mercado Libre vs. Amazon
(10:34) E-commerce Penetration in Latin America
(13:22) The Role of Mercado Pago in E-commerce
(16:33) Challenges and Opportunities in Latin America
(19:48) Mercado Libre's FinTech Advantage
(22:29) Understanding Mercado Libre's Credit Portfolio
(29:08) Explosive Growth and Strategic Expansion
(33:12) Navigating Competition in Fintech
(39:18) Understanding Anti-Fragility in Business
(47:29) Evaluating Future Risks and Opportunities
STOCK INVESTING MENTOR: https://www.stockinvestingmentor.com/
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:41) Analyzing Short Reports and Company Trustworthiness
(16:28) Concerns from the Short Report
(21:14) Market Turmoil and Stock Performance
(25:15) Recession Impacts on Holdings
(34:25) Delta Airlines: Revenue Forecasts and Market Reactions
(36:37) Impact of Government Changes on Financial Results
(40:15) American Express: Valuation and Market Position
(42:36) Spotlight on Perion Network: A Unique Investment Opportunity
(47:45) Bubble Watch: Market Valuations and Investment Strategies
(56:09) CoreWeave: AI Startup and IPO Speculations
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss:
(03:46) Ranking Stocks: Methodology and Approach
(05:15) Stock Analysis: Semrush and Autodesk
(07:38) Ally Financial: Challenges and Future Outlook
(11:31) Middle of the Pack: Adobe, O'Reilly, and More
(18:06) Top Stocks: Amazon, Nelnet, and Alphabet
(29:33) Exciting Opportunities: Grupo Aeroportario and Coupang
(33:05) Home Builders and Consumer Trends: D.R. Horton
(36:12) Philip Morris: A Bulletproof Investment
(37:52) Investing in Remitly: A Digital Remittance Leader
(41:00) Investment Ranking Methodology: A Structured Approach
(41:55) Gogo: Analyzing Market Position and Future Potential
(45:45) Philip Morris: Navigating the Tobacco Landscape
(47:49) Nintendo: Anticipating the Switch 2 and Market Dynamics
(51:37) Mexican Stock Exchange: Opportunities and Challenges
(53:33) Portillo's: Turnaround Strategy and Market Expansion
(56:43) Pacifico Airports: Growth in Mexican Aviation
(59:22) Coupang: E-commerce Growth and Competitive Advantages
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:16) Analyzing Google's Stock Performance
(14:38) Waymo's Growth and Future Potential
(20:29) CoreWeave's Impressive Growth and IPO Discussion
(31:24) Navigating Market Dynamics and Investment Strategies
(33:25) Target's Earnings and Consumer Confidence Challenges
(37:10) Rocket Lab's Ambitious Journey in Space
(45:50) Boston Omaha: A Controversial Investment Landscape
(57:31) Nu Holdings: The Fintech Frontier in Latin America
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Today, we bring you an episode from our friends at the Investing Unscripted Podcast. This episode is titled "Back to Basics." We hope you give it a listen.
FOLLOW THE INVESTING UNSCRIPTED PODCAST WHEREVER YOU GET YOUR PODCASTS
Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo
Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302
YouTube Page: https://www.youtube.com/@InvestingUnscripted
Jason and Jeff discuss the importance of revisiting the fundamentals of investing as we enter the new year. They highlight why it's crucial to know your financial goals, understand what you own, and make informed decisions about buying and selling stocks.
01:34 Back to Basics: Investing Fundamentals
02:06 Listener Engagement and Feedback
04:38 The Importance of Financial Goals
08:05 Understanding Your Investments
18:19 Goals vs. Incentives in Investing
37:14 Personal Investing Journey and Mistakes
40:43 Market Trends and Stock Performance
44:06 Basics of Buying and Selling Stocks
47:45 Challenges and Decisions in Stock Investing
52:50 The Art of Selling Stocks
Companies mentioned: AAPL, BOC, CRWD, MELI, NVDA, ZS
To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted
*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule).
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.
*Terms and Conditions apply.
On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss:
(03:31) Overview of Nelnet's Business Model
(08:43) Financial Services Segment Analysis
(24:01) Nelnet Business Services: A High-Quality Business
(39:40) Investments and Future Prospects
(40:10) Understanding Hudl's Market Position
(48:27) Allo Communications: Growth and Challenges
(56:04) Solar Energy Ventures: Risks and Opportunities
(01:01:30) What is the stock worth today?
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:18) Celsius Acquisition and Market Dynamics
(06:26) Coupang Earnings and Growth Potential
(15:29) Costco Valuation Insights
(24:24) Comparing Booking Holdings and Airbnb
(32:42) Airbnb's Growth Potential
(35:52) Comparing Portillo's and CAVA Earnings
(43:20) AppLovin's Controversial Business Practices
(51:37) Bubble Watch: Market Trends and Insights
(59:04) Remitly's Business Model and Future Prospects
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we talk with Whit Huguley of River Oaks Capital on all things microcap investing. We discuss:
(11:01) The Importance of Due Diligence
(21:41) Idea Generation and Research Process
(32:42) Suggestive Investing and Capital Allocation
(37:58) Understanding Margin of Safety in Micro Caps
(39:01) The Importance of Suggestive Investing
(43:54) Innovative Food Holdings: A Case Study
(49:00) Management Impact on Microcap Success
(01:03:16) Navigating Portfolio Management and Position Sizing
RIVER OAKS CAPITAL WEBSITE: https://www.riveroaks-capital.com/
JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:14) Investor Sentiment: Fear and Greed Index
(06:28) Analyzing Super Investor Buys and Sells
(09:28) The Case of Chinese Stocks: Pinduoduo and Others
(12:37) Earnings Reports and Company Valuations
(15:15) Bill Ackman and the Hedge Fund Landscape
(18:19) Seth Klarman and Ferguson Enterprises
(21:25) Berkshire Hathaway's Recent Moves
(24:25) SiriusXM: A Melting Ice Cube?
(32:14) Airbnb Earnings Analysis
(34:58) Airbnb's Localization Strategy and Market Growth
(38:50) Evaluating Airbnb's Future Potential
(45:41) The Meme Coin Controversy
(50:32) Super Micro Computer's Earnings and Risks
(56:04) Peloton: A Case Study in Business Viability
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:
(03:20) Adobe's Historical Performance and Business Model
(08:40) Understanding Adobe's Product Segments
(16:10) Pricing Power and Customer Retention
(17:55) The Impact of AI on Adobe's Business
(32:01) Evaluating Adobe's Competitive Moat
(34:59) The Risks of Switching Platforms
(36:26) The Threat of Point Solutions to Adobe
(38:06) Market Dynamics and Competitive Landscape
(39:58) Valuation and Earnings Growth Projections
(43:08) Analyzing Adobe's Financial Metrics
(49:19) Investment Strategy and Position Sizing
(53:44) Monitoring Performance and Future Outlook
JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(04:37) Capital Expenditures and AI Investments
(24:16) Match Group's New CEO and Stock Purchase
(27:29) Philip Morris Earnings and Future Outlook
(35:37) Meta's Performance and Alphabet's Misunderstanding
(39:40) Google's Cloud Growth and Investment Thesis
(44:11) Marketing Strategies and Brand Perception
(48:15) Bubble Watch: SoftBank's Ambitious AI Project
(52:43) Spotlight on Crocs: A Future Small Cap?
(59:53) Netflix's Entry into Podcasting and Content Strategy
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:
(03:32) Michael Burry's Early Life and Career
(07:25) Investment Strategy and Philosophy
(13:26) Case Studies: Masaba Holdings
(30:12) Case Studies: Industrious Pachoco
(40:21) The Rise of Michael Burry
(41:45) Understanding the Big Short Bet
(45:29) Burry's Strategy and Risk Management
(54:50) Investor Reactions and Burry's Communication
(58:22) Burry's Performance and Market Comparison
(01:01:55) Current Holdings and Investment Strategy
(01:03:54) Key Takeaways from Michael Burry's Approach
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(04:20) Tariff Monday and Market Reactions
(09:33) The Apple Dilemma: Growth vs. Valuation
(21:33) Earnings Roundup: Best and Worst Reports
(26:05) Spotify's Exceptional Earnings Report
(34:06) Palantir's Impressive Growth and Valuation Concerns
(38:01) Evaluating Stock Valuations and Market Trends
(39:27) The Rise of Scams and Fraud in Finance
(41:34) Meta's Performance and Future Prospects
(47:13) Analyzing Poor Earnings Reports
(53:33) Disney's Struggles and Market Position
(59:0)7 The Competitive Landscape of Entertainment
(01:00:32) Challenges Facing Electronic Arts and Gaming Industry
(01:03:06) PayPal's Market Position and Future Outlook
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we are joined by Krzysztof and Luke from the Wall Street Wildlife Podcast to discuss Nvidia. We discuss:
(04:21) The AI Paradigm Shift and Nvidia's Role
(07:28) Understanding Nvidia's Market Dominance
(10:20) Competitive Landscape: Who's Challenging Nvidia?
(13:27) The Importance of Nvidia's Culture and Innovation
(16:39) The Role of TSMC in Nvidia's Success
(19:24) Future Demand and Market Potential for AI
(22:22) Conclusion: Nvidia's Position in the AI Landscape
(35:03) The Accelerating Power of AI
(37:04) Nvidia's Blackwell System and Market Demand
(40:40) Long-Term Vision vs. Short-Term Goals
(47:16) The Shift from CPUs to GPUs
(50:05) Understanding Nvidia's Moat
(54:19) Nvidia's Unique Culture and Work Ethic
(58:15) Succession Planning and Future Risks
(01:01:43) Potential Risks and Market Cyclicality
Listen to Wall Street Wildlife Podcast on YouTube, Spotify, and Apple Podcasts:https://open.spotify.com/show/27AqyYq2a8KOwse0KyO8iz
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:26) DeepSeek and Its Implications
(16:28) Earnings Season Insights
(30:16) Market Predictions and Future Outlook
(33:14) Bubble Watch: Market Trends and Anecdotes
(38:56) Small Cap of the Week: Cakebox's Growth Potential
(44:34) Stock Performance Insights: Ups and Downs
(52:11) American Express Earnings and Economic Indicators
(57:35) Celsius and Competitive Positioning in Energy Drinks
(01:01:34) Equity Risk Premium: Caution in Current Markets
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett gives a pitch on Grupo Aeroportuario del Centro Norte (Ticker: OMAB), an airport operator in northern and central Mexico. We discuss:
(00:00) Introduction to Grupo Aeroportario del Centro Norte (OMAB)
(05:37) Understanding OMAB's Business Model and Operations
(11:36) Government Relationship and Contractual Framework
(16:21) Revenue Generation and Financial Performance
(21:32) Competitive Advantages and Return on Investment
(31:10) Challenges in Mexico City and Airport Management
(33:22) Monterrey's Rise as a Key Airport
(37:36) The Future of Domestic Air Travel
(43:07) Valuing OMAB: A Local Monopoly
(48:07) Investment Risks and Market Dynamics
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:30) Anecdotal Insights from Texas
(06:39) Netflix Earnings and Subscriber Growth
(12:26) Exploring Netflix's Future Strategies
(18:25) IBKR Earnings and Market Dynamics
(24:32) Bubble Watch: Signs of Market Sentiment
(30:17) Cultural Reflections on Investing
(34:05) Introduction to Sponsors and Community Engagement
(35:39) Small Cap of the Week: Rev Group Analysis
(41:59) Project Stargate: AI Infrastructure Investment
(50:28) Nintendo Switch 2: Anticipated Release and Market Impact
(54:54) Dating Apps: Bumble and Grindr Investment Insights
********JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
***********Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new bookBuffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.They discuss:
(02:55) Inspiration Behind the Book
(05:04) Target Audience for the Book
(06:59) Compiling Insights from Annual Meetings
(09:40) Repetitive Themes in Buffett and Munger's Talks
(11:43) Favorite Timeframes of Meetings
(13:17) Key Lessons from the Book
(13:46) Incentive Structures in Business
(21:09) Continual Learning as an Investor
(24:36) Avoiding Difficult Decisions
(28:10) Lessons Learned About Buffett and Munger
(30:28) Understanding Buffett and Munger's Philosophy
(33:43) Applying Lessons from Buffett and Munger
(35:08) The Debate on Diversification vs. Concentration
(37:14) Interpreting Investment Styles and Risk
(40:18) Exploring TSOH Investment Research
(46:01) Future Coverage and Insights on Companies
BUY THE BOOK OUT NOW:https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804090670
TSOH Investing Research Service:https://thescienceofhitting.com/
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(00:00) Introduction to Current Market Trends(03:02) The TikTok Ban and Its Implications(10:02) Meta's Layoffs and Corporate Efficiency(20:10) Small Cap of the Week: Vita Coco(29:14) Bubble Watch: Crypto and Meme Coins(33:44) Concerns Over Alcohol Consumption Trends(35:46) The Dynamics of Alcohol Production and Consumption(37:07) Generational Shifts in Alcohol Consumption(39:34) Brand Loyalty in Alcohol vs. Tobacco(41:30) The Impact of Celebrity Brands on Spirits(43:32) Spirits vs. Beer: A Changing Landscape(46:07) Bill Ackman's Recent Moves(48:58) The Controversy of Management Fees(51:49) Buffett's Investment Principles(55:58) IAC's Executive Changes and Future Prospects
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan analyze each other's personal portfolios as they head into the new year. We discuss:
(04:37) Brett's Portfolio Overview
(07:38) Discussion on Cash Position and Holdings
(10:36) Investment Strategies and Future Purchases
(13:43) Concentration and Company Selection
(16:44) Identifying Potential Exits
(19:28) Watchlist and Future Opportunities
(22:30) Deep Dive into OMAB
(25:25) Evaluating Long-Term Potential
(29:05) Comparative Analysis of Key Holdings
(32:02) Transition to Ryan's Portfolio
(35:11) Ryan's Portfolio Overview
(38:14) Discussion on Ryan's Holdings
(41:00) Investment Philosophy and Strategy
(41:56) Position Sizing and Portfolio Management
(47:00) Evaluating Individual Stocks: Philip Morris and Nelnet
(53:40) Home Builders: Market Insights and Personal Experiences
(01:06:38) Portfolio Reflections and Future Considerations
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A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
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Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:37) Disney's Acquisition of FuboTV
(06:26) Critique of FuboTV's Business Model
(09:19) Trevor Milton and Nikola's Controversy
(12:26) Emerging Share Cannibals List
(15:30) Investing Strategies and Market Psychology
(34:12) Adobe's AI Disruption Debate
(37:48) The B2B SaaS Landscape and Paycom's Position
(42:33) Block's Ticker Change and Dorsey's Leadership
(48:07) AI Data Center Build-Out Concerns
(52:07) Small Cap Spotlight: Raspberry Pi
********JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
***********Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss:
(05:47) Impact of AI on ASML
(11:40) Geopolitical Tensions and ASML's Market Position
(15:38) China's Role in ASML's Business
(21:29) Reshoring and Its Implications for ASML
(27:22) Cyclical Nature of the Semiconductor Industry
(31:43) Understanding ASML's Order Fluctuations
(36:12) The Future of ASML's Technology
(41:25) Evaluating Lithography's Role in Semiconductor Spending
(46:50) Revenue Growth Projections for ASML
(49:50) Insights from ASML's Investor Day
(52:42) Assessing Risks to ASML's Future Growth
(57:48) Leadership Transition and Company Culture at ASML
SUBSCRIBE TO BEST ANCHOR STOCKS:https://www.bestanchorstocks.com/
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Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, guestJohn Rotonti dives deep into his investment research approach, the types of companies he’s looking to own, and how he plans to allocate capital after launching his upcoming portfolio.John is a portfolio manager at Bastion Fiduciary and is slated to launch the Industrial & Infrastructure portfolio later this month.
(5:20) What fund is John launching?
(21:20) The types of companies John is looking for in his portfolio
(25:15) Should you care about broad market sentiment when launching a fund?
(32:25) How much cash will John launch with?
(44:00) What kind of companies is John looking for?
(56:35) The characteristics of “High Terminal Value” companies
(1:12:08) John’s obsession with investing. Where does his passion come from?
John Rotonti Twitter:https://x.com/JRogrow
Bastion Fiduciary:https://lastbastion.com/
Fund Managers that have outperformed the S&P 1500:https://www.spglobal.com/spdji/en/research-insights/spiva/
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this special episode of Chit Chat Stocks, Ryan and Brett analyze their best and worst stocks from 2024, review last year’s hot takes, and offer some bold market predictions for 2025.
(4:45) Our best and worst performing stocks in 2024.
(16:10) Reviewing our 2024 hot takes.
(32:33) 5 Stock Market Predictions for 2025
(47:30) Can Apple hold its valuation for 2025?
(52:10) Uber v. AirBnB Bet
(57:03) Berkshire v. Big Tech Bet
(1:01:15) Our Favorite Podcast Episodes from 2024
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett dives into a research report on High Tide (Ticker: HITI), a Canadian cannabis retailer. We discuss:
(4:05) What is High Tide?
(6:40) How High Tide became the market share leader in Canada
(17:20) Rolling out a successful paid membership in the cannabis category.
(29:07) Canna Cabanna's long-term growth potential
(45:34) Does High Tide have a moat?
(48:45) Is the stock cheap?
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we go through 4 stocks we’d like to own if a stock market bubble were to pop.
(3:01) Are we in a market bubble today?
(10:10) [Stock 1]: A superb dividend yield with little correlation to the broad market.
(21:40) [Stock 2]: An international compounder trading at a wonderful price.
(37:25) [Stock 3]: The truly “countercyclical” business.
(51:51) [Stock 4]: A beaten down long-term winner.
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(01:31) Uber's Controversial Landscape
(04:16) Waymo's Rise and Its Impact on Uber
(12:33) The Future of Autonomous Vehicles
(25:40) Market Dynamics and Investor Sentiment
(29:58) SoftBank's $100 Billion Investment
(32:41) Adam Newman's New Venture: Flow
(33:32) Funding Trends in AI and Cloud Investments
(35:10) Exploring the Match Group Investor Day
(40:42) Tinder's Decline and Future Prospects
(47:10) Small Cap of the Week: Auckland Airport
(57:09) Emerging Markets: Investing in Argentina
(01:00:39) Market Bubble Update and Enron Coin
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan and Brett speak to Shawn Wang of Latent Space, who is an expert and on the ground working in the AI start-up space. We discuss:
(00:00) Introduction to AI and Cloud Computing
(02:21) Expertise in AI and Foundation Models
(04:43) Changes in Cloud Revenue Growth
(06:45) The Cost of AI Infrastructure
(10:36) The Landscape of AI Startups
(14:09) Building Moats in AI
(15:45) Evaluating Major AI Players
(16:41) OpenAI's Current Standing
(20:10) First Mover Advantage in AI
(25:48) Google's AI Strategy and Challenges
(32:51) Meta's AI Transformation
(36:59) Amazon and Microsoft's AI Strategies
(40:16) Startup Spending and Growth Justification
(43:02) The Risks and Challenges of AI Investment
(46:27) Cost Reduction and the Future of AI Training
(49:22) The Rise of AI Engineers
(54:46) Autonomous Agents and Their Impact
(01:01:22) The Future of Robotics and AI Integration
(01:05:400 Industries Affected by AI Advancements
SUBSCRIBE TO LATENT SPACE:https://www.latent.space/
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(02:42) Google's Quantum Computing Breakthrough
(11:36) General Motors Shuts Down Self-Driving Ambitions
(19:54) The Innovator's Dilemma in Tech Companies
(22:25) Gemini 2.0 and AI Commercialization
(31:54) Amazon's New Car Shopping Venture
(36:55) Amazon's Innovations and Challenges
(38:26) The TikTok Dilemma: Ban or Sale?
(40:04) The Impact of China on US Companies
(42:41) Small Cap of the Week: Parker Vision
(49:31) Investor Insights: Learning from the Greats
(58:12) Kroger and Albertsons: The Blocked Merger
(01:01:56) Navigating Tariffs and Trade Relations
(01:04:55) Nintendo's Future in Theme Parks
********JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat**********Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to bluechippersclub.com and hit apply!***********Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan dive into David Gardner's investing philosophy. Gardner has produced 20%+ returns for over 20 years with a strategy that anyone can run, no matter how small of an investor you are. We discuss:
(00:00) Introduction to David Gardner and The Motley Fool
(07:07) Understanding Rule Breaker Stocks
(12:12) Characteristics of Rule Breaker Stocks
(28:26) Tactics for Managing a Rule Breaker Portfolio
(42:10) The Importance of Higher Purpose in Business
(43:58) Portfolio Management Strategies
(45:34) The Value of Long-Term Investments
(48:42) Highlighting Successful Investments: Amazon and Nvidia
(55:57) The Evolution of Netflix as a Disruptor
(58:57) Mercado Libre: A Case Study in Disruption
(01:01:48) Evaluating David Gardner's Investment Returns
(01:04:50) Lessons from David Gardner's Investment Philosophy
(01:11:01) Identifying Today's Rule Breakers
JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to bluechippersclub.com and hit apply!
