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

March 22, 2022 Applied Materials (AMAT) | Not So Deep Dive
Applied Materials provides manufacturing equipment, services, and software to the semiconductor industry. The company sells primarily to chip manufacturers and display companies. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Applied Materials. 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 "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 | (3:43)
Industry | (8:43)
Management & Ownership | (11:06)
Valuation | (12:59)
Earnings | (16:36)
Balance Sheet | (19:10)
Our Analysis | (22:19)
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
March 17, 2022 Trade Desk (TTD) and Advertising Technology with Dhaval Kotecha
The Trade Desk is a programmatic advertising company and a demand-side platform (DSP). Customers using the Trade Desk's platform can create advertising campaigns across various ad formats and channels. Listen as Brett and Ryan ask Dhaval Kotecha 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 Dhaval's work? Follow him on Twitter here: https://twitter.com/dhaval_kotecha?s=20&t=hRYwR8Hy35LOBkBAw0kJHA
Contact us: [email protected]
Timestamps
Trade Desk | (2:54)
Advertising | (19:15)
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
48 min
March 15, 2022 Amazon (AMZN) | Not So Deep Dive
Amazon seeks to be Earth's most customer-centric company. It is one of the largest e-commerce and cloud company's in the world. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Amazon. Enjoy the show!
Our Tuesday Not So Deep Dives are 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 Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: [email protected]
Timestamps
Company Background | (2:48)
Industry | (10:30)
Management & Ownership | (12:11)
Valuation | (16:27)
Earnings | (17:31)
Balance Sheet | (20:55)
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
55 min
March 10, 2022 Domino's Pizza (DPZ) with Matt Cochrane
Domino's Pizza is a multinational pizza chain. You have probably heard of the company, but maybe you haven't thought of Domino's as an investment. Listen as Brett and Ryan ask Matt Cochrane 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 Matt's work? Follow him on Twitter here: https://twitter.com/Matt_Cochrane7?s=20&t=J7jJyALuPDqlTvsjb2mmnw
Contact us: [email protected]
Timestamps
Domino's Pizza | (3:34)
Management | (23:58)
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
March 08, 2022 Paramount Global (PARA) | Not So Deep Dive
Paramount Global operates a worldwide media and entertainment business. The company distributes a variety of content across various different platforms. Paramount Global was formerly known as ViacomCBS. The company was founded in 1927 and is headquartered in New York. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Paramount Global. 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 "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 | (3:26)
Industry | (9:07)
Management & Ownership | (10:42)
Valuation | (13:26)
Earnings | (16:43)
Balance Sheet | (18:54)
Our Analysis | (22:00)
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
56 min
March 03, 2022 Skechers (SKX) with Ben Claremon
Skechers designs, produces, and markets footwear for men, women, and children. The company has a wide range of offerings. Skechers makes casual shoes, hiking shoes, and even light-up shoes. The company is headquartered in California. Listen as Brett and Ryan ask Ben Claremon 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 Ben's work? Follow him on Twitter here: https://twitter.com/BenClaremon?s=20&t=Rvi3WbDtLheM2-rKPV5CNw
Contact us: [email protected]
Timestamps
Sketchers | (3:27)
Valuation | (31:00)
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 4 min
March 01, 2022 Green Thumb Industries (GTBIF) | Not So Deep Dive
Green Thumb Industries manufactures and distributes various cannabis products across the United States. The company focuses on medical and adult-use products. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Green Thumb Industries. Enjoy the show!
Our Tuesday Not So Deep Dives are 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 Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: [email protected]
Timestamps
Company Background | (3:50)
Industry | (8:17)
Management & Ownership | (10:31)
Valuation | (15:04)
Earnings | (17:15)
Balance Sheet | (21:23)
Our Analysis | (25:27)
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices
58 min
February 24, 2022 Why Do You Have 100% Of Your Portfolio in Google? With Gianni Di Mattia
Google (GOOG) is a world-recognized technology conglomerate. Technically, Google is listed under its parent company Alphabet Inc. There aren't many sectors that Google doesn't touch. The company operates through Google Services, Google Cloud, and Other Bets. Listen as Brett and Ryan ask Gianni Di Mattia questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by Mosaic, 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 Gianni's work? Follow him on Twitter here: https://twitter.com/GianniDiMattia6?s=20&t=tcN_NiUg9PQUtQcbPTOdeQ
Contact us: [email protected]
Timestamps
Google | (3:00)
Valuation | (21:05)
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
47 min
February 23, 2022 BONUS: Quantitative and Quality Investing with Tobias Carlisle
Tobias Carlisle runs a deep-value firm called Acquirers Funds. He has a number of books about deep-value investing and Tobias hosts The Acquirers Podcast. Listen in to hear Tobias describe how he got into investing and how he got to where he is now. 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.
Want more of Tobias Carlisle? Follow him on Twitter here: https://twitter.com/Greenbackd?s=20&t=hl4CYo1_XReTZZzCEBjCDQ
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Why Investing? | (2:30)
Quantitative vs. Qualitative | (25:36)
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

Learn more about your ad choices. Visit megaphone.fm/adchoices
49 min
February 22, 2022 Penn National Gaming (PENN) | Not So Deep Dive
Penn National Gaming owns and operates gaming and racing properties. The company has had recently popularity for its Barstool Sports, sports betting. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Penn National Gaming. 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 "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 | (3:55)
Industry | (9:48)
Management & Ownership | (12:21)
Valuation | (16:05)
Earnings | (19:20)
Balance Sheet | (22:20)
Our Analysis | (26:50)
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
54 min