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

April 18, 2023 Philip Morris International (Ticker: PM) Not So Deep Dive
Philip Morris International Inc. (PM) manufactures and sells tobacco products, with a focus on reduced-risk products, but faces regulatory challenges and declining smoking rates. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Philip Morris. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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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 | (3:02)
Industry | (16:14)
Management & Ownership | (21:01)
Earnings | (26:06)
Balance Sheet | (30:39)
Valuation | (33:54)
Our Analysis | (35:25)
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
April 16, 2023 Investing Power Hour #54: $AMZN Annual Letter; Mario Movie Pops; Buffett in Japan
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
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
April 13, 2023 Alsea (Ticker: ALSEA) with Ian Bezek
Alsea operates fast food, cafeteria, casual food, casual fast food, and family restaurants in Latin America and Europe. The company franchises common franchise restaurants from America such as Domino's Pizza, Starbucks, and many others. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
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 Ian's work? Check out their Twitter here: https://twitter.com/irbezek?s=20
Contact us: [email protected]
Timestamps
Alsea | (3:39)
Domino's Pizza | (8:12)
Competition | (19:02)
Management | (28:07)
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
40 min
April 11, 2023 Monster Beverage (Ticker: MNST) Not So Deep Dive
Monster Beverage (Ticker: MNST) produces energy drinks and other non-alcoholic beverages, with strong growth in its energy drink segment, but also facing competition and regulatory scrutiny over safety and marketing practices. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Monster Beverage. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
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 | (5:10)
Industry | (18:19)
Management & Ownership | (22:47)
Earnings | (30:20)
Balance Sheet | (36:55)
Valuation | (38:18)
Our Analysis | (39:19)
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
April 09, 2023 Investing Power Hour #53: Stripe Annual Letter; Deep Value in Colombia; $COST Comp Report
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
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
April 06, 2023 Altria Group and the US Tobacco Market (Ticker: MO) with Devin LaSarre
Altria (Ticker: MO) is a publicly traded company that owns major tobacco brands and is diversifying into alternative products and cannabis investments amid declining sales and increasing regulation. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
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 Devin's work? Check out their Twitter here: https://twitter.com/DevinLaSarre?s=20
Subscribe to Devin's Substack called Invariant: https://invariant.substack.com
Contact us: [email protected]
Timestamps
Tobacco Market | (3:51)
Brand Loyalty | (20:40)
Macro Concerns | (32:13)
The Big 3 | (50:56)
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 20 min
April 04, 2023 Why We Own Match Group (Ticker: MTCH)
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.
Match Group Inc. (MTCH) operates popular dating apps, including Tinder, experiencing strong user engagement and revenue growth, but facing competition and regulatory risks associated with user data privacy and security. Brett and Ryan dive through Nelnet 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/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Timestamps
Company Background | (4:27)
Major Segments | (17:18)
Large Opportunity | (55:50)
Projections | (1:03:35)
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
1 hr 23 min
April 02, 2023 Investing Power Hour #52: Will $AMZN Buy $AMC; Precarious Commercial RE; No Banking Crisis?
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
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 1 min
March 30, 2023 Legacy Housing (Ticker: LEGH) with WealthOrDie
Legacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory challenges in a competitive industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
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 Phillip's work? Check out their Twitter here: https://twitter.com/WealthOrDie?s=20
Contact us: [email protected]
Timestamps
Legacy Housing | (3:35)
Housing Prices | (17:15)
Why is it Discounted? | (28:21)
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
March 28, 2023 Spark Networks (Ticker: LOV) Not So Deep Dive
Spark Networks (Ticker: LOV) is a publicly traded company that operates several online dating platforms, experiencing strong revenue growth amid the pandemic, but facing competition and risks associated with user data privacy and security. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Spark Networks. Enjoy the show!
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
******************************
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 | (3:18)
Industry | (14:07)
Management & Ownership | (17:54)
Balance Sheet | (23:38)
Earnings | (29:36)
Valuation | (34:11)
Our Analysis | (36:06)
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