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:35) The Enron Coin Phenomenon
(09:06) Market Reactions and Consumer Behavior
(09:39) Fast-Growing Software Companies
(16:51) Exploring Mexican Companies and Investment Opportunities
(24:41) Intel's Leadership Changes and Future Prospects
(30:42) Small Cap of the Week: PubMatic
(36:39) Understanding Advertising Cycles and Investment Opportunities
(41:36) The Role of Supply and Demand Platforms in Advertising
(42:41) Amazon's Supercomputer and AI Strategy
(48:50) Supermicrocomputer's Controversial Audit Findings
(53:10) Salesforce's Revenue Growth and Market Position
(58:02) Chewy's Business Model and Market Challenges
(01:01:22) Consumer Spending Trends and Dollar Store Resilience
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with company expert Rihard Jarc on Meta Platforms (Ticker: META). We discuss:
(00:00) Introduction to Meta Platforms
(02:20) The Surge of Meta's Stock
(05:19) Core Business Performance: Facebook, WhatsApp, and Instagram
(18:14) Instagram's Evolution and Competition
(27:07) Artificial Intelligence and Monetization Strategies
(35:22) Meta's Infrastructure and AI Revenue Opportunities
(37:38) AI's Role in Advertising and Customer Engagement
(39:37) Ray-Ban Smart Glasses: A New Era of Wearable Tech
(43:37) Meta's Competitive Edge Against Google
(47:03) Strategic Investments: Meta's Subsea Cable Initiative
(51:49) Work Culture and Leadership at Meta
(56:15) The Metaverse: Current Status and Future Prospects
(01:00:44) Stock Outlook: Meta's Future in the Market
RIHARD'S BLOG: https://www.uncoveralpha.com/
JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:28) Macy's Financial Mismanagement
(08:30) Performance of Small Caps
(14:31) Nerdy and Insider Buying Trends
(20:30) Market Trends and Meme Coins
(25:30) CrowdStrike Earnings Analysis
(32:24) Mexican Stock Market Concerns
(34:31) Impact of Peso Decline on Mexican Stocks
(40:27) Meme Coins and Market Bubbles
(49:27) Investment Strategies in a Bubble Market
(55:37) Spotlight on Kraken Robotics
(01:06:19) Future Insights and Market Predictions
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack and join our chat community: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss:
(00:00) Introduction to Kelly Partners Group
(07:36) Current Business Model and Strategy
(12:01) Understanding the Partner-Owner-Driver Model
(17:42) Industry Durability and Growth Potential
(23:51) Valuation Considerations and Market Positioning
(39:10) International Expansion and Market Opportunities
(43:20) Comparing Kelly Partners Group to Constellation Software
(49:31) Management Insights and Team Dynamics
(55:31) Valuation Challenges and Future Projections
JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(04:26) Tech Earnings and Market Sentiment
(11:15) Regulatory Challenges for Big Tech
(17:26) Insights from 13F Filings
(23:21) Buffett's Cash Management and Future Strategies
(29:15) NMI Holdings and Investment Strategies
(33:50) Understanding Earnings Multiples
(35:19) Navigating Frothy Markets
(36:17) The Streaming Wars: A Closer Look
(44:32) Market Valuations and Portfolio Adjustments
(47:49) MicroStrategy's Bitcoin Strategy
(57:10) Small Cap of the Week: Potbelly Corporation
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss:
(00:00) Introduction to NMI Holdings and PMI Insurance
(06:29) The Evolution of Mortgage Insurance Post-2008
(11:22) NMI Holdings: A New Player in the Market
(16:11) Market Dynamics and NMI's Competitive Edge
(21:13) Risks and Key Performance Indicators for NMI Holdings
(31:07) Housing Market Dynamics and Anomalies
(40:30) Geographic Concentration and Market Focus
(46:54) Earnings Review and Business Performance
FOLLOW CAPITAL MINDSET: https://x.com/capital_mindset
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:29) Market Sentiment and Valuation Concerns
(06:20) Impressive Earnings Reports: Google and Rocket Lab
(09:21) Philip Morris and Spotify: Strong Performers
(12:33) AppLovin and Sprouts Farmers Market
(18:19) Axon and CAVA: Growth and Valuation Insights
(25:40) Remitly and Amazon: Strong Business Models
(30:30) 23andMe Saga: Leadership and Layoffs
(40:25) The Challenges of Drug Discovery
(41:20) The IPO Market Revival
(42:41) Exploring Audio Boom Group
(50:02) The Podcasting Business Model
(52:56) Athletes and Investment Trends
(57:35) Market Insights and Stock Picks
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett outlines why he has purchased shares of Bolsa Mexicana de Valores, otherwise known as the Mexican stock exchange. We discuss:(00:00) Introduction to Bolsa Mexicana(03:16) Understanding the Wide Moat of Stock Exchanges(13:14) The Mexican Economy and Its Growth Potential(22:27) Bolsa's Business Model and Revenue Streams(33:19) Currency Dynamics and Investment Implications(37:34) Unit Economics and Profit Margins(41:50) Valuation and Capital Allocation Strategies(45:25) Risks and Concerns in the Mexican Market(50:09) Portfolio Management and Investment StrategyNote: The ticker is BOLSAA in Mexico and BOMX.F in the United States
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:09) Amazon and Apple's Earnings Reports
(11:00) Nintendo's Earnings and Future Console Plans
(20:43) Uber's Financial Performance and Market Position
(31:48) Starbucks Strategy Shift
(32:41) Consumer Spending Trends
(35:10) Coupang Earnings Insights
(40:26) Small Cap of the Week: Yeti
(49:42) Celsius Earnings Review
(53:18) Perplexity's Funding Round
(58:09) Super Micro's Controversial History
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we dive into controversial hedge fund manager Bill Ackman. Is he a great investor? The next Warren Buffett? Or overrated due to his salesmanship and media appearances. We dive into his investing philosophy, track record, and case studies, discussing:
(04:18) Bill Ackman's Background and Early Career
(07:17) The Rise and Fall of Gotham Partners
(10:16) Transition to Pershing Square Capital Management
(13:13) Performance Analysis of Pershing Square
(16:16) Investing Principles of Bill Ackman
(19:23) Case Study: The Herbalife Controversy
(31:26) Case Study: Valiant Pharmaceuticals
(41:02) Valiant Pharmaceuticals: Lessons Learned
(44:33) Chipotle: A Turnaround Success
(53:03) Lowe's: Strategic Management and Growth
(01:01:14) Current Holdings: Analyzing Ackman's Portfolio
(01:06:40) Conclusions: Insights from Ackman's Investment Journey
Tickers mentioned: HLF, CMG, LOW
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:14) Navigating Quarterly Earnings Reports
(06:24) Deep Dive into Google's Earnings
(12:33) Tesla's Surprising Performance
(18:09) Restaurant Chains and Consumer Trends
(24:34) PayPal's Strong Report and Future Outlook
(30:49) PayPal's Performance and Market Sentiment
(31:49) Moatwatch: Analyzing Reddit's Growth Potential
(39:15) Housing Market Insights: DR Horton's Earnings Report
(44:57) Small Cap Spotlight: Simulation Plus
(50:46) Super Micro Computer: A Cautionary Tale
(55:13) Dropbox's Workforce Reduction and Market Position
(57:05) Visa's Earnings Report: Stability in a Mature Market
(59:40) Investing Philosophy: Price vs. Quality in Stock Selection
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss:
-
The business model of an online gaming aggregator
-
Relevant history
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Why Evolution has won and dominated the industry
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Why gaming operators don't leave Evolution and go in-house
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Direct competition
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Geographic expansion
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Cyberattacks and illegal streams
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Labor disputes and managing studios
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The complex regulation of the global online gaming market
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Management's capital allocation
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How to value Evolution AB stock
-
more!
Speedwell Research Website: https://speedwellresearch.com/
Speedwell Research Twitter: https://x.com/Speedwell_LLC
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
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Follow The Rundown stock market podcast: https://open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:27) Uber and Expedia Acquisition Rumors
(06:21) Lyft's Financial Improvements
(12:35) Micro Cap Investment Strategies
(15:38) Philip Morris Earnings Review
(18:33) McDonald's E. Coli Outbreak Discussion
(21:40) Small Cap of the Week: ContextLogic (Wish)
(38:27) Context Logic's Strategic Shift
(46:02) Amazon's Employee Morale and Corporate Culture
(53:02) Boeing's Financial Struggles and Future Outlook
(58:37) Starbucks' Challenges and New Leadership
(01:04:13) Lucid Group's Disappointing Projections and Tesla's Earnings Predictions
Stocks mentioned: UBER, PM, MCD, SBUX, AMZN, LYFT
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A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we go through 4 quality stocks we'd consider buying if they fell in price by 20% or more. We discuss:
(04:03) Defining Quality Stocks
(07:23) [Stock 1] Competitive Advantage
(13:21) [Stock 1] Growth Drivers
(20:19) Valuation and Price Target for [Stock 1]
(26:17) Ryan's Stock Pick 2
(38:41) [Stock 2] Market Position and Future Outlook
(40:39) Evaluating Competitive Advantages in Business
(42:21) [Stock 3]: A Deep Dive into AI
(57:53) [Stock 4] The Largest Home Builder's Strategy
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:16) Tesla's RoboTaxi Event and AI Developments
(06:19) China's Economic Landscape and Investment Concerns
(12:34) NFTs and Market Comparisons
(15:27) LVMH and Luxury Brands in China
(20:27) Hidden Hundred Baggers: Uncovering Investment Gems
(31:44) LinkedIn Humor and Automated Responses
(32:47) Boeing's Financial Struggles
(34:46) TSMC vs Intel: Semiconductor Landscape
(36:14) ASML Earnings and Market Reactions
(41:14) Small Cap of the Week: Kelly Partners Group
(50:56) Wise's Q2 Trading Update and Market Positioning
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss:
(04:27) Exploring Grocer 1: Business Model and Growth
(07:21) Grocer 1: Historical Performance and Management Changes
(10:16) Financial Metrics and Stock Performance
(13:27) Valuation and Future Projections for Grocer 1
(16:18) Introduction to Grocer 2: Business Model and Market Position
(19:17) Resilience and Competitive Advantage
(22:19) Franchise Model and Supply Chain Strategy
(36:30) Market Position and Sourcing Strategy
(44:51) Growth Ambitions and Management Insights
(54:01) Valuation and Investment Considerations
(59:48 Risks and Future Outlook
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:39) Pepsi Earnings Analysis
(06:15) Concerns Over Beverage Industry Trends
(09:20) Impact of New Brands on Legacy Companies
(12:14) Transition to Restaurant Industry Insights
(15:41) Qualities of a Well-Run Restaurant
(18:26) Cost Control and Management Incentives
(21:36) Comparative Analysis: Chipotle vs. Texas Roadhouse
(24:32) Unit Growth and Market Expansion Strategies
(27:27) Portillo's: A Case Study
(30:25) Conclusion and Future Outlook
(33:24) Restaurant Growth and Market Dynamics
(35:10) Top Restaurant Investments
(36:39) Metrics for Scaling Restaurants
(39:05) Denny's Corporation Analysis
(44:28) Challenges for Legacy Restaurant Brands
(47:10) Short Reports and Stock Analysis
(52:31) Visa Antitrust Case Discussion
(55:24) Earnings Season Anticipations
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss:
(12:59) The Energy Drink Market Landscape
(24:35) Celsius's Competitive Edge and Challenges
(36:34) The Pepsi Partnership: A Game Changer
(45:59) International Expansion: Opportunities and Risks
(01:01:54) Valuation Insights and Future Outlook
Stocks discussed: MNST, CELH, PEP
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:20) Berkshire Hathaway Energy Investments
(13:42) Brazil's Credit Upgrade and New Bank
(27:30) Nike Earnings and Market Position
(33:20) Small Cap of the Week: Gen Restaurant Group
(47:37) Port Strike and Its Economic Implications
(56:55) Boeing's Equity Raise and Market Strategy
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss:
(02:57) Overview of the Semiconductor Market Cycle
(04:50) The Impact of AI on Semiconductor Spending
(08:55) Beneficiaries of Accelerated Computing
(13:35) Power Management in Semiconductor Technology
(14:57) ASML's Dominance in Lithography
(17:46) NVIDIA's Competitive Position in the Market
(24:00) Alternatives to NVIDIA's GPUs
(32:25) Hyperscalers and Custom Chip Design
(35:59) Geopolitical Risks and TSMC Investment
(43:43) Intel's Future and Market Position
(47:12) Identifying Well-Managed Semiconductor Firms
(49:45) Long-Term Investment Strategies in Cyclical Industries
(52:43) Future Opportunities Beyond AI in Semiconductors
(55:59) Electrification and Its Impact on Semiconductor Demand
(58:58) The Underrated Potential of Broadcom and Qualcomm
FOLLOW THE CHIP STOCK INVESTOR CHANNEL: https://www.youtube.com/@chipstockinvestor
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(00:00) Introduction to Financial Markets and Weekly Updates
(03:25) Visa's Legal Challenges and Market Impact
(06:14) Exploring LVMH and Market Valuations
(09:32) Boeing's Union Strike and Financial Struggles
(16:24) Todd Combs and Geico's Management Controversies
(26:27) China's Economic Challenges and Market Responses
(39:26) SoundHound AI: A Small Cap Analysis
(51:25) Closing Thoughts and Market Reflections
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss:
(11:02) Exploring Intangible Assets
(24:32) The Importance of Switching Costs
(33:53) Unpacking Network Effects
(46:58) Economies of Scale and Cost Advantages
(54:05) Analyzing Pat Dorsey's Portfolio
(01:05:12) Key Takeaways from Pat Dorsey
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(02:58) Oracle's AI Potential and Earnings Outlook
(06:51) Snowflake's Caution on AI Spending
(12:38) Boeing's Union Strike and Production Challenges
(20:25) Alaska and Hawaiian Airlines Merger
(25:41) Uber and Waymo's Partnership
(35:22) Small Cap of the Week: Dave, Inc.
(47:59) Amazon's Return to Office Policy
(55:47) Emerging Markets and Global Investment Perspectives
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we talk with Simon Erickson from 7investing about Rocket Lab stock. We discuss:
(04:25) Understanding Rocket Lab's Business Model
(09:05) The Neutron Rocket: A Game Changer
(13:36) Comparing Rocket Lab and SpaceX
(21:24) Government Contracts and Defense Opportunities
(24:42) Exploring the Spacecraft Segment
(28:34) Future of Space Data and Services
(33:08) Management Team and SPAC Insights
(42:28) Risks and Concerns for Investors
(46:06) Potential Upside and Valuation of Rocket Lab
7investing: https://7investing.com/
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:25) Recession Fears in the Banking Sector
(04:32) Weak Numbers in the Retail Industry
(06:38) The Potential Impact of Waymo on Uber and Lyft
(13:51) The Bear Case for Google
(26:30) The Upcoming iPhone Event and AI Technology
(36:11) The AI iPhone: A Game-Changer
(36:54) The Declining Upgrade Rate for iPhones
(38:01) Seven Industry Leaders at New 52-Week Lows
(39:43) Grocery Outlet Bargain Market: Low Prices and Expansion Potential
(52:37) Upcoming Episodes: Celsius, EV Stocks, and Rocket Lab
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
(NOTE: for video watchers, Brett's power went out at the end of the video)
On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium from Asymmetric Investing. They discuss:
(02:19) Exploring Asymmetric Investing and the Challenges of the Automotive Industry
(07:43) Analyzing Rivian's Business Model and Potential for Success
(21:35) The Rise of Plug-in Hybrids and Stagnant Electric Vehicle Demand
(27:43) Tesla's Price Cuts and the Implications for Demand
(43:17) Supply and Demand Dynamics
(44:37) China's EV Supply and US Tariffs
(46:25) The Future of the EV Sector and Investment Opportunities
(49:40) Challenges Faced by Charging Companies
(51:08) Characteristics to Look for in EV Companies
Follow Travis!
Twitter: https://x.com/TravisHoium
YouTube: https://www.youtube.com/@asymmetricinvesting
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(04:49) The Importance of Reviews for Show Growth
(08:43) Founder Mode and the Challenges Faced by Airbnb
(09:38) Exploring Dividend Growers: Attractive Yields and Consistent Growth
(19:27) OTC Markets Group: A Small Cap with a Potential Moat
(19:54) CME Group: A Wide Moat Business in the Derivatives Market
(28:12) The Drop in Celsius Stock Price and the Competitive Energy Drink Market
(31:49) Managing Expectations for High Valuation Stocks
(32:49) The Performance of Celsius Holdings and Dollar Tree
(45:41) Supermicro Computer's Response to a Short Seller Report
(55:50) The Nature of OpenAI as a Nonprofit Organization
(58:30) The Risks and Rewards of Investing in OpenAI
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett goes through a report on the next stock he is buying and why:
(04:35) History and Business Model
(09:16) Product and User Experience
(16:15) Business Model and Unit Economics
(23:45) Growth Strategy and Marketing
(30:07) Management and Trust
(33:08) Motivated Management and Growth Potential
(34:22) Financial Projections and Revenue Growth
(37:59) Competitive Advantage and Moat Expansion
(49:09) Risks to Watch
(52:23) Confidence in Growth Potential
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:26) Discussion on Super Microcomputer
(09:46) Acquisition of Seven and I Holdings
(19:14) Microsoft's Reporting Changes
(31:13) Carl Icahn's SEC Charge
(39:25) Nerdy: Small Cap of the Week
(40:25) Collapse of Pinduoduo's Stock
(41:19) Analyzing Revenue Growth Slowdown
(47:13) The Risks of Investing in Chinese Stocks
(49:07) The Uncertain Future of Tesla's Full Self-Driving
(50:06) The Performance and Concerns of Retail Companies
(58:14) Updates on GoGo and ARK Innovation ETF
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we discuss Peter Lynch's investing strategy and what we can learn from the legendary investor. Topics include:
(04:19) Beating the Market with Common Sense: Lynch's Focus on Growth and Earnings
(08:28) Lynch's Replicable Approach and Process
(13:36) Letting Winners Run: The Power of Long-Term Growth
(28:08) Identifying Companies Before Their Growth Stage
(33:52) The Attributes Lynch Looks for in a Stock
(42:35) Staying Alert and Paying Attention to the World Around You
(44:36) Letting Your Winners Run
(1:00:40) Using the PEG Ratio for Valuation
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we were joined by special guest Paul Cerro to discuss:
(04:44) Hims & Hers: Flying Too Close to the Sun
(11:58) The Risk of Regulation in the Healthcare Space
(17:08) The Value Proposition of Hims & Hers in the Healthcare Industry
(23:55) Hims & Hers' Competitive Advantage in Telehealth
(33:34) Earnings Reports and Future Growth Potential
(35:52) Navigating Uncertainty and Understanding Market Indicators
(38:56) The Challenges and Opportunities for Lululemon and Celsius
(42:28) Finding Hidden Gems in Less-Covered Names
(45:53) The Value of Long-Term Optimism in Investing
Follow Paul on Twitter/X: https://x.com/paulcerroPaul's Substack: https://www.cedargrovecm.com/Tickers discussed: HIMS, LULU, CELH, AAPL********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan discusses two software stocks he bought in August of 2024. Listen to find out the two companies and why he now owns them!
(02:41) First Stock: A Leading Provider of Human Capital Management Software
(34:20) Stock Two: An Online Visibility Management Platform
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:Introduction and Weekly NewsAntitrust Litigation and the Potential Breakup of GoogleCEO Poaching: Starbucks and ChipotleHighest Stocks on the WatchlistBumble's Stock Price Decline and Management ConcernsFuture Small Cap of the Week: BumbleThe Concerns and Future of the Dating App IndustryExploring Perion Network as an Advertising Technology CompanyNelnet's Share Repurchases and the Potential of 5GInsider Buying Activity in Various CompaniesGogo and the Potential Impact of 5G and the Galileo SatelliteTickers discussed: GOOG, BMBL, SBUX, CMG, DIS********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country.
SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/
FOLLOW Ian on Twitter: https://x.com/irbezek
Chapters
The Mexican Election and Expectations for the New Administration
Foreign Direct Investment and Nearshoring in Mexico
Investment Ideas: Airports and Grupo Rotoplas
Margin Expansion and Pricing Power of Mexican Companies
Capital Allocation and Dividend Policy of Mexican Companies
The Privatization of Airports in Mexico
A Fast-Food Franchise Operator in Mexico
Understanding the Changing Dynamics of the Mexican Market
Consumer-Related Companies as Investment Opportunities in Mexico
Tickers discussed: AGUA, ALSEA, ASR, PAC, OMAB
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
Introduction and Market Turmoil
Warren Buffett's Apple Position
Impact of Interest Rate Cuts
Effects of a Recession on Real Estate
Flash Crash and Market Volatility
Measuring a Company's Buyback Capabilities
Tickers discussed: CPNG, ABNB, PTLO, UBER, AMZN, AAPL
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about:
(07:04) The History of Nintendo and its Business Model
(12:19) The Durability of Nintendo's Active Users
(21:14) The Potential Impact of the New Nintendo Switch Console
(31:39) Growing Conviction in Other Entertainment Segments
(33:07) The Impact of the Super Mario Movie
(34:07) Future Movies and Franchise Sales
(35:33) Theme Parks as a Future Revenue Source
(37:30) Key Factors in Nintendo's Thesis
(39:22) The Need for Capital Returns
(43:37) Undervalued Stock
(51:33) Risk of a Hardware Flop
Round 1: https://chitchatstocks.substack.com/p/why-we-own-nintendo-stock-ticker
Tickers discussed: NTDOY
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:08) Challenges in the Fast Food Industry: McDonald's and Starbucks
(11:07) The AI Bubble: Microsoft's Higher AI Capex Spending
(19:24) Struggles in the Online Dating Market: Match Group's Tinder
(19:54) Stocks That Dropped on Earnings: Dexcom, Universal Music Group, ASML, Caring, Lamb Weston, Burberry Group
(26:13) The Market's Reaction to Earnings: Potential Buying Opportunities
(35:33) Smoke Capital's Small-Cap Stock Recommendation
(37:08) Analyzing Sprouts Farmers Market's Performance
(48:01) Assessing PayPal's Earnings Report
(52:59) Portfolio Management Strategies and Ethics in Short Selling
(56:18) The Potential of Align Technology and the Andrew Left Controversy
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: finchat.io/chitchat *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan each pick two stocks they are following closely this earnings season. Find out what price they would buy shares:
(02:26) Netflix: Challenges, Resilience, and Growth Prospects
(21:17) Alphabet: Strong Performance in Google Search, YouTube, and Google Cloud
(38:06) American Express: Leading Credit Card Issuer and Payments Network
(42:14) Spotify: Global Leader in Audio Streaming
(46:46) Ranking the Stocks
Tickers discussed: NFLX, GOOG, GOOGL, SPOT, AXP
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:(03:25) Earnings Reports and IT Outage(11:01) The Balanced Housing Market and the Appeal of Homebuilders(25:51) Small Cap Stock Pick: Haypp Group(31:47) Utilizing Yellow Brick for Investment Research(33:23) Haypp Group's Success and SEO Landscape(35:35) Analyzing Haypp Group and Philip Morris Financials(36:06) Identifying 'Fat Pitches' in Investing(52:06) Evaluating Amazon's Devices Business(59:26) Assessing Visa's Earnings and Growth Potential********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss:
(00:00) Introduction and Background
(02:32) Misconceptions about REITs
(04:29) Armada Investors: A Quantitative Approach
(07:46) HAUS: Pure Play Exposure to Residential Real Estate
(12:10) REAL: A Multi-Factor Approach to Real Estate Investing
(15:27) The BREIT Controversy
(30:53) The Issues with BREIT: Elevated NAV, Redemptions, and Fake Dividends
(37:15) Strategies to Address the BREIT Situation: Selling Properties and Raising New Money
(40:25) The Material Impact of BREIT on Blackstone
(45:10) The Logic of the BREIT Structure: Promising Liquidity in Illiquid Assets
(47:42) The Importance of Understanding the Risks of Private Market Real Estate
FIND MORE OF PHIL's WORK
https://philbak.substack.com/
https://www.armadainvestors.com/
https://x.com/philbak1
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(00:00) Earnings Season Kickoff: Banks and Brokerages
(06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors
(09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps
(18:06) Industry Leaders at 52-Week Lows: John Deere, McDonald's, Paycom, Nike, Winnebago, and Brown-Forman
(33:00) Introduction and Discussion of Brokerages
(35:02) Comparison of Orion and Brokerages
(42:47) Discussion of Public Investing
(43:50) Small Cap of the Week: IZEA Worldwide
(51:08) Discussion of Ally Earnings
(56:47) Overview of Big Banks' Net Interest Income
(1:03:22) Discussion of the Celsius Scandal
(1:04:23) Upcoming Events: Netflix Earnings and Big Tech Reports
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw *********Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io.
Braden's Twitter/X: https://x.com/BradoCapital
Canadian Investor: https://thecanadianinvestorpodcast.com/
They discuss:
Chapters
(00:00) Introduction and Background
(04:32) Braden's Investment Approach
(07:31) The Concentration in Constellation Software
(22:00) Understanding Brookfield Corporation
(28:02) Exploring Braden's Stock Portfolio
(32:20) Opportunities in Small-Cap Stocks and Fintech
(32:36) Terravest: A Serial Acquirer in Manufacturing and Distribution
(37:19) Challenges and Surprises in Building a Software Business
(45:17) Misconceptions About Software Stocks
(48:53) The Importance of Efficient Operations in Software Companies
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:39) Discussion on Exponential Fitness
(11:15) Exploring Investment Strategies for Heroic Returns
(20:11) Comparing S&P 500 Index Fund and High-Yield Savings Account
(28:17) Assessing the Growth Potential of Portillo's
(31:10) Insights into Ulta Beauty's Customer Experience
(35:58) Introduction to Fitlife Brands
(37:13) Turnaround and Acquisition Strategy of Fitlife Brands
(42:24) Investing in Airlines: Delta, Alaska, and Ryanair
(52:44) Adyen: A Well-Run Payment Processing Company
(57:07) Global Payments: An Incumbent Player in the Payment Processing Industry
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
{{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}}
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This is an episode from the Investing Unscripted Podcast. Enjoy this special episode!
Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of the 30th anniversary edition to discuss the book, his thoughts on Buffett, investing, Berkshire Hathaway, and a lot more.
