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

May 27, 2021 CarParts.com (PRTS) | Deep Dive
CarParts.com is an online provider of auto parts and car accessories. The company offers replacement parts, mechanical parts, and even performance parts to its customers. Started in 1995, CarParts.com is headquartered in Torrance, California. Listen in as Ian, Brett, and Ryan dive into what the company does and how the company can 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 | (2:31)
Industry | (5:37)
Management & Ownership | (7:13)
Valuation | (10:20)
Earnings | (11:55)
Balance Sheet | (12:55)
Our Analysis | (15:04)
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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42 min
May 25, 2021 Coupang, Sea Limited, & Investing in Southeast Asia - Eugene Ng
Eugene Ng joins us this week to talk about investing in Southeast Asia. We discuss companies like Coupang and Sea Limited. Listen in after the interview to hear Brett and Ryan discuss Buffett's investing approach, the new ByteDance CEO, and even some cryptocurrencies. Let's go!
Follow Eugene Ng on Twitter: https://twitter.com/EugeneNg_VCap?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
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 1st Half | (2:05)
Interview 2nd Half | (29:06)
Punch card method, ByteDance, crypto, and more | (50:31)
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 23 min
May 23, 2021 Wish (WISH) | Deep Dive
Wish is officially known as ContextLogic Inc. but is more commonly referred to as Wish. The company operates a mobile e-commerce platform across the globe. The Wish platform connects merchants with consumers at competitively low prices. Listen closely as Brad, Brett, and Ryan dive into what the company does and how they can 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 | (2:34)
Industry | (6:41)
Management & Ownership | (7:36)
Valuation | (9:17)
Earnings | (11:36)
Balance Sheet | (15:11)
Our Analysis | (17:15)
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.
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40 min
May 20, 2021 GoodRx (GDRX) | Deep Dive
GoodRx Holdings provides information to its customers to help them compare prices and save money on their prescription medications. The company is aiming to make high-quality healthcare more affordable. Listen in as Ian, Brett, and Ryan dive into what the company does and what GoodRx's future may look like. 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 | (2:42)
Industry | (6:13)
Management & Ownership | (7:50)
Valuation | (11:07)
Earnings | (11:50)
Balance Sheet | (13:56)
Our Analysis | (16:39)
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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38 min
May 18, 2021 Top 10 Moats of All Time
Brett and Ryan take turns listing out companies with the best moats of all time. After the break, Brett and Ryan will share their favorite stories from the week. Listen closely to learn about anything you may have missed from the financial world this week. Let's go!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
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
Top 10 Moats | (2:08)
Muddywaters | (31:32)
Marqeta S-1 | (37:30)
Ransom Tax Write-Off | (41:32)
Druckenmiller Op-Ed | (44:32)
Elon Starts a War | (49:12)
Softbank Vision Fund | (54:37)
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 1 min
May 16, 2021 Afterpay (APT) | Deep Dive
Afterpay (OTC: AFTPY) is an Australian technology firm that offers payment solutions. The company partners with merchants to offer customers the ability to buy now and pay later. Listen in as Brad, Brett, and Ryan dive into how the company operates and how Afterpay can 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 | (2:45)
Industry | (6:49)
Management & Ownership | (8:35)
Valuation | (10:29)
Earnings | (12:07)
Balance Sheet | (14:08)
Our Analysis | (15:48)
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.
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42 min
May 13, 2021 Embracer Group (EMBRACB) | Deep Dive
Embracer Group is an international video game conglomerate. The company owns and operates various PC and console games for the gaming markets in Europe, United States, and other countries. Embracer is known for going out and acquiring interesting video games in order to roll them up into their current offerings. Listen closely as Ian, Brett, and Ryan dive into the history of Embracer Group and where it could 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 | (2:49)
Industry | (7:14)
Management & Ownership | (8:55)
Valuation | (11:49)
Earnings | (13:22)
Balance Sheet | (16:06)
Our Analysis | (18:18)
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.
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40 min
May 11, 2021 Anirban Mahanti - Cloud Adoption & Capitalism Without Capital
Anirban Mahanti joins us this week to discuss cloud companies and capitalism without capital. Anirban shows off his knowledge of the cloud and also breaks down what capitalism without capital means. Listen in after the interview to hear Brett and Ryan discuss today's show notes and everything else from this week. Let's go!
Follow Anirban Mahanti on Twitter: https://twitter.com/7amahanti?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
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 1st Half | (2:15)
Interview 2nd Half | (18:36)
Berkshire, Hindenburg & more | (42:44)
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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1 hr 11 min
May 09, 2021 Grab (GRAB) | Deep Dive
Grab is a southeast Asian super-app. The company will go public via a SPAC whose current ticker is AGC. Grab offers ride-hailing, mobile payments, food delivery, shopping, and even investing. Grab is attempting to let users have access to everything on their phones. Listen in as Ian, Brett, and Ryan dive into what the company does and how it may grow from here. As always enjoy the show!
Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308
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 | (2:43)
Industry | (6:09)
Management & Ownership | (7:32)
Valuation | (9:50)
Earnings | (11:03)
Balance Sheet | (13:06)
Our Analysis | (14:48)
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

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42 min
May 06, 2021 Jumia (JMIA) | Deep Dive
Jumia owns and operates an e-commerce business across multiple market segments. Jumia operates an online marketplace, a shipment/logistics business, and even maintains its own payment platform. Listen in as Ian, Brett, and Rayn dive into what the company does and where it could 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 | (2:34)
Industry | (5:46)
Management & Ownership | (8:44)
Valuation | (14:43)
Earnings | (15:56)
Balance Sheet | (18:28)
Our Analysis | (21:15)
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

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47 min