Chit Chat Stocks

Disney, in short, operates as a worldwide entertainment company. It would be rare to find someone who hasn't heard of the brand. The Walt Disney Company was founded in 1923 in Los Angeles, California. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Disney. Enjoy the show!

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

Contact us: [email protected]

Timestamps

Company Background | (3:03)

Industry | (12:00)

Management & Ownership | (16:30)

Earnings | (20:09)

Balance Sheet | (25:35)

Valuation | (27:40)

Our Analysis | (29:13)

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

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

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This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more.

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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

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Winmark is a franchisor of retail stores across the US and Canada. You may have heard of Winmark's many brands: Plato's Closet, Once Upon A Child, Play It Again Sports, Style Encore, and Music Go Round. Listen as Brett and Ryan ask Jim questions about the company, its business model, and valuation. Enjoy the show!

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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

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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: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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

Interested to see more of Jim's work? Follow him on Twitter here: https://twitter.com/JimPGillies?s=20&t=_VLTZa6G8u2S3-Qzp1QjMg

Contact us: [email protected]

Timestamps

Winmark | (3:08)

Financials | (17:33)

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

This is our inaugural Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.

Spotify provides audio streaming services worldwide. The company operates through two segments: ad-supported and premium. Brett and Ryan dive through Spotify 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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If you can't access this episode, you may want to subscribe to CCM+. Sign-up directly through Spotify or Apple Podcasts for $5 a month. 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

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Timestamps

Why we own Spotify (2:20)

Spotify's Moat (39:12)

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Yeti designs and markets products for outdoor and recreational purposes. The company sells various products ranging from mugs to cargo bags. Yeti was founded in 2006 in Austin, Texas. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Yeti. Enjoy the show!

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

Contact us: [email protected]

Timestamps

Company Background | (1:29)

Industry | (9:47)

Management & Ownership | (12:44)

Earnings | (16:26)

Balance Sheet | (20:50)

Valuation | (22:28)

Our Analysis | (24:53)

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

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 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

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

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

Marqeta operates a programming interface platform that delivers card issuing and transaction processing services. The company aims to serve commerce disruptors, digital banks, tech giants, and financial institutions. Listen as Brett and Ryan ask Kris questions about the company, its business model, and valuation. Enjoy the show!

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This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get the powerful software and research for informed investing decisions.

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

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 Kris's work? Find his Substack here: https://twitter.com/FromValue?s=20&t=TpCqTh3dAFezp7ate0_ASA

Contact us: [email protected]

Timestamps

Marqeta | (3:56)

Financials | (19:02)

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

Uber Technologies connects consumers with independent providers of ridesharing services, restaurants, grocers, and other stores. The company operates via three different segments: Mobility, Delivery, and Freight. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Uber. Enjoy the show!

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

Contact us: [email protected]

Timestamps

Company Background | (1:27)

Industry | (14:49)

Management & Ownership | (19:14)

Earnings | (23:44)

Balance Sheet | (28:12)

Valuation | (35:26)

Our Analysis | (37:02)

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

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 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

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

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

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: [email protected]

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