Chit Chat Stocks

Latest Episodes:

LGI Homes (Ticker: LGIH) Not So Deep Dive Oct 25, 2022

Show notes

LGI Homes designs, constructs, and sells a variety of home types. The company sells entry-level homes, attached and detached homes, active adult homes, and luxury homes. At the end of the month, we will publish an Arch Capital episode that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of LGI Homes. Enjoy the show!

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Timestamps

Company Background | (2:53)

Industry | (10:26)

Management & Ownership | (11:41)

Earnings | (15:52)

Balance Sheet | (20:07)

Valuation | (23:36)

Our Analysis | (25:17)

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 #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021 Oct 23, 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

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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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Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU) Oct 20, 2022

Show notes

Roku operates two segments, Platform and Player. In other words, the company offers products and services in the television/streaming industry. Roku was founded in October 2002 in San Jose, California. Listen as Brett and Ryan ask Alex 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/ ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Alex's work? Follow him on Twitter here: https://twitter.com/TSOH_Investing?s=20&t=mFAJXmIT3_snJc9jSXdlkw Contact us: chitchatmoneypodcast@gmail.com Timestamps Roku | (5:21) International Expansion | (23:12) 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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Dream Finders Homes (Ticker: DFH) Not So Deep Dive Oct 18, 2022

Show notes

DFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of DFH. Enjoy the show!

Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Timestamps

Company Background | (1:31)

Industry | (10:22)

Management & Ownership | (12:23)

Earnings | (17:29)

Balance Sheet | (21:07)

Valuation | (26:50)

Our Analysis | (27:41)

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Investing Power Hour #28: PS5 Supply Explosion, $NFLX Ad Tier, Investors Regret $TWTR Deal Oct 16, 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/

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

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: Here

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

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

What Does Adobe's Next Decade Look Like? With Leandro from Best Anchor Stocks (Ticker: ADBE) Oct 13, 2022

Show notes

Adobe operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The company recently acquired Figma, a collaborative design platform, for $20 billion. Listen as Brett and Ryan ask Leandro 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/

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

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Interested to see more of Leandro's work? Follow him on Twitter here: https://twitter.com/Invesquotes?s=20&t=ANL_r8vtQfEea5vzrh1vWg

Timestamps

Adobe | (4:20)

Industry | (16:12)

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Zillow (Ticker: Z) Not So Deep Dive Oct 11, 2022

Show notes

Zillow is more than just the most visited real estate website in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Zillow. Enjoy the show!

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Timestamps

Company Background | (3:40)

Industry | (12:40)

Management & Ownership | (16:25)

Valuation | (19:24)

Earnings | (21:10)

Balance Sheet | (24:49)

Our Analysis | (27:06)

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Investing Power Hour #27: Successful $TWTR Arbitrage, $POSH Acquisition, Mt. Rushmore of Buybacks Oct 09, 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/

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

Need more information? Check-out our launch newsletter: Here

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

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

IDT Corporation: A Spinoff Machine (Ticker: IDT) with Rich Howe Oct 06, 2022

Show notes

IDT operates through three segments: Fintech; net2phone-UCaaS (Unified Communications as a Service); and Traditional Communications. Listen as Brett and Ryan ask Rich 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/

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

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Interested to see more of Rich's work? Follow him on Twitter here: https://twitter.com/stockspinoffss?s=20&t=Ctb-8VAJVaLAAnlf8UtA6Q

Timestamps

IDT | (3:25)

Net2phone | (23:35)

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NVR (NVR) | Not So Deep Dive Oct 04, 2022

Show notes

NVR is a homebuilder in the United States. The company has two segments: Homebuilding and Mortgage Banking. The company has a unique strategy in its homebuilding process that your hosts cover in the first portion of this episode. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of NVR. Enjoy the show!

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Timestamps

Company Background | (2:10)

Industry | (12:30)

Management & Ownership | (15:27)

Earnings | (20:03)

Balance Sheet | (23:41)

Valuation | (26:17)

Our Analysis | (29:17)

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