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

May 26, 2022 Adyen (ADYEY) with Mostly Borrowed Ideas
Adyen is a payment company that allows businesses to accept e-commerce, mobile, and point-of-sale payments. The company is based out of the Netherlands. Listen as Brett and Ryan ask MBI 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 MBI's work? Find more here: https://mbi-deepdives.com/
Contact us: [email protected]
Timestamps
Adyen | (3:19)
Competitors| (13:20)
Is Adyen Number One? | (26:32)
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 24, 2022 Sprout Social (SPT) | Not So Deep Dive
Sprout Social operates a web-based social media management platform. The company offers a cloud software that brings together social messaging, data, and workflows. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Sprout Social. 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
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? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: [email protected]
Timestamps
Company Background | (3:25)
Industry | (6:51)
Management & Ownership | (10:13)
Valuation | (13:23)
Earnings | (15:04)
Balance Sheet | (16:22)
Our Analysis | (17:20)
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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Learn more about your ad choices. Visit megaphone.fm/adchoices
49 min
May 22, 2022 Power Hour #7: Rule of 40, Twitter vs. Elon, Debating Disney's Strategy
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.
Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ
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 4 min
May 19, 2022 Callaway (ELY) with Greenwald Capital
Callaway Golf Company (ELY) designs, manufactures, and sells golf equipment. Callaway also owns and operates the Topgolf brand. The company's main segments are Topgolf, Golf Equipment, and Wearables. Listen as Brett and Ryan ask Greenwald questions about the company, its business model, and valuation. 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
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 Greenwald's work? Find him on Twitter here: https://twitter.com/LeoGreenwald?s=20&t=y1lD1NEjoOUOrySO0yW98Q
Contact us: [email protected]
Timestamps
Callaway | (4:08)
Toptracer | (15:37)
Free Cash Flow | (27:50)
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
May 18, 2022 BONUS Interview - Procore (PCOR) CEO Tooey Courtemanche
Tooey Courtemanche joins us this week for a bonus interview. Mr. Courtemanche is the CEO of Procore Technologies (PCOR) a company that provides a cloud-based construction management platform. Listen in to hear Brett, Ryan, and Tooey discuss Procore and the construction industry as a whole. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Want more of Tooey Courtemanche. Follow him on Twitter here: https://twitter.com/tooeyprocore?s=20&t=SWyDUhaXPt9W38RldGDpIw
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
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
25 min
May 17, 2022 Pinterest Revisited (PINS) | Not So Deep Dive
Pinterest operates a visual discovery engine. The company's platform allows users to find inspiration for many things in their lives. Some of the most popular topics include recipes, home design, and DIY projects. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Pinterest. Enjoy the show!
This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/
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 Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: [email protected]
Timestamps
Company Background | (4:02)
Industry | (9:30)
Management & Ownership | (12:33)
Valuation | (16:09)
Earnings | (17:41)
Balance Sheet | (21:50)
Our Analysis | (22:30)
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

Learn more about your ad choices. Visit megaphone.fm/adchoices
53 min
May 15, 2022 Power Hour #6: Crypto Crash, Stock Based Compensation, Valuing Enterprise SaaS
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.
Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ
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 10 min
May 12, 2022 Cloudflare (NET) with Joe Furmanski
Cloudflare offers an integrated cloud-based security solution. The company aims to make the internet safer and better for the world. Listen as Brett and Ryan ask Joe questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
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 Joe's work? Find him on Twitter here: https://twitter.com/joe_furmanski?s=20&t=lHPEZ0clbuIsP3eVZwDmtA
Contact us: [email protected]
Timestamps
Cloudflare | (6:58)
Cloud Providers | (13:02)
Financials | (20:47)
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
38 min
May 11, 2022 Why Does the Stock Market Go Up? With Brian Feroldi
Brian Feroldi joins us to discuss his new book, "Why Does The Stock Market Go Up?". We start the discussion off by catching up on Zillow and how the company has done over the last few years. Listen in to hear Brett, Ryan, and Brian banter about Zillow and the stock market as a whole. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Buy Brian's book here: https://www.amazon.com/Why-Does-Stock-Market-Everything/dp/1735066168
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Zillow | (3:18)
Brian's New Book | (12:52)
Financial Literacy | (24:12)
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
44 min
May 10, 2022 Brookfield Asset Management (BAM) | Not So Deep Dive
Brookfield Asset Management is an alternative asset manager that focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Brookfield Asset Management. Enjoy the show!
This episode is brought to you by Masterworks. Join a community of 400,000 investors with access to exclusive blue-chip art investments. Use our link and get access today: http://masterworks.art/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/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: [email protected]
Timestamps
Company Background | (5:36)
Industry | (11:36)
Management & Ownership | (12:48)
Valuation | (16:58)
Earnings | (19:51)
Balance Sheet | (21:14)
Our Analysis | (23:48)
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
49 min