Chit Chat Stocks

Latest Episodes:

Why We Own Autodesk (Ticker: ADSK) Dec 05, 2022

Show notes

This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.

Autodesk provides 3D design, engineering, and entertainment software and services worldwide. The company was founded in 1982 in Mill Valley, California. Brett and Ryan dive through Autodesk 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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Timestamps

Why do we own Autodesk? (4:03)

What are their products? (15:43)

Valuation (47:48)

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Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation Dec 04, 2022

Show notes

The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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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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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Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS) Dec 01, 2022

Show notes

Digital Turbine delivers a mobile growth platform for advertisers, publishers, carriers, and device original equipment manufacturers. The company offers all kinds of publishers the ability to advertise to consumers on mobile devices. 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 Will's work? Check out their Twitter here: https://twitter.com/FundasyInvestor?s=20&t=yhLXqIW46FcApFMJGP3lgw

Timestamps

Digital Turbine | (4:03)

Competition | (14:57)

Projections | (27:45)

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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PTC (Ticker: PTC) Not So Deep Dive Nov 29, 2022

Show notes

PTC Inc. offers software products and professional services that support 3D and AR design. The company was founded in 1985 and is headquartered in Boston, Massachusetts. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PTC. 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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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 | (3:48)

Industry | (13:40)

Management & Ownership | (16:37)

Earnings | (19:42)

Balance Sheet | (23:04)

Valuation | (25:55)

Our Analysis | (27:09)

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Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa Nov 27, 2022

Show notes

The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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/

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

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

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

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

Leatt Corporation (Ticker: LEAT) with Deep Sail Capital Nov 24, 2022

Show notes

Leatt Corporation develops and distributes personal protective equipment for participants in motorsports and leisure activities. The company produces helmets, body armor, braces, guards, hydration systems, and apparel. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. 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/ ***************************** 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 Deep Sail Capital's work? Check out their Twitter here: https://twitter.com/DeepSailCapital?s=20&t=mGqtopmQ-1q-JrQio8jkTg Contact us: chitchatmoneypodcast@gmail.com Timestamps Leatt | (4:12) eCommerce | (14:27) Management | (24:05) 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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Procore (Ticker: PCOR) Not So Deep Dive Nov 22, 2022

Show notes

Procore Technologies (Ticker: PCOR) provides a cloud-based construction management platform and related software products. The company's products allow for collaboration between internal and external stakeholders during all stages of the construction process. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Procore. 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/

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

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 | (12:37)

Management & Ownership | (14:48)

Earnings | (19:49)

Balance Sheet | (24:48)

Valuation | (26:09)

Our Analysis | (27:17)

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Investing Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet Nov 20, 2022

Show notes

The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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/

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

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

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

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

Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM) Nov 17, 2022

Show notes

Zoom Video Communications is most well known for its video conferencing product that became popular during the pandemic. The company offers more than just a video service though. Zoom offers HD video, voice, chat, and content sharing with various different products. Listen as Brett and Ryan ask Sean 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/

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

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 Sean's work? Check out his Twitter here: https://twitter.com/_SeanDavid?s=20&t=SyDUYWKbAX7BSikYbhVNYA

Timestamps

Zoom | (3:50)

B2B | (14:30)

Valuation | (34:13)

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Bentley Systems (Ticker: BSY) Not So Deep Dive Nov 15, 2022

Show notes

Bentley Systems provides infrastructure engineering software solutions across the globe. For those of us that may not be engineers, the company's software provides solutions for buildings that are stationary. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Bentley Systems. 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

Timestamps

Company Background | (3:53)

Industry | (10:36)

Management & Ownership | (14:06)

Earnings | (19:23)

Balance Sheet | (22:37)

Valuation | (25:18)

Our Analysis | (26:27)

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