Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

June 04, 2023 Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter?
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/
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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.

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1 hr 5 min
June 01, 2023 The State of the Music Industry With Sleepwell Capital
The music industry is a complex landscape with diverse revenue streams, including streaming, live performances, and licensing, but faces ongoing challenges such as digital distribution, piracy, and fair compensation in the streaming era. Listen as Brett and Ryan ask questions about the industry, various business models, and market competition. 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 that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Sleepwell Capital's work? Check out their Twitter here: https://twitter.com/SleepwellCap?s=20
Contact us: [email protected]
Timestamps
Music Industry | (2:51)
Song vs. Composition | (17:18)
Music Streaming | (58:19)
2 corrections from the show: 1) The recorded music industry is approximately 3 times the size of the publishing side, not 4 times. And 2) The new Warner Music Group CEO is the former chief business officer of Youtube.
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 15 min
May 30, 2023 Why We Own Dropbox (DBX)
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.
Dropbox Inc. (DBX) provides cloud-based file storage and collaboration services, empowering users with enhanced productivity and data security in a competitive market. Brett and Ryan dive through Nintendo and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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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 | (2:54)
Differentiation | (9:43)
Performance | (14:36)
Acquisitions | (34:35)
AI Risks | (55:58)
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 6 min
May 28, 2023 Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman
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/
******************************
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 9 min
May 25, 2023 TFS Financial (Ticker: TFSL) with Jim Gillies
TFSL is a financial holding company that provides high-yield savings accounts and underwrites mortgages. Due to the recent banking panic and turmoil, shares currently offer more than a 9% dividend yield. Listen as Brett and Ryan ask 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 that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Jim's work? Check out their Twitter here: https://twitter.com/JimPGillies?s=20
Contact us: [email protected]
Timestamps
TFS Financial | (2:36)
Interest Rates | (36:22)
Dividend | (48:30)
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 6 min
May 23, 2023 Boeing (Ticker: BA) Not So Deep Dive
Boeing (BA) is a global aerospace company that manufactures commercial airplanes and defense systems but has encountered setbacks such as the 737 MAX grounding and pandemic-related impacts on the aviation industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Boeing. Enjoy the show!
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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 | (2:03)
Industry | (19:45)
Management & Ownership | (24:25)
Earnings | (32:40)
Balance Sheet | (38:37)
Valuation | (41:47)
Our Analysis | (43:17)
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 9 min
May 21, 2023 Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling?
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/
******************************
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 3 min
May 18, 2023 Hirequest (Ticker: HQI) with Aaron Edelheit
HireQuest, Inc. (HQI) is a staffing company that provides temporary and permanent staffing solutions in the light industrial and skilled trades sectors, with a focus on blue-collar jobs. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
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 Aaron's work? Check out their Twitter here: https://twitter.com/aaronvalue?s=20
Contact us: [email protected]
Timestamps
Hirequest | (2:30)
Costs & Prospects | (15:44)
Infrastucture Bill | (33:04)
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
48 min
May 16, 2023 Rocket Lab (Ticker: RKLB) Not So Deep Dive
Rocket Lab (RKLB) is a space technology company that specializes in rocket launches and satellite development, and recently announced plans to develop a reusable rocket, while also partnering with private companies and government agencies for space missions. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Rocket Lab. Enjoy the show!
******************************
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 | (1:53)
Industry | (13:10)
Management & Ownership | (20:23)
Earnings | (23:50)
Balance Sheet | (28:05)
Valuation | (30:36)
Our Analysis | (31:47)
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
55 min
May 14, 2023 Investing Power Hour #58: Ban Bank Short Sales? Block/TIDAL Debacle; Inflation Update
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/
******************************
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 3 min