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Warby Parker offers various eyewear products. The company's products range all the way from eyeglasses to anti-fog lens spray. Warby Parker was founded in 2010 in Philadelphia. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Warby Parker. 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 | (1:36)
Industry | (10:57)
Management & Ownership | (15:29)
Earnings | (21:28)
Balance Sheet | (23:34)
Valuation | (25:15)
Our Analysis | (26:45)
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 the powerful software and research for informed investing decisions.
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Nvidia provides graphics, compute, and networking solutions. The company provides graphics for gaming and is pioneering data solutions for world problems. Listen as Brett and Ryan ask Luke 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: Here
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Luke's work? Find him on Twitter here: https://twitter.com/7LukeHallard?s=20&t=7mp9swgMRyapVhG_99ypYg
Contact us: [email protected]
Timestamps
Nvidia | (4:53)
Problems | (14:35)
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
Chipotle Mexican Grill, more commonly known as Chipotle, owns and operates thousands of restaurants. The company was started in 1993 in Denver, Colorado. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Chipotle. Enjoy the show!
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You can listen to this episode by subscribing to CCM+ for $5 a month. 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
Questions? Email us at [email protected]
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Company Background | (2:00)
Industry | (9:43)
Management & Ownership | (11:18)
Earnings | (16:19)
Balance Sheet | (18:55)
Valuation | (20:02)
Our Analysis | (21:45)
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
We have just launched a new service for the show, a premium podcast feed called Chit Chat Money Plus. Sign-up directly through Spotify, Apple Podcasts, or through https://anchor.fm/chitchatmoney/subscribe if you listen on another podcast player.
Interested in more details about the service? Read our launch blog post https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
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 Stratosphere. Get started for free at stratosphere.io to get the powerful software and research for informed investing decisions.
******************************
Learn more about your ad choices. Visit megaphone.fm/adchoices
ASML develops and markets advanced semiconductor equipment systems. The company has the most advanced lithography systems in the world. Leandro does a great job breaking down the semiconductor industry into normal terminology. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get the powerful software and research for informed investing decisions.
******************************
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
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Leandro's work? Find him on Twitter here: https://twitter.com/Invesquotes?s=20&t=hiOfwwbFaD2MXngoNE9-AQ
Contact us: [email protected]
Timestamps
ASML Holding | (6:13)
Value Chain | (17:31)
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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