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 08, 2022 Power Hour #5: Berkshire Meeting, Shopify Earnings, Evaluating S&M Spend
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
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1 hr 6 min
May 05, 2022 PlayWay (PLW) with Spencer Cibelli
PlayWay produces PC and mobile games. The company is based out of Poland, but markets its games in Poland, Western Europe, North America, Germany, and internationally. Listen as Brett and Ryan ask Spencer 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
Contact us: [email protected]
Timestamps
Playway | (3:33)
Types of Games | (15:00)
Valuation | (27:27)
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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51 min
May 03, 2022 Portillo's (PTLO) | Not So Deep Dive
Portillo’s is the owner and operator of a restaurant chain that serves iconic Chicago street food. The company currently operates 69 locations across the US. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Portillo's. 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 Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: [email protected]
Timestamps
Company Background | (3:34)
Industry | (8:58)
Management & Ownership | (9:50)
Valuation | (13:08)
Earnings | (15:08)
Balance Sheet | (17:57)
Our Analysis | (20:25)
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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50 min
April 28, 2022 WWE (WWE) with Nick Sciple
World Wrestling Entertainment (WWE) is an American professional wrestling promotion. The company now operates through three segments: Media, Live Events, and Consumer Products. Listen as Brett and Ryan ask Nick 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 Nick's work? Find him on Twitter here: https://twitter.com/investingnick?s=20&t=p_m4HrpeohPY_Wn-BOPHPQ
Contact us: [email protected]
Timestamps
WWE | (4:10)
Talent Risks | (16:13)
Competition | (30:49)
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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50 min
April 26, 2022 RH (RH) | Not So Deep Dive
Formerly known as Restoration Hardware, RH is a retailer in the home furnishings industry. The company markets various products across multiple platforms including retail stores, catalogs, and online. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of RH. 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 Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: [email protected]
Timestamps
Company Background | (3:00)
Industry | (8:33)
Management & Ownership | (9:51)
Valuation | (13:39)
Earnings | (15:19)
Balance Sheet | (17:24)
Our Analysis | (18:24)
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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46 min
April 23, 2022 Friday Power Hour #4: Netflix Collapse, Buy With Prime, Tesla Does It Again
The CCM Power Hour is a live-streamed show every Friday at 1:00 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

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1 hr 6 min
April 21, 2022 Trex Company (TREX) with Jason Hall
Trex manufacturers wood-alternative composite decking. The company serves both residential and commercial clients. Trex uses recycled materials to build its composite decking. Listen as Brett and Ryan ask Jason 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 in more of Jason's work? Follow him on Twitter here: https://twitter.com/llaHnosaJ?s=20&t=iwNO_15DkGBFP876DtfPNA
Contact us: [email protected]
Timestamps
Trex | (4:00)
Suppliers | (14:46)
Housing Shortage | (31:26)
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

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51 min
April 20, 2022 BONUS Episode - Monthly 7investing Discussion
Simon Erickson and Steve Symington join us from 7investing to discuss various topics. Listen in to hear Brett, Ryan, Simon, and Steve banter about topics ranging from optimal cash balances to investing mistakes. 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 Simon Erickson? Follow him on Twitter here: https://twitter.com/7Innovator?s=20&t=Oapx59Aurv3wen1HN05qMw
Want more of Steve Symington? Follow him on Twitter here: https://twitter.com/7investingSteve?s=20&t=6ElHa91Tpa-yCvMkLFWoGA
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Optimal Cash Balance | (2:06)
Mistakes | (15:45)
Time Horizon | (27:43)
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

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48 min
April 19, 2022 Sweetgreen (SG) | Not So Deep Dive
Sweetgreen is a fast-casual restaurant concept that serves salads. The company has 150 stores throughout 13 states and Washington DC. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Sweetgreens. 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 Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Contact us: [email protected]
Timestamps
Company Background | (3:25)
Industry | (7:35)
Management & Ownership | (9:39)
Valuation | (14:33)
Earnings | (16:50)
Balance Sheet | (19:57)
Our Analysis | (21:50)
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
55 min
April 16, 2022 Power Hour #3: Elon Tries to Buy Twitter, Jassy's First Annual Letter
The CCM Power Hour is a live-streamed show every Friday at 1:00 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