Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

October 19, 2023 The Art of Short Selling With Upslope Capital
Upslope Capital Management is a long/short fund focused on identifying frauds and fads as potential shorts. Listen as Brett and Ryan ask George questions about how to identify shorts and how to properly manage a short portfolio. Enjoy the show!
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Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: https://chitchatmoney.substack.com/
Want more from George and Upslope Capital? Find more info here: https://www.upslopecapital.com/
Contact us: [email protected]
Timestamps
Upslope Capital | (2:49)
Shorting Misconceptions | (11:28)
Memorable Shorts | (33:41)
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.

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59 min
October 17, 2023 Dollar Tree (Ticker: DLTR) Not So Deep Dive
Dollar Tree, Inc. (DLTR) is a well-known discount retail chain offering a variety of products at the one-dollar price point, serving budget-conscious shoppers across its vast network of stores, although it contends with challenges posed by competition in the retail industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DLTR. Enjoy the show!
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Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Company Background | (4:44)
Industry | (23:09)
Management & Ownership | (27:58)
Earnings | (33:10)
Balance Sheet | (36:52)
Valuation | (39:09)
Our Analysis | (41:18)
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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1 hr 2 min
October 15, 2023 Investing Power Hour #80: Ozempic Losers; Juicy Details From FTX Trial; Analyzing CEO Resignations
The CCM Investing Power Hour is a live-streamed show every Thursday. 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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
******************************
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
1 hr 5 min
October 12, 2023 Texas Instruments (Ticker: TXN) with Andrew Sather and Dave Ahern
Andrew Sather and Dave Ahern run the "Investing For Beginners" podcast. You can find it wherever you get your podcasts. Texas Instruments Incorporated (TXN) is a leading semiconductor company, supplying analog and embedded processing products to various industries while navigating market cycles and supply chain complexities. Listen as Brett and Ryan ask Dave and Andrew questions about the company, its business model, and valuation. Enjoy the show!
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: https://chitchatmoney.substack.com/
Listen to Investing For Beginners: https://open.spotify.com/show/3sIN6k0aT6cCWP2AJRvHEK
Contact us: [email protected]
Timestamps
Texas Instruments | (3:00)
Direct to Consumer | (13:03)
Capex | (22:59)
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
47 min
October 10, 2023 Dollar General (Ticker: DG) Not So Deep Dive
Dollar General Corporation (DG) is a leading discount retailer offering a wide range of everyday essentials at affordable prices, with a vast store network serving communities across the United States, and it has demonstrated resilience in various economic conditions while facing competition in the retail industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DG. Enjoy the show!
******************************
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
*****************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Company Background | (2:45)
Industry | (15:09)
Management & Ownership | (24:02)
Earnings | (31:33)
Balance Sheet | (42:46)
Valuation | (44:15)
Our Analysis | (45:15)
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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1 hr 3 min
October 08, 2023 Investing Power Hour #79: SBF and Michael Lewis; Spotify Audiobooks; Google Pixel Gains Share
The CCM Investing Power Hour is a live-streamed show every Thursday. 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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
******************************
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
1 hr 11 min
October 05, 2023 Presenting: The JRo Show With John Rotonti
John Rotonti is a seasoned investor and contributor known for his insightful analysis to investors around the world. He has just launched a podcast called "The JRo Show" that you can find wherever you get your podcasts. Enjoy the show!
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Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ⁠ibkr.com/info⁠
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of John's work? Find his Twitter here: https://x.com/JRogrow?s=20
Listen to the JRo Show here or wherever you get your podcasts: https://podcasters.spotify.com/pod/show/john-rotonti
Contact us: [email protected]
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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
50 min
October 03, 2023 Why We Like Adyen Stock (But Aren’t Buying Shares Today)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Adyen is a prominent fintech company that provides payment processing services for businesses globally, offering a seamless and comprehensive platform to facilitate secure and efficient transactions across various payment methods and regions. Brett and Ryan dive through Adyen and outline the investment thesis for why we like, but aren't buying the company in our Arch Capital limited partnership.
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Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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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/
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Timestamps
Company Background | (3:51)
Unit Economics | (16:28)
Competition | (28:24)
Economies of Scale | (45:17)
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.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 8 min
October 02, 2023 The JRo Show: Interview with Bill Nygren
Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you!

What is the JRo Show? The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.

You can listen to the JRo Show wherever you get your podcasts:

Apple -> https://podcasts.apple.com/gb/podcast/the-jro-show/id1709504113

Spotify -> https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq

YouTube -> https://www.youtube.com/@TheJRoShowPodcast
2 min 15 seconds – Bill’s background and career.
9 min 20 seconds – Advice for new analysts
19 min 50 seconds – The research process at Harris Associates
26 min 20 seconds – The stock pitching process at Harris
47 min – What it takes to be a good portfolio manager.
59 min 50 seconds – Bill’s personal life and expectations for the rest of his career.
1 hour 12 min - How he talks with management teams.
1 hour 16 min – Why he reads ValueLine every week
1 hour 23 min, 49 seconds – Lessons from his career

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1 hr 32 min
October 01, 2023 Investing Power Hour #78: AI Bubble Is Back; FTC Thinks $AMZN Is a Monopoly; $500 For Tinder???
The CCM Investing Power Hour is a live-streamed show every Thursday. 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
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
******************************
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
1 hr 8 min