Chit Chat Stocks

Latest Episodes:

PayPal (Ticker: PYPL) Not So Deep Dive Jun 06, 2023

Show notes

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

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.

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

Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter? Jun 04, 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/

******************************

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

The State of the Music Industry With Sleepwell Capital Jun 01, 2023

Show notes

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

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.

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

Why We Own Dropbox (DBX) May 30, 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.

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)

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

Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman May 28, 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/

******************************

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

TFS Financial (Ticker: TFSL) with Jim Gillies May 25, 2023

Show notes

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=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps TFS Financial | (2:36) Interest Rates | (36:22) Dividend | (48:30) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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

Boeing (Ticker: BA) Not So Deep Dive May 23, 2023

Show notes

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

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)

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

Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling? May 21, 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/

******************************

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

Hirequest (Ticker: HQI) with Aaron Edelheit May 18, 2023

Show notes

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

Timestamps

Hirequest | (2:30)

Costs & Prospects | (15:44)

Infrastucture Bill | (33:04)

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

Rocket Lab (Ticker: RKLB) Not So Deep Dive May 16, 2023

Show notes

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

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)

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