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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:
    Petco (WOOF) with Paul Cerro Jul 28, 2022
    Show notes

    Petco focuses on enhancing the lives of pets, pet parents, and its Petco partners. The company offers everything your pet may need from food to services. Petco was founded in 1965 in San Diego, California. Listen as Brett and Ryan ask Paul 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: Here

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

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

    Interested to see more of Paul's work? Find his Substack here: https://cedargrovecapital.substack.com/

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Petco | (2:55)

    Growth | (15:54)

    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


    Warby Parker (WRBY) | Not So Deep Dive Jul 26, 2022
    Show notes

    Warby Parker offers various eyewear products. The company's products range all the way from eyeglasses to anti-fog lens spray. Warby Parker was founded in 2010 in Philadelphia. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Warby Parker. 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 | (1:36)

    Industry | (10:57)

    Management & Ownership | (15:29)

    Earnings | (21:28)

    Balance Sheet | (23:34)

    Valuation | (25:15)

    Our Analysis | (26:45)


    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.

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


    Power Hour #16: Elon Paper Hands, Big Tech Layoffs, & Netflix Earnings Jul 24, 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 the powerful software and research for informed investing decisions.

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

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


    Nvidia (NVDA) with Luke Hallard Jul 21, 2022
    Show notes

    Nvidia provides graphics, compute, and networking solutions. The company provides graphics for gaming and is pioneering data solutions for world problems. Listen as Brett and Ryan ask Luke 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: Here

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

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

    Interested to see more of Luke's work? Find him on Twitter here: https://twitter.com/7LukeHallard?s=20&t=7mp9swgMRyapVhG_99ypYg

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Nvidia | (4:53)

    Problems | (14:35)

    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


    Chipotle (CMG) | Not So Deep Dive Jul 19, 2022
    Show notes

    Chipotle Mexican Grill, more commonly known as Chipotle, owns and operates thousands of restaurants. The company was started in 1993 in Denver, Colorado. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Chipotle. Enjoy the show!

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

    You can listen to this episode by subscribing to CCM+ for $5 a month. 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

    Questions? Email us at chitchatmoneypodcast@gmail.com

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

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

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Company Background | (2:00)

    Industry | (9:43)

    Management & Ownership | (11:18)

    Earnings | (16:19)

    Balance Sheet | (18:55)

    Valuation | (20:02)

    Our Analysis | (21:45)

    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.

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


    Welcome to Chit Chat Money Plus Jul 19, 2022
    Show notes

    We have just launched a new service for the show, a premium podcast feed called Chit Chat Money Plus. Sign-up directly through Spotify, Apple Podcasts, or through https://anchor.fm/chitchatmoney/subscribe if you listen on another podcast player.

    Interested in more details about the service? Read our launch blog post https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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


    Power Hour 15: Elon Pulls Out of the Twitter Deal, Netflix, Microsoft and CTV Advertising Jul 17, 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 the powerful software and research for informed investing decisions.

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

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


    ASML Holding NV (ASML) with Leandro Jul 14, 2022
    Show notes

    ASML develops and markets advanced semiconductor equipment systems. The company has the most advanced lithography systems in the world. Leandro does a great job breaking down the semiconductor industry into normal terminology. Listen as Brett and Ryan ask Leandro 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.

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

    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

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

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

    Interested to see more of Leandro's work? Find him on Twitter here: https://twitter.com/Invesquotes?s=20&t=hiOfwwbFaD2MXngoNE9-AQ

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    ASML Holding | (6:13)

    Value Chain | (17:31)

    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


    Poshmark Revisited (POSH) | Not So Deep Dive Jul 12, 2022
    Show notes

    Poshmark operates a social marketplace for new and secondhand style products. The company offers various product lines for men, women, kids, and pets. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Poshmark. Enjoy the show! This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:43) Industry | (10:54) Management & Ownership | (18:03) Valuation | (23:35) Earnings | (25:51) Balance Sheet | (29:41) Our Analysis | (30:34) 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

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


    Power Hour #14: Amazon Grubhub Deal, Companies Repricing Stock Options, Low Bid M&A Jul 10, 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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


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