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

September 07, 2021 GrowGeneration (GRWG) | Not So Deep Dive
GrowGeneration operates retail hydroponic and organic gardening stores. This includes many different products from lighting to hydroponics products. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of GrowGeneration. 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 | (3:14)
Industry | (7:53)
Management & Ownership | (9:49)
Valuation | (12:17)
Earnings | (13:22)
Balance Sheet | (15:12)
Our Analysis | (17:25)
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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46 min
September 02, 2021 Square + Afterpay with Matt Cochrane
We are joined by long time friend Matt Cochrane, lead advisor at 7Investing. We discuss Square, including its acquisition of Afterpay. If you have not heard of it, Square is a financial services and digital payments company. Matt brings his expert knowledge of Square 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
Subscribe to 7 Investing with the code "CCM": 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: 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
Square | (4:50)
Afterpay Acquisition | (26:49)
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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47 min
August 31, 2021 Fulgent Genetics (FLGT) | Not So Deep Dive
Fulgent Genetics provides genetic testing services, including COVID-19 testing, to physicians. The company offers clinically actionable diagnostic information by making use of data comparison and suppression algorithms. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Fulgent Genetics. 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 7 Investing with the code "CCM": https://7investing.com/subscribe/aff/4/
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 | (2:40)
Industry | (6:32)
Management & Ownership | (8:32)
Valuation | (10:17)
Earnings | (11:27)
Balance Sheet | (13:32)
Our Analysis | (14:56)
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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42 min
August 26, 2021 Moneygram International (MGI) with Luis Sanchez
We are joined by Luis Sanchez, the founder of LVS Advisory. We discuss Moneygram, which is a money transfer company headquartered in Dallas, Texas. Luis brings his expert knowledge of Moneygram 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
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Luis's work? Follow him on Twitter: https://twitter.com/LuisVSanchez777?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
Discovery | (3:16)
The Business | (8:02)
Further Questions | (35:41)
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 7 min
August 24, 2021 Just Eat Takeaway (TKWY) | Not So Deep Dive
Just Eat Takeaway specializes in online food ordering and home delivery. The company connects consumers and restaurants through its platforms in various countries. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Just Eat Takeaway. 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 7 Investing with the code "CCM": 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 | (3:42)
Industry | (9:44)
Management & Ownership | (11:04)
Valuation | (13:30)
Earnings | (15:37)
Balance Sheet | (18:27)
Our Analysis | (19:30)
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
43 min
August 19, 2021 Affirm (AFRM) with Simon Erickson
This week we are joined by Simon Erickson, founder of 7Investing. We discuss Affirm, a digital and mobile-first e-commerce platform. Affirm is most commonly known for how it enables consumers to pay for a purchase over time. Simon brings his expert knowledge of Affirm 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
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Simon's work? Follow him on Twitter: https://twitter.com/7Innovator?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
Discovery | (5:32)
The Business | (9:35)
Management | (19:42)
Further Questions | (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
44 min
August 17, 2021 Ocado Group (OCDO) | Not So Deep Dive
Ocado Group is essentially a robotic retailer. The company is a British online supermarket that uses automation to manage customer orders. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Doximity. 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
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 | (2:20)
Industry | (7:22)
Management & Ownership | (10:19)
Valuation | (13:43)
Earnings | (14:54)
Balance Sheet | (17:40)
Our Analysis | (19:27)
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
47 min
August 12, 2021 Fiverr (FVRR) with Kris from Growth to Value
Kris from Growth to Value joins us this week to discuss Fiverr the online freelance marketplace. In this revamp of our original "Deep Dive", we now focus on welcoming guests we consider experts on a particular company. Kris brings his expert knowledge of Fiverr for a great discussion regarding the history and future of the Israeli-based 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
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
Discovery | (5:27)
The Business | (11:38)
Management | (19:50)
Further Questions | (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
58 min
August 11, 2021 BONUS Interview - Tooey Courtemanche - Procore CEO
Tooey Courtemanche is the CEO and founder of Procore Technologies. Procore is a $12 billion company that's helping to bring the construction industry to the digital age. Procore began by providing companies with intuitive Project Management software but has since evolved to offering 13 different solutions that span across the entire construction lifecycle.
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 Tooey Courtemanche? Find is LinkedIn profile here: https://www.linkedin.com/in/tooey/
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
Interview | (2:45)
Interview Continued | (26:18)
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
48 min
August 10, 2021 Doximity (DOCS) | Not So Deep Dive
Doximity is a networking service for medical professionals. Often referred to as the LinkedIn for doctors, Doximity allows medical professionals to connect and stay up to date on the latest news and discoveries. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Doximity. 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
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 | (2:57)
Industry | (8:49)
Management & Ownership | (11:23)
Valuation | (13:28)
Earnings | (14:27)
Balance Sheet | (16:28)
Our Analysis | (18:27)
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
46 min