Chit Chat Stocks

Latest Episodes:

Investing Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Annual Letter Mar 05, 2023

Show notes

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.

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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/

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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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DexCom (Ticker: DXCM) with Nick Sciple Mar 02, 2023

Show notes

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!

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

Timestamps

DexCom | (3:15)

Future Products | (21:05)

Management | (29:54)

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American Express (Ticker: AXP) Not So Deep Dive Feb 28, 2023

Show notes

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!

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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 | (20:47)

Management & Ownership | (24:58)

Earnings | (30:24)

Balance Sheet | (35:02)

Valuation | (38:24)

Our Analysis | (39:28)

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Investing Power Hour #47: Walmart Smells a Recession; Coinbase Earnings; Microsoft/ATVI Update Feb 26, 2023

Show notes

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 Banking Industry with John Maxfield Feb 23, 2023

Show notes

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!

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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 John's work? Check out his Twitter here: https://twitter.com/MaxfieldOnBanks?s=20

Timestamps

Banking | (2:57)

Bank Analysis | (21:04)

Interest Rates | (28:26)

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Block (Ticker: SQ) Not So Deep Dive Feb 21, 2023

Show notes

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!

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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 | (3:06)

Industry | (17:40)

Management & Ownership | (22:30)

Earnings | (27:09)

Balance Sheet | (30:28)

Valuation | (33:24)

Our Analysis | (34:39)

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Investing Power Hour #46: Earnings Roundup; Munger Off the Cuff; Housing Update Feb 19, 2023

Show notes

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

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

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FICO (Ticker: FICO) with Buyback Capital Feb 16, 2023

Show notes

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!

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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 Buyback Capital's work? Check out their Twitter here: https://twitter.com/Larryjamieson_?s=20&t=gJKWa75W6sj1WCoixTULoA

Timestamps

FICO | (2:51)

Competitive Advantages | (19:20)

Big Risks | (46:36)

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MarketAxess (Ticker: MKTX) Not So Deep Dive Feb 14, 2023

Show notes

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!

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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 | (3:40)

Industry | (15:43)

Management & Ownership | (20:36)

Earnings | (22:26)

Balance Sheet | (25:23)

Valuation | (26:40)

Our Analysis | (28:55)

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