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    Business

    Chit Chat Stocks

    A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

    Advertise

    Copyright: © Chit Chat Stocks

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Jose Najarro On What Interests Him About Advanced Micro Devices (Ticker: AMD) Aug 18, 2022
    Show notes

    AMD operates as a semiconductor company worldwide. The company focuses on two segments: Computing and Graphics. AMD was founded in 1969 in Sunnyvale, California. Listen as Brett and Ryan ask Jose questions about the company, its business model, and valuation. Enjoy the show! ***************************** 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 ****************************** 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 Jose's work? Follow him on Twitter here: https://twitter.com/_JoseNajarro?s=20&t=Ce3KqX3F12lsSRsGlE_abw Contact us: chitchatmoneypodcast@gmail.com Timestamps AMD | (3:37) Management | (19:33) 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.

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


    Disney (DIS) | Not So Deep Dive Aug 16, 2022
    Show notes

    Disney, in short, operates as a worldwide entertainment company. It would be rare to find someone who hasn't heard of the brand. The Walt Disney Company was founded in 1923 in Los Angeles, California. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Disney. Enjoy the show!

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

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Company Background | (3:03)

    Industry | (12:00)

    Management & Ownership | (16:30)

    Earnings | (20:09)

    Balance Sheet | (25:35)

    Valuation | (27:40)

    Our Analysis | (29:13)

    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.

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


    Investing Power Hour #19: Perverse Buyback Incentives, Musk Dumps $TSLA, Acquisitions in a Downturn Aug 14, 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 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: Here

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

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


    Winmark (WINA) with Jim Gillies Aug 11, 2022
    Show notes

    Winmark is a franchisor of retail stores across the US and Canada. You may have heard of Winmark's many brands: Plato's Closet, Once Upon A Child, Play It Again Sports, Style Encore, and Music Go Round. Listen as Brett and Ryan ask Jim questions about the company, its business model, and 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 Jim's work? Follow him on Twitter here: https://twitter.com/JimPGillies?s=20&t=_VLTZa6G8u2S3-Qzp1QjMg

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Winmark | (3:08)

    Financials | (17:33)

    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.

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


    Why We Own Spotify (Ticker: SPOT) Aug 10, 2022
    Show notes

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

    Spotify provides audio streaming services worldwide. The company operates through two segments: ad-supported and premium. Brett and Ryan dive through Spotify and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

    ------------------------------------------------------------------------------------------------------------------------------------

    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/

    ------------------------------------------------------------------------------------------------------------------------------------

    If you can't access this episode, you may want to subscribe to CCM+. Sign-up directly through Spotify or Apple Podcasts for $5 a month. 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

    ------------------------------------------------------------------------------------------------------------------------------------

    Timestamps

    Why we own Spotify (2:20)

    Spotify's Moat (39:12)

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


    Yeti (YETI) | Not So Deep Dive Aug 09, 2022
    Show notes

    Yeti designs and markets products for outdoor and recreational purposes. The company sells various products ranging from mugs to cargo bags. Yeti was founded in 2006 in Austin, Texas. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Yeti. Enjoy the show!

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

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Company Background | (1:29)

    Industry | (9:47)

    Management & Ownership | (12:44)

    Earnings | (16:26)

    Balance Sheet | (20:50)

    Valuation | (22:28)

    Our Analysis | (24:53)

    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.

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


    Investing Power Hour #18: $UBER vs. $ABNB, $PYPL Earnings, Brett Was Wrong on $AAPL Aug 07, 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

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

    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


    Kris From Potential Multibaggers on Why He Likes Marqeta Stock (Ticker: MQ) Aug 04, 2022
    Show notes

    Marqeta operates a programming interface platform that delivers card issuing and transaction processing services. The company aims to serve commerce disruptors, digital banks, tech giants, and financial institutions. Listen as Brett and Ryan ask Kris 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 the powerful software and research for informed investing decisions.

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

    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

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

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

    Interested to see more of Kris's work? Find his Substack here: https://twitter.com/FromValue?s=20&t=TpCqTh3dAFezp7ate0_ASA

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Marqeta | (3:56)

    Financials | (19:02)

    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.

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


    Uber (UBER) | Not So Deep Dive Aug 02, 2022
    Show notes

    Uber Technologies connects consumers with independent providers of ridesharing services, restaurants, grocers, and other stores. The company operates via three different segments: Mobility, Delivery, and Freight. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Uber. Enjoy the show!

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

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Company Background | (1:27)

    Industry | (14:49)

    Management & Ownership | (19:14)

    Earnings | (23:44)

    Balance Sheet | (28:12)

    Valuation | (35:26)

    Our Analysis | (37:02)

    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.


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


    Investing Power Hour #17: Q2 Earnings Season, Shorting Crypto, Chipotle Earnings Jul 31, 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

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

    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


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