Chit Chat Stocks

By Chit Chat StocksBusiness Investing

Favorites
94
Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

July 07, 2022 Markel Corporation (MKL) with Bill Mann
Markel Corporation is a financial holding company that markets and underwrites insurance products. The company offers various specialty insurance products across many different segments. Listen as Brett and Ryan ask Bill 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
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Bill's work? Find him on Twitter here: https://twitter.com/TMFOtter?s=20&t=iB3yKYkeYyDrDIf8ueByHA
Contact us: [email protected]
Timestamps
Markel | (5:45)
Who's the Customer | (16:29)
Private Equity | (26:59)
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

Learn more about your ad choices. Visit megaphone.fm/adchoices
54 min
July 05, 2022 Digital Turbine Revisited (APPS) | Not So Deep Dive
Digital Turbine operates a mobile growth platform that connects mobile applications to users. The company operates through two segments: On Device Media and In App Media. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Digital Turbine. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Company Background | (3:00)
Industry | (13:00)
Management & Ownership | (16:32)
Valuation | (21:43)
Earnings | (22:55)
Balance Sheet | (25:22)
Our Analysis | (28:36)
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.

Learn more about your ad choices. Visit megaphone.fm/adchoices
53 min
July 05, 2022 Digital Turbine Revisited (APPS) | Not So Deep Dive
Digital Turbine operates a mobile growth platform that connects mobile applications to users. The company operates through two segments: On Device Media and In App Media. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Digital Turbine. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Contact us: [email protected]
Timestamps
Company Background | (3:00)
Industry | (13:00)
Management & Ownership | (16:32)
Valuation | (21:43)
Earnings | (22:55)
Balance Sheet | (25:22)
Our Analysis | (28:36)
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
53 min
July 03, 2022 Power Hour #13: FCC Tik-Tok Ban, Inflationary Tug-of-War, UBER Stock Potential
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
Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 6 min
June 30, 2022 Joint Corp (JYNT) with Edward Chang
Joint Corp owns and operates chiropractic clinics. The company operates within two segments, Corporate Clinics, and Franchise Operations. Listen as Brett and Ryan ask Edward questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Braden's work? Find him on Twitter here: https://twitter.com/edwardwchang?s=20&t=ljAQJEJtXdm1enNH39Mp5A
Contact us: [email protected]
Timestamps
Joint Corp | (8:42)
Competition | (16:28)
Customer Satisfaction | (30:15)
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 7 min
June 28, 2022 Charter Communications (CHTR) | Not So Deep Dive
Charter Communications is a broadband connectivity and cable operator. The company is the second-largest cable operator in the United States. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Company Background | (3:17)
Industry | (13:05)
Management & Ownership | (18:15)
Valuation | (22:14)
Earnings | (24:32)
Balance Sheet | (26:22)
Our Analysis | (29:25)
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. Learn more about your ad choices.

Learn more about your ad choices. Visit megaphone.fm/adchoices
52 min
June 28, 2022 Charter Communications (CHTR) | Not So Deep Dive
Charter Communications is a broadband connectivity and cable operator. The company is the second-largest cable operator in the United States. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Contact us: [email protected]
Timestamps
Company Background | (3:17)
Industry | (13:05)
Management & Ownership | (18:15)
Valuation | (22:14)
Earnings | (24:32)
Balance Sheet | (26:22)
Our Analysis | (29:25)
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
50 min
June 26, 2022 Power Hour #12: Thoughts on $POSH, Juul FDA ban, Investing in Homebuilders
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
Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 2 min
June 23, 2022 Equinix (EQIX) with Braden Dennis
Equinix is a digital infrastructure company. The company owns the infrastructure that allows other enterprises to operate as efficiently as possible in the digital world. Listen as Brett and Ryan ask Braden 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
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Braden's work? Find him on Twitter here: https://twitter.com/BradoCapital?s=20&t=txeDD854WWbQae1g8v2RxQ
Contact us: [email protected]
Timestamps
Equinix | (4:35)
Value Proposition | (13:25)
Competitive Advantages | (21:11)
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
50 min
June 21, 2022 Lululemon (LULU) | Not So Deep Dive
Lululemon is a designer, distributer, and retailer of athleisure wear. The company tailors its clothing for lifestyle and athletic activities. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Subscribe to his newsletter: https://stockmarketnerd.beehiiv.com/
Contact us: [email protected]
Timestamps
Company Background | (3:45)
Industry | (10:24)
Management & Ownership | (12:15)
Valuation | (15:05)
Earnings | (16:15)
Balance Sheet | (20:03)
Our Analysis | (22:47)
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

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