Companies mentioned: BRK.A, BRK.B
To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
Email: investingunscripted@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
Investing Unscripted is brought to you by Public.com*
*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
https://tinyurl.com/Smatterfolio2023
On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss:
(00:00) Introduction
(02:21) O'Reilly Automotive: A Specialty Retailer
(04:40) Customer Segments: DIY and Pros
(07:56) The Power of O'Reilly's Supply Chain Advantage
(11:08) Unit Economics and Sales Performance
(22:03) Industry Trends: More Cars, Older Vehicles
(25:58) The Risk of Electric Vehicles to O'Reilly
(27:19) The Long-Term Threat of Electric Vehicles
(27:48) A Consistent Capital Allocation Strategy
(29:18) Acquisitions: Adding Locations and Increasing Sales
(30:16) The Buyback Program: Driving Earnings Per Share Growth
(37:57) A Strong Corporate History and Culture
(46:13) Competitive Advantages: A Robust Digital Catalog and More
(48:59) Valuation: Reasonable and Predictable
(52:10) The Risk of Electric Vehicles and O'Reilly's Adaptability
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(00:00) Introduction and Agenda
(02:57) Discussion on Nike's Underwhelming Quarter
(15:51) Ryan's Small Cap Pick of the Week: Nobility Homes
(33:18) Analysis of Sezzle
(36:25) Introduction and Discussion of Small-Cap Stocks
(38:05) Defining the Circle of Competence and Preferred Industries
(40:20) Exploring the Challenges and Opportunities of Micro-Cap Stocks
(47:22) Advantages of Large-Cap Stocks and Market Stability
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett gives a research report on Molson Coors (Ticker: TAP). We discuss:
(00:00) Introduction and Inspiration to Look at Molson Coors
(05:18) The Brands and Sales Drivers of Molson Coors
(15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market
(33:42) Management and Growth Strategy: Navigating the Changing Market
(37:42) Improving the Financial Position
(40:16) Capital Return Strategy
(44:13) Valuation and Potential Forward Returns
(49:13) Risks and Uncertainties
(50:11) Final Thoughts and Buying Decision
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:35) Volkswagen's Investment in Rivian
(09:08) The Importance of Customer Support
(16:57) Ferrari's Subscription Service
(30:09) Considerations for Investing in Dynamic Markets
(36:27) Introduction to Hammond Manufacturing Company Limited
(41:28) Exploring Hammond's Financial Growth and Valuation
(47:19) Discussion on Insider Trading and Frustrating Management Teams
(55:16) The Effectiveness of Dividend and Share Repurchase Strategies
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss:
(00:00) Introduction to the Nomad Investment Partnership and Nick Sleep
(07:21) The Importance of Diversification in Investing
(15:23) Exploring the Power of Scale Economies Shared
(33:50) Evaluating Business Robustness with the Robustness Ratio
(34:20) Analyzing Price-to-Value Ratio
(36:55) Understanding the Robustness Ratio
(40:16) The Importance of Capital Allocation
(44:37) The Power of Patience and Holding Winners
Nomad Letters: https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(02:06) Nvidia's Rise and High Profit Margins
(11:41) The Concentration of Overvaluation in the Market
(26:50) The Need for New Management at Autodesk
(31:39) Share Cannibals and Underperforming Companies
(32:51) Successful Share Cannibals
(36:07) The Importance of Non-Sexy Industries and Good Management
(48:49) Rave Restaurant Group: A Potential Turnaround Opportunity
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with IndraStocks on all things Cardlytics. We discuss:
(02:30) The Rise and Fall of Cardlytics' Stock Price
(07:06) Partnerships and the Importance of Scale
(09:57) How Cardlytics Works: Providing Offers to Bank Customers
(27:39) Financials and the Path to Profitability
(28:03) Challenges of Building a Subscale Business
(30:05) The Turnaround Story: Cutting Costs and Improving Profitability
(32:42) The Potential of the American Express Partnership
(34:33) The Importance of Prioritizing Product Development
(35:22) Upside and Downside Potential for Investors
(38:21) Earnings Potential and Enterprise Value
(42:37) Challenges in Advertiser Appreciation of Cardlytics' Advantages
(46:55) Potential Collaboration with PayPal
(49:31) The Benefits of the Bridge Platform for Retailers
SUBCRIBE TO THE INDRASTOCKS SUBSTACK: https://indrastocks.substack.com/
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts:YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQSpotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgqApple Podcasts: https://podcasts.apple.com/us/podcast/the-jro-show/id1709504113We discussed:
(00:00) Introduction and Overview
(03:13) The Role of Ego in Investing
(05:22) Assessing Valuations and Making Investment Decisions
(08:46) Trimming Positions and Selling Strategies
(10:36) Lessons Learned from Interviews with Fund Managers
(29:07) Assessing the Sustainability of Growth
(36:52) SPAC Performance: Success Stories and Pitfalls
(39:25) Investing with a Focus on Durability
(41:16) The Importance of Having a Process
(44:48) The Challenges of Investing in SPACs
(46:31) The Importance of Studying High-Quality Businesses
(51:17) Small-Cap Pick of the Week: Wag Group
********Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ *********Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*********FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024.
Check out 7investing: https://7investing.com/
(00:00) Intro
(44:39) Elon Musk's Compensation and XAI Formation
(53:14) Valuation and Future Prospects of Tesla
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed:
(00:00) Introduction
(03:41) Analyzing Lululemon's Earnings and Market Challenges
(11:29) The Mystery of Roaring Kitty's Involvement in GameStop
(24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva Systems
(27:58) Evaluating MongoDB, Paycom, and Paylocity as Potential Investments
(34:20) Analyzing Software Stocks
(55:17) Glitch in Berkshire Hathaway Stock Price
(57:56) Introducing 'Microcap of the Week'
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
SUBSCRIBE to Best Anchor Stocks: https://www.bestanchorstocks.com/
On this episode of Chit Chat Stocks, Brett and Ryan interview Leandro from Best Anchor Stocks on all things Deere & Co, the parent company of John Deere. They discuss:
(00:00) Exploring John Deere's Business Segments and Market Position
(04:49) The Role of Technology in Driving Growth for John Deere
(11:10) Customer Relationships and International Presence
(15:48) Historical Development and Industry Leadership
(32:11) Management Strategy and Incentive System
(40:00) Shareholder Value Creation and Compensation Structure
(40:30) Valuation and Cyclicality
(52:53) Competitive Advantage and Investment Criteria
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed:
(00:00) The Return of the Nifty 50: Market Impact and Historical Parallels
(07:30) Costco Valuation: High Prices and Long-Term Returns
(30:00) Challenges in Financial Institutions: Share Repurchases and Market Dynamics
(32:51) Insights into Kingsway Financial Services and Salesforce: Financial Performance and Market Dynamics
(33:52) Navigating Investment Strategies and Market Trends
(38:52) The Impact of Activist Investors on Company Decisions
(41:36) Exploring Company Acquisitions and the Semiconductor Industry
(42:10) Bitcoin Adoption and E-commerce Profitability
(57:31) Recommended Reading for Investors
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advantages, and potential risks of each company. They also discuss their concerns about management and the importance of trusting the management team.
(03:44) Ranking Portfolios and Holdings
(07:49) Nelnet: Diversified Holding Company
(15:48) Coupang: Leading E-commerce Company in South Korea
(29:58) Harbor Diversified: Potential for Big Upside
(37:48) IAC: Discounted Valuation and Management Concerns
(41:41) Analyzing Ally Financial
(45:51) Discussing Match Group
(53:38) Exploring Nintendo's Potential
(57:51) Undervalued Stock: Portillo's
(01:01:18) Top-Ranked Stock: Philip Morris International
(01:05:03) The Potential of Visa
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed:
(03:14) Uncovering Corporate Malfeasance: The Red Lobster Bankruptcy
(11:01) Retailers in Focus: Analyzing the Performance of Target and Lululemon
(35:38) Target's Performance and Market Share
(44:19) Dutch Bros vs. Starbucks: A Competitor Analysis
(52:21) eDreams Subscription Service and Ryanair's Response
(57:26) The Rabbit AI Scam and the Importance of Caution
(01:00:22) Transparency in the Markets and Investor Awareness
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss:
(04:41) Wise: The Fintech and Remittance Disruptor
(06:37) The Low-Cost Provider for Transfers
(12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account
(16:22) The Wise Platform: Plugging into the Payments Network
(37:01) Customer Growth and Revenue Growth
(39:57) Gross Margins and Cost Structure
(43:49) Management and Proxy
(47:12) Share Structure
(52:23) Valuation
(57:51) Competition and Risks
(01:03:36) Advantages of Wise's Business Model
(01:07:36) Final Thoughts and Buying Decision
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed:
(00:00) Introduction and Special Guest
(02:30) Analyzing the Departure of Alex Rozek from Boston Omaha
(06:34) Roaring Kitty and the Meme Stock Phenomenon
(26:38) Defensive Investing: Evaluating Portfolio Allocations
(32:05) Cautionary Signals in a Frothy Market
(36:06) Updates in the AI Space: OpenAI and Google
(43:53) Identifying Opportunities: Home Builders and Banks
(50:13) Exploring Small-Cap Value Stocks
(52:57) Investing Unscripted: Insights and Resources
(58:37) Closing Thoughts and Q&A
CHECK OUT INVESTING UNSCRIPTED: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss:
- Portillo's founding and history
- Why it went public and wants to expand nationally
- Unit economics and return on invested capital
- Is the stock cheap?
- Do we trust management and gripes about private equity owners
- Is Brett buying shares for his portfolio?
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed:
- Analyzing Match Group's Earnings
- 10 Stocks That Have Recently Achieved Profitability
- Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities
- Assessing Roblox: Revenue Growth, Shareholder Alignment, and Market PotentialPlus plenty more during a busy earnings season.
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever?
We discuss:
(03:39) Early Life and Career of Stan Druckenmiller
(08:03) Lessons from George Soros: Mentorship and Position Sizing
(35:28) Summary of Druckenmiller's Investment Philosophy
(36:59) Being Asset Agnostic: Learning About Different Asset Classes
(40:19) Thinking in Probabilistic Scenarios and Waiting for a 'Fat Pitch'
(45:20) Considering Future Potential and Not Just Current Earnings
(48:05) Paying Attention to Geopolitical Events and Other Factors
(53:51) Comparing Druckenmiller's Philosophy to Buffett's
(01:02:41) Finding Your Own Investment Approach
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(02:41) Struggles at Starbucks
(07:13) CEO Challenges for SBUX
(12:29) Warner Brothers Discovery
(25:30) Uncertainties and Competitive Landscape in Streaming
(33:26) Introduction and Discussion of PayPal
(37:15) Analyzing PayPal's Earnings Report
(44:50) Discussion of Match Group and Amazon's Competitive Advantages
(52:07) The Potential of Stripe and Adyen
(56:50) The Competitive Advantage of Amazon
(01:00:19) The Impact of Sponsored Listings on Amazon
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett had the pleasure of delving into the book and how quality investing can work over the long term. We discuss:
00:00 Introduction and Background
06:06 The Importance of Return on Invested Capital (ROIC)
13:17 Avoiding Certain Industries
37:07 The Art of Quality Investing
Compounding Quality Twitter: https://twitter.com/QCompounding
BUY THE BOOK: https://www.amazon.com/Art-Quality-Investing-invest-companies-ebook/dp/B0D236KYTT/ref=sr_1_1?crid=S55THHIFMFF9&dib=eyJ2IjoiMSJ9.17pBfqKeBDbPKzIzByrdV42gEOf2VsQpBET6zArNMK7ige9ruMn5CXf4LuzcBMg-v6rcJYY46BxcoRKnW4RkiZtngsvCO_MpjkGkIzIaaUTpSJEl4gdCHkvz_32B9VNTMtDvExRYHK2mguGy38RzdFzUY9VvyIMPRT_fE01HoFhuHuijYFVGt77O2F8Oumel594-DGupjtxobRotnoI-nmlT_3_QnOCVFXRN-CC3ddA.AxwNdDuu6AMpan10QB_Fk5BfZzzRmTSP7LnaXwR4TFg&dib_tag=se&keywords=the+art+of+quality+investing&qid=1714497711&sprefix=the+art+of+quality+investing%2Caps%2C140&sr=8-1
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(09:19) The Cybertruck and Tesla's Future
(25:57) The Best Business in Big Tech
(36:12) Valuation of Visa and Mastercard
(43:39) The Chinese Real Estate Bubble
(53:14) The Impact of Higher Capital Gains Tax Rates
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss:
(08:02) Regulatory Challenges in the Nicotine Industry
(30:20) The Potential of Nicotine Pouches and Next-Gen Products
(39:59) The Benefits of a Basket Approach for Investing in the Nicotine Sector
(55:26) The Impact of ESG Mandates on the Nicotine Industry
SUBSCRIBE to Devin's newsletter, Invariant: https://invariant.substack.com/
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
Chapters
(11:53) The challenges of scaling Starlink's satellite internet service
(38:01) Discrepancies between operating margin and free cash flow
(46:43) Ally Financial's earnings
(58:44) Netflix's Earnings Report as a good omen for other stocks
(01:05:14) The growth potential of the cloud computing industry
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
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Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover:
(06:36) Finding Uncorrelated Stocks
(35:22) Disqualifying a Company: Management, Moats, and Passion
(45:35) Red Flags for Dishonest Management
(59:41) Finding Hidden Gems in Different Sectors
(01:08:46) Immersing Yourself in the Story of a Company
You can find more of Jim's work at Hidden Gems Canada here: https://www.fool.ca/order/hidden-gems-canada-retail/
Todd writes/researches at Flyover Stocks: https://www.flyoverstocks.com/
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss:
(08:07) International Expansion and Distribution Partnerships for Celsius
(27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier
(41:00) Spotify's Stock Performance and Future Prospects
(55:23) Insights from the Piper Sandler Teen Survey
(01:02:45) The Importance of Data and Financial Metrics in Analysis
Find more from Alex here: https://thescienceofhitting.com/
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of the Chit Chat Stocks podcast, Brett and Ryan go through 10 rapid-fire stocks from listener-suggested tickers. We cover:
(03:30) Nike (NKE)
(26:12) Semrush (SEMR)
(32:27) Confluent (CFLT)
(38:27) HelloFresh (HFG)
(47:02) Atkore (ATKR)
(57:18) Starbucks (SBUX)
(01:03:27) StoneX Group (SNEX)
(01:08:04) Picking favorites
- other stocks. Listen to the full episode to find out all 10 stocks we picked and our thoughts on the companies!
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(00:00) Introduction and Overview
(02:59) Discussion on Spotify's Price Hikes
(07:11) Proxy Battle at Disney
(25:23) Comparing Financials of Nike and Lululemon
(28:09) Considering the Risk-Reward Ratio in Apparel Investments
(33:15) Potential Future Performance of Lululemon
(34:01) The State of the Sports Apparel Industry
(36:07) Ulta Beauty: A Promising Investment
(39:07) The Growth and Risks of Online Gaming Companies
(51:17) The Uncertain Future of AI
(56:17) Nvidia and the Possibility of a Bubble
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover:
(00:00) Introduction to GoGo and its Misleading Name
(03:02) Background and Financial History of GoGo0
(6:11) GoGo's Exclusive Spectrum and CEO Change
(09:44) Sale of Commercial Operations and Financial Position
(14:06) GoGo's Services for Business Jet Customers
(31:29) Upgrade to 5G and Low Earth Orbit Solution
(35:14) Financial Situation
(39:31) Competition and Moat
(51:58) Cashflow Inflection and Upside Potential
(55:07) Management and Trust
(56:53) Valuation and Buying Decision
(59:25) Risks
Stocks discussed: GOGO
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(00:00) Introduction and Sponsor
(00:32) Overview of Topics
(04:02) Hilarious Parody Buy Rating
(05:13) Financials of Trump Media
(07:45) Ludicrous Valuation of Trump Media
(09:24) Sentencing of Sam Bankman-Fried
(16:15) Winners in AI: Accenture?
(31:36) Investments in AI Startups
(33:05) Anthropic and Amazon Collaboration
(34:32) Cloud Providers and AI
(37:23) Reviewing Boston Omaha
(40:38) Long Bitcoin, Short MicroStrategy
(46:49) Identifying Value Stocks vs Value Traps
(53:07) Characteristics of Best and Worst Investments
(59:04) Watchlist and Performance
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stock, Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in 2024. We discuss:
(00:00) Introduction and Excitement for Home Building Stocks
(02:12) Factors that Increased Interest in Home Building Stocks
(06:29 Factors that Made Home Building Stocks More Attractive
(08:33) What Home Builders Do11:18Land Option vs Raw Land Strategy
(13:34) Cash Flow Conversion and Inventory Turnover
(26:56) NVR: Best-Run Home Builder
(32:53) D.R. Horton: Largest Home Builder
(36:13) DR Horton: Strong Cash Flow and Buyback Potential
(38:36) Dream Finders Homes: Rapid Growth and Expansion
(42:33) Dream Finders Homes' Unique Growth Strategy
(44:30) Red Flags and Risks for Dream Finders Homes
(46:38) Potential Impact of Mortgage Rate Changes
(49:01) Long-Term Demand for New Homes51:19Factors Influencing Migration Patterns
(53:05) Opportunity in Home Builders' Valuations
(54:04) Reasons to Sell: Yellow Flags and Interest Expense
(56:15) Ryan's Never Sell Approach
(57:43) Brett's Considerations for Buying
(59:26) Closing Thoughts and Future Show Teasers
Stocks mentioned: DHI, NVR, DFH
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(00:00) Introduction
(03:09) Discussion on Super Micro Computer (SMCI)
(15:08) Analysis of SMCI's Performance
(29:08) Apple Lawsuit by the Department of Justice
(32:09) Evaluation of the Apple Lawsuit
(33:37) Regulating Apple's Power
(35:11) Lawsuit and Impact on Apple
(36:41) Impact on Apple's Financials
(40:56) Nvidia's Keynote Speech
(42:23) Nvidia's Arrogance
(45:34) Investing in Other Markets
(47:11) Choosing a Market to Invest In
(57:15) Tinder's Growth Potential
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through:
(00:00) Introduction and Background
(02:19) Buy Right and Sit Tight
(03:18) Don't Over Diversify
(04:16) About Terry Smith
(08:55) Margin of Safety
(16:14) Fundsmith Performance
(26:09) Criteria for Good Companies
(32:57) Businesses Resilient to Change
(39:55) Do Performance Fees Work?
(41:36) Fee Structures and Performance Fees
(44:50) 10 Rules for Investors
(49:43) FundSmith Holdings
(54:20) Portfolio Management and Strategy
(01:00:45) Fundsmith's Standout Features
(01:03:16) Replicability and Outperformance
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(00:00) Introduction
(00:31) Upcoming Topics
(03:30) Introduction to Share Cannibals
(08:18) Discussion on Lowe's
(09:20) Discussion on Apple
(16:23) Discussion on RH
(20:49) Discussion on Home Depot
(21:49) Discussion on Murphy's USA
(25:36) Qualities of a Share Cannibal
(32:24) Discussion on Palantir CEO Interview
(34:30) Investing in Palantir
(38:02) Silicon Valley Culture
(42:11) Adyen vs. Stripe
(49:03) Potential Impact of TikTok Ban
(56:01) Home Builders and Land Options
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schafer discuss Nelnet, a small-cap conglomerate based in Nebraska. They compare Nelnet to Berkshire Hathaway and delve into the different segments of Nelnet's business, including Nelnet Business Services, Nelnet Diversified Services (Loan Servicing), NFS (Nelnet Financial Services), and the Solar Business. They provide insights into the performance, challenges, and potential value of each segment. The conversation covers the valuation of Nelnet's solar business, the discussion on the cable business, an overview of Allo Communications, analysis of the venture capital portfolio, valuing the Hudl investment, estimating the value of Nelnet, considerations on book value and stock buybacks, and a comparison to Berkshire Hathaway. They discuss:
(00:00) Introduction and Comparison to Berkshire Hathaway
(04:28) Nelnet Business Services
(11:46) Nelnet Diversified Services, Loan Servicing
(41:24) Solar Business
(45:09) Valuing the Solar Business
(46:44) Discussion on the Cable Business
(49:12) Overview of Allo Communications
(53:32) Analysis of the Venture Capital Portfolio
(57:30) Valuing the Huddle Investment
(01:00:28) Potential Worth of Nelnet
(01:04:30) Estimating the Value of Nelnet
(01:09:21) Considerations on Book Value and Stock Buybacks
(01:12:46) Comparison to Berkshire Hathaway
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(00:00) Introduction and Ray Dalio Tweet
(02:48) Discussion on Costco
(06:01) Earnings, Tweets, and IAC0
(8:52) Tech Sector Revenue Growth and NASDAQ 100 Total Return
(12:52) Apple's Decline and Alphabet's Potential
(39:14) Frustration with Google's conference calls
(40:16) Question from the chat: If you could buy only one company to hold forever, what would it be?
(40:47) The importance of price in long-term investing
(41:26) Discussion on potential long-term investments
(44:12) Concerns about investing in online gambling companies
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett and Ryan bring on Drew from Speedwell Research to discuss Coupang. The three go through an in-depth discussion around the e-commerce retailer and all the important topics investors will want to know. We discuss:
(00:00) Introduction to Coupang and Speedwell Research
(03:13) Overview of Coupang's Business
(06:27) Management and Leadership at Coupang
(09:03) Review of Coupang's Performance in 2023
(12:35) Revenue Growth and Membership Growth
(26:36) Strategies to Increase Competitive Advantage
(28:23) Threat of Chinese E-commerce Providers
(32:05) Rocket Wow Membership and Pricing Power
(34:22) Coupang's Grocery Operation and RocketWOW Membership
(36:17) Fast Delivery and Geographic Density
(37:45) Coupang's Advantage in Grocery Fulfillment
(39:07) Coupang's Delivery Force and Packaging
(40:53) Comparison with Sea Limited
(44:30) Coupang's Total Addressable Market (TAM)
(45:27) Investing in Taiwan and Developing Offerings
(49:25) Investment in Taiwan and Potential Losses
(52:41) Coupang's Acquisition of Farfetch Assets
(57:45) Valuation and Attractiveness
(59:37) Risks and Potential Downsides
Speedwell Research:
https://www.speedwellmemos.com/
https://speedwellresearch.com/subscribe/
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
- Ryan's small-cap quality screener
- Reddit and Webull IPOs: is it the full rebubble?
- Celsius can't stop growing at 100%
- Is Bumble stock a buy?
+ much more
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Brett performs a research report on ELF Beauty. The stock is up over 600% in the last two years and has actually outperformed Nvidia since the start of 2022. We discuss:
- ELF's founding
- Why it has gained so much market share
- Why the stock was a bargain in 2022
- Valuation analysis and expectations embedded in the stock
- Would Brett buy shares today?
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
- $NVDA crushing earnings again: Is this the top?
- Capital One wants to buy Discover Financial
- What are the best and underrated network effect companies?
- Will Rivian file for bankruptcy?
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we try to figure out what went wrong at Boeing with the Motley Fool's Lou Whiteman. We discuss:
- How Boeing's culture change led to its downfall
- Whether the company can fix itself
- Is the current CEO the right person to lead this company?
- Its troubling balance sheet
- Competitive threats in commercial aviation
- Ripple effects across the entire aerospace market
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.
-Earn $0.18 rebate per contract traded
-No commission fees
-No per-contract fees
By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading atPublic.com/chitchatstocks by March 31 to lock in your lifetime rebate.
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
- Pat Dorsey's 4 moat categories (plus examples)
- Lyft's earnings snafu and whether it was purposeful
- Sam Altman's wild semiconductor ambitions
- Is TopGolf Callaway turning into a shitco?
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information..
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we analyze five different stocks we would buy at today's prices. For each company, we discuss:
- Background info
- What has impacted recent earnings/share price performance
- Why we think there is an opportunity today
- Major risks and/or why we'd sell
Subscribe to our YouTube channel:https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
- $ARM's stock going through a short squeeze?
- The new sports streaming bundle: will anyone sign up?
- Earnings, earnings, earnings
- Adam Neumann is BACK
- Is big tech still cheap? (no, really)
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares!). We discuss:
- Why Booking Holdings became the largest travel company in the world
- What are their new initiatives? How do they plan to grow?
- Competing with Airbnb and Expedia
- A "frenemy" relationship with Google
- Valuation analysis
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:
- Elon's $50 billion pay package getting voided in court
- Alphabet's blow-out earnings report
- Match Group's hit-or-miss Q4 earnings
- Avoiding the allure of macro doom porn
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our link and get 25% off any premium plan: finchat.io/chitchat
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we welcome on Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management to discuss:
- Netflix's Q4 earnings
- It's foray into sports entertainment with the WWE deal
- The financial implications of the password-sharing crackdown and the new advertising tier
- The company's goals in video games
- The stock's valuation today
+ more
You can find more of their work here:
- https://twitter.com/TSOH_Investing
-https://twitter.com/FrancoOlivera
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:
- $TSLA earnings and the stock drop
- $NFLX spiffy pop for David Gardner
- A list of cheap Mexican Stocks
- Winners and losers, including the pastor who got his followers in a crypto scam
- Hilarious small-cap corporate governance
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate:
- Why HIMS has grown so quickly
- Do they have any emerging competitive advantages?
- Thoughts on the founder, proxy statement, and management team
- Whether they benefit from the innovator's dilemma
- Modeling out financials through 2026
- Red flags with customer reviews
- Whether Brett is buying the stock today
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
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Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:
- JetBlue Unable to Acquire Spirit Airlines
- Delta's Q4 Earnings
- Elon's new pay package
- Reading some hedge fund quarterly letters
- Funny finance memes from this week
+ much more
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Money, we discuss:
- Norbert Lou’s Famous NVR investment
- His unique portfolio concentration
- How he started his hedge fund Punch Card Management
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:
- Elliott Management taking a big stake in Match Group
- $AMZN Layoffs and new technology development
- Ryan's group of underfollowed wide moat businesses
- Boeing's new 737 Max debacle with Alaska Air
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
No, Bridgewater Associates is not a fraud. But it may be misleading the public. After reading The Fund, hosts Brett Schafer and Ryan Henderson thought listeners would love to know more about the secretive hedge fund with $100 billion in AUM. In this episode, we discuss:
- What is Bridgewater Associates?
