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

March 18, 2021 Redfin (RDFN) | Deep Dive
Redfin is a technology-powered real estate brokerage. Redfin was started as the first map-based search. Redfin wants to bring as much value to the home buying or selling process that it can. Brett, Ryan, and Ian dive into the business fundamentals as well as discuss their thoughts on the business. As always, 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 | (2:17) 1:40
Industry | (9:33) 8:56
Management & Ownership | (12:35) 11:58
Valuation | (17:31) 16:54
Earnings | (20:11) 19:34
Balance Sheet | (22:03) 21:26
Our Analysis | (25:07) 24:30
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.
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50 min
March 16, 2021 Todd Wenning | Investment Philosophy
Todd Wenning from Ensemble Capital joins Chit Chat Money this week. The group discusses different investment philosophies and the different ways they come across new investment ideas. Before the interview, Brett and Ryan share their favorite stories from the week. After the interview, Brett and Ryan discuss this week's hot water, buy-sell-hold, and anecdotal evidence. Let's Go!
Follow Todd Wenning on Twitter: https://twitter.com/ToddWenning?s=20
Follow The Science of Hitting on Twitter: https://twitter.com/TSOH_Investing?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
Stories | (3:04)
Fintwit | (25:20)
Interview | (29:24)
Hot Water | (1:17:15)
Buy-Sell-Hold | (1:24:40)
Anecdotal Evidence | (1:26:34)
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 33 min
March 14, 2021 Ping Identity (PING) | Deep Dive
Ping Identity provides intelligent identity solutions. The idea is that each user within an organization is given a unique identity that can then allow them to access certain aspects of the organization. Ping Identity offers single sign-on, multi-factor authentication, security controls, and APIs. Brett, Ryan, and Brad dive into the potential Ping Identity might have going forward. As always enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
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 | (2:27)
Industry | (7:07)
Management & Ownership | (10:44)
Valuation | (12:54)
Earnings | (13:50)
Balance Sheet | (16:23)
Our Analysis | (18:10)
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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40 min
March 11, 2021 Revolve Group (RVLV) | Deep Dive
Revolve Group operates as a type of online fashion retailer with operations that are driven by the rise of influencers. Revolve connects these fashion influencers, consumers, and all types of brands. Brett, Ryan, and Ian dive into the business and how it may perform in the future. 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 | (2:26)
Industry | (7:28)
Management & Ownership | (11:13)
Valuation | (15:07)
Earnings | (15:42)
Balance Sheet | (18:45)
Our Analysis | (23:17)
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
March 09, 2021 Francisco Olivera & TSOH | Spotify
This week on Chit Chat Money we bring on The Science of Hitting and Francisco Olivera to discuss Spotify. As many of you may know, Spotify is an audio streaming platform. Before the discussion, Brett and Ryan share their favorite stories from the week. Stay tuned after the discussion to hear this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go!
Follow Francisco Olivera on Twitter: https://twitter.com/FrancoOlivera?s=20
Follow The Science of Hitting on Twitter: https://twitter.com/TSOH_Investing?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
Stories | (2:50)
Fintwit | (22:33)
Interview | (29:36)
Hot Water | (1:50:04)
Buy-Sell-Hold | (2:00:01)
Anecdotal Evidence | (2:01:38)
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.
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2 hr 8 min
March 07, 2021 Tattooed Chef (TTCF) | Deep Dive
Tattooed Chef is a plant-based food company that produces and distributes frozen foods. Originally an importer of Italian vegetables, Tattooed Chef now sources its own food and creates recipes for its consumer base. Listen in as Brett, Ryan, and Brad cover how the company has done and the future prospects. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
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 | (2:16)
Industry | (4:57)
Management & Ownership | (6:54)
Valuation | (9:00)
Earnings | (10:14)
Balance Sheet | (13:19)
Our Analysis | (14:55)
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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35 min
March 04, 2021 Evolution Gaming (EVO) | Deep Dive
Evolution Gaming provides live casino solutions to gaming operators. Mostly in Europe and North America, Evolution Gaming runs casino tables that are then streamed live so that users can start placing their bets. Brett, Ryan, and Ian analyze the business and dive into the potential of the company. 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 | (1:48)
Industry | (6:06)
Management & Ownership | (9:00)
Valuation | (11:41)
Earnings | (12:51)
Balance Sheet | (14:58)
Our Analysis | (18:45)
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.
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44 min
March 02, 2021 Investment Talk | Matchgroup & PayPal
This week we are joined by Investment Talk to discuss Matchgroup, PayPal, and much more. Before the discussion, Brett and Ryan share their favorite stories from the week including Warren Buffett and Walmart. Stay tuned after the interview to hear about this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go!
Follow Investment Talk on Twitter: https://twitter.com/InvestmentTalkk?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
Stories | (3:28)
Fintwit | (23:11)
Interview | (31:55)
Hot Water | (1:39:29)
Buy-Sell-Hold | (1:48:15)
Anecdotal Evidence | (1:51:19)
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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2 hr
February 28, 2021 Seven & I (SVNDF) | Fundamental Analysis
Seven & I Holdings is the Japanese parent company of the popular convenience store chain 7-Eleven. Popular for its signature Slurpee product, the 7-Elevens in japan are seen as more modern than the convenience stores in the United States. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Email us: [email protected]
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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27 min
February 25, 2021 Palantir (PLTR) | Deep Dive
Palantir Technologies is a software company that specializes in large data analytics. Palantir offers customizable data solutions that allow companies with large data collections to find trends and discover new patterns that may not have been found otherwise. Brett, Ryan, and Ian dive into what the company does and how it may perform over time. 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 | (2:03)
Industry | (8:08)
Management & Ownership | (10:18)
Valuation | (14:34)
Earnings | (15:45)
Balance Sheet | (18:15)
Our Analysis | (21:51)
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