Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

May 04, 2021 Jake Taylor - A Call From Munger & the Role of Solitude
This week Jake Taylor joins us to discuss Charlie Munger and how Jake got into his career. Jake mentions that he rarely pays retail price for anything and explains how that has carried over into his investment career. Listen in after the interview to hear Brett and Ryan's show notes, including their comments on the annual Berkshire meeting. Let's go!
Follow Jake Taylor on Twitter: https://twitter.com/farnamjake1?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 | (3:07)
Interview 2nd Half | (28:35)
Berkshire, Big Tech & Apple | (1:11:08)
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 47 min
May 02, 2021 ThredUp (TDUP) | Deep Dive
ThredUp is an online resale marketplace that allows users to buy and sell secondhand apparel and accessories. The company aims to reject fast-fashion and throwaway fashion culture. Listen in as Brad, Brett, and Ryan dive into the company's background as well as what growth factors may impact ThredUp. 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 | (3:35)
Industry | (6:53)
Management & Ownership | (9:06)
Valuation | (11:09)
Earnings | (12:29)
Balance Sheet | (14:48)
Our Analysis | (15:55)
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.
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41 min
April 29, 2021 Squarespace (SQSP) | Deep Dive
Squarespace is a low code website building and hosting tool. Platforms like Squarespace allow clients to establish an online presence with simple drag and drop website creation. Listen in as Ian, Brett, and Ryan dive into what Squarespace does and how the company can perform going forward. 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 | (2:15)
Industry | (6:29)
Management & Ownership | (8:17)
Valuation | (11:19)
Earnings | (14:49)
Balance Sheet | (16:47)
Our Analysis | (20:55)
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.
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49 min
April 27, 2021 Jon Bathgate - Optionality & Resiliency
Jon Bathgate joins us this week to discuss semiconductors, resiliency, and optionality. Jon covers his background and how he got to NZS Capital. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week. Let's go!
Follow Jon Bathgate on Twitter: https://twitter.com/jbathgate?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 | (2:49)
Interview 2nd Half | (30:24)
WeWork, Apple Podcasts & more | (57:10)
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.
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1 hr 35 min
April 25, 2021 Coupang (CPNG) | Deep Dive
Coupang operates an e-commerce business primarily in South Korea. With South Korea's dense population Coupang is able to provide phenomenal delivery times because the company has a logistics center within 7 miles of 70% of the population. Listen closely as Brad, Brett, and Ryan discuss the company's background and where Coupang 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 | (2:47)
Industry | (6:50)
Management & Ownership | (10:05)
Valuation | (13:21)
Earnings | (14:23)
Balance Sheet | (16:33)
Our Analysis | (17:58)
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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43 min
April 22, 2021 Poshmark (POSH) | Deep Dive
Poshmark operates a social marketplace for new and secondhand style products. At the end of 2020, Poshmark had 6.5 million active buyers on its platform. Pay close attention as Ian, Brett, and Ryan dive into the company's history and what growth opportunities may lie ahead. 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 | (2:11)
Industry | (8:47)
Management & Ownership | (11:21)
Valuation | (13:28)
Earnings | (15:31)
Balance Sheet | (16:37)
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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44 min
April 20, 2021 Mohawk Group - Asher Delug, Sean Emory, and Jonah Lupton
This week we discuss Mohawk Group (MWK) with Asher, Sean, and Jonah. The group discusses topics ranging from Mohawk's product mix to the company's capital structure. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week and more. Let's go!
Follow Asher Delug on Twitter: https://twitter.com/asherdelug?s=20
Follow Sean Emory on Twitter: https://twitter.com/_SeanDavid?s=20
Follow Jonah Lupton on Twitter: https://twitter.com/JonahLupton?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 | (3:32)
Interview 2nd Half | (28:24)
Amazon, Coinbase, & more | (59:01)
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 31 min
April 18, 2021 Coursera (COUR) | Deep Dive
Coursera offers an educational platform where learners, educators, and institutions can connect across the globe. At the end of 2020, Coursera had approximately 77 million learners registered on the platform. Listen in as Brad, Brett, and Ryan discuss how the company operates and where Coursera 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 | (3:01)
Industry | (7:37)
Management & Ownership | (9:31)
Valuation | (12:45)
Earnings | (13:32)
Balance Sheet | (15:45)
Our Analysis | (17:38)
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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42 min
April 15, 2021 Pinterest (PINS) | Deep Dive
Pinterest provides a visual discovery platform to its users. The Pinterest platform provides inspiration for many aspects of our lives, including recipes, home decor, and even DIY projects. Listen closely as Ian, Brett, and Ryan dive into where Pinterest could go 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 | (1:34)
Industry | (5:43)
Management & Ownership | (9:00)
Valuation | (11:28)
Earnings | (13:57)
Balance Sheet | (16:56)
Our Analysis | (20:42)
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
April 13, 2021 Autodesk, Procore, and Avid Technology with Luis Sanchez
This week on Chit Chat Money we are joined by Luis Sanchez to discuss some incredibly exciting companies. During the interview we discuss Autodesk, Procore, and Avid Technology. Keep listening after the interview to hear Brett and Ryan's favorite stories from the week as well as other pressing news headlines. Let's go!
Follow Luis Sanchez on Twitter: https://twitter.com/LuisVSanchez777?s=09
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 | (2:48)
Interview 2nd Half | (43:26)
Microsoft, Alibaba, Binance & more | (1:08:24)
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 47 min