- Who is Ray Dalio?
- What story does he tell about his fund?
- What is truly going on at Bridgewater
- The dystopian principles
- Why the fund has suffered in the last decade
- Personal thoughts on Dalio, Bridgewater, and the book
We highly recommend reading the book in full: https://www.amazon.com/Fund-Bridgewater-Associates-Unraveling-Street/dp/1250276934
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:
- The iRobot/Amazon Merger Arbitrage
- Our Mt. Rushmore of Management Teams
- Sectors we like for 2024
- The impossibility of knowing whether a bubble is ending
- The most unassailable businesses in the world
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at* https://public.com/disclosures/high-yield-account**
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Happy New Year! On this episode of Chit Chat Money, we discuss:
- Changing the name of the podcast
- Changing our release schedule
- Our favorite podcast episodes from 2023
- Brett and Ryan's hot takes for 2024
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney
*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
13:54
32:09
The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad fraud, and the need to adapt to evolving regulations and technological advancements. Listen as Brett and Ryan ask questions about the industry. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Want more from Brad: https://x.com/BLyons151?s=20
More more Justin: https://www.linkedin.com/in/justin-taylor-ruiss/
More on BWG Strategy: https://bwgstrategy.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
What is Ad Tech? | (6:30)
What is a Publisher? | (19:25)
Changes | (44:03)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura of exclusivity while addressing challenges in the luxury retail sector and evolving consumer demands. Listen as Brett and Ryan break down the company and its industry. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (3:49)
Industry | (17:42)
Management & Ownership | (23:51)
Earnings | (26:49)
Balance Sheet | (28:51)
Valuation | (32:00)
Our Analysis | (32:48)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Investing Unscripted is a podcast that asks the questions that matter to investors. You can listen to it wherever you get your podcasts.
Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo
Apple: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302
YouTube: https://www.youtube.com/@InvestingUnscripted/featured
Below, you'll find the show notes from a recent episode.
Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, who many of you may know from his regular appearances on our YouTube channel with Jason, has made it his mission to share those winners with the world.
This week, Jeff and Jason chat with Tyler about the multi-year research project he's been on that led him to these obscure, overlooked winners that Tyler calls "misfits," and the creation of his newsletter, Misfit Alpha. We talk through Tyler's process for finding them, what he's learned, and some examples of massive winners that have compounded for decades, yet remain relatively unknown.
Looking for more of Tyler's work? Find him at:
https://www.misfitalpha.com/
Threads & Twitter: @misfitalpha
Interested in joining Misfit Alpha? Tyler is offering Investing Unscripted listeners a 20% discount: https://www.misfitalpha.com/unscripted
Companies mentioned: AJG, BCPC, COST, DHR, GOOG, GOOGL, ITIC, JMIA, TSLA
We would love feedback on the show. Share with us at:
Email: thesmatteringshow@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
Find the 2023 Smattering Portfolio here:
https://tinyurl.com/Smatterfolio2023
Spotify Technology (SPOT) is a leading music streaming platform that has transformed the way people consume music globally but faces challenges from competition in the crowded streaming market and the ongoing evolution of the music industry's business models. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Interested in more from Jeremy Deal? https://x.com/Jeremy_Deal?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Spotify | (3:28)
Podcasts | (16:13)
Radio | (35:21)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Ferrari N.V. (RACE) is a renowned luxury sports car manufacturer, balancing exclusivity with evolving consumer preferences and environmental concerns in the competitive automotive market. Listen as Brett and Ryan break down the company and its industry. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (3:12)
Luxury | (24:35)
Ownership | (35:26)
Earnings | (36:48)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
RH (formerly Restoration Hardware) is a luxury home furnishings retailer known for its high-end products and innovative design, but it contends with challenges in the retail sector and the impact of economic fluctuations on consumer spending in the home decor market. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Interested in more from Paul Cerro? https://x.com/paulcerro?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
RH | (5:46)
Where's the Growth | (20:40)
Scale | (38:29)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
LVMH is a multinational conglomerate known for its luxury brands in fashion, cosmetics, and spirits, navigating a dynamic market with a focus on innovation and adapting to evolving consumer preferences in the high-end goods sector. Listen as Brett and Ryan break down the company and its industry. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (4:30)
Industry | (18:53)
Corporate Structure | (30:39)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its valuation. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Best Anchor Stocks Substack: https://substack.com/@bestanchorstocks
Best Anchor Stocks Twitter: https://twitter.com/Invesquotes
Best Anchor Stocks Seeking Alpha: https://seekingalpha.com/checkout?service_id=mp_1399&affiliate_suffix=BestAnchorStocks
Best Anchor Stocks piece on Hermes: https://www.bestanchorstocks.com/p/hermes-186-years-of-history-guide
Sleepwell Capital Substack: https://sleepwell.substack.com/
Sleepwell Capital thread on Rolex: https://twitter.com/SleepwellCap/status/1713733764914815222
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
What is Luxury? | (3:46)
Examples | (12:17)
Ferrari | (27:47)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Altria Group, Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio, grappling with challenges stemming from declining smoking rates, increased regulatory scrutiny, and its efforts to pivot toward reduced-risk products. Listen as Brett gives a pitch on the company and Ryan provides feedback and critiques. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (3:43)
Stock Analysis | (16:27)
Competitive Advantages | (26:27)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Haypp Group operates as an online retailer of tobacco-free nicotine pouches and snus products in Sweden, Norway, the rest of Europe, the United States, and internationally. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Interested in more from Spencer Cibelli? https://www.linkedin.com/in/spencer-cibelli-836b37152/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Haypp | (2:37)
Competition | (12:04)
Industry Shift | (24:08)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Diageo (DEO) is a multinational alcoholic beverage company, known for its extensive portfolio of well-known brands, but facing challenges from shifts in consumer preferences and the impact of regulatory changes on the alcohol industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (3:09)
Industry | (13:46)
Management & Ownership | (23:20)
Earnings | (26:44)
Balance Sheet | (31:59)
Valuation | (35:25)
Our Analysis | (37:55)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The old rules of thumb don't work for this housing market. Lance walks us through why he believes this and what he is seeing in the housing data across the United States. Listen as Brett and Ryan ask questions about the industry. Enjoy the show!****Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info*****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 for our Tuesday episodes: https://chitchatmoney.substack.com/Interested in Resi Club? Check their website here: https://www.resiclubanalytics.com/Contact us: chitchatmoneypodcast@gmail.comTimestampsLance Lambert | (2:02)Regional Data | (11:55)Affordability | (22:52)Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Smith & Wesson Brands, Inc. (SWBI) is a prominent firearms manufacturer, recognized for its iconic brand, but operating in an industry that faces ongoing debates around gun control legislation and regulatory changes. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (1:36)
Industry | (16:33)
Management & Ownership | (21:26)
Earnings | (26:41)
Balance Sheet | (30:33)
Valuation | (32:13)
Our Analysis | (33:57)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Hershey Company (HSY) is a renowned chocolate and confectionery manufacturer, well-known for its iconic brands, but facing the impact of changing consumer preferences and competition in the candy and snacking industry. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Interested in more from Edwin Dorsey? https://x.com/StockJabber?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Hershey | (2:29)
Short Thesis | (13:26)
Mr. Beast's Feastables | (25:13)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
MGM Resorts International (MGM) is a leading global hospitality and entertainment company, with a diverse portfolio of resorts and casinos. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (2:04)
Industry | (18:55)
Management & Ownership | (26:00)
Earnings | (31:33)
Balance Sheet | (37:24)
Valuation | (40:12)
Our Analysis | (44:01)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Tractor Supply Company (TSCO) is a retail chain specializing in farm and ranch supplies, catering to the needs of rural communities, but also expanding into suburban markets and adjusting to evolving consumer trends. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Interested in more from ValueStockGeek? https://x.com/ValueStockGeek?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Tractor Supply Co | (2:42)
Competitive Advantages | (24:35)
What Can Go Wrong? | (31:19)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
British American Tobacco plc (BTI) is a global tobacco and nicotine products company, operating in various markets, although it faces challenges related to declining smoking rates and regulatory pressures in the tobacco industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (2:15)
Industry | (21:35)
Management & Ownership | (27:17)
Earnings | (33:40)
Balance Sheet | (36:25)
Valuation | (38:54)
Our Analysis | (41:49)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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.
RCI Hospitality Holdings, Inc. (RICK) is a hospitality company that operates a chain of adult entertainment clubs, restaurants, and bars, catering to various markets, while dealing with regulatory and social challenges in its industry. Listen as Brett and Ryan ask questions about the company, background, and industry. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Want to learn more? Visit RCI's website: https://www.rcihospitality.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Background | (2:05)
Bombshells | (21:25)
Inspiration | (36:13)
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.
This will be our final Arch Capital episode. We decided to close down our fund and return money to investors. Closing the fund will allow us to put more time and energy into Chit Chat Money. Nothing is changing with the podcast.
Listen to this episode to learn about what it takes to set up and run a fund. Brett and Ryan go through what lessons they learned, what went well, and what did not. Enjoy the episode!
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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.
Our good friend John Rotonti interviews Dan O'Keefe. Listen to "The JRo Show" wherever you get your podcasts.
3:00 – Definition of value investing according to Dan
10:00 – Dan’s risk management and portfolio management philosophy
17:00 – when to sell a stock
22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis
32:00 – Dan describes his team’s equity research process including the reason for nurturing an absolute mindset, not a relative mindset
57:00 – How Dan spends his quiet time.
1:01:00 – How to be a global investor
1:07:00 – Dan thoughts on passively investing in the S&P 500
1:13:00 – the contradictory psychological profile needed to be a good investor.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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.
Andrew from the "Yet Another Value Blog" joins the show to discuss merger arbitrage investing and why he thinks now could be a great time to be using this strategy. Listen as Brett and Ryan ask Andrew questions about his experience in merger arb. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Want more from Andrew? Check out the Yet Another Value Blog on merger arb: https://www.yetanothervalueblog.com/p/the-antitrust-inflection
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Merger Arbitrage | (3:00)
Examples | (14:35)
Fundamentals | (26:48)
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.
Dollarama Inc. (DOL.TO) is a Canadian dollar store retail chain known for offering a wide range of affordable products, serving budget-conscious consumers across Canada. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DLMAF. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (2:15)
Industry | (12:21)
Management & Ownership | (16:44)
Earnings | (23:43)
Balance Sheet | (28:35)
Valuation | (32:39)
Our Analysis | (33:20)
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.
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/
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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.
Upslope Capital Management is a long/short fund focused on identifying frauds and fads as potential shorts. Listen as Brett and Ryan ask George questions about how to identify shorts and how to properly manage a short portfolio. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Want more from George and Upslope Capital? Find more info here: https://www.upslopecapital.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Upslope Capital | (2:49)
Shorting Misconceptions | (11:28)
Memorable Shorts | (33:41)
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.
Dollar Tree, Inc. (DLTR) is a well-known discount retail chain offering a variety of products at the one-dollar price point, serving budget-conscious shoppers across its vast network of stores, although it contends with challenges posed by competition in the retail industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DLTR. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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 | (4:44)
Industry | (23:09)
Management & Ownership | (27:58)
Earnings | (33:10)
Balance Sheet | (36:52)
Valuation | (39:09)
Our Analysis | (41:18)
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.
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/
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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.
Andrew Sather and Dave Ahern run the "Investing For Beginners" podcast. You can find it wherever you get your podcasts. Texas Instruments Incorporated (TXN) is a leading semiconductor company, supplying analog and embedded processing products to various industries while navigating market cycles and supply chain complexities. Listen as Brett and Ryan ask Dave and Andrew questions about the company, its business model, and valuation. Enjoy the show!
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 for our Tuesday episodes: https://chitchatmoney.substack.com/
Listen to Investing For Beginners: https://open.spotify.com/show/3sIN6k0aT6cCWP2AJRvHEK
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Texas Instruments | (3:00)
Direct to Consumer | (13:03)
Capex | (22:59)
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.
Dollar General Corporation (DG) is a leading discount retailer offering a wide range of everyday essentials at affordable prices, with a vast store network serving communities across the United States, and it has demonstrated resilience in various economic conditions while facing competition in the retail industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DG. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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 | (2:45)
Industry | (15:09)
Management & Ownership | (24:02)
Earnings | (31:33)
Balance Sheet | (42:46)
Valuation | (44:15)
Our Analysis | (45:15)
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.
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/
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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.
John Rotonti is a seasoned investor and contributor known for his insightful analysis to investors around the world. He has just launched a podcast called "The JRo Show" that you can find wherever you get your podcasts. Enjoy the show!
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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? Find his Twitter here: https://x.com/JRogrow?s=20
Listen to the JRo Show here or wherever you get your podcasts: https://podcasters.spotify.com/pod/show/john-rotonti
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 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.
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.
Adyen is a prominent fintech company that provides payment processing services for businesses globally, offering a seamless and comprehensive platform to facilitate secure and efficient transactions across various payment methods and regions. Brett and Ryan dive through Adyen and outline the investment thesis for why we like, but aren't buying the company in our Arch Capital limited partnership.
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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
Company Background | (3:51)
Unit Economics | (16:28)
Competition | (28:24)
Economies of Scale | (45:17)
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.
Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you!
What is the JRo Show? The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.
You can listen to the JRo Show wherever you get your podcasts:
Apple -> https://podcasts.apple.com/gb/podcast/the-jro-show/id1709504113
Spotify -> https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq
YouTube -> https://www.youtube.com/@TheJRoShowPodcast
2 min 15 seconds – Bill’s background and career.9 min 20 seconds – Advice for new analysts19 min 50 seconds – The research process at Harris Associates26 min 20 seconds – The stock pitching process at Harris47 min – What it takes to be a good portfolio manager.59 min 50 seconds – Bill’s personal life and expectations for the rest of his career.1 hour 12 min - How he talks with management teams.1 hour 16 min – Why he reads ValueLine every week1 hour 23 min, 49 seconds – Lessons from his career
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/
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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.
Floor & Decor Holdings, Inc. (FND) is a specialty retailer of hard surface flooring and related accessories, known for its extensive product selection and value-focused approach, while also navigating competitive dynamics in the home improvement industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Drew's work? Find his website here: https://speedwellresearch.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Floor & Decor | (2:06)
Competitive Advantage | (7:01)
Real Estate | (21:35)
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.
Hawaiian Holdings, Inc. (HA) is the parent company of Hawaiian Airlines, a prominent carrier serving travelers to and from Hawaii, although it faces challenges due to the cyclical nature of the airline industry and the unique geographical factors impacting its operations. At the end of the month, we will publish an Arch Capital episode that will cover the company: Adyen. Listen closely as Brett and Ryan go through the history, financials, and future prospects of HA. Enjoy the show!
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 | (1:43)
Industry | (12:17)
Management & Ownership | (19:47)
Earnings | (25:02)
Balance Sheet | (29:00)
Valuation | (30:57)
Our Analysis | (32:44)
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.
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 Manscaped. Use code "CHITCHAT" and get 20% off your first purchase: https://www.manscaped.com/?gclid=Cj0KCQjw06-oBhC6ARIsAGuzdw2jyUBdVYzBUmBJ7RIWMO57zQUiIkk9m8jAd2eLsmGOSOidXPxxmyYaAnQDEALw_wcB
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.
SoFi Technologies, Inc. (SOFI) is a fintech company offering a broad range of financial services, including lending, investing, and banking solutions, with a strong focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Brad's work? Find their Twitter here: https://x.com/StockMarketNerd?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
SoFi | (2:18)
Lending | (14:35)
Valuation | (33:40)
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 partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Royal Caribbean (RCL) is a major cruise line operator known for its diverse fleet of ships and global itineraries, but it has faced significant challenges in the wake of the COVID-19 pandemic and ongoing regulatory concerns in the cruise industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Adyen. Listen closely as Brett and Ryan go through the history, financials, and future prospects of RCL. Enjoy the show!******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/chitchatmoneyContact us: chitchatmoneypodcast@gmail.comTimestampsCompany Background | (3:32)Industry | (14:15)Management & Ownership | (23:33)Earnings | (26:37)Balance Sheet | (30:33)Valuation | (34:50)Our Analysis | (36:57)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.
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/
Thank you to our sponsor The Science of Hitting Research service! Sign up for high-quality fundamental research before prices go up shortly: https://substack.com/@thescienceofhitting
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.
Murphy USA Inc. (MUSA) is a leading retail fuel and convenience store chain in the United States, offering a wide range of products and services to motorists, including gasoline, snacks, and more, while grappling with competitive pressures in the retail fuel industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Fabio's work? Find their YouTube here: https://www.youtube.com/@CapitalMindset/featured
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Murphy USA | (2:00)
Fuel Concentration | (10:02)
Industry | (24:51)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. 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.
Ryanair Holdings (RYAAY) is a major European low-cost airline, celebrated for its no-frills approach and expansive route network, while also facing regulatory and competitive hurdles in the industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Adyen. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Ryanair. Enjoy the show!
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 | (20:13)
Management & Ownership | (26:00)
Earnings | (30:06)
Balance Sheet | (32:21)
Valuation | (34:53)
Our Analysis | (35:42)
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.
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/
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.
Nutanix, Inc. (NTNX) is a technology company that provides cloud computing software and services, offering solutions for hyper-converged infrastructure and hybrid cloud management to businesses, and navigating a competitive landscape in the cloud computing industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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? Find their Twitter here: https://twitter.com/_SeanDavid?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Nutanix | (2:20)
Competitive Advantage | (11:16)
Financials | (21:28)
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.
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.
Sprouts Farmers Market, Inc. (SFM) is a grocery store chain that specializes in natural and organic foods, catering to health-conscious consumers, but also facing competition in the grocery industry and supply chain disruptions. Brett and Ryan dive through Sprouts 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
Company Background | (3:30)
History | (10:47)
Unit Economics | (22:38)
Risks | (41:16)
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 Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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/
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.
Ulta Beauty, Inc. (ULTA) is a major cosmetics and beauty retailer, thriving on a devoted customer base and industry trends, but facing competition and changing consumer preferences. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Ethan's work? Find their Twitter here: https://twitter.com/TheGarpInvestor?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Ulta | (2:02)
Revenue Growth | (4:24)
Valuation | (17:28)
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.
Discover Financial Services (DFS) is a financial services company that offers credit cards, personal loans, and banking products, catering to consumers and businesses, and navigating challenges from the competitive credit card industry and economic fluctuations. At the end of the month, we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Discover Financial. Enjoy the show!
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 | (2:58)
Industry | (16:37)
Management & Ownership | (20:13)
Earnings | (28:19)
Balance Sheet | (32:23)
Valuation | (34:32)
Our Analysis | (38:28)
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.
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/
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.
Paylocity Holding Corporation (PCTY) provides cloud-based payroll and HR software, streamlining workforce management for businesses in a competitive market. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Andrew's work? Find their YouTube here: https://www.youtube.com/c/CapitalMindset
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Paylocity | (2:00)
Revenue Growth | (14:27)
Management | (17:58)
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.
Lowe's Companies, Inc. (LOW) is a prominent home improvement retailer, capitalizing on a robust housing market while tackling competition and supply chain complexities in the evolving retail landscape. At the end of the month, we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lowe's. Enjoy the show!
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 | (3:52)
Industry | (17:05)
Management & Ownership | (22:30)
Earnings | (26:20)
Balance Sheet | (28:41)
Valuation | (31:02)
Our Analysis | (32:16)
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 Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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/
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.
VeriSign, Inc. (VRSN) is a technology company that provides domain name registry services, managing the infrastructure for the .com, .net, and other top-level domains, and plays a crucial role in maintaining the stability and security of the internet's domain name system. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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? Find their Twitter here: https://twitter.com/Larryjamieson_?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
VeriSign | (2:22)
Business Model | (9:04)
Management | (24:43)
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.
AutoZone, Inc. (AZO) is a retailer specializing in automotive parts and accessories, with a vast network of stores serving do-it-yourself and professional customers, but also navigating challenges from competition, shifts in consumer behavior, and technological advancements in the automotive industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history, financials, and future prospects of WeWork. Enjoy the show!
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 | (3:22) Industry | (14:33) Management & Ownership | (22:15) Earnings | (28:05) Balance Sheet | (32:32) Valuation | (35:00) Our Analysis | (36:21) 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.
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/
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.
Today, the guys are talking to Bryan, a caddy on the Korn Ferry Tour who also doubles as an investment professional. His team just got promoted to the PGA Tour next year. The golf industry is a multi-billion dollar market encompassing equipment, apparel, courses, and events, with an enduring global appeal that faces challenges from changing demographics and economic trends. Listen as Brett and Ryan ask questions to Bryan about the industry, its various business models, and market participants. Enjoy the show!
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/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Money for Golf | (7:24) Driving Ranges | (18:00) 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.
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.
Coupang Corp. (CPNG) is a major South Korean e-commerce company known for its rapid growth, emphasis on fast delivery, and navigating challenges in a competitive market. Brett and Ryan dive through Coupang and outline the investment thesis for why we don't 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
Company Background | (3:25)
Unit Economics | (15:35)
Developing Offerings | (29:15)
Cash Flow | (40:21)
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.
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/
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.
TransDigm Group Incorporated (TDG) is a global aerospace manufacturing company that produces highly engineered components and systems for commercial and military aircraft, navigating challenges in the cyclical aerospace industry and defense spending. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Lou's work? Find their Twitter here: https://twitter.com/louwhiteman?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
TransDigm | (3:51)
Acquisitions | (8:55)
Management | (18:33)
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.
WeWork (WE) provides flexible office space solutions, but it has faced significant financial and corporate governance challenges in the past, raising questions about its long-term sustainability and growth prospects. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of WeWork. Enjoy the show!
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 | (2:48)
Industry | (18:33)
Management & Ownership | (23:48)
Earnings | (26:19)
Balance Sheet | (31:14)
Valuation | (35:23)
Our Analysis | (39:10)
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.
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/
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.
PLBY Group, Inc. (PLBY) is a company that owns and operates a portfolio of lifestyle brands focused on the adult entertainment and pleasure products industries, leveraging its strong brand recognition and expanding into diverse markets to drive growth and revenue. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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? Find their Twitter here: https://twitter.com/RodAlzmann?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Playboy | (3:16)
Licensing | (23:48)
Management | (34:26)
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.
Lyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lyft. Enjoy the show!
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 | (3:11)
Industry | (16:04)
Management & Ownership | (20:10)
Earnings | (25:24)
Balance Sheet | (31:07)
Valuation | (33:52)
Our Analysis | (35:29)
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.
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/
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.
CAVA Group Inc. (CAVA) is a fast-casual restaurant chain specializing in Mediterranean cuisine, with a focus on fresh and customizable meals, and has shown significant growth and expansion, attracting a loyal customer base and capitalizing on the popularity of healthier dining options. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Alex's work? Find their Twitter here: https://twitter.com/TSOH_Investing?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Playboy | (3:16)
Licensing | (23:48)
Management | (34:26)
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.
Pinterest, Inc. (PINS) is a social media platform that allows users to discover and share ideas, products, and inspiration through visual content, attracting a large user base and offering opportunities for advertisers to reach highly engaged audiences. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Pinterest. Enjoy the show!
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 | (3:08)
Industry | (14:55)
Management & Ownership | (21:03)
Earnings | (29:03)
Balance Sheet | (31:42)
Valuation | (32:28)
Our Analysis | (34:09)
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.
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.
Money Collaborative event: https://asymmetric-investing.beehiiv.com/c/money-collaborative
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/
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.
Fiserv Inc. (FI) is a global provider of financial services technology solutions, specializing in digital banking and payments for financial institutions, businesses, and consumers. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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
Fiserv | (2:11)
Payment Network | (6:58)
Competitive Advantage | (16:57)
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.
SoFi Technologies Inc. (SOFI) is a company that offers a range of financial products and services, including lending, investing, and banking solutions, with a focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of SoFi. Enjoy the show!
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
Mine Safety Disclosures Blog: https://minesafetydisclosures.com/
Timestamps
Company Background | (2:05)
Industry | (17:32)
Management & Ownership | (21:31)
Earnings | (26:21)
Balance Sheet | (31:52)
Valuation | (33:50)
Our Analysis | (35:02)
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.
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/
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.
