Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Typical duration
66 min
per episode

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Chit Chat Stocks episodes

December 14, 2021 Mitek Systems (MITK) | Not So Deep Dive
Mitek Systems is a software company that specializes in digital identity verification solutions. The company serves over 7,500 financial service organizations by allowing users to perform mobile deposits. Mitek commands roughly 98% market share in mobile deposits. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Mitek Systems. 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 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 | (3:14)
Industry | (10:08)
Management & Ownership | (12:18)
Valuation | (15:46)
Earnings | (17:13)
Balance Sheet | (20:08)
Our Analysis | (21:36)
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.
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53 min
December 09, 2021 Uhaul (UHAL) with Sleepwell Capital
U-Haul is an American-based moving equipment and storage business. The company started as a trailer rental business focused on helping people move long distances. Sleepwell Capital brings his expert knowledge of U-Haul 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 Sleepwell Capital's work? Follow him on Twitter: https://twitter.com/SleepwellCap?s=20
Sleepwell's written deep dive on Uhaul: https://sleepwell.substack.com/p/is-america-ready-to-move-again?r=rteq6&utm_campaign=post&utm_medium=web
Forbes article on the Uhaul family history: https://www.forbes.com/sites/luisakroll/2016/02/10/inside-u-hauls-rollercoaster-ride-from-nastiest-family-feud-to-market-dominance/?sh=9de8b6c3bb50
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: [email protected]
Timestamps
Uhaul | (3:19)
Industry Growth | (26:00)
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.
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Learn more about your ad choices. Visit megaphone.fm/adchoices
55 min
December 08, 2021 BONUS Interview - Steve Symington - Boston Omaha (BOMN) Shareholder Meeting Wrap Up
Steve Symington joins us to discuss the Boston Omaha annual shareholder meeting. The company often gets referred to as a mini conglomerate. Boston Omaha invests in various businesses. Listen in to hear more information about the company and some details from the shareholder meeting. 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 Steve Symington? Find him on Twitter here: https://twitter.com/7investingSteve?s=20
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
Shareholder Meeting | (4:24)
New SPAC | (35:49)
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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1 hr 10 min
December 07, 2021 Wise (WISE) | Not So Deep Dive
Wise is a London-based financial technology firm. The company aims to create money without borders. Users of wise can send, spend, and receive money on Wise. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Wise. 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 | (3:57)
Industry | (8:52)
Management & Ownership | (11:43)
Valuation | (14:29)
Earnings | (16:22)
Balance Sheet | (18:37)
Our Analysis | (20:35)
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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50 min
December 02, 2021 Upstart (UPST) with Kris from Growth to Value
Upstart is an AI lending platform. The company focuses on using non-traditional variables. Upstart takes into education, employment, and other variables that traditional banks don't prioritize. Kris brings his expert knowledge of Upstart 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 Kris's work? Follow him on Twitter: https://twitter.com/FromValue?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
Upstart | (4:24)
Management | (34:45)
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

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 9 min
November 30, 2021 Allbirds (BIRD) | Not So Deep Dive
Allbirds is a New Zealand-based footwear and apparel company. Most well known for their footwear, the company offers very minimalist shoes with 14 different styles. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Allbirds. 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 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 | (3:09)
Industry | (9:53)
Management & Ownership | (10:59)
Valuation | (14:36)
Earnings | (16:31)
Balance Sheet | (19:13)
Our Analysis | (20:40)
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices
53 min
November 25, 2021 E.W. Scripps (SSP) with Ben Claremon
E.W. Scripps operates a media enterprise through various media brands. What started as a local newspaper business now has over 60 local broadcast media stations. Ben brings his expert knowledge of E.W. Scripps 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 Ben's work? Follow him on Twitter: https://twitter.com/BenClaremon?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
E.W. Scripps | (7:39)
Time to Cut the Cord? | (29:55)
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 3 min
November 23, 2021 Remitly (RELY) | Not So Deep Dive
Remitly is a leading digital services provider for immigrants and their families. A remittance is typically a sum of money sent across borders. The company currently offers its services in approximately 135 countries. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Remitly. 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 | (3:15)
Industry | (8:15)
Management & Ownership | (10:37)
Valuation | (13:06)
Earnings | (14:42)
Balance Sheet | (17:11)
Our Analysis | (19:33)
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
51 min
November 18, 2021 Facebook/Meta Platforms (FB) with Matt Cochrane
Meta Platforms, formerly known as Facebook, is a technology conglomerate. It is likely you know of and use, on a daily basis, some of Meta's platforms. Matt brings his expert knowledge of Facebook/Meta Platforms 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 Matt's work? Follow him on Twitter: https://twitter.com/Matt_Cochrane7?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
Facebook/Meta | (3:56)
Shift to Metaverse | (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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices
51 min
November 17, 2021 BONUS Interview - Unraveling the Tether Mystery With Bennett Tomlin
Bennett Tomlin answers every question we could think of about Tether. Tether is a stable coin. The token is on the blockchain and it is designed to match the price of the US dollar. Although we would not consider ourselves experts on Tether Bennett knows his stuff. Listen in as Bennett dives into what Tether is and the utility of its existence. 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 Bennett Tomlin? Find him on Twitter here: https://twitter.com/BennettTomlin?s=20
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
Tether | (3:28)
How big is Tether? | (28:12)
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
57 min