Chit Chat Stocks
826 episodes - English - Latest episode: 17 days ago - ★★★★ - 136 ratingsDiscussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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Episodes
SoFi (Ticker: SOFI) with Brad Freeman
September 21, 2023 08:00 - 46 minutes - 42.2 MBSoFi Technologies, Inc. (SOFI) is a fintech company offering a broad range of financial services, including lending, investing, and banking solutions, with a strong focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitt...
Royal Caribbean (Ticker: RCL) Not So Deep Dive
September 19, 2023 08:00 - 54 minutes - 49.9 MBRoyal Caribbean (RCL) is a major cruise line operator known for its diverse fleet of ships and global itineraries, but it has faced significant challenges in the wake of the COVID-19 pandemic and ongoing regulatory concerns in the cruise industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Adyen. Listen closely as Brett and Ryan go through the history, financials, and future prospects of RCL. Enjoy the show! ****************************** Sub...
Investing Power Hour #76: $AMZN Vertical Integration; Ranking Dumb Acquisitions; Instacart IPO
September 17, 2023 08:00 - 1 hour - 58 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Thank you to our sponsor The Science of Hitting Rese...
Murphy USA (Ticker: MUSA) with Fabio from Capital Mindset
September 14, 2023 08:01 - 47 minutes - 43.6 MBMurphy USA Inc. (MUSA) is a leading retail fuel and convenience store chain in the United States, offering a wide range of products and services to motorists, including gasoline, snacks, and more, while grappling with competitive pressures in the retail fuel industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/c...
Ryanair (Ticker: RYAAY) Not So Deep Dive
September 12, 2023 08:00 - 1 hour - 55.1 MBRyanair Holdings (RYAAY) is a major European low-cost airline, celebrated for its no-frills approach and expansive route network, while also facing regulatory and competitive hurdles in the industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Adyen. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Ryanair. Enjoy the show! ****************************** Subscribe to our Substack to receive free sh...
Investing Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate
September 10, 2023 08:00 - 1 hour - 56.2 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
Nutanix (Ticker: NTNX) with Sean Emory
September 07, 2023 08:00 - 42 minutes - 38.7 MBNutanix, Inc. (NTNX) is a technology company that provides cloud computing software and services, offering solutions for hyper-converged infrastructure and hybrid cloud management to businesses, and navigating a competitive landscape in the cloud computing industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chi...
Why We Own Sprouts Farmers Market (Ticker: SFM)
September 05, 2023 08:00 - 46 minutes - 42.8 MBThis is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube. Sprouts Farmers Market, Inc. (SFM) is a grocery store chain that specializes in natural and organic foods, catering to health-conscious consumers, but also facing competition in the grocery industry and supply chain disruptions. Brett and Ryan...
Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall
September 03, 2023 08:00 - 1 hour - 58.9 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are no...
Ulta (Ticker: ULTA) with Ethan Tucker
August 31, 2023 08:00 - 26 minutes - 24.5 MBUlta Beauty, Inc. (ULTA) is a major cosmetics and beauty retailer, thriving on a devoted customer base and industry trends, but facing competition and changing consumer preferences. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go ...
Discover Financial (Ticker: DFS) Not So Deep Dive
August 29, 2023 08:00 - 1 hour - 61.5 MBDiscover Financial Services (DFS) is a financial services company that offers credit cards, personal loans, and banking products, catering to consumers and businesses, and navigating challenges from the competitive credit card industry and economic fluctuations. At the end of the month, we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Discover Financial. En...
Investing Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins
August 27, 2023 08:00 - 1 hour - 55.5 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not finan...
Paylocity (Ticker: PCTY) with Andrew Marshall
August 24, 2023 08:00 - 31 minutes - 28.5 MBPaylocity Holding Corporation (PCTY) provides cloud-based payroll and HR software, streamlining workforce management for businesses in a competitive market. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode:...
Lowe's (Ticker: LOW) Not So Deep Dive
August 22, 2023 08:00 - 58 minutes - 53.3 MBLowe's Companies, Inc. (LOW) is a prominent home improvement retailer, capitalizing on a robust housing market while tackling competition and supply chain complexities in the evolving retail landscape. At the end of the month, we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lowe's. Enjoy the show! ****************************** Subscribe to our Substack ...
Investing Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves
August 20, 2023 08:00 - 1 hour - 56.5 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
VeriSign (Ticker: VRSN) with Buyback Capital
August 17, 2023 08:00 - 52 minutes - 47.9 MBVeriSign, Inc. (VRSN) is a technology company that provides domain name registry services, managing the infrastructure for the .com, .net, and other top-level domains, and plays a crucial role in maintaining the stability and security