Chit Chat Stocks

Latest Episodes:

Investing Power Hour #23: Crowded Longs, App Store Data, Long Thesis For $ALLY Sep 11, 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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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM

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This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more.

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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

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British American Tobacco and The Past, Present, and Future of the Nicotine Industry With Devin LaSarre Sep 09, 2022

Show notes

British American Tobacco provides tobacco and nicotine products to consumers worldwide. The company operates under different brands including popular names such as Lucky Strike, Camel, Natural American Spirit, and Modern Oral brands. Listen as Brett and Ryan ask Devin questions about the company, its business model, and valuation. Enjoy the show!

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This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.

Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128

Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android

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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM

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

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

Interested to see more of Devin's work? Follow him on Twitter here: https://twitter.com/DevinLaSarre?s=20&t=8A1z1Kf9_AQJ7FW1hFP9dw

Timestamps

Industry | (4:05)

British American Tobacco | (14:51)

Business Segments | (24:10)

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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Ubisoft (UBI) | Not So Deep Dive Sep 06, 2022

Show notes

Ubisoft publishes video games across the globe, including franchises like Assassin's Creed and Far Cry. The company's games can be played on consoles, PC, smartphones, and tablets. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Ubisoft. 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 | (1:58)

Industry | (10:38)

Management & Ownership | (15:29)

Earnings | (22:05)

Balance Sheet | (26:50)

Valuation | (28:55)

Our Analysis | (30:26)

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Investing Power Hour #22: Bear Market Is Back, Top 3 Companies to Buy and Hold For 75 Years Sep 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

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This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more.

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

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

QuantumScape (Ticker: QS): A Zero or the Next Tech Giant? With Simon Erickson Sep 01, 2022

Show notes

QuantumScape focuses on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications. The company was founded in 2010. Listen as Brett and Ryan ask Simon questions about the company, its business model, and its valuation. Enjoy the show! ***************************** This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM ****************************** 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 Simon's work? Follow him on Twitter here: https://twitter.com/7Innovator?s=20&t=B7-1UYDm2d0SpmLFYgeH1g Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/ Contact us: chitchatmoneypodcast@gmail.com Timestamps QuantumScape | (4:56) Partnerships | (19:22) 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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Warner Music (WMG) | Not So Deep Dive Aug 30, 2022

Show notes

Warner Music Group operates as a music entertainment company in the United States and internationally. The company focuses on two segments: Recorded Music and Music Publishing. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Warner Music. 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 | (3:23)

Industry | (11:45)

Management & Ownership | (16:02)

Earnings | (22:16)

Balance Sheet | (27:03)

Valuation | (29:20)

Our Analysis | (31:58)

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Investing Power Hour #21: Recession Risks, Starbucks Unionization, Roblox Attracting Older Users Aug 28, 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

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

This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.

Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128

Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android

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

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

Is FIGS the Next Lululemon? With Alan Soclof (Ticker: FIGS) Aug 25, 2022

Show notes

Figs operates a direct-to-consumer healthcare apparel and lifestyle company. The business aims to sell its active/loungewear to healthcare workers and this product line ranges from lab coats all the way to socks. Listen as Brett and Ryan ask Alan questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more. ****************************** 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 Alan's work? Follow him on Twitter here: https://twitter.com/AlanSoclof?s=20&t=V47odJnM-U0udxz0SqOz3w Contact us: chitchatmoneypodcast@gmail.com Timestamps Figs | (3:51) Product | (9:29) 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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Sirius XM (SIRI) | Not So Deep Dive Aug 23, 2022

Show notes

Sirius XM provides satellite radio across the United States. The company operates on a subscription model. Sirius XM was founded on July 29, 2008, in Washington DC. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Sirius XM. Enjoy the show!

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 | (2:02)

Industry | (11:47)

Management & Ownership | (16:11)

Earnings | (20:10)

Balance Sheet | (24:09)

Valuation | (25:47)

Our Analysis | (27:51)

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

Investing Power Hour #20: Adam Neumann Is Back, Potential of WhatsApp, Embracer Group Acquisitions Aug 21, 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

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

This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM

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