Chit Chat Stocks

Latest Episodes:

Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast Nov 13, 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 eDreams Is Winning in European Travel (Ticker: EDR) with Chadd Garcia Nov 10, 2022

Show notes

eDreams operates as an online travel company in Europe. The company offers deals for flights, hotels, and other travel needs. eDreams was founded in 1999 in Silicon Valley. Listen as Brett and Ryan ask Chadd 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 Chadd's work? Check out the Ave Maria Fund here: https://www.avemariafunds.com/

Timestamps

eDreams | (5:12)

Unit Economics | (18:59)

Valuation | (26:25)

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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ANSYS (Ticker: ANSS) Not So Deep Dive Nov 08, 2022

Show notes

ANSYS designs engineering simulation software and services for a variety of industries. The company's software allows engineers to test whether or not ideas/products would be viable in the real world. 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 ANSYS. 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 | (3:30)

Industry | (11:28)

Management & Ownership | (14:09)

Earnings | (17:56)

Balance Sheet | (22:24)

Valuation | (24:30)

Our Analysis | (25:37)

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Investing Power Hour #31: Q3 Earnings Season, Betting on Cloud, What Price is $META a Buy? Nov 06, 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

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

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

Is IAC Undervalued? With Ramneek Kundra (Ticker: IAC) Nov 03, 2022

Show notes

InterActiveCorp (IAC) operates as a media and internet company. The company operates various companies across many different industries. IAC was founded in 1995 and is headquartered in New York City. Listen as Brett and Ryan ask Ramneek 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 Ramnkeek's work? Follow him on Twitter here: https://twitter.com/iramneek?s=20&t=rJHq2SKTDBGZG4JmNaMzmA

Timestamps

IAC | (5:55)

Various Companies | (17:20)

MGM | (33:42)

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BONUS Episode! Biotech + Semiconductors With 7investing Nov 02, 2022

Show notes

On the 1st of every month, 7investing publishes its seven best investment ideas. Brett, Ryan, Simon, and Krzysztof discuss the craze of the market. Listen in to hear where some hidden gems might be found in the current economic conditions. 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 7investing's work? Follow them on Twitter here: https://twitter.com/7investing?s=20&t=dWSrp6mORbWwyzuupxBSqg

Timestamps

7investing (2:22)

Earnings (16:29)

Electric Vehicles (26:22)

Aging is a Disease (37:44)

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Dassault Systemes (Ticker: DASTY) Not So Deep Dive Nov 01, 2022

Show notes

Dassault Systemes provides software solutions and services worldwide. The company's most popular product is SOLIDWORKS, which is a 3D design software. 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 Dassault Systemes. 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 | (3:07)

Industry | (11:48)

Management & Ownership | (14:29)

Earnings | (20:28)

Balance Sheet | (24:21)

Valuation | (26:39)

Our Analysis | (27:52)

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Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings Oct 30, 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

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

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

Why We Own Consorcio ARA (Ticker: ARA.MX) Oct 28, 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.

Consorcio ARA constructs and sells entry-level and middle-income residential housing developments in Mexico. The company was founded in 1977 in Mexico. Brett and Ryan dive through Consorcio ARA 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 we own Consorcio ARA (1:08)

Management (18:36)

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Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC) Oct 27, 2022

Show notes

Subsea 7 delivers offshore projects and services for the energy industry worldwide. The company provides project management for heavy machinery offshore projects. This includes everything from design to installation. Listen as Brett and Ryan ask Bob 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

Interested to see more of Bob's work? Follow him on Twitter here: https://twitter.com/BobRobotti?s=20&t=CyIvo0ZEdvDVvNxruG_i3w

Timestamps

Subsea 7 | (9:27)

Differentiation | (30:35)

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