Chit Chat Stocks

Latest Episodes:

Apple (Ticker: AAPL) with Anirban Mahanti Jun 29, 2023

Show notes

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!

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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/

Use our code "CCM" and get $100 off a subscription at 7investing!

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.

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Visa (Ticker: V) Not So Deep Dive Jun 27, 2023

Show notes

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!

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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 | (4:05)

Industry | (21:00)

Management & Ownership | (32:38)

Earnings | (34:42)

Balance Sheet | (37:10)

Valuation | (39:54)

Our Analysis | (40:58)

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Investing Power Hour #64: $MMTLP Craziness; Treasuries over Equities? Value Spread at All-time High Jun 25, 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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The Trade Desk (Ticker: TTD) with Kris from Potential Multibaggers Jun 22, 2023

Show notes

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.

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Bill.com (Ticker: BILL) Not So Deep Dive Jun 20, 2023

Show notes

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!

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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 | (2:10)

Industry | (17:50)

Management & Ownership | (24:24)

Earnings | (30:36)

Balance Sheet | (33:12)

Valuation | (35:32)

Our Analysis | (36:42)

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Investing Power Hour #63: Fed Pause; $CAVA IPO Pop; Is Inflation Defeated? Jun 18, 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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Mastercard (Ticker: MA) with Matt Cochrane Jun 15, 2023

Show notes

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!

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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 Matt's work? Check out their Twitter here: https://twitter.com/Matt_Cochrane7?s=20

Timestamps

Mastercard | (2:40)

Europe | (15:27)

Disruptive Threats | (25:44)

Valuation | (43:04)

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Shift4 Payments (Ticker: FOUR) Not So Deep Dive Jun 13, 2023

Show notes

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!

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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 | (2:23)

Industry | (14:13)

Management & Ownership | (19:12)

Earnings | (26:51)

Balance Sheet | (32:52)

Valuation | (36:26)

Our Analysis | (38:04)

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Investing Power Hour #62: Apple Vision Pro; Binance & Coinbase In the Doghouse Jun 11, 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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Chemed (Ticker: CHE) with Chadd Garcia Jun 08, 2023

Show notes

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!

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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 Chadd's work? Check out their Twitter here: https://twitter.com/SWFLWildcats

Timestamps

Chemed | (2:14)

Franchise vs. Corporate | (14:01)

Management | (33:14)

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