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

January 13, 2022 Camplify Holdings (CHL) with Zippy Capital
Camplify Holdings (Ticker: CHL) is an online marketplace for RV renters that operates in Australia, New Zealand, the United Kingdom, and Spain. Listen as Brett and Ryan ask Zippy Capital 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 Zippy Capital's work? Follow him on Twitter here: https://twitter.com/zippy_capital?s=20
Contact us: [email protected]
Timestamps
Camplify | (3:26)
Valuation | (26:40)
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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47 min
January 12, 2022 "The Depression...Of 1920?" From a History of Financial Markets
Here is an episode from our new podcast, a History of Financial Markets. Listen to more episodes here: https://open.spotify.com/show/3sQa194vZT94e6hxIQvflQ
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28 min
January 11, 2022 Coinbase (COIN) | Not So Deep Dive
Coinbase is a leading end-to-end provider for the cryptoeconomy. The company provides a platform where individuals can buy and sell a variety of cryptocurrencies. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Coinbase. 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 | (3:39)
Industry | (11:28)
Management & Ownership | (14:15)
Valuation | (20:02)
Earnings | (21:25)
Balance Sheet | (25:15)
Our Analysis | (27:37)
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
January 06, 2022 Q4 Roundtable with Brad & Ian
This week Ian and Brad join us for the Q4 Roundtable. About once a quarter we want to share some of our biggest stories and opinions from the financial markets. Brett, Brad, Ryan, and Ian discuss topics ranging from inflation to the metaverse. Enjoy the show!
Our Thursday Deep Dives are 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 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
Inflation | (15:15)
The Metaverse | (33:38)
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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59 min
January 04, 2022 ZoomInfo (ZI) | Not So Deep Dive
ZoomInfo is a leading go-to-market technology platform for sales and marketing teams. The company assists in identifying target customers and decision-makers. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of ZoomInfo. 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/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: [email protected]
Timestamps
Company Background | (3:03)
Industry | (7:37)
Management & Ownership | (9:42)
Valuation | (13:36)
Earnings | (16:37)
Balance Sheet | (18:53)
Our Analysis | (21:25)
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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48 min
December 28, 2021 2022 Predictions
In this year's predictions, we discuss our predictions for 2022 as well as reflect on our predictions from last year. Listen closely as we laugh at our previous predictions and reveal our ideas for the new year. Enjoy the show!
Special promotion through the end of 2021: Subscribe to 7investing with the code "money" and get $100 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Reflection | (3:05)
2022 Predictions | (17:45)
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
December 23, 2021 Chewy (CHWY) with Tim Beyers
Chewy is an online retailer of pet products and pet food. The company was actually acquired in 2017 to become the largest ever e-commerce acquisition at that time. Tim Beyers brings his expert knowledge of Chewy for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are 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
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Tim's work? Find some of his writing here: https://www.fool.com/author/1286/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: [email protected]
Timestamps
Chewy | (4:37)
The Brand | (24:58)
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.
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53 min
December 22, 2021 BONUS Interview - CEO Lars Wingefors - Embracer Group (EMBRACB)
Lars Wingefors is the CEO of Embracer Group a Swedish video game holding company. Lars has been an entrepreneur his entire life, starting when he was selling comic books. Now Lars runs a 10 billion dollar public company. Listen in to hear Lars describe how he did it and more about Embracer Group. 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.
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Want more of Lars Wingefors? Find him on Linkedin here: https://www.linkedin.com/in/lars-wingefors-a366314/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: [email protected]
Timestamps
Founding Embracer Group | (4:08)
Mobile Gaming | (32:27)
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

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54 min
December 21, 2021 Twitter (TWTR) | Not So Deep Dive
Twitter is a social media platform focused on "microblogging". The company makes money through advertising and data licensing. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Twitter. 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
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: [email protected]
Timestamps
Company Background | (2:29)
Industry | (8:12)
Management & Ownership | (10:05)
Valuation | (13:57)
Earnings | (16:51)
Balance Sheet | (19:06)
Our Analysis | (22:06)
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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49 min
December 16, 2021 C3.ai (AI) with Jason Moser
C3.ai is an enterprise artificial intelligence software company. The company's AI suite is a platform that allows clients to design, develop, and deploy AI applications. Jason Moser brings his expert knowledge of C3.ai for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are 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
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
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: https://twitter.com/TMFJMo?s=20
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: [email protected]
Timestamps
C3.ai | (4:05)
Competition | (21:03)
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