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

July 13, 2021 How We Value Risk vs. Reward
This week we discuss how we like to weigh risk versus reward. How do we identify potential rewards? Where are the obvious and sometimes hidden risks? What happens when the business and corresponding stock do not reflect the same risks/rewards? Listen in as Brett and Ryan answer these questions and more. Let's go!
7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/
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
1st Half | (2:54)
2nd Half | (36:46)
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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55 min
July 11, 2021 Duolingo (DUOL) | Deep Dive
Duolingo, a private company planning to go public, is an education platform for language learning. The company offers plenty of courses covering 40 different languages. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Duolingo. Enjoy the show!
Our Sunday 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? Follow him on Twitter: https://twitter.com/StockMarketNerd?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
Company Background | (3:33)
Industry | (7:36)
Management & Ownership | (9:49)
Earnings | (13:57)
Balance Sheet | (18:58)
Valuation Game | (19:36)
Our Analysis | (21:40)
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
July 08, 2021 Walmart (WMT) | Deep Dive
Walmart, if you've never heard of the company, is a multinational retail corporation. Aiming to offer low price points, Walmart has grown significantly over the course of its lifetime. Listen in as Ian, Brett, and Ryan go through the history, financials, and future prospects of Walmart. 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 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 | (3:24)
Industry | (6:17)
Management & Ownership | (7:53)
Valuation | (11:30)
Earnings | (12:21)
Balance Sheet | (14:02)
Our Analysis | (17:11)
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
July 06, 2021 Limbic Capitalism - SinStockPapi
This week we are joined by SinStockPapi to discuss Swedish Match and Evolus. Listen in to hear some great stories and anecdotes. After the interview, Brett and Ryan discuss their favorite stories from the week. Let's go!
7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/
Interested in more of SinStockPapi’s work? Follow him on Twitter: https://twitter.com/sinstockpapi?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
Interview | (2:45)
Interview Continued | (27:44)
Show Notes | (44:20)
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 14 min
July 04, 2021 Roku (ROKU) | Deep Dive
Roku operates a TV streaming platform and also provides advertising. The company manufactures and sells smart TVs. In addition, Roku offers streaming players that can be plugged in via HDMI ports to other TVs. Listen closely as Brad, Brett, and Ryan dive into what Roku does and how they can continue to grow. As always enjoy the show!
Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308
Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: [email protected]
Timestamps
Company Background | (2:29)
Industry | (9:22)
Management & Ownership | (11:53)
Valuation | (14:04)
Earnings | (15:42)
Balance Sheet | (17:01)
Our Analysis | (19:10)
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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46 min
July 01, 2021 Global-E Online (GLBE) | Deep Dive
Global-E Online provides a platform to enable direct-to-consumer cross-border e-commerce. The company aims to eliminate borders when it comes to online shopping. Listen closely this week as Brett and Ryan dive into what the company does and how they could improve in the future. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: [email protected]
Timestamps
Company Background | (2:18)
Industry | (8:08)
Management & Ownership | (9:42)
Valuation | (11:19)
Earnings | (13:02)
Balance Sheet | (16:01)
Our Analysis | (17:12)
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.
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33 min
June 29, 2021 Clean Energy Investing - Maxx Chatsko
This week we are joined by Maxx Chatsko to discuss investing in clean energy. The group discusses where the industry is at today and what is hype versus what is real. Listen in after the interview as Brett and Ryan cover their favorite topics from the week. Let's go!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Maxx Chatsko on Twitter: https://twitter.com/7MaxxChatsko?s=20
Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Email us: [email protected]
Timestamps
Interview | (2:40)
Interview Continued | (32:03)
Show Notes | (56:30)
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
1 hr 35 min
June 27, 2021 Evolus (EOLS) | Deep Dive
Evolus is a performance beauty company. Evolus provides medical aesthetic products for physicians and patients across the United States. The company's sole product, Jeuveau, provides temporary improvement to aging marks. Listen closely as Brad, Brett, and Ryan dive into what the company does and where they could grow from here. As always enjoy the show!
Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308
Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: [email protected]
Timestamps
Company Background | (2:54)
Industry | (8:54)
Management & Ownership | (9:56)
Valuation | (12:13)
Earnings | (13:21)
Balance Sheet | (15:04)
Our Analysis | (17:05)
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
39 min
June 24, 2021 Ubiquiti (UI) | Deep Dive
Ubiquiti develops internet technology designed for service providers, enterprises, and consumers. Essentially, the company produces the hardware that helps distribute high-capacity internet access. Listen in as Ian, Brett, and Ryan dive into the company and how it might grow from here. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: [email protected]
Timestamps
Company Background | (2:22)
Industry | (6:45)
Management & Ownership | (8:00)
Valuation | (10:11)
Earnings | (12:10)
Balance Sheet | (13:52)
Our Analysis | (16:22)
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
42 min
June 22, 2021 Spotify & The Audio Opportunity - Sleepwell Capital
We are joined this week by Sleepwell Capital. We discuss Uhaul, Spotify, and the audio market as a whole. Listen in after the interview to hear about crypto, a new eye-catching direct listing, and Lordstown Motors. Let's go!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Sleepwell Capital on Twitter: https://twitter.com/SleepwellCap?s=20
Discover Sleepwell Capital's substack: https://sleepwell.substack.com/
Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Email us: [email protected]
Timestamps
Interview | (3:14)
Interview Continued | (47:53)
Show Notes | (1:06:01)
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 39 min