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Latest Episodes:

Investing Power Hour #78: AI Bubble Is Back; FTC Thinks $AMZN Is a Monopoly; $500 For Tinder??? Oct 01, 2023

Show notes

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

Subscribe to our newsletter: https://chitchatmoney.substack.com/

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Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info

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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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Floor & Decor (Ticker: FND) with Drew Cohen Sep 28, 2023

Show notes

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!

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Interested to see more of Drew's work? Find his website here: https://speedwellresearch.com/

Timestamps

Floor & Decor | (2:06)

Competitive Advantage | (7:01)

Real Estate | (21:35)

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Hawaiian Air (Ticker: HA) Not So Deep Dive Sep 26, 2023

Show notes

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!

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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

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)

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Investing Power Hour #77: Lesson From Big Buffett Buys; Tobacco Debate; IPO Market Opening Up? Sep 24, 2023

Show notes

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

Subscribe to our newsletter: https://chitchatmoney.substack.com/

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This episode is sponsored by Manscaped. Use code "CHITCHAT" and get 20% off your first purchase: https://www.manscaped.com/?gclid=Cj0KCQjw06-oBhC6ARIsAGuzdw2jyUBdVYzBUmBJ7RIWMO57zQUiIkk9m8jAd2eLsmGOSOidXPxxmyYaAnQDEALw_wcB

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SoFi (Ticker: SOFI) with Brad Freeman Sep 21, 2023

Show notes

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!

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Interested to see more of Brad's work? Find their Twitter here: https://x.com/StockMarketNerd?s=20

Timestamps

SoFi | (2:18)

Lending | (14:35)

Valuation | (33:40)

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Royal Caribbean (Ticker: RCL) Not So Deep Dive Sep 19, 2023

Show notes

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/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company 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.

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Investing Power Hour #76: $AMZN Vertical Integration; Ranking Dumb Acquisitions; Instacart IPO Sep 17, 2023

Show notes

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

Subscribe to our newsletter: https://chitchatmoney.substack.com/

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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

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Murphy USA (Ticker: MUSA) with Fabio from Capital Mindset Sep 14, 2023

Show notes

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!

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Interested to see more of Fabio's work? Find their YouTube here: https://www.youtube.com/@CapitalMindset/featured

Timestamps

Murphy USA | (2:00)

Fuel Concentration | (10:02)

Industry | (24:51)

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Ryanair (Ticker: RYAAY) Not So Deep Dive Sep 12, 2023

Show notes

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!

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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

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)

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Investing Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate Sep 10, 2023

Show notes

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

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