Amazon.com, Inc. (AMZN) is a multinational technology company that revolutionized e-commerce and expanded into various industries, offering a vast selection of products, cloud computing services, and streaming media, while continuously innovating and disrupting traditional business models. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Edward's work? Check out their Twitter here: https://twitter.com/edwardwchang?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Amazon | (1:58)
Profitability | (11:41)
AWS Margins | (21:58)
Competitive Risks | (44:13)
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.
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.
Airbnb, Inc. (ABNB) is a global online marketplace for lodging that provides a convenient platform for individuals to rent out their properties or book accommodations, though it navigates regulatory complexities and travel demand fluctuations. Brett and Ryan dive through Airbnb and outline the investment thesis for why we don't 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
Company Background | (4:29)
Income Statement | (23:14)
Competitive Advantage | (35:40)
Valuation | (59:45)
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.
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/
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.
Apple Inc. (AAPL) is a global technology leader renowned for its iconic consumer electronics, software, and digital services, commanding a dominant position in the tech industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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/
Use our code "CCM" and get $100 off a subscription at 7investing!
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Apple | (3:06)
Brand | (16:33)
AI | (31:48)
Warren Buffett | (51:42)
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.
Visa Inc. (V) is a global payments technology company that operates a vast electronic payments network, connecting consumers, businesses, and financial institutions across the globe and enabling seamless and secure transactions in multiple currencies and countries. 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 Visa. Enjoy the show!
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
Mine Safety Disclosures Blog: https://minesafetydisclosures.com/
Timestamps
Company Background | (4:05)
Industry | (21:00)
Management & Ownership | (32:38)
Earnings | (34:42)
Balance Sheet | (37:10)
Valuation | (39:54)
Our Analysis | (40:58)
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.
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/
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.
The Trade Desk Inc. (TTD) is a digital advertising platform that empowers advertisers with self-service tools to reach and engage target audiences across multiple channels and devices in a data-driven landscape. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Kris's work? Check out their Twitter here: https://twitter.com/FromValue?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps The Trade Desk | (1:58) Growth | (10:59) Connected TV | (35:09) 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.
Bill.com Holdings, Inc. (BILL) is a company that provides cloud-based software solutions for automating and streamlining financial processes, catering to businesses of all sizes and industries, and helping to modernize and simplify their financial operations. 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 Shift4. Enjoy the show!
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 | (2:10)
Industry | (17:50)
Management & Ownership | (24:24)
Earnings | (30:36)
Balance Sheet | (33:12)
Valuation | (35:32)
Our Analysis | (36:42)
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.
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/
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.
Mastercard Incorporated (MA) is a global payment technology company that provides transaction processing services, enabling secure and convenient electronic payments for consumers, businesses, and financial institutions worldwide. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 Matt's work? Check out their Twitter here: https://twitter.com/Matt_Cochrane7?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Mastercard | (2:40)
Europe | (15:27)
Disruptive Threats | (25:44)
Valuation | (43:04)
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.
Shift4 Payments, Inc. (FOUR) is a leading payment processing company that provides secure and seamless solutions for businesses across multiple industries in our cashless society. 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 Shift4. Enjoy the show!
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 | (2:23)
Industry | (14:13)
Management & Ownership | (19:12)
Earnings | (26:51)
Balance Sheet | (32:52)
Valuation | (36:26)
Our Analysis | (38:04)
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.
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/
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.
Chemed Corporation (CHE) is a diversified company offering hospice and palliative care services through VITAS Healthcare, as well as plumbing and drain cleaning services under the Roto-Rooter brand. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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 their Twitter here: https://twitter.com/SWFLWildcats
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Chemed | (2:14)
Franchise vs. Corporate | (14:01)
Management | (33:14)
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.
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!
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.
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/
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.
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!
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.
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.
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
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.
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/
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.
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!*****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=20Contact us: chitchatmoneypodcast@gmail.comTimestampsTFS 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.
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!
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.
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/
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.
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!
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.
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!
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.
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/
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.
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!
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 portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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!
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 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.
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/
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.
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!
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. 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.
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.
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
Company Background | (2:18)
Brands | (9:16)
The Switch | (21:59)
Theme Parks | (44:11)
Management | (58:55)
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.
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/
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.
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!****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 Jacob's work? Find him on Seeking Alpha: https://seekingalpha.com/author/jacob-franklinContact us: chitchatmoneypodcast@gmail.comTimestampsCrocs | (3:24)Partnerships | (13:31)Acquisitions | (23:33)Earnings | (28:17)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.
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!
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 | (3:15)
Industry | (12:09)
Management & Ownership | (15:26)
Earnings | (19:22)
Balance Sheet | (24:37)
Valuation | (26:47)
Our Analysis | (28:58)
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.
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/
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.
APi Group Corporation (APG) provides commercial specialty contracting services and solutions, but faces risks from a highly competitive market and economic downturns. 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 Ben's work? Check out his Substack here: https://vestrule.substack.com/Contact us: chitchatmoneypodcast@gmail.comTimestampsAPi Group | (3:28)Competitive Advantages | (13:32)Commercial Real Estate | (24:58)Valuation | (33:35)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.
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!****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/chitchatmoneyContact us: chitchatmoneypodcast@gmail.comTimestampsCompany Background | (3:02)Industry | (16:14)Management & Ownership | (21:01)Earnings | (26:06)Balance Sheet | (30:39)Valuation | (33:54)Our Analysis | (35:25)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 Capital and its partners may hold securities discussed on this show.
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 on this show.
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!
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 Ian's work? Check out their Twitter here: https://twitter.com/irbezek?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Alsea | (3:39)
Domino's Pizza | (8:12)
Competition | (19:02)
Management | (28:07)
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.
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!
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 | (5:10)
Industry | (18:19)
Management & Ownership | (22:47)
Earnings | (30:20)
Balance Sheet | (36:55)
Valuation | (38:18)
Our Analysis | (39:19)
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.
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 on this show.
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!
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
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Tobacco Market | (3:51)
Brand Loyalty | (20:40)
Macro Concerns | (32:13)
The Big 3 | (50:56)
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.
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.
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/
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/
Timestamps
Company Background | (4:27)
Major Segments | (17:18)
Large Opportunity | (55:50)
Projections | (1:03:35)
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.
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 on this show.
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!****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=20Contact us: chitchatmoneypodcast@gmail.comTimestampsLegacy Housing | (3:35)Housing Prices | (17:15)Why is it Discounted? | (28:21)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.
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: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:18)
Industry | (14:07)
Management & Ownership | (17:54)
Balance Sheet | (23:38)
Earnings | (29:36)
Valuation | (34:11)
Our Analysis | (36:06)
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.
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
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 on this show.
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!
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://twitter.com/StrangerCapital?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Arhaus | (2:53)
Growth | (15:59)
Consumer Spending | (21:43)
Private Equity Ownership | (31:40)
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 partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:00)
Industry | (12:40)
Management & Ownership | (15:58)
Earnings | (20:51)
Balance Sheet | (24:46)
Valuation | (27:50)
Our Analysis | (28:55)
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.
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 on this show.
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!
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/
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 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.
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
Company Background | (2:24)
Industry | (17:15)
Management & Ownership | (22:21)
Earnings | (27:51)
Balance Sheet | (31:20)
Valuation | (34:15)
Our Analysis | (35:25)
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 Capital and its partners may hold securities discussed on this show.
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/ChitChatMoneyFollow the show on Twitter: https://twitter.com/chitchatmoneySubscribe 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 on this show.
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 Corporation | (2:37)
Revenue | (8:59)
Acquisition Strategy | (17:41)
Digital | (29:58)
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.
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.
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/
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/
Timestamps
Company Background | (4:40)
Business Services | (15:00)
Nelnet Bank | (37:07)
Management | (49:07)
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.
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
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 on this show.
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)
Management | (29:54)
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.
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: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:23)
Industry | (20:47)
Management & Ownership | (24:58)
Earnings | (30:24)
Balance Sheet | (35:02)
Valuation | (38:24)
Our Analysis | (39:28)
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.
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 on this show.
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!
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 Twitter here: https://twitter.com/MaxfieldOnBanks?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Banking | (2:57)
Bank Analysis | (21:04)
Interest Rates | (28:26)
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.
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/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:06)
Industry | (17:40)
Management & Ownership | (22:30)
Earnings | (27:09)
Balance Sheet | (30:28)
Valuation | (33:24)
Our Analysis | (34:39)
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.
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 on this show.
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!
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: https://twitter.com/Larryjamieson_?s=20&t=gJKWa75W6sj1WCoixTULoA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
FICO | (2:51)
Competitive Advantages | (19:20)
Big Risks | (46:36)
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 managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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)
Industry | (15:43)
Management & Ownership | (20:36)
Earnings | (22:26)
Balance Sheet | (25:23)
Valuation | (26:40)
Our Analysis | (28:55)
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.
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 on this show.
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
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
ALSN | (6:55)
Bear Thesis | (22:19)
Competitive Advantages | (30:25)
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 Capital and its partners may hold securities discussed on this show.
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.
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/
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/
Timestamps
Company Background | (3:32)
AI & ChatGPT | (23:20)
Competitive Landscape | (31:38)
YouTube | (41:55)
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.
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 on this show.
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 Competition | (11:48)
COVID Impact | (36:10)
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.
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 projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (4:04)
Industry | (16:44)
Management & Ownership | (20:05)
Earnings | (25:30)
Balance Sheet | (33:15)
Valuation | (38:38)
Our Analysis | (39:49)
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.
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 on this show.
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)
Stock Buyback | (33:55)
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.
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 Background | (3:10)
Industry | (17:40)
Management & Ownership | (20:00)
Earnings | (30:07)
Balance Sheet | (34:42)
Valuation | (39:20 )
Our Analysis | (40:17)
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.
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 discussed on this show.
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!****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-WCrQContact us: chitchatmoneypodcast@gmail.comTimestampsAltisource | (2:50)DSCR & Bridge Loans | (15:32)Management | (38:33)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.
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!
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 | (3:14)
Industry | (22:18)
Management & Ownership | (25:22)
Earnings | (29:45)
Balance Sheet | (38:25)
Valuation | (41:30)
Our Analysis | (43:43)
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.
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 discussed on this show.
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!
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
Interactive Brokers | (2:28)
What is "Net Interest Margin"? | (25:03)
0% Interest Rates are Done | (46:54)
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.
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!
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 | (3:01)
Industry | (18:26)
Management & Ownership | (23:43)
Earnings | (27:19)
Balance Sheet | (34:42)
Valuation | (36:53)
Our Analysis | (38:54)
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.
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
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 on this show.
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!
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: chitchatmoneypodcast@gmail.com
Timestamps
Shawn's Cloud Background | (5:54)
Who are the Cloud Companies? | (22:07)
What about Snowflake (Ticker: SNOW) | (46:00)
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.
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.
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/
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/
Timestamps
Company Background | (4:29)
Product Suite | (24:33)
Competitive Landscape | (38:57)
Valuation | (52:28)
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.
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/
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!
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 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.
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!****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/chitchatmoneyContact us: chitchatmoneypodcast@gmail.comTimestampsCompany Background | (4:08)Industry | (14:11)Management & Ownership | (16:50)Earnings | (23:54)Balance Sheet | (29:48)Valuation | (32:06)Our Analysis | (33:30)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.
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/
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!
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 Businesses? | (17:31)
Public Equities | (36:45)
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.
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!
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 & Ownership | (16:11)
Earnings | (19:33)
Balance Sheet | (24:00)
Valuation | (27:20)
Our Analysis | (30:20)
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.
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!
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
Year in Review (4:42)
TransMedics (18:51)
Illumina (36:12)
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.
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/
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!
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 BREIT? | (31:53)
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.
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!
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)
Balance Sheet | (37:25)
Valuation | (41:57)
Our Analysis | (43:55)
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.
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/
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!
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 | (20:06)
Valuation | (32:13)
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.
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!
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 & Ownership | (18:45)
Earnings | (24:55)
Balance Sheet | (29:04)
Valuation | (36:02)
Our Analysis | (38:12)
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.
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 (47:48)
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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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!
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
Timestamps
Digital Turbine | (4:03)
Competition | (14:57)
Projections | (27:45)
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.
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!
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 | (19:42)
Balance Sheet | (23:04)
Valuation | (25:55)
Our Analysis | (27:09)
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.
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/
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!
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 | (4:12) eCommerce | (14:27) Management | (24:05) 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.
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
Timestamps
Company Background | (3:01)
Industry | (12:37)
Management & Ownership | (14:48)
Earnings | (19:49)
Balance Sheet | (24:48)
Valuation | (26:09)
Our Analysis | (27:17)
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.
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/
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!
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: chitchatmoneypodcast@gmail.com
Timestamps
Zoom | (3:50)
B2B | (14:30)
Valuation | (34:13)
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.
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!
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 | (10:36)
Management & Ownership | (14:06)
Earnings | (19:23)
Balance Sheet | (22:37)
Valuation | (25:18)
Our Analysis | (26:27)
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.
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/
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 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.
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!
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)
Management & Ownership | (14:09)
Earnings | (17:56)
Balance Sheet | (22:24)
Valuation | (24:30)
Our Analysis | (25:37)
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.
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/
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!
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 | (17:20)
MGM | (33:42)
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.
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!
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 (37:44)
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.
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)
Earnings | (20:28)
Balance Sheet | (24:21)
Valuation | (26:39)
Our Analysis | (27:52)
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 partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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/
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.
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 we own Consorcio ARA (1:08)
Management (18:36)
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!
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 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.
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. 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.
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/
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!
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 to see more of Alex's work? Follow him on Twitter here: https://twitter.com/TSOH_Investing?s=20&t=mFAJXmIT3_snJc9jSXdlkw Contact us: chitchatmoneypodcast@gmail.com Timestamps Roku | (5:21) International Expansion | (23:12) 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.
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
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? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Leandro's work? Follow him on Twitter here: https://twitter.com/Invesquotes?s=20&t=ANL_r8vtQfEea5vzrh1vWg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Adobe | (4:20)
Industry | (16:12)
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.
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
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!
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 to see more of Rich's work? Follow him on Twitter here: https://twitter.com/stockspinoffss?s=20&t=Ctb-8VAJVaLAAnlf8UtA6Q
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
IDT | (3:25)
Net2phone | (23:35)
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.
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
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!
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
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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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Interested to see more of Strat's work? Follow him on Seeking Alpha here: https://seekingalpha.com/author/jacob-franklin
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Ally Financial | (3:50)
Auto Lending | (13:47)
Bear Case | (30:04)
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.
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
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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
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
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
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!
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/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 to see more of Strat's work? Subscribe to his free newsletter: https://dueyourdiligence.substack.com/?utm_source=substack&utm_medium=web&utm_campaign=substack_profile&utm_source=%2Fprofile%2F65757048-strat-becker&utm_medium=reader2
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Build-A-Bear | (4:41)
eCommerce | (13:38)
Investors | (24:49)
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.
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!
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/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 to see more of Strat's work? Subscribe to his free newsletter: https://dueyourdiligence.substack.com/?utm_source=substack&utm_medium=web&utm_campaign=substack_profile&utm_source=%2Fprofile%2F65757048-strat-becker&utm_medium=reader2
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Build-A-Bear | (4:41)
eCommerce | (13:38)
Investors | (24:49)
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.
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
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
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
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
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
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 to see more of Ben's work? Follow him on Twitter here: https://twitter.com/VestRuleCapitaI?s=20&t=1EcEAx9vTIzotQmrBsR7TA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Verra Mobility | (3:53)
Parking Business | (13:38)
Robot Traffic Tickets | (24:55)
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.
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
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
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
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? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Devin's work? Follow him on Twitter here: https://twitter.com/DevinLaSarre?s=20&t=8A1z1Kf9_AQJ7FW1hFP9dw
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Industry | (4:05)
British American Tobacco | (14:51)
Business Segments | (24:10)
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.
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
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
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 to see more of Simon's work? Follow him on Twitter here: https://twitter.com/7Innovator?s=20&t=B7-1UYDm2d0SpmLFYgeH1g
Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
QuantumScape | (4:56)
Partnerships | (19:22)
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.
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 private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: Here
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. **** 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 to see more of Alan's work? Follow him on Twitter here: https://twitter.com/AlanSoclof?s=20&t=V47odJnM-U0udxz0SqOz3w Contact us: chitchatmoneypodcast@gmail.com Timestamps Figs | (3:51) Product | (9:29) 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.
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
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? 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 to see more of Jose's work? Find his Substack here: https://twitter.com/_JoseNajarro?s=20&t=Ce3KqX3F12lsSRsGlE_abw
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
AMD | (3:37)
Management | (19:33)
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.
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
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? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Jim's work? Find his Substack here: https://twitter.com/JimPGillies?s=20&t=_VLTZa6G8u2S3-Qzp1QjMg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Winmark | (3:08)
Financials | (17:33)
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.
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 private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: Here
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/chitchatmoney
Interested to see more of Kris's work? Find his Substack here: https://twitter.com/FromValue?s=20&t=TpCqTh3dAFezp7ate0_ASA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Marqeta | (3:56)
Financials | (19:02)
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.
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
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.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 Paul's work? Find his Substack here: https://cedargrovecapital.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Petco | (2:55)
Growth | (15:54)
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.
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.
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 Twitter here: https://twitter.com/7LukeHallard?s=20&t=7mp9swgMRyapVhG_99ypYg
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Nvidia | (4:53)
Problems | (14:35)
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.
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
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.
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
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
ASML Holding | (6:13)
Value Chain | (17:31)
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.
