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Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update Jul 23, 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/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer 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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CAVA Group (Ticker: CAVA) with Alex Morris Jul 20, 2023

Show notes

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!

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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 Alex's work? Find their Twitter here: https://twitter.com/TSOH_Investing?s=20

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.

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Pinterest (Ticker: PINS) Not So Deep Dive Jul 18, 2023

Show notes

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!

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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 | (3:08)

Industry | (14:55)

Management & Ownership | (21:03)

Earnings | (29:03)

Balance Sheet | (31:42)

Valuation | (32:28)

Our Analysis | (34:09)

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Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market Jul 16, 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.

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/

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Learn more about your ad choices. Visit megaphone.fm/adchoices

Fiserv (Ticker: FI) with Jacob Franklin Jul 13, 2023

Show notes

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!

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

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

Interested to see more of Jacob's work? Find him on Seeking Alpha: https://seekingalpha.com/author/jacob-franklin

Timestamps

Fiserv | (2:11)

Payment Network | (6:58)

Competitive Advantage | (16:57)

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SoFi Technologies (Ticker: SOFI) Not So Deep Dive Jul 11, 2023

Show notes

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!

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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

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)

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Investing Power Hour #66: Is Twitter Dead? Alcohol trends in America; Investing in CPG Brands Jul 09, 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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Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon (Ticker: AMZN) with Edward Chang Jul 06, 2023

Show notes

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!

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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 Edward's work? Check out their Twitter here: https://twitter.com/edwardwchang?s=20

Timestamps

Amazon | (1:58)

Profitability | (11:41)

AWS Margins | (21:58)

Competitive Risks | (44:13)

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Why We Don't Own Airbnb (Ticker: ABNB) Jul 04, 2023

Show notes

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.

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Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues Jul 02, 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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