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Amazon (Ticker: AMZN) Not So Deep Dive Jan 17, 2023

Show notes

Amazon might be the most well know online retailer in the United States. The company offers more than just an online marketplace, they also have physical stores. Additionally, Amazon offers Amazon Web Services. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Amazon. Enjoy the show!

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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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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 | (3:14)

Industry | (22:18)

Management & Ownership | (25:22)

Earnings | (29:45)

Balance Sheet | (38:25)

Valuation | (41:30)

Our Analysis | (43:43)

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 #41: Exodus at Salesforce; Taiwan Semi Earnings; Amazon's Shopify Killer? Jan 15, 2023

Show notes

The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. 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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Can Interactive Brokers Thrive With High Interest Rates? A Deep Dive with Luis V. Sanchez (Ticker: IBKR) Jan 12, 2023

Show notes

Interactive Brokers operates as an automated electronic broker worldwide. The company serves institutional and individual customers through approximately 150 electronic exchanges. 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 Luis's work? Check out their Twitter here: https://twitter.com/LuisVSanchez777?s=20&t=zeqXC9VqTUE5El6YtUUE9g

Timestamps

Interactive Brokers | (2:28)

What is "Net Interest Margin"? | (25:03)

0% Interest Rates are Done | (46:54)

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Microsoft (Ticker: MSFT) Not So Deep Dive Jan 10, 2023

Show notes

Microsoft operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The company was founded in 1975 and is headquartered in Redmond, Washington. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Microsoft. 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 | (3:01)

Industry | (18:26)

Management & Ownership | (23:43)

Earnings | (27:19)

Balance Sheet | (34:42)

Valuation | (36:53)

Our Analysis | (38:54)

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Investing Power Hour #40: $AMZN Fires 18,000 People, $MSFT and ChatGPT, $TSLA Delivery Numbers Jan 08, 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/

Interested in more of Paul's work? Find it here: https://substack.com/profile/28187575-paul-cerro

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The State of the Cloud in 2023 with Shawn Wang Jan 05, 2023

Show notes

The "Cloud" in its simplest form refers to servers with data stored on them and those servers can be accessed over the internet. Many companies like Amazon, Microsoft, and Alphabet lead this fast-growing industry. Listen in as Brett and Ryan ask questions about the cloud and what growth will look like over the next few years. 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 Shawn's work? Check out their Twitter here: https://twitter.com/swyx?s=20&t=pMnKcZ7lY8rGjzEnSZavYg

Timestamps

Shawn's Cloud Background | (5:54)

Who are the Cloud Companies? | (22:07)

What about Snowflake (Ticker: SNOW) | (46:00)

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Arch Capital Episode: Why We Own Wix (Ticker: WIX) Jan 03, 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.

Wix operates a cloud-based platform that enables anyone to create a website. The company was founded in Tel Aviv, Israel in 2006. Brett and Ryan dive through Wix and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

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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/

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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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Timestamps

Company Background | (4:29)

Product Suite | (24:33)

Competitive Landscape | (38:57)

Valuation | (52:28)

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Investing Power Hour #39: 2022 Year in Review, 2023 Bold Predictions Jan 01, 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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Moody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski Dec 29, 2022

Show notes

Moody's Corporation (Ticker: MCO) is an integrated risk assessment firm that operates through two segments: Moody's Investors Service and Moody's Analytics. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

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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 Joe's work? Check out their Twitter here: https://twitter.com/InvestingWJoe?s=20&t=jlU7hh_Bv9YsEOcOwjqw4A

Timestamps

Moody's | (4:25)

Management | (23:27)

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BigCommerce (Ticker: BIGC) Not So Deep Dive Dec 27, 2022

Show notes

BigCommerce Holdings (Ticker: BIGC) operates a software-as-a-service platform for small businesses, mid-markets, and large enterprises. The company was founded in Sydney, Australia in 2009. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of BigCommerce. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** 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 | (4:08) Industry | (14:11) Management & Ownership | (16:50) Earnings | (23:54) Balance Sheet | (29:48) Valuation | (32:06) Our Analysis | (33:30) 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.

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