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
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=iB3yKYkeYyDrDIf8ueByHA Contact us: chitchatmoneypodcast@gmail.com Timestamps Markel | (5:45) Who's the Customer | (16:29) Private Equity | (26:59) 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
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
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 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
Charter Communications is a broadband connectivity and cable operator. The company is the second-largest cable operator in the United States. 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 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 | (3:17) 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 Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 13:20 29:58 Learn more about your ad choices. Visit megaphone.fm/adchoices
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=txeDD854WWbQae1g8v2RxQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Equinix | (4:35) Value Proposition | (13:25) Competitive Advantages | (21:11) 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
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? Find his Substack: https://stockmarketnerd.substack.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 | (22:47) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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
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 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
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 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
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
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@gmail.com Timestamps Cloudflare | (3:35) What is DDoS? | (13:06) Competition | (23:53) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 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
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
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 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
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 | (22:37) 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
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
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 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
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: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:25) Industry | (6:51) Management & Ownership | (10:13) Valuation | (13:23) Earnings | (15:04) Balance Sheet | (16:22) Our Analysis | (17:20) 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
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
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: 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
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 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
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) 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
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
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 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
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 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
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 | (21:14) Our Analysis | (23:48) 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
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
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) 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
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 Analysis | (20:25) 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 Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 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
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 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
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
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_15DkGBFP876DtfPNA Contact us: chitchatmoneypodcast@gmail.com Timestamps Trex | (4:00) Suppliers | (14:46) Housing Shortage | (31:26) 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
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) 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
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: 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
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
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 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
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 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
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) 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
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
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 Contact us: chitchatmoneypodcast@gmail.com Timestamps Texas Instruments | (3:37) What TXN Looks Like Today? | (14:06) Electric Vehicles & Robots? | (29:02) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 | (18:49) 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
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
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 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
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) Our Analysis | (15:28) 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
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 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
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 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
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.com/dhaval_kotecha?s=20&t=hRYwR8Hy35LOBkBAw0kJHA Contact us: chitchatmoneypodcast@gmail.com Timestamps Trade Desk | (2:54) Advertising | (19:15) 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
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) 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
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 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
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 | (16:43) Balance Sheet | (18:54) Our Analysis | (22:00) 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
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 Twitter here: https://twitter.com/BenClaremon?s=20&t=Rvi3WbDtLheM2-rKPV5CNw Contact us: chitchatmoneypodcast@gmail.com Timestamps Sketchers | (3:27) Valuation | (31:00) 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
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) Balance Sheet | (21:23) Our Analysis | (25:27) 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
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 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
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 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
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 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
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 Interested in more of Weedmaps? Find their investor page here: https://ir.weedmaps.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps WM Technology | (3:47) Priorities | (29:16) 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 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
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 | (18:40) Balance Sheet | (20:58) Our Analysis | (22:00) 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
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 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
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 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
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) Investment Landscape | (31:05) 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
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 & Ownership | (11:49) Valuation | (14:51) Earnings | (16:00) Balance Sheet | (18:12) Our Analysis | (19:40) 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 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
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 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
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 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
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) Management | (31:20) 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
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@gmail.com Timestamps Company Background | (3:05) Industry | (9:14) Management & Ownership | (11:11) Valuation | (14:24) Earnings | (16:54) Balance Sheet | (20:35) Our Analysis | (21:35) 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
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 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
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
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 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
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 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 Inflation | (15:15) The Metaverse | (33:38) 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
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 | (3:03) Industry | (7:37) Management & Ownership | (9:42) Valuation | (13:36) Earnings | (16:37) Balance Sheet | (18:53) Our Analysis | (21:25) 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 Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices
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
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 work? Find some of his writing here: https://www.fool.com/author/1286/ Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Chewy | (4:37) The Brand | (24:58) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Founding Embracer Group | (4:08) Mobile Gaming | (32:27) 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
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 Timestamps Company Background | (2:29) Industry | (8:12) Management & Ownership | (10:05) Valuation | (13:57) Earnings | (16:51) Balance Sheet | (19:06) Our Analysis | (22:06) 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
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 Jason's work? Follow him on Twitter: https://twitter.com/TMFJMo?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps C3.ai | (4:05) Competition | (21:03) 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
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 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 | (3:14) Industry | (10:08) Management & Ownership | (12:18) Valuation | (15:46) Earnings | (17:13) Balance Sheet | (20:08) Our Analysis | (21:36) 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 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
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 Sleepwell Capital's work? Follow him on Twitter: https://twitter.com/SleepwellCap?s=20 Sleepwell's written deep dive on Uhaul: https://sleepwell.substack.com/p/is-america-ready-to-move-again?r=rteq6&utm_campaign=post&utm_medium=web Forbes article on the Uhaul family history: https://www.forbes.com/sites/luisakroll/2016/02/10/inside-u-hauls-rollercoaster-ride-from-nastiest-family-feud-to-market-dominance/?sh=9de8b6c3bb50 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Uhaul | (3:19) Industry Growth | (26:00) 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
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 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Shareholder Meeting | (4:24) New SPAC | (35:49) 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
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: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:57) Industry | (8:52) Management & Ownership | (11:43) Valuation | (14:29) Earnings | (16:22) Balance Sheet | (18:37) Our Analysis | (20:35) 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
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 Interested in more of Kris's work? Follow him on Twitter: https://twitter.com/FromValue?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Upstart | (4:24) Management | (34:45) 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
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 Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:09) Industry | (9:53) Management & Ownership | (10:59) Valuation | (14:36) Earnings | (16:31) Balance Sheet | (19:13) Our Analysis | (20:40) 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 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
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 work? Follow him on Twitter: https://twitter.com/BenClaremon?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps E.W. Scripps | (7:39) Time to Cut the Cord? | (29:55) 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
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://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:15) Industry | (8:15) Management & Ownership | (10:37) Valuation | (13:06) Earnings | (14:42) Balance Sheet | (17:11) Our Analysis | (19:33) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 work? Follow him on Twitter: https://twitter.com/Matt_Cochrane7?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Facebook/Meta | (3:56) Shift to Metaverse | (27:37) 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
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 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
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 channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:45) Industry | (8:46) Management & Ownership | (11:56) Valuation | (16:09) Earnings | (17:53) Balance Sheet | (20:27) Our Analysis | (21:43) 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
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. 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 Conor's work? Follow him on Twitter: https://twitter.com/InvestmentTalkk?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Clearwater Analytics | (4:41) Excitement & more | (23:57) 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
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 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 Timestamps Company Background | (2:52) Industry | (8:13) Management & Ownership | (10:59) Valuation | (14:32) Earnings | (15:22) Balance Sheet | (18:49) Our Analysis | (21:16) 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 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
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 Interested in more of Aaron's work? Find his Substack here: https://mindsetvalue.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 Nelnet | (6:43) Management & more | (32:14) 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
Snap owns and operates Snapchat which is a camera-based social media company. The original app was mainly sending and receiving mobile photos. Over time the company has developed new ventures including discovery pages and augmented reality features. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Snap. 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 Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:53) Industry | (9:07) Management & Ownership | (10:57) Valuation | (15:22) Earnings | (17:13) Balance Sheet | (20:03) Our Analysis | (22:48) 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
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 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 Chris's work? Follow him on Twitter: https://twitter.com/2ChaseGreatness?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Kulicke and Soffa Industries | (3:55) Valuation & more | (22:46) 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
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 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 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 | (2:52) Industry | (11:48) Management & Ownership | (13:52) Valuation | (15:59) Earnings | (16:58) Balance Sheet | (19:28) Our Analysis | (22:02) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 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 Jim's work? Follow him on Twitter: https://twitter.com/JimPGillies?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps International Petroleum | (2:53) Energy Demand & more | (33:39) 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
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 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 | (3:44) Industry | (7:55) Management & Ownership | (9:27) Valuation | (12:27) Earnings | (13:30) Balance Sheet | (16:07) Our Analysis | (18:45) 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
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: https://twitter.com/WealthOrDie?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Swedish Match | (4:32) International Expansion & more | (28:52) 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 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
23andMe is a personal genomics and biotechnology company. The company is well known for its personalized genetic reports to individual consumers. With consent, 23andMe also leverages its array of DNA to help produce new promising drugs. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of 23andMe. 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 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 Timestamps Company Background | (3:53) Industry | (8:00) Management & Ownership | (9:44) Valuation | (12:32) Earnings | (13:41) Balance Sheet | (16:30) Our Analysis | (18:30) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week Ian and Brad join us for the Q3 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 such as fraud, Apple's legal issues, Twitter, and even a little bit of China. 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 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 Brett's Story | (2:08) Ian's Story | (17:13) Brad's Story | (31:08) Ryan's Story | (44:00) 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
Dutch Bros is a drive-thru coffee chain currently operating across 11 west coast states. With only 37 locations in 2018, the company has grown to 182 locations at the end of 2020. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Dutch Bros. 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 | (3:15) Industry | (9:02) Management & Ownership | (12:07) Valuation | (15:56) Earnings | (18:04) Balance Sheet | (22:04) Our Analysis | (25:05) 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
Verve Therapeutics develops gene-editing medicines for patients to treat cardiovascular diseases. Generally, biopharma companies are very difficult to understand, but today our guest makes the complex seem simple. Maxx brings his expert knowledge of Verve Therapeutics 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 Maxx's work? Follow him on Twitter: https://twitter.com/7MaxxChatsko?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Verve Therapeutics | (4:27) Management & more | (26:50) 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
SoFi operates a variety of financial services that includes student loan refinancing, mortgages, personal loans, credit card, investing, and even banking. The company even offers its own ETFs, including a weekly dividend ETF. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of SoFi. 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 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 Timestamps Company Background | (3:02) Industry | (10:05) Management & Ownership | (11:22) Valuation | (13:55) Earnings | (15:02) Balance Sheet | (18:25) Our Analysis | (20:49) 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
Thryv Holdings is a software as a service company based out of Dallas, Texas. The company originally began as a Yellow Pages conglomerate. In this episode, we discuss various ways that Jeff invests in the public markets. Jeff brings his expert knowledge of Thryv 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 Jeff's work? Follow him on Twitter: https://twitter.com/ragnarisapirate?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Thryve | (4:10) Investment Analysis | (32:23) 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
Lennar Corporation is the largest home construction and real estate company in the United States by revenue. The company acquires land at various stages of development, then hires out contractors to develop the land so it can be ready to sell. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Lennar Corporation. 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 50% Off Motley Fool's "Stock Advisor" program: https://www.fool.com/chitchat1 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 | (4:37) Industry | (9:42) Management & Ownership | (11:52) Valuation | (15:32) Earnings | (17:11) Balance Sheet | (19:39) Our Analysis | (22:40) 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 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
We are joined by Brian Feroldi. Brian Feroldi is well known for spreading financial wellness through social media. In this episode, we discuss Zillow, the online real estate marketplace. Brian brings his expert knowledge of Zillow 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 Brian's work? Follow him on Twitter: https://twitter.com/BrianFeroldi?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Zillow | (3:42) Investment Analysis | (19:56) 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
Upwork is a freelancing platform where firms and individual contractors offer various services. The company offers skills in a wide range of categories including anything from sales to data analytics. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Upwork. 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 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 Timestamps Company Background | (3:24) Industry | (6:42) Management & Ownership | (8:15) Valuation | (10:35) Earnings | (12:03) Balance Sheet | (14:26) Our Analysis | (16:21) 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
We are joined by Alex Morris, otherwise known as The Science of Hitting. We discuss Airbnb, a company that went public less than a year ago. Airbnb is a company that was severely impacted by the global pandemic. Alex brings his expert knowledge of Airbnb 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 7 Investing 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 Alex's work? Find his substack here: https://thescienceofhitting.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 AirBnB | (6:10) Investor's Concerns | (29:10) 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
GrowGeneration operates retail hydroponic and organic gardening stores. This includes many different products from lighting to hydroponics products. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of GrowGeneration. 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 | (3:14) Industry | (7:53) Management & Ownership | (9:49) Valuation | (12:17) Earnings | (13:22) Balance Sheet | (15:12) Our Analysis | (17:25) 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 Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices
We are joined by long time friend Matt Cochrane, lead advisor at 7Investing. We discuss Square, including its acquisition of Afterpay. If you have not heard of it, Square is a financial services and digital payments company. Matt brings his expert knowledge of Square 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 7 Investing 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 Matt's work? Follow him on Twitter: https://twitter.com/Matt_Cochrane7?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Square | (4:50) Afterpay Acquisition | (26:49) 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
Fulgent Genetics provides genetic testing services, including COVID-19 testing, to physicians. The company offers clinically actionable diagnostic information by making use of data comparison and suppression algorithms. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Fulgent Genetics. 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 7 Investing with the code "CCM": https://7investing.com/subscribe/aff/4/ 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 Timestamps Company Background | (2:40) Industry | (6:32) Management & Ownership | (8:32) Valuation | (10:17) Earnings | (11:27) Balance Sheet | (13:32) Our Analysis | (14:56) 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
We are joined by Luis Sanchez, the founder of LVS Advisory. We discuss Moneygram, which is a money transfer company headquartered in Dallas, Texas. Luis brings his expert knowledge of Moneygram 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 7 Investing with the code "CCM": https://7investing.com/subscribe/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Luis's work? Follow him on Twitter: https://twitter.com/LuisVSanchez777?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Discovery | (3:16) The Business | (8:02) Further Questions | (35:41) 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
Just Eat Takeaway specializes in online food ordering and home delivery. The company connects consumers and restaurants through its platforms in various countries. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Just Eat Takeaway. 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 7 Investing with the code "CCM": 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 Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:42) Industry | (9:44) Management & Ownership | (11:04) Valuation | (13:30) Earnings | (15:37) Balance Sheet | (18:27) Our Analysis | (19:30) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we are joined by Simon Erickson, founder of 7Investing. We discuss Affirm, a digital and mobile-first e-commerce platform. Affirm is most commonly known for how it enables consumers to pay for a purchase over time. Simon brings his expert knowledge of Affirm 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 7 Investing with the code "CCM": https://7investing.com/subscribe/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Simon's work? Follow him on Twitter: https://twitter.com/7Innovator?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Discovery | (5:32) The Business | (9:35) Management | (19:42) Further Questions | (20:40) 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 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
Ocado Group is essentially a robotic retailer. The company is a British online supermarket that uses automation to manage customer orders. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Doximity. 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 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 Timestamps Company Background | (2:20) Industry | (7:22) Management & Ownership | (10:19) Valuation | (13:43) Earnings | (14:54) Balance Sheet | (17:40) Our Analysis | (19:27) 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
Kris from Growth to Value joins us this week to discuss Fiverr the online freelance marketplace. In this revamp of our original "Deep Dive", we now focus on welcoming guests we consider experts on a particular company. Kris brings his expert knowledge of Fiverr for a great discussion regarding the history and future of the Israeli-based 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 Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Kris's work? Follow him on Twitter: https://twitter.com/FromValue?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Discovery | (5:27) The Business | (11:38) Management | (19:50) Further Questions | (20:40) 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 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
Tooey Courtemanche is the CEO and founder of Procore Technologies. Procore is a $12 billion company that's helping to bring the construction industry to the digital age. Procore began by providing companies with intuitive Project Management software but has since evolved to offering 13 different solutions that span across the entire construction lifecycle. 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 Tooey Courtemanche? Find is LinkedIn profile here: https://www.linkedin.com/in/tooey/ 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 Interview | (2:45) Interview Continued | (26:18) 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
Doximity is a networking service for medical professionals. Often referred to as the LinkedIn for doctors, Doximity allows medical professionals to connect and stay up to date on the latest news and discoveries. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Doximity. 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 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 | (2:57) Industry | (8:49) Management & Ownership | (11:23) Valuation | (13:28) Earnings | (14:27) Balance Sheet | (16:28) Our Analysis | (18:27) 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
Latch is an enterprise technology company focused on commercial solutions for smart device control. Typically found in commercial real estate, Latch offers a variety of products from smart access control to smart connectivity. Listen in as Brett and Ryan go through the history, financials, and future prospects of Paycom. 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 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 Company Background | (2:30) 1:53 Industry | (8:19) 7:42 Management & Ownership | (11:40) 11:03 Valuation | (16:18) 15:25 16:02 Earnings | (18:18) 17:41 Balance Sheet | (23:17) 22:40 Our Analysis | (24:08) 23:31 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
This week, we are joined by Erik Gatenholm, the Co-founder and CEO of Cellink. Cellink is a bio-convergence startup focused on bioprinting. The company's services provide critical breakthroughs in cell culturing, tissue engineering & drug development. Stayed tuned after the amazing interview to hear Brett and Ryan discuss their favorite stories from the week. Let's go! 7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/ Want more of Erik Gattenholm? Follow him on Twitter: https://twitter.com/egatenholm?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 Interview | (3:29) Interview Continued | (25:45) Show Notes | (43:30) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chewy is an American online retailer of pet food and pet-related products. The online company sells over 2,500 different brands. Chewy was acquired in 2017 by PetSmart for a whopping $3.35 billion. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Chewy. Enjoy the show! Our Sunday 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 Interested in more of Brad’s work? Follow him on Twitter: https://twitter.com/StockMarketNerd?s=20 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 | (2:35) Industry | (6:48) Management & Ownership | (9:10) Valuation | (12:46) Earnings | (13:38) Balance Sheet | (15:58) Our Analysis | (17:40) 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 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
Paycom operates a comprehensive set of solutions for human capital management. The company's offerings provide data analytics for the employment life-cycle, from recruitment to retirement. Listen in as Ian, Brett, and Ryan go through the history, financials, and future prospects of Paycom. 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 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 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 | (3:14) Industry | (6:53) Management & Ownership | (8:38) Valuation | (16:18) Earnings | (17:40) Balance Sheet | (20:08) Our Analysis | (21:38) 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
We are joined by Jason Greenwald, founder of Greenwald Capital. Jason spent many years buying up real estate through the foreclosure process. He sheds some light on what that process entails as well as how he went from real estate investing to the stock market. Listen after the interview to hear Brett and Ryan share their favorite stories from the week. Let's go! 7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/ Want more of Jason Greenwald? Follow him on Twitter: https://twitter.com/JGreenwald86?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 Interview | (2:30) Interview Continued | (32:24) Show Notes | (1:01:30) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vivos Therapeutics develops and distributes alternative treatments for patients with sleep disorder breathing. The company markets and sells its Vivos system directly to licensed professionals. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Vivos Therapeutics. Enjoy the show! Our Sunday 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 Interested in more of Brad’s work? Follow him on Twitter: https://twitter.com/StockMarketNerd?s=20 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 | (2:40) Industry | (8:24) Management & Ownership | (11:16) Valuation | (13:57) Earnings | (15:01) Balance Sheet | (17:29) Our Analysis | (19:04) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Robinhood is a commission-free stock trading and investing platform. The company has gained significant traction over the last few years and is planning to go public. Listen in as Ian, Brett, and Ryan go through the history, financials, and future prospects of Robinhood. 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 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 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 | (2:22) Industry | (9:49) Management & Ownership | (12:24) Earnings | (15:58) Balance Sheet | (19:39) Valuation Game | (22:40) Our Analysis | (24:23) 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
We are joined by Massimo Marinelli, an executive board member for Aser Ventures. Aser Ventures' portfolio includes interests in many different sports teams, including ownership of an English soccer team. Listen in to hear exactly what teams Massimo has invested in and stick around for the second half to hear Brett and Ryan's favorite stories from the week. Let's go! 7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/ Want more of Massimo Marinelli? Follow him on LinkedIn: https://www.linkedin.com/in/massimo-marinelli-803274/?originalSubdomain=uk 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 Interview | (3:34) Interview Continued | (17:29) Show Notes | (39:55) 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
Matterport will trade under the ticker symbol MTTR post merger. The company turns physical spaces into 3D spaces. Matterport has endless opportunities with some of the most obvious uses being in real estate and construction. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Matterport. Enjoy the show! Our Sunday 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 Interested in more of Brad’s work? Follow him on Twitter: https://twitter.com/StockMarketNerd?s=20 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 | (2:42) Industry | (8:17) Management & Ownership | (11:22) Valuation | (13:30) Earnings | (14:50) Balance Sheet | (19:10) Our Analysis | (22:51) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. 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
Constellation Software acquires and operates many differing software businesses. The company specializes in niche sectors of the software market. Listen in as Ian, Brett, and Ryan go through the history, financials, and future prospects of Constellation Software. 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 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 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 | (2:21) Industry | (7:50) Management & Ownership | (9:28) Valuation | (15:59) Earnings | (18:00) Balance Sheet | (20:22) Our Analysis | (25:20) 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
This week we discuss how we like to weigh risk versus reward. How do we identify potential rewards? Where are the obvious and sometimes hidden risks? What happens when the business and corresponding stock do not reflect the same risks/rewards? Listen in as Brett and Ryan answer these questions and more. Let's go! 7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/ 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 1st Half | (2:54) 2nd Half | (36:46) 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
Duolingo, a private company planning to go public, is an education platform for language learning. The company offers plenty of courses covering 40 different languages. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Duolingo. Enjoy the show! Our Sunday 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 Interested in more of Brad’s work? Follow him on Twitter: https://twitter.com/StockMarketNerd?s=20 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 | (3:33) Industry | (7:36) Management & Ownership | (9:49) Earnings | (13:57) Balance Sheet | (18:58) Valuation Game | (19:36) Our Analysis | (21:40) 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 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
Walmart, if you've never heard of the company, is a multinational retail corporation. Aiming to offer low price points, Walmart has grown significantly over the course of its lifetime. Listen in as Ian, Brett, and Ryan go through the history, financials, and future prospects of Walmart. 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 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 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 | (3:24) Industry | (6:17) Management & Ownership | (7:53) Valuation | (11:30) Earnings | (12:21) Balance Sheet | (14:02) Our Analysis | (17:11) 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
