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

April 14, 2022 DLocal (DLO) with Robert Cantwell and Joe Kowaleski
DLocal is a Latin American financial technology company. The company operates a payment platform that is similar to companies like Adyen and Stripe. Listen as Brett and Ryan ask Robert and Joe Kowaleski 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 learn more about Upholdings? Find them on Twitter here: https://twitter.com/UPHOLDINGS?s=20&t=4KbtWXrwzWi-2QiItDFNMg
Contact us: [email protected]
Timestamps
Dlocal | (4:26)
Competition | (16:02)
How to Measure Success | (25:40)
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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45 min
April 13, 2022 Top 5 Businesses of All Time - Q1 Roundtable with Brad & Ian
Bonus Episode! This week Ian and Brad join us for the Q1 Roundtable. About once a quarter we want to share some of our biggest stories and opinions from the financial markets. In this episode, Brett, Brad, Ryan, and Ian discuss the top five businesses of all time. Enjoy the show!
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 Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: [email protected]
Timestamps
Boeing & Airbus | (15:30)
Salesforce | (29:47)
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.
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1 hr 3 min
April 12, 2022 Snowflake (SNOW) | Not So Deep Dive
Snowflake Inc. is a cloud-based data warehousing company. The company enables its customers to consolidate data into a single source of truth. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Snowflake. 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/
Hhhypergrowth on Snowflake: https://hhhypergrowth.com/tag/snow/
Contact us: [email protected]
Timestamps
Company Background | (3:57)
Industry | (11:47)
Management & Ownership | (14:03)
Valuation | (18:01)
Earnings | (19:12)
Balance Sheet | (22:26)
Our Analysis | (24:57)
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 09, 2022 Investing Power Hour #2: Bitcoin 2022, Costco vs. Amazon Prime
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
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1 hr 6 min
April 07, 2022 Texas Instruments (TXN) with John Rotonti
Texas Instruments designs and manufactures semiconductors and other integrated circuits. The company sells that technology to electronic designers around the world. Listen as Brett and Ryan ask Jon 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 "CCM" and get $10 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 Leandro's work? Follow him on Twitter here: https://twitter.com/Invesquotes?s=20&t=0NSDbs0svMweFlA1XoT0Yg
Contact us: [email protected]
Timestamps
Texas Instruments | (3:37)
What TXN Looks Like Today? | (14:06)
Electric Vehicles & Robots? | (29:02)
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.
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1 hr 9 min
April 05, 2022 Zoom Video (ZM) | Not So Deep Dive
Zoom Video is a video communication service. The company gained lots of attention as the pandemic forced many companies to convert to remote operations. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Zoom Video. 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 "CCM" and get $10 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 | (3:24)
Industry | (9:09)
Management & Ownership | (10:05)
Valuation | (12:03)
Earnings | (14:04)
Balance Sheet | (16:55)
Our Analysis | (18:49)
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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52 min
April 02, 2022 Investing Power Hour #1: Lessons From Great Depression, Zillow, Robinhood 24/7 Trading
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.
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 1 min
March 31, 2022 Constellation Software (CSU.TO) with Leandro
Constellation Software acquires, builds, and manages software business in various locations. The company specifically works within vertical markets. This means the software companies provide very specific solutions for niche markets. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!
This episode is brought to you by Knack Bags. Use our link and enter promo code “KnackChat” to get a $15 TSA approved lock with your purchase of a bag: knack-bags.pxf.io/4eMgNZ
Subscribe to 7investing with the code "CCM" and get $10 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 Leandro's work? Follow him on Twitter here: https://twitter.com/Invesquotes?s=20&t=0NSDbs0svMweFlA1XoT0Yg
Contact us: [email protected]
Timestamps
Constellation Software | (4:31)
How Can They Grow? | (27:02)
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.
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54 min
March 29, 2022 Celsius Holdings (CELH) | Not So Deep Dive
Celsius Holdings develops and markets functional drinks, more commonly known as energy drinks. The company is now in 135,000 stores in the US and they have a 2% market share in the energy category. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Celsius Holdings. Enjoy the show!
This episode is brought to you by Knack Bags. Use our link and enter promo code “KnackChat” to get a $15 TSA approved lock with your purchase of a bag: knack-bags.pxf.io/4eMgNZ
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 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 | (3:38)
Industry | (7:55)
Management & Ownership | (9:35)
Valuation | (11:17)
Earnings | (12:35)
Balance Sheet | (14:09)
Our Analysis | (15:28)
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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43 min
March 24, 2022 Formula One Group (FWONA) with Francisco Olivera
Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship . Officially Formula One Group is a subsidiary of Liberty Media Corporation. Listen as Brett and Ryan ask Francisco 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 "CCM" and get $10 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 Francisco's work? Follow him on Twitter here: https://twitter.com/FrancoOlivera?s=20&t=q2DdGsv8wqWaDwXDtJJqLg
Contact us: [email protected]
Timestamps
Formula One | (3:04)
Growth | (36:25)
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

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1 hr 22 min