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Farfetch Revisited (FTCH) | Not So Deep Dive Jun 14, 2022

Show notes

Farfetch operates an online marketplace for luxury fashion goods. The company operates in three main segments: Farfetch Marketplace, Farfetch Platform Solutions, and Farfetch's private label brands. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Farfetch. 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 | (2:42) Industry | (9:50) Management & Ownership | (15:15) Valuation | (18:36) Earnings | (19:53) Balance Sheet | (22:56) Our Analysis | (26:55) 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 #10: Potential Roku Buyout, ZM discussion, Anti-ESG ESG Jun 12, 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

Cloudflare Part 2 (NET) with Joe Furmanski Jun 09, 2022

Show notes

Cloudflare offers an integrated cloud-based security solution. The company aims to make the internet safer and better for the world. Listen as Brett and Ryan ask Joe 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 Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Joe's work? Find him on Twitter here: https://twitter.com/joe_furmanski?s=20&t=lHPEZ0clbuIsP3eVZwDmtA Contact us: chitchatmoneypodcast@gmail.com Timestamps Cloudflare | (3:35) What is DDoS? | (13:06) Competition | (23:53) 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

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

Carvana (CVNA) | Not So Deep Dive Jun 07, 2022

Show notes

Carvana is an online car retailer based out of Tempe, Arizona. The company is known for its multi-story car vending machines. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Carvana. Enjoy the show! This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308 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 | (11:00) Management & Ownership | (13:11) Valuation | (17:02) Earnings | (19:27) Balance Sheet | (23:01) Our Analysis | (27:41) 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 #9: 50% GDP Growth, Portfolio Concentration, Ideal Stocks For Inflation Jun 05, 2022

Show notes

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

Hagerty (HGTY) with CFO Fred Turcotte Jun 02, 2022

Show notes

Hagerty Insurance provides automobile and boat insurance products. The company specializes in insurance for car enthusiasts. Listen as Brett and Ryan ask Fred questions about the company, its business model, and valuation. Enjoy the show! This episode is brought to you by Masterworks. Join a community of 400,000 investors with access to exclusive blue-chip art investments. Use our link and get access today: http://masterworks.art/CCM Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Fred's work? Find him on LinkedIn here: https://www.linkedin.com/in/frederick-turcotte-9222b57b/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Hagerty Insurance | (4:08) Business Model | (11:25) State Farm Relationship | (26:48) 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

The Hershey Company (HSY) | Not So Deep Dive May 31, 2022

Show notes

The Hershey Company owns and operates subsidiaries that manufacture and sell confectionery products and pantry items. The company operates through three segments: North America Confectionery, North America Salty Snacks, and International. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Hershey. 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/ Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:20) Industry | (9:43) Management & Ownership | (11:56) Valuation | (15:02) Earnings | (16:40) Balance Sheet | (19:41) Our Analysis | (22:37) 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 #8: Snap Meltdown, a16z Crypto Fund, Executive Red Flags May 29, 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. Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ 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

Adyen (ADYEY) with Mostly Borrowed Ideas May 26, 2022

Show notes

Adyen is a payment company that allows businesses to accept e-commerce, mobile, and point-of-sale payments. The company is based out of the Netherlands. Listen as Brett and Ryan ask MBI questions about the company, its business model, and valuation. Enjoy the show! This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/ Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of MBI's work? Find more here: https://mbi-deepdives.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Adyen | (3:19) Competitors| (13:20) Is Adyen Number One? | (26:32) 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

Sprout Social (SPT) | Not So Deep Dive May 24, 2022

Show notes

Sprout Social operates a web-based social media management platform. The company offers a cloud software that brings together social messaging, data, and workflows. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Sprout Social. 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 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/ Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:25) Industry | (6:51) Management & Ownership | (10:13) Valuation | (13:23) Earnings | (15:04) Balance Sheet | (16:22) Our Analysis | (17:20) 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

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