This week we are joined by SinStockPapi to discuss Swedish Match and Evolus. Listen in to hear some great stories and anecdotes. After the interview, Brett and Ryan discuss their favorite stories from the week. Let's go! 7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/ Interested in more of SinStockPapi’s work? Follow him on Twitter: https://twitter.com/sinstockpapi?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 Interview | (2:45) Interview Continued | (27:44) Show Notes | (44:20) 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
Roku operates a TV streaming platform and also provides advertising. The company manufactures and sells smart TVs. In addition, Roku offers streaming players that can be plugged in via HDMI ports to other TVs. Listen closely as Brad, Brett, and Ryan dive into what Roku does and how they can continue to grow. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:29) Industry | (9:22) Management & Ownership | (11:53) Valuation | (14:04) Earnings | (15:42) Balance Sheet | (17:01) Our Analysis | (19:10) 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
Global-E Online provides a platform to enable direct-to-consumer cross-border e-commerce. The company aims to eliminate borders when it comes to online shopping. Listen closely this week as Brett and Ryan dive into what the company does and how they could improve in the future. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:18) Industry | (8:08) Management & Ownership | (9:42) Valuation | (11:19) Earnings | (13:02) Balance Sheet | (16:01) Our Analysis | (17:12) 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
This week we are joined by Maxx Chatsko to discuss investing in clean energy. The group discusses where the industry is at today and what is hype versus what is real. Listen in after the interview as Brett and Ryan cover their favorite topics from the week. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Maxx Chatsko on Twitter: https://twitter.com/7MaxxChatsko?s=20 Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview | (2:40) Interview Continued | (32:03) Show Notes | (56:30) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Evolus is a performance beauty company. Evolus provides medical aesthetic products for physicians and patients across the United States. The company's sole product, Jeuveau, provides temporary improvement to aging marks. Listen closely as Brad, Brett, and Ryan dive into what the company does and where they could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:54) Industry | (8:54) Management & Ownership | (9:56) Valuation | (12:13) Earnings | (13:21) Balance Sheet | (15:04) Our Analysis | (17:05) 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
Ubiquiti develops internet technology designed for service providers, enterprises, and consumers. Essentially, the company produces the hardware that helps distribute high-capacity internet access. Listen in as Ian, Brett, and Ryan dive into the company and how it might grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:22) Industry | (6:45) Management & Ownership | (8:00) Valuation | (10:11) Earnings | (12:10) Balance Sheet | (13:52) Our Analysis | (16:22) 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
We are joined this week by Sleepwell Capital. We discuss Uhaul, Spotify, and the audio market as a whole. Listen in after the interview to hear about crypto, a new eye-catching direct listing, and Lordstown Motors. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Sleepwell Capital on Twitter: https://twitter.com/SleepwellCap?s=20 Discover Sleepwell Capital's substack: https://sleepwell.substack.com/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview | (3:14) Interview Continued | (47:53) Show Notes | (1:06:01) 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
PayPal is a technology platform and digital payments company that offers digital and mobile payments for its users. If you feel a little confused, the company essentially allows businesses and individuals to transfer money in many different ways. Founded in 1998, PayPal has grown to one of the largest companies in the world. Listen closely as Brad, Brett, and Ryan dive into PayPal's business and where there may be room for growth. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:08) Industry | (8:10) Management & Ownership | (9:22) Valuation | (11:15) Earnings | (14:00) Balance Sheet | (15:58) Our Analysis | (17:08) 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
SharpSpring is a cloud-based marketing technology company. The company offers marketing automation, web tracking, lead scoring, and automated workflow. Listen in as Ian, Brett, and Ryan dive into what the company does and where they could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:29) Industry | (6:40) Management & Ownership | (7:58) Valuation | (11:27) Earnings | (12:42) Balance Sheet | (14:44) Our Analysis | (17:43) 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
Jamie Powell joins us this week to discuss frauds, bubbles, and meme stocks. Jamie works at FT Alphaville and shares how he got there. Listen in after the interview to hear Brett and Ryan discuss their favorite stories including Netflix and Spotify. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Jamie Powell on Twitter: https://twitter.com/ajb_powell?s=20 Email Jamie Powell: jamie.powell@ft.com Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview | (2:28) Interview Continued | (19:00) Show Notes | (50:12) 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
AppHarvest is a tech-enabled farming company. The company utilizes high-tech greenhouses to grow fruits and vegetables. The company was founded in 2018 and is located in Morehead, Kentucky because of the specific climate needs. Listen in as Brad, Brett, and Ryan dive into what the company does and where they could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:51) Industry | (7:09) Management & Ownership | (8:50) Valuation | (10:18) Earnings | (11:40) Balance Sheet | (16:46) Our Analysis | (18:50) 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
Corsair is officially named Corsair Gaming, Inc. The company designs, markets, and distributes gaming and streaming peripherals, components, and systems to its customers. Based out of Fremont, California Corsair was incorporated in 1994. Listen in as Ian, Brett, and Ryan dive into what the company does and where they may grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (1:50) Industry | (6:31) Management & Ownership | (8:34) Valuation | (12:00) Earnings | (12:45) Balance Sheet | (15:37) Our Analysis | (18:29) 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
Brett and Ryan take turns walking you through their valuation processes. Listen closely to find out what margins or metrics your hosts pay close attention to. After the break, Brett and Ryan discuss the top stories from the week, including AMC, Bezos, and bitcoin. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Valuation Process | (1:38) AMC | (27:47) Pershing Square | (32:30) Bezos to Space | (36:24) Cable Cowboy | (40:53) Cure for Alzheimer's | (45:13) Bitcoin Conference | (46:53) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vimeo operates an online video platform where its customers can upload, share, and watch videos. The company also has Vimeo on Demand that allows its users the ability to sell their works directly to their audiences. Listen in as the team dives into what Vimeo does and where it can grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (1:47) Industry | (6:01) Management & Ownership | (8:20) Valuation | (10:34) Earnings | (11:52) Balance Sheet | (13:51) Our Analysis | (16:01) 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
Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship races. Officially Formula One Group is a subsidiary of Liberty Media Corporation. Listen in as Ian, Brett, and Ryan dive into what the company does and where it could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:06) Industry | (8:19) Management & Ownership | (9:32) Valuation | (13:46) Earnings | (14:56) Balance Sheet | (17:03) Our Analysis | (20:30) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rick Munarriz joins us this week to discuss Roku, Fubo TV, and the world of connected television. Listen in after the interview to hear Brett and Ryan discuss their favorite stories from the week including new SPACs, Amazon stories, and even Apple events. Let's go! Follow Rick Munarriz on Twitter: https://twitter.com/Market?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (1:59) Interview 2nd Half | (20:19) SPACs, Amazon, Apple, and more | (46:57) 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
UiPath provides an end-to-end automation platform for clients. The company has seven pillars to its offering, ranging from management to deployment. UiPath is a recent IPO with an intriguing business. Listen closely as Brad, Brett, and Ryan dive into the company's history and where it could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:51) Industry | 7:31) Management & Ownership | (8:23) Valuation | (10:18) Earnings | (11:36) Balance Sheet | (13:49) Our Analysis | (15:10) 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
CarParts.com is an online provider of auto parts and car accessories. The company offers replacement parts, mechanical parts, and even performance parts to its customers. Started in 1995, CarParts.com is headquartered in Torrance, California. Listen in as Ian, Brett, and Ryan dive into what the company does and how the company can grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:31) Industry | (5:37) Management & Ownership | (7:13) Valuation | (10:20) Earnings | (11:55) Balance Sheet | (12:55) Our Analysis | (15:04) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Eugene Ng joins us this week to talk about investing in Southeast Asia. We discuss companies like Coupang and Sea Limited. Listen in after the interview to hear Brett and Ryan discuss Buffett's investing approach, the new ByteDance CEO, and even some cryptocurrencies. Let's go! Follow Eugene Ng on Twitter: https://twitter.com/EugeneNg_VCap?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (2:05) Interview 2nd Half | (29:06) Punch card method, ByteDance, crypto, and more | (50:31) 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
Wish is officially known as ContextLogic Inc. but is more commonly referred to as Wish. The company operates a mobile e-commerce platform across the globe. The Wish platform connects merchants with consumers at competitively low prices. Listen closely as Brad, Brett, and Ryan dive into what the company does and how they can grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:34) Industry | (6:41) Management & Ownership | (7:36) Valuation | (9:17) Earnings | (11:36) Balance Sheet | (15:11) Our Analysis | (17:15) 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
GoodRx Holdings provides information to its customers to help them compare prices and save money on their prescription medications. The company is aiming to make high-quality healthcare more affordable. Listen in as Ian, Brett, and Ryan dive into what the company does and what GoodRx's future may look like. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:42) Industry | (6:13) Management & Ownership | (7:50) Valuation | (11:07) Earnings | (11:50) Balance Sheet | (13:56) Our Analysis | (16:39) 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
Brett and Ryan take turns listing out companies with the best moats of all time. After the break, Brett and Ryan will share their favorite stories from the week. Listen closely to learn about anything you may have missed from the financial world this week. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Top 10 Moats | (2:08) Muddywaters | (31:32) Marqeta S-1 | (37:30) Ransom Tax Write-Off | (41:32) Druckenmiller Op-Ed | (44:32) Elon Starts a War | (49:12) Softbank Vision Fund | (54:37) 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
Afterpay (OTC: AFTPY) is an Australian technology firm that offers payment solutions. The company partners with merchants to offer customers the ability to buy now and pay later. Listen in as Brad, Brett, and Ryan dive into how the company operates and how Afterpay can grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:45) Industry | (6:49) Management & Ownership | (8:35) Valuation | (10:29) Earnings | (12:07) Balance Sheet | (14:08) Our Analysis | (15:48) 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
Embracer Group is an international video game conglomerate. The company owns and operates various PC and console games for the gaming markets in Europe, United States, and other countries. Embracer is known for going out and acquiring interesting video games in order to roll them up into their current offerings. Listen closely as Ian, Brett, and Ryan dive into the history of Embracer Group and where it could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:49) Industry | (7:14) Management & Ownership | (8:55) Valuation | (11:49) Earnings | (13:22) Balance Sheet | (16:06) Our Analysis | (18:18) 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
Anirban Mahanti joins us this week to discuss cloud companies and capitalism without capital. Anirban shows off his knowledge of the cloud and also breaks down what capitalism without capital means. Listen in after the interview to hear Brett and Ryan discuss today's show notes and everything else from this week. Let's go! Follow Anirban Mahanti on Twitter: https://twitter.com/7amahanti?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (2:15) Interview 2nd Half | (18:36) Berkshire, Hindenburg & more | (42:44) 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
Grab is a southeast Asian super-app. The company will go public via a SPAC whose current ticker is AGC. Grab offers ride-hailing, mobile payments, food delivery, shopping, and even investing. Grab is attempting to let users have access to everything on their phones. Listen in as Ian, Brett, and Ryan dive into what the company does and how it may grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:43) Industry | (6:09) Management & Ownership | (7:32) Valuation | (9:50) Earnings | (11:03) Balance Sheet | (13:06) Our Analysis | (14:48) 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
Jumia owns and operates an e-commerce business across multiple market segments. Jumia operates an online marketplace, a shipment/logistics business, and even maintains its own payment platform. Listen in as Ian, Brett, and Rayn dive into what the company does and where it could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:34) Industry | (5:46) Management & Ownership | (8:44) Valuation | (14:43) Earnings | (15:56) Balance Sheet | (18:28) Our Analysis | (21:15) 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
This week Jake Taylor joins us to discuss Charlie Munger and how Jake got into his career. Jake mentions that he rarely pays retail price for anything and explains how that has carried over into his investment career. Listen in after the interview to hear Brett and Ryan's show notes, including their comments on the annual Berkshire meeting. Let's go! Follow Jake Taylor on Twitter: https://twitter.com/farnamjake1?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (3:07) Interview 2nd Half | (28:35) Berkshire, Big Tech & Apple | (1:11:08) 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
ThredUp is an online resale marketplace that allows users to buy and sell secondhand apparel and accessories. The company aims to reject fast-fashion and throwaway fashion culture. Listen in as Brad, Brett, and Ryan dive into the company's background as well as what growth factors may impact ThredUp. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:35) Industry | (6:53) Management & Ownership | (9:06) Valuation | (11:09) Earnings | (12:29) Balance Sheet | (14:48) Our Analysis | (15:55) 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
Squarespace is a low code website building and hosting tool. Platforms like Squarespace allow clients to establish an online presence with simple drag and drop website creation. Listen in as Ian, Brett, and Ryan dive into what Squarespace does and how the company can perform going forward. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:15) Industry | (6:29) Management & Ownership | (8:17) Valuation | (11:19) Earnings | (14:49) Balance Sheet | (16:47) Our Analysis | (20:55) 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
Jon Bathgate joins us this week to discuss semiconductors, resiliency, and optionality. Jon covers his background and how he got to NZS Capital. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week. Let's go! Follow Jon Bathgate on Twitter: https://twitter.com/jbathgate?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (2:49) Interview 2nd Half | (30:24) WeWork, Apple Podcasts & more | (57:10) 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
Coupang operates an e-commerce business primarily in South Korea. With South Korea's dense population Coupang is able to provide phenomenal delivery times because the company has a logistics center within 7 miles of 70% of the population. Listen closely as Brad, Brett, and Ryan discuss the company's background and where Coupang can grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:47) Industry | (6:50) Management & Ownership | (10:05) Valuation | (13:21) Earnings | (14:23) Balance Sheet | (16:33) Our Analysis | (17:58) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Poshmark operates a social marketplace for new and secondhand style products. At the end of 2020, Poshmark had 6.5 million active buyers on its platform. Pay close attention as Ian, Brett, and Ryan dive into the company's history and what growth opportunities may lie ahead. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:11) Industry | (8:47) Management & Ownership | (11:21) Valuation | (13:28) Earnings | (15:31) Balance Sheet | (16:37) Our Analysis | (18:18) 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
This week we discuss Mohawk Group (MWK) with Asher, Sean, and Jonah. The group discusses topics ranging from Mohawk's product mix to the company's capital structure. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week and more. Let's go! Follow Asher Delug on Twitter: https://twitter.com/asherdelug?s=20 Follow Sean Emory on Twitter: https://twitter.com/_SeanDavid?s=20 Follow Jonah Lupton on Twitter: https://twitter.com/JonahLupton?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (3:32) Interview 2nd Half | (28:24) Amazon, Coinbase, & more | (59:01) 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
Coursera offers an educational platform where learners, educators, and institutions can connect across the globe. At the end of 2020, Coursera had approximately 77 million learners registered on the platform. Listen in as Brad, Brett, and Ryan discuss how the company operates and where Coursera could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:01) Industry | (7:37) Management & Ownership | (9:31) Valuation | (12:45) Earnings | (13:32) Balance Sheet | (15:45) Our Analysis | (17:38) 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
Pinterest provides a visual discovery platform to its users. The Pinterest platform provides inspiration for many aspects of our lives, including recipes, home decor, and even DIY projects. Listen closely as Ian, Brett, and Ryan dive into where Pinterest could go from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (1:34) Industry | (5:43) Management & Ownership | (9:00) Valuation | (11:28) Earnings | (13:57) Balance Sheet | (16:56) Our Analysis | (20:42) 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
This week on Chit Chat Money we are joined by Luis Sanchez to discuss some incredibly exciting companies. During the interview we discuss Autodesk, Procore, and Avid Technology. Keep listening after the interview to hear Brett and Ryan's favorite stories from the week as well as other pressing news headlines. Let's go! Follow Luis Sanchez on Twitter: https://twitter.com/LuisVSanchez777?s=09 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (2:48) Interview 2nd Half | (43:26) Microsoft, Alibaba, Binance & more | (1:08:24) 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
Olo Inc provides a software-as-a-service for multi location restaurants such. The company has benefited from pandemic trends. As restaurants have been forced to pivot to digital ordering platforms, Olo was there to help. Listen in as Brad, Brett, and Ryan dive into the company and where it may grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (4:30) Industry | (9:24) Management & Ownership | (14:14) Valuation | (17:17) Earnings | (18:18) Balance Sheet | (21:16) Our Analysis | (23:17) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
GoPro develops and markets action cameras and cloud-based subscription services. GoPro has had a rough run of it with the stock price almost hitting $100 after IPO and then falling to the single digits. Listen in as Ian, Brett, and Ryan dive into GoPro's history and its future growth opportunities. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:21) Industry | (7:04) Management & Ownership | (11:40) Valuation | (13:38) Earnings | (15:21) Balance Sheet | (16:57) Our Analysis | (20:24) 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
John Rotonti joins us for this week's episode where we cover current valuations as well as interesting innovations in the market. The group discusses semi-conductors and potential moats in the industry. Listen in after the interview for news from the week, Archegos blow-up, and even Spotify's most recent acquisition. Let's go! Follow John Rotonti on Twitter: https://twitter.com/JRogrow?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (4:05) Interview 2nd Half | (36:40) Archegos blow up, Spotify acquisition & more | (1:09:27) 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
Danaher is a large American-based conglomerate. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. Brad, Brett, and Ryan dive into the company and explain why Danaher has done so well over the years. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:25) Industry | (5:29) Management & Ownership | (7:11) Valuation | (10:12) Earnings | (11:28) Balance Sheet | (13:17) Our Analysis | (15:17) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Farfetch is an online luxury fashion retail platform. Retailers can sell through Farfetch's platform where Farfetch will take a portion of the revenue. Farfetch also owns its own fashion apparel that can be found on the platform. Ian, Brett, and Ryan dive into what the company does and where Farfetch could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:47) Industry | (6:33) Management & Ownership | (8:02) Valuation | (12:39) Earnings | (13:52) Balance Sheet | (17:52) Our Analysis | (19:56) 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
Jim Gillies joins us this week to discuss sin stocks, bubbles, & RCI Hospitality. Learn about Jim Gillies' background and how he got into the investing world. The group discusses how Jim invested during the dot-com bubble and the current value of some sin stocks. Listen in to hear some analysis of RCI Hospitality and reasons why the stock has done so well. Let's go! Follow Jim Gillies on Twitter: https://twitter.com/JimPGillies?s=20 Listen to A History of Financial Markets on Spotify: https://open.spotify.com/show/3sQa194vZT94e6hxIQvflQ?si=Ru-jpu2iQKatQJnC2RwEyQ Listen to A History of Financial Markets on Apple Music: https://podcasts.apple.com/us/podcast/a-history-of-financial-markets/id1559960525 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview | (3:27) Hot Water | (1:14:05) Buy-Sell-Hold | (1:29:56) Anecdotal Evidence | (1:31:28) 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
Upstart is a cloud-based artificial intelligence lending platform. The company connects consumers to banks that are willing to lend. Upstart is trying to revolutionize the old credit score system. Listen closely as Brad, Brett, and Ryan dive into what exactly Upstart does and how they may fair in the future. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:26) Industry | (10:31) Management & Ownership | (12:31) Valuation | (15:35) Earnings | (17:36) Balance Sheet | (19:25) Our Analysis | (21:14) 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
Five Below is a high-growth value retailer for tweens, teens, and others. The company operates over 1,000 locations and offers products in the price range of $1 to $5. Ian, Brett, and Ryan dive into what the company does, what the industry looks like, and how Five Below might perform going forward. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:17) Industry | (6:03) Management & Ownership | (8:25) Valuation | (11:38) Earnings | (12:37) Balance Sheet | (13:42) Our Analysis | (15:42) 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
This week we welcome Brad and Ian to the show to discuss our best new ideas. Brett, Ryan, Brad, and Ian pitch one new investment idea each. Listen in closely as the group discusses 1847 Goedeker’s (GOED), Intellicheck (IDN), Procore (PCOR), and an intriguing ETF (MSO). Stay tuned for the second half where we cover the usual hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview | (3:12) Stories | (57:20) Hot Water | (1:09:20) Buy-Sell-Hold | (1:22:07) Anecdotal Evidence | (1:23:37) 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
Callaway Golf Company designs, manufactures, and sells almost all things golf. From golf balls to clubs, driving ranges, Callaway does it all. Golf equipment makes up 62% of the companies operations and the rest is made up of Callaway apparel and Topgolf. Listen in as Brett, Ryan, and Brad analyze the company and where it may go from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:12) Industry | (7:43) Management & Ownership | (10:26) Valuation | (12:41) Earnings | (14:32) Balance Sheet | (18:56) Our Analysis | (22:33) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Redfin is a technology-powered real estate brokerage. Redfin was started as the first map-based search. Redfin wants to bring as much value to the home buying or selling process that it can. Brett, Ryan, and Ian dive into the business fundamentals as well as discuss their thoughts on the business. As always, enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:17) 1:40 Industry | (9:33) 8:56 Management & Ownership | (12:35) 11:58 Valuation | (17:31) 16:54 Earnings | (20:11) 19:34 Balance Sheet | (22:03) 21:26 Our Analysis | (25:07) 24:30 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Todd Wenning from Ensemble Capital joins Chit Chat Money this week. The group discusses different investment philosophies and the different ways they come across new investment ideas. Before the interview, Brett and Ryan share their favorite stories from the week. After the interview, Brett and Ryan discuss this week's hot water, buy-sell-hold, and anecdotal evidence. Let's Go! Follow Todd Wenning on Twitter: https://twitter.com/ToddWenning?s=20 Follow The Science of Hitting on Twitter: https://twitter.com/TSOH_Investing?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Stories | (3:04) Fintwit | (25:20) Interview | (29:24) Hot Water | (1:17:15) Buy-Sell-Hold | (1:24:40) Anecdotal Evidence | (1:26:34) 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 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
Ping Identity provides intelligent identity solutions. The idea is that each user within an organization is given a unique identity that can then allow them to access certain aspects of the organization. Ping Identity offers single sign-on, multi-factor authentication, security controls, and APIs. Brett, Ryan, and Brad dive into the potential Ping Identity might have going forward. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:27) Industry | (7:07) Management & Ownership | (10:44) Valuation | (12:54) Earnings | (13:50) Balance Sheet | (16:23) Our Analysis | (18:10) 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
Revolve Group operates as a type of online fashion retailer with operations that are driven by the rise of influencers. Revolve connects these fashion influencers, consumers, and all types of brands. Brett, Ryan, and Ian dive into the business and how it may perform in the future. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:26) Industry | (7:28) Management & Ownership | (11:13) Valuation | (15:07) Earnings | (15:42) Balance Sheet | (18:45) Our Analysis | (23:17) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Chit Chat Money we bring on The Science of Hitting and Francisco Olivera to discuss Spotify. As many of you may know, Spotify is an audio streaming platform. Before the discussion, Brett and Ryan share their favorite stories from the week. Stay tuned after the discussion to hear this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Francisco Olivera on Twitter: https://twitter.com/FrancoOlivera?s=20 Follow The Science of Hitting on Twitter: https://twitter.com/TSOH_Investing?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Stories | (2:50) Fintwit | (22:33) Interview | (29:36) Hot Water | (1:50:04) Buy-Sell-Hold | (2:00:01) Anecdotal Evidence | (2:01:38) 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
Tattooed Chef is a plant-based food company that produces and distributes frozen foods. Originally an importer of Italian vegetables, Tattooed Chef now sources its own food and creates recipes for its consumer base. Listen in as Brett, Ryan, and Brad cover how the company has done and the future prospects. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:16) Industry | (4:57) Management & Ownership | (6:54) Valuation | (9:00) Earnings | (10:14) Balance Sheet | (13:19) Our Analysis | (14:55) 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
Evolution Gaming provides live casino solutions to gaming operators. Mostly in Europe and North America, Evolution Gaming runs casino tables that are then streamed live so that users can start placing their bets. Brett, Ryan, and Ian analyze the business and dive into the potential of the company. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (1:48) Industry | (6:06) Management & Ownership | (9:00) Valuation | (11:41) Earnings | (12:51) Balance Sheet | (14:58) Our Analysis | (18:45) 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
This week we are joined by Investment Talk to discuss Matchgroup, PayPal, and much more. Before the discussion, Brett and Ryan share their favorite stories from the week including Warren Buffett and Walmart. Stay tuned after the interview to hear about this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Investment Talk on Twitter: https://twitter.com/InvestmentTalkk?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Stories | (3:28) Fintwit | (23:11) Interview | (31:55) Hot Water | (1:39:29) Buy-Sell-Hold | (1:48:15) Anecdotal Evidence | (1:51:19) 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
Seven & I Holdings is the Japanese parent company of the popular convenience store chain 7-Eleven. Popular for its signature Slurpee product, the 7-Elevens in japan are seen as more modern than the convenience stores in the United States. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Email 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 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
Palantir Technologies is a software company that specializes in large data analytics. Palantir offers customizable data solutions that allow companies with large data collections to find trends and discover new patterns that may not have been found otherwise. Brett, Ryan, and Ian dive into what the company does and how it may perform over time. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:03) Industry | (8:08) Management & Ownership | (10:18) Valuation | (14:34) Earnings | (15:45) Balance Sheet | (18:15) Our Analysis | (21:51) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. 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
This week Brett and Ryan welcome Auri Hughes onto the show. The three talk about COVID's effect on Etsy's business. They also discuss Ferrari and how the business might grow from here. After the interview, Brett and Ryan discuss this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Auri Hughes on Twitter: https://twitter.com/Auri_Invest?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Stories | (2:13) Fintwit | (19:40) Interview | (25:42) Hot Water | (1:08:00) Buy-Sell-Hold | (1:12:45) Anecdotal Evidence | (1:15:22) 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
Myomo is a medical wearable robotics company. The company aims to fix neuromuscular disorders through its product offerings. Although Ryan and Brett are not professionals when it comes to robotics or neuroscience, they are able to break-down companies like Myomo. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Email 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 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
Avalara is a tax software focused on e-commerce. For many small businesses, a sales tax must be collected at the time of purchase. Is the tax based on where the customer is or where the merchant is? Clearly, taxes can cause enormous headaches for small businesses and Avalara wants to be the solution. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:29) Industry | (5:52) Management & Ownership | (9:03) Valuation | (11:53) Earnings | (12:57) Balance Sheet | (14:58) Our Analysis | (19:14) 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
Brett and Ryan discuss their favorite stories from the week. Ryan discusses TurboTax's troubled past and Brett talks about Clubhouse vs. Twitter and the Bumble IPO. Tune in to the second half of the episode for this week's hot water, buy-sell-hold, and anecdotal evidence. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Stories | (3:22) Fintwit | (32:35) Hot Water | (37:07) Buy-Sell-Hold | (45:43) Anecdotal Evidence | (47:12) 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
Activision Blizzard develops and publishes gaming content. The company's top three brands are Activision, Blizzard Entertainment, and King. Activision Blizzard distributes its content across consoles, PCs, and mobile devices. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney 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
Mohawk Group is a tech-enabled consumer product company. Although this may sound complicated, Mohawk Group effectively owns and operates many different brands and products that they sell online. Their main focus is selling through Amazon, but they do sell some of their more popular brands on their own websites. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Timestamps Company Background | (2:20) Industry | (6:23) Management & Ownership | (8:35) Valuation | (11:08) Earnings | (13:00) Balance Sheet | (15:28) Our Analysis | (19:17) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brad Freeman joins the show this week to give his thoughts on Boeing and SoFi, as well as share his investing story. Listen in as Brad gives his insight into what Boeing's future may hold. Before the interview, Brett and Ryan share their favorite stories from the week. Enjoy the episode! Follow Brad Freeman on Twitter: https://twitter.com/StockMarketNerd?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Timestamps Stories | (2:16) Fintwit | (28:30) Interview | (33:59) Hot Water | (1:06:52) Buy-Sell-Hold | (1:14:36) Anecdotal Evidence | (1:15:06) 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
Wix is a software company that allows its users to create cloud-based websites. The Israeli based company was formed for the purpose of making it easy and efficient for anyone to create their own website. Since its inception in 2006, Wix has gained over 5.5 million subscribers. As always enjoy this week's fundamental analysis! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney 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
IZEA manages online marketplaces and platforms that allow content creators to connect with marketers. Their main business operation is connecting influencers to companies looking for marketing avenues. As always enjoy today's show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Timestamps Company Background | (2:41) Industry | (7:00) Management & Ownership | (10:58) Valuation | (14:30) Earnings | (15:35) Balance Sheet | (18:10) Our Analysis | (20:30) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcomed onto the show this week is Myles Udland. Myles is an anchor on Yahoo Finance and a popular fintwit personality. Before the discussion today, your hosts, Brett and Ryan, share their favorite stories from the week and try their best to avoid the headlines that everyone has already heard enough about. As always enjoy the show! Follow Myles Udland on Twitter: https://twitter.com/MylesUdland?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Timestamps Stories | (3:09) Fintwit | (17:46) Interview | (24:01) Hot Water | (1:34:07) Buy-Sell-Hold | (1:39:54) Anecdotal Evidence | (1:41:15) Learn more about your ad choices. Visit megaphone.fm/adchoices
Box is a cloud-based content management company. The company has surely developed since its founding in 2005. The company now operates as cloud storage and collaboration tool for individuals and enterprise companies. As always, enjoy the show. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
InterActive Corp is a holding company whose main operations include media and internet businesses. IAC holds many companies that you have probably heard of such as Angi's Homeservices, Vimeo, and even Turo the business interrupting the car rental industry. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Company Background | (2:31) Industry | (5:35) Management & Ownership | (8:02) Valuation | (11:05) Earnings | (13:07) Balance Sheet | (15:25) Second Half | (18:52) Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Chit Chat Money we are joined by Kyler Hasson. You can find his work at concentratedcompounding.com or follow him on Twitter, link below. Before the discussion, Ryan and Brett share their favorite stories from the week. Below our links, you can find the timestamps for this week's episode. As always enjoy the show! Follow Kyler Hasson on Twitter: https://twitter.com/kylerhasson?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Timestamps Stories | (2:19) Fintwit | (22:12) Interview | (24:40) Hot Water | (1:34:51) Buy-Sell-Hold | (1:42:03) Anecdotal Evidence | (1:44:39) Learn more about your ad choices. Visit megaphone.fm/adchoices
Naked Wines operates by selling wine through a subscription service. Formerly known as Majestic Wine, Naked Wines partners directly with the wine producers in order to bring customers lower prices and bring producers, consistent customers. As always, enjoy the show. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
Bumble is an application-based dating app. On Bumble female users have the power to make the first connection or contact unlike many of the other application-based dating platforms. Enjoy this week's Deep Dive. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Company Background | (2:04) Industry | (6:08) Management & Ownership | (8:30) Valuation | (11:20) Earnings | (14:24) Balance Sheet | (17:08) Competitive Advantages | (19:24) Growth Opportunities | (22:24) Highlights & Lowlights | (27:48) More or Less Interested | (36:08) Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcomed onto the show this week is Francine McKenna, an independent journalist, and CPA. Francine, Brett, and Ryan discuss how and why accounting can actually influence your company analysis. Listen closely and Francine will share some secrets that every investor should know and that she uses to analyze different companies. Below the links, you can find the timestamps for this week's episode. As always enjoy the show! Get 20% Francine's Substack by Messaging Her: https://twitter.com/retheauditors?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Timestamps Stories | (2:58) Fintwit | (15:39) Interview | (22:23) Hot Water | (1:30:52) Buy-Sell-Hold | (1:39:54) Anecdotal Evidence | (1:42:14) Learn more about your ad choices. Visit megaphone.fm/adchoices
Chit Chat Money covers Airbnb in this week's fundamental analysis. Airbnb is one of 2020's hot IPOs. If you don't know, Airbnb is a marketplace for individuals to rent out their own properties and rent from others. Hope you enjoy today's analysis! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
FuboTV is a live television streaming platform. Fubo focuses on live events such as sports, news, and entertainment. Ian Gray joins your hosts, Ryan and Brett, as the Chit Chat Money team dives into the FuboTV company analysis. Find the timeline below to jump between subjects. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Company Background | (2:20) Company History | (4:28) Industry | (5:46) Management & Ownership | (7:55) Valuation | (9:49) Earnings | (10:58) Balance Sheet | (15:45) Competitive Advantages | (18:35) Growth Opportunities | (21:43) Highlights & Lowlights | (26:44) More or Less Interested | (35:49) Learn more about your ad choices. Visit megaphone.fm/adchoices
This week your hosts, Ryan and Brett, welcome Nick Sciple onto the show. The three discuss online dating, gaming, and many other topics. Before we get to the interview Ryan and Brett share their favorite stories from the week. Stay tuned after the interview with Nick to hear who's in hot water, buy-sell-hold, and anecdotal evidence. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Dropbox is this week's fundamental analysis. Dropbox has moved from storage to a collaboration platform. The company was founded in 2007 and is based out of California, USA. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
American Eagle Outfitters is an American lifestyle and clothing brand. A recommendation from a listener put American Eagle onto Chit Chat Money. This week we are joined by Ian Gray as the team dives into what the future of American Eagle Outfitters may look like. As always enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Learn more about your ad choices. Visit megaphone.fm/adchoices
This week Ryan and Brett discuss what predictions they got wrong and right from 2020 and also make their predictions for 2021. Although there is no interview this week, your hosts share this week's stories before the break. After the break, as always, you'll hear who is in hot water, buy-sell-hold, and anecdotal evidence. Enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 25th day of Christmas Matt Cochrane gives to you, Square the payment processing software and hardware. Square has been one of the most popular point of sale (POS) companies for small businesses. Matt Cochrane explains how Square does more than just the simple POS system. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 24th day of Christmas Ian Gray gives to you, Acuity the demand side ad platform. Acuity is based out of Canada, but operate very similar to US company Trade Desk. Ian Gray sheds some light on a company that may have gone unnoticed for some time. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 23rd day of Christmas Brett Schafer gives to you, Altria the worlds largest producer of tobacco products. Altria has moved from just cigarettes to other products as well. Listen in as Brett enlightens us on the potential of Altria. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 22nd day of Christmas Trevor Muchedzi gives to you, Cellink the 3D printing company. Cellink is a life science company based out of Sweden that focuses on 3D printing organs for drug testing purposes. Trevor explains the company and its business model very well. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 21st day of Christmas Buck Hartzell gives to you, Boston Omaha the mini Berkshire. Boston Omaha is often referred to as a mini Berkshire Hathaway because they are also a holding company for many different subsidiaries. Buck Hartzell dives into some of their new business as well as why he thinks the company can continue into the future. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 20th day of Christmas Ryan Reeves gives to you, Peloton the cardio bike company. Peloton sells bikes targeted for at home use. However, Peloton sells more than just the physical bike, they collect a monthly subscription to their workouts. Ryan Reeves explains how Peloton may compete in the future. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 19th day of Christmas Gannon Breslin gives to you, AMD. AMD stands for Advanced Micro Devices and although not everyone has heard of AMD, it is very likely you use their products. AMD produces semiconductors which assist in the creation of almost every electronic device. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 18th day of Christmas Rihard Jarc gives to you, Pinterest the visual social media platform. Although Pinterest has many aspects in common with other social platforms, it is also quite different. Rihard explains to Chit Chat Money how Pinterest may be misunderstood. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 17th day of Christmas Emily Flippen gives to you, Planet 13 the cannabis company. Planet 13 is mainly known for its location in Vegas, but Emily explains to Chit Chat Money how slow intentional expansion can play into their favor. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 16th day of Christmas Chris Seifel gives to you, Unity the video game software company. However, since creation Unity has moved from just video games to other industries including film and automotive manufacturing. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 15th day of Christmas Austin Lieberman gives to you, BioLife Solutions the bioproduction company. BioLife Solutions focuses on cell and gene therapy developments. Austin Lieberman joins Chit Chat Money to describe to you how BLFS may be a great investment. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 14th day of Christmas Steve Symington gives to you, ROIC the retail opportunity investment corporation. ROIC focuses on acquiring assets in densely populated, middle to upper class locations. Steve explains how ROIC is an absolutely solid investment and he shares how he think the company will do in the future. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 13th day of Christmas Simon Erickson gives to you, Snowflake the largest technology IPO. Snowflake is a cloud based data warehousing software. Businesses can store their data and access new insights that they would not have been able to without Snowflake. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 12th day of Christmas Dan Kline gives to you, Target the retail giant. Target is going through a bit of a transformation and Dan Kline explains to Chit Chat Money why that makes Target his 25 Days of Christmas stock pick. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 11th day of Christmas Aaron Edelheit gives to you, FDJ the French lottery. If you think that US companies like Apple, Facebook, and Google have monopolistic power, you are in for quite a surprise. FDJ is by French law the only company able to operate in this business. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 10th day of Christmas Dhaval Kotecha gives to you, The Trade Desk. The Trade Desk provides digital advertising campaigns for a multitude of digital advertising platforms. Dhaval points out various topics and Chit Chat Money tries to poke some holes in the bull thesis. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 9th day of Christmas Maxx Chatsko gives to you, Fate Therapeutics the company Chit Chat Money knew nothing about. Fate Therapeudics is a biopharmaceutical company focused on cell mutation. Chit Chat Money had a lot of questions and Maxx Chatsko knew all the answers. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 8th day of Christmas Cam Iadeluca gives to you, Alteryx the computer software company focused on data visualization and analytics. Enterprise customers of Alteryx are raving fans and Iadeluca explains to Chit Chat Money why they should continue to be. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 7th day of Christmas Francisco Olivera gives to you, Altice USA the cable company based out of New York. Altice provides more than just cable television to its customers. Francisco walks Chit Chat Money through how Altice provides internet, phone, and original content. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 6th day of Christmas David Polansky gives to you, Par Technology the point of sale (POS) system focusing on restaurants. By working primarily with restaurants, PAR is able to offer a few perks that other POS systems can't. Chit Chat Money and David discuss the future growth prospects of Par Technology. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 5th day of Christmas Growth to Value gives to you, Sea Limited the digital internet platform provider. Sea Limited largest business segments are digital entertainment, e-commerce, and digital financial services. Listen in while Chit Chat Money and Growth to Value discuss what is so interesting about Sea Limited. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 4th day of Christmas Jim Gillies gives to you, Nelnet the conglomerate. More popular for its student loan services, Nelnet actually operates many different business segments. Chit Chat Money and Jim Gillies open up a discussion about the pros and cons of the business. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 3rd day of Christmas Sean Emory gives to you, Capri Holdings the multinational fashion company. Chit Chat Money and Sean evaluate how Capri grew from just Michael Kors to owning and operating multiple large luxury brands around the world. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 2nd day of Christmas Brian Feroldi gives to you, Autodesk the engineering software that almost every engineer uses. The Chit Chat Money team dives into how Autodesk is valued compared to its possible growth opportunites. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
On the 1st day of Christmas Jason Moser gives to you, Ansys a highly specialized engineering software company based out of Pennsylvania. The Chit Chat Money team discusses the pros and possible cons of the business with Jason. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
Magnite is this week's stock for our fundamental analysis. Magnite is an online advertising firm based out of California. Before being named Magnite, in 2020, the firm was known as Rubicon Project, which was founded in 2007. After Rubicon Project and Telaria merged in March 2020, a new company was formed that 3 months post merger was rebranded as Magnite. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
Roblox is an interactive gaming platform and game creation system. Users can play games created by other players or create their very own games and allow others to play. As the world of gaming continues to grow it will be interesting to watch and find out which companies can rise to the top. Even more important which companies will grow sustainably so that they may last for a long time to come. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Learn more about your ad choices. Visit megaphone.fm/adchoices
This week Ryan and Brett discuss what industries will be around for the long haul with Lawrence Hamtil. Among these industries, the three highlight tobacco, airports, and trash collection services. Before the interview, your hosts share their favorite stories from the week. After the interview you'll find out who's in hot water, buy-sell-hold and anecdotal evidence. As always enjoy today's episode. Find Lawrence's Blog Posts: https://fortunefinancialadvisors.com/blog/author/lawrence-hamtil/page/3/ Visit Lawrence on Twitter: https://twitter.com/lhamtil?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Learn more about your ad choices. Visit megaphone.fm/adchoices
This week's fundamental analysis explores StoneCo, a financial technology solutions company based out of Brazil. Berkshire Hathaway owns approximately 5% of the company. Although the company was difficult to research because of the international nature of their reporting, the Chit Chat Money team did well to dig up relevant information. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices
Digital Turbine, ticker symbol $APPS, operates through application advertising. Their goal is to deliver, track and recommend applications to potential users and Chit Chat Money dives further into what make them interesting. Use the timestamps to go to your favorite part of the episode. Timestamps (0:00) | Start (1:12) | Company Overview (4:52) | Industry / Competition (7:42) | Management & Ownership (9:22) | Valuation (10:44) | Earnings (12:23) | Balance Sheet (14:16) | Competitive Advantages (17:33) | Future Growth Opportunities (22:12) | Highlights and Lowlights (27:17) | More or Less Interested (30:42) | Outro Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week Ryan and Brett welcome on Muji (18:35). Before the discussion your hosts share their stories for the week (2:20). During the discussion with Muji the three cover cybersecurity (27:09) and edge computing (45:22). Stayed tuned after the interview to hear about hot water (1:09:33), buy-sell-hold (1:13:43), and anecdotal evidence (1:16:33). Enjoy the episode! Follow Muji on Twitter: https://twitter.com/hhhypergrowth?s=20 Visit Muji's Website: https://hhhypergrowth.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Peloton is the pandemic exercise sensation. Ryan and Brett analyze the company this week and discuss the potential Peloton has going forward. We stick to our normal schedule, Ryan gives the business overview (1:22), Brett covers the valuation (4:35) and Ryan discusses earnings (5:56). On the second half, your hosts discuss their favorite segments, digging trenches (8:18), further readings (9:38), future growth opportunities for Peloton (11:46), highlights and lowlights (14:41) and finally more or less interested (18:35). As always enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Opendoor has gone public through a special purpose acquisition company with the ticker IPOB. Opendoor is meant for home sellers. Opendoor asks a few questions about the home then gives the seller their offer. Ryan will dive deeper into what Opendoor does and how they make money (1:05). Brett will explain the industry and competition (5:19). Then Ian will dive into the management team (7:07). Enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Your hosts Ryan and Brett welcome on Richard Chu in this week's episode (22:33). Prior to the discussion with Richard, Ryan and Brett go over their stories from this week (2:25). With Richard we talk about the future of telahealth and the role Teladoc will play (31:30). Your hosts also dive into Peloton and the home fitness universe (49:08). Keep listening on the back half to hear who is in hot water (1:05:36), Buy-Sell-Hold (1:09:25) and anecdotal evidence (1:11:15). As always enjoy this episode! Follow Richard on Twitter: https://twitter.com/richard_chu97?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's FA, Ryan and Brett, analyze nCino the bank operating system. nCino is a financial technology company founded in 2012. Your hosts, Ryan and Brett, cover a lot in this episode. Ryan gives the business overview (0:57), Brett covers the current valuation (5:15) and Ryan dives into the earnings (7:19). Right after the break your hosts cover nCino's moat (9:26), any further reading (11:07), what the future growth opportunities are (13:02) and finally highlights and lowlights (15:27). Please enjoy this week's FA! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Flying Eagle Acquisition Corporation is a SPAC, or a special purpose acquisition company, that will be merging with Skillz, the gaming platform. The Skillz platform allows players to compete for real cash prizes. Ryan will cover the company information (1:08), Brett will explain the industry (5:04) and Ian will dive into the management (7:10). Enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
While chatting about Robinhood and airline stocks, your hosts, Ryan and Brett are joined by Bill Brewster (17:35). Prior to the discussion Ryan and Brett share some of the best stories from the week (2:10). Don't miss this week's discussion on Robinhood (23:05). It might make you reconsider which brokerage platform you use or recommend to friends. Ryan and Brett ask questions about the aerospace or airline industry and Bill gives his thoughts on the market (40:20). As always, stay until the back half to hear who is in hot water (51:58), Buy-Sell-Hold (59:26) and anecdotal evidence (1:02:07). Enjoy the Show! Follow Bill on Twitter: https://twitter.com/BillBrewsterSCG?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Your hosts, Ryan and Brett, evaluate PAR Technology Corporation. PAR is a point of sale (POS) system focusing on restaurants. By working primarily with restaurants, PAR is able to offer a few perks that other POS systems can't. Listen in as Ryan describes the business (1:42) and Brett covers the current valuation (5:15). Remember, as always, enjoy the episode! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Blackline is a cloud based service designed to cover the entire financial close process. Listen as your hosts, Ryan and Brett, welcome on Ian Gray. Ryan discusses the business and its history (1:45). Brett will dive into the industry (6:00) and Ian analyzes management and ownership (8:55). Stayed tuned after the break to find out if Ryan, Brett and Ian are more or less interested in Blackline. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Your hosts, Ryan Henderson and Brett Schafer are joined by the entire team at 7 Investing (20:00). Prior to the discussion Ryan and Brett share some of the best stories from the week (2:50). Catch the group discuss telemedicine (23:20) and its growing potential. Ryan and Brett ask an assortment of questions about the real estate market (38:40) and 7 Investing responds with perfect answers. As always, stay until the back half to hear who is in hot water (1:07:15), FMK (1:16:03) and anecdotal evidence (1:17:28). Enjoy the Show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Hosts, Ryan Henderson and Brett Schafer, look into Canadian meal kit delivery business Goodfood Market Corp. Goodfood is set up different than its American counterparts, but will that help them succeed? Ryan will explain what Goodfood does and the history of the company (1:03). And Brett will dive into the valuation for you (3:47). As always enjoy the episode! Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Schwab is a financial services company based out of San Francisco. Charles Schwab allows you to manage your own investments at $0 commissions, use their robo-advisors, or plan your investments with a real person. Watch in as your hosts, Ryan Henderson and Brett Schafer, welcome on Ian Gray. Ryan covers the business (1:20), Brett dives into the industry (4:58) and Ian analyzes the management (8:15). Watch until the end to find out if Charles Schwab has truly sparked our interest. Enjoy the show! Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Learn more about your ad choices. Visit megaphone.fm/adchoices
Your hosts Ryan Henderson and Brett Schafer interview technology analyst, Beth Kindig (20:50). Before the interview, Ryan and Brett tell their favorite stories from the week (1:35). The two discuss the future for brick and mortar (13:30). During the interview, your hosts Ryan and Brett, play devils advocate as Beth Kindig defends Roku (38:40). Catch Ryan and Brett on the back half (1:02:58) as the two cover fan favorite's like hot water (1:03:05), FMK (1:08:55) and anecdotal evidence (1:09:54). Enjoy the show! Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Your hosts Ryan Henderson and Brett Schafer analyze Lightspeed. Lightspeed provides a point of sale, POS, software to small and medium sized businesses. Their current markets are retailers, restaurants and golf courses. Ryan and Brett compare the Lightspeed to Square (1:43). Catch Brett and Ryan after the break (8:22) where they discuss what moats Lightspeed might have. Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Lemonade Insurance provides renters and home insurance policies for homes, apartments, co-ops and condos. Your hosts, Ryan Henderson and Brett Schafer welcome on Ian Gray for this week's Deep Dive show. Lemonade was founded in 2015, but didn't IPO until 2020. Ryan covers what specifically Lemonade's services entail (1:40) and Brett touches on their industry (5:00). Ian discusses the management and ownership (7:05). Stay until the end to find out if your hosts think the company is worth more research. Enjoy the show! Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Chit Chat Money your hosts, Ryan Henderson and Brett Schafer, welcome on Will Hershey from Roundhill Investments (23:12). The three discuss the world of gaming and gambling. Catch Ryan and Brett before the interview (1:50) discuss their favorite stories from the week. As always, on the back half (1:15:52), find Hot Water, FMK and Anecdotal Evidence. Enjoy the Show! Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Hosts, Ryan Henderson and Brett Schafer, take a look at AutoDesk. According to AutoDesk their software is meant for architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Brett, having a degree in engineering, gives us a sneak peak into the education realm. Let's see if Brett and Ryan can agree on what they think AutoDesk is capable of. Catch your hosts after the break (9:42) to learn more about AutoDesk's potential. Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Fiverr is an online marketplace designed for freelancers. Ryan Henderson and Brett Schafer are joined again by Ian Gray for this week's Deep Dive into Fiverr. Although the stock has grown in value, your hosts have their concerns. However, these concerns have been swept away by Fiverr's performance. Listen closely as Ryan goes over operations (1:45), Brett dives into the market as a whole (4:05) and Ian covers the management team (5:55). As always enjoy the show! Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Chit Chat Money your hosts, Ryan Henderson and Brett Schafer, welcome KermitCapital (20:40) and discuss what using data can look like at different companies. Prior to the interview (2:09) Ryan talks about The Art of Selling, Brett discusses Roblox and the two talk about the current state of Fintwit. As always, on the back half (1:04:46), find Hot Water, FMK, and Anecdotal Evidence. Enjoy the Show! --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Your hosts, Brett Schafer and Ryan Henderson, take a look at the Japanese conglomerate Sony. Sony owns and operates over 30 different companies under its large umbrella. Pay close attention as Ryan covers the history of Sony and Brett takes you through Sony's current valuation. Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com/ If you are looking for us on your podcast listening platform, look no further. Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/4SBtOWG... --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Unity Technologies builds and supplies the pickaxes for the meta-verse. This week, hosts Ryan Henderson and Brett Schafer are joined by Ian Gray as they perform a deep dive on Unity Technologies. Hot off of a crazy IPO, investors are optimistic about Unity's future. In this episode we break down their business model and explore their potential outside the meta-verse. Enjoy! Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Chit Chat Money hosts Ryan Henderson and Brett Schafer have their first 4 way discussion with The Science of Hitting (TSOH) and Matt Cochrane (20:33). Before they get to the interview Ryan and Brett dive into their stories for the week. Brett breaks down the gap in the American e-commerce space (1:53) and Ryan takes on the Joe Rogan Walk-out (5:47). And of course it wouldn't be a Chit Chat Money show without mentioning Elon in this week's Current State of FinTwit (11:30). After the first part of the show we get to discuss the CTV and content space (27:15), where big tech goes from here (42:32), and the disruption of big banks (62:07) with our special guests TSOH & Matt Cochrane. After their interview, as always, Ryan and Brett have their Hot Water (86:40), FMK (92:08), & Anecdotal Evidence (94:23). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode, Ryan and Brett discuss the online styling service Stitch Fix. They start out going through the history of the company and some fundamentals for the stock (0:30). Then, in the second half of the show, they give their analysis on any competitive advantages and future growth opportunities the business might have (8:00). To finish-up, the pair discusses what they like and dislike about Stitch Fix (15:00). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show hosts Ryan and Brett are joined by Ian Gray as they perform a deep dive on Nintendo stock. Listen and get a complete overview of what Nintendo does, how the business has been performing, and anything else important to potential investors in the company. Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
In our first show back, our hosts Ryan Henderson and Brett Schafer interview senior analyst and lead advisor for The Motley Fool, Tim Beyers (21:58). Before we get to our interview, Ryan and Brett have a few big announcements for Chit Chat Money (1:01) and also take some time to debrief on their summers away from the show (2:08). They also cover a bunch of the big news stories that they missed during the summer (6:19). During our interview with Tim Beyers (21:58), they get his take on the world of software, and take deep dives into Fastly (41:07), Snowflake (51:20), and Elastic (1:04:35). After the interview, as always, Ryan and Brett discuss who’s in hot water for the week (1:19:44), FMK (1:26:28), and their anecdotal evidence (1:27:54). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
In our last episode before our leave of absence we discuss the Holding foreign Companies Accountable Act (1:30) and Facebook entering the world of e-commerce (8:30). For the Current State of Fintwit (14:30) this week we discussed the idea of an endless work from home environment, and what it means for tech companies. On the 2nd half of the show, as always, we have our Hot Water (19:00) & FMK (25:00). We also have a special Option Kings segment (30:00) where we address the put and call options that we currently hold, and we cap things off discussing the 5 things we've learned since starting Chit Chat Money (35:00). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss Spotify. Brett gave them a rating of 8.6 and Ryan 8.5. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
The 18 month update of Hypo Capital, our $1 million paper portfolio. Read about it here: https://chitchatmoney.substack.com/ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss PluralSight. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we have on the show special guest, Brett Bivens (29:20). Brett works for TechNexus and has a deep understanding of the entire audio industry, and in particular, Spotify. Before we get to the interview Ryan and Brett have their own stories for the week, starting with Michael Burry's 13F filings (1:43). Brett dives into Uber's potential GrubHub investment, Taiwan semiconductors, and Facebook's Africa plans (10:22). SoftBank was all over Twitter this week, and we also talk about our favorite 3 stocks for the next 3 years (18:24). Right before the interview we have a big announcement as well regarding the future of the podcast (25:13). Our Brett Bivens interview starts at (29:20). With Brett we discussed investing in the VC world, and what he's learned from some of the world's best. We also cover "ambient media" and what he sees as the future for audio. After the interview, as always, we have our Hot Water (1:08:12), FMK (1:16:19), and Anecdotal Evidence (1:17:48). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we talk Trupanion. Brett gave it a rating of 4.5 and Ryan a rating of 4.8. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss Medallia. Brett gave it a rating of 7.6 and Ryan a rating of 6. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we have an interview with special guest Steve Symington (24:42). Before we get to the interview Brett and Ryan discus their news stories for the week. Ryan kicks things off with "The End of the Sharing Economy?" (1:47) by talking Uber, Lyft, and AirBnB and the impact of social distancing on each of their business models. Brett then does a quick deep dive on the video gaming industry as a whole (11:42). During Current State of FinTwit this week we discuss how Brett and Ryan both go about their investing styles when they think there's a bubble (18:20). Steve Symington is a lead advisor for 7investing, and he gives us an in depth look Boston Omaha, Nutanix, and Disney (24:42). After the interview, as always, we have our Hot Water (76:50), FMK (84:43), and Anecdotal Evidence (87:25). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss Wrap Technologies. Find out why Ryan gave it a rating of 5.8 and Brett a rating of 6.0 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss Bandwidth incorporated. Find out why Brett gave it a rating of 5.3 and Ryan a rating of 6.0. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we are welcomed by special guest, Brian Feroldi (Interview starts at 26:38). Before we get into the interview Ryan covers the impending Meat Crisis (1:30), and Brett discusses app store data during these confusing times (8:00). And of course we have to discuss the Elon tweetstorm during this week's Current State of Fintwit (21:10). For our interview with Brian Feroldi (26:38) we cover all things from his work with financial education, his personal investing checklist, Pinterest, and Semler Scientific. After the interview, as always, we have our Hot Water (57:56), FMK (1:06:25), and Anecdotal Evidence (1:08:22). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss Red Violet. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 7. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we talk At&T. Find out why Brett gave it a 5.5 and Ryan a 3. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we have an interview with special guest, Justin Castelli (starts at 27:05). Justin is a registered independent advisor, running his own firm, RLS Wealth Management. Before we get to the interview, our hosts Ryan Henderson and Brett Schafer have their news stories for the week. Ryan dives into the Travis Scott concert on the Fortnite platform, and analyzes the Matthew Ball article discussing the immersive experiences (1:20). Brett discusses why Peloton is riding high during coronavirus, and whether or not we think the business model will withstand the test of time (8:48). Our favorite businesses are teaming up this week in our current state of fintwit (21:06). After current state of fintwit we have our delightful discussion with Justin Castelli (27:05). After the interview, as always, we have our Hot Water (1:07:00), FMK (1:13:04), and Anecdotal Evidence (1:14:10). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss Airbus (the Boeing of Europe). Find out why Brett gave it a rating of 6 and Ryan a rating of 5. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we talk Netflix. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 7.5 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we have no interview, but we have an exciting story to discuss regarding oil. Before we get to that, host Ryan Henderson briefly covers the time to build article by Marc Andreesen (1:02), and then we dig into the oil crisis. On Monday, April 20th, May futures contracts for crude oil fell to negative prices, an unprecedented event in oil markets (5:50). Brett Schafer and Ryan Henderson describe why that happens and what to expect going forward. We get political this week for our current state of fintwit (17:03) with the new mass protests. For our draft this week we have the top 3 best and worst investors to have to quarantine with (22:19). As always, we have our Hot Water (31:51), FMK (38:53), and Anecdotal Evidence (40:30). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss the hypothetical portfolio we run. Check out the numbers/returns here: https://www.chitchatmoney.com/one-year-five-month-update-of-hypo-capital/ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode we discuss Shopify. Find out why Brett gave it a rating of 5 and Ryan a rating of 5.5.
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On this show we discuss Wendy's. Find out why Brett gave it a rating of 5.3 and Ryan a rating of 4.8 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we have a special appearance from TeslaCharts (21:30), but before we get to that hosts Ryan Henderson and Brett Schafer have their news stories for the week. First topic discussed is the beginning of Jack Dorsey's Startsmall LLC (1:30). Afterwards, we discuss the "Too Big to Fail" of the coronavirus crisis in private equity (7:30). For the Current State of Fintwit this week we talk Michael Burry and taxes on share buybacks (15:50). TeslaCharts joins us at (21:30) to discuss under followed Tesla topics, counter the common bull thesis, and provide a comprehensive outlook on why so many are skeptical of the business. After the interview we have a special this week with Option Kings (1:16:18). Then as always, we have our Hot Water (1:19:19), FMK (1:25:25), & Anecdotal Evidence (1:27:59). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss LiveRamp Holdings. Find out why Brett gave it a rating of 7.5 and Ryan a rating of 8.0. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show we discuss the Real Real. Find out why Brett gave it a rating of 7.4 and Ryan a rating of 6. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we have an interview with author and speaker Anthony O'Neal, but before we get to that our hosts Ryan Henderson and Brett Schafer have their stories for the week. Ryan kicks things off discussing the Zoom Video debacle (1:10), and Brett covers the infamous Luckin Coffee scandal (11:39). After our news for the week, we have fintwit beef and an update on Davey the Day Trader (20:25). We have best selling author Anthony O'Neal on the show to discuss financial advice and debt situations for younger people (27:10). After the interview, as always, we have our Hot Water (57:20), FMK (1:05:01), and Anecdotal Evidence (1:06:05). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Jaime Rogozinski started WallStreetBets in an attempt to build a high-risk investing forum, but it took on a life of its own. Jaime has also written his own book chronicling his crazy ride titled "WallStreetBets: How Boomers Made the World's Biggest Casino for Millenials". Learn more about your ad choices. Visit megaphone.fm/adchoices
A trailer for the show on Spotify (no need to listen if you already know how the show works). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices
Fundamental Analysis of McDonald's after their earnings report.
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Hosts Brett Schafer and Ryan Henderson discuss Microsoft stealing the throne (0:49), and address the stock on their radar (2:30). We also have an interview with Co-founder and President of Coast Group of Companies (4:35) and discuss how he built his company from the ground up to $5 billion in assets. After the interview we play a little "Ain't calling you a truther" (35:00) and guess which article headlines are real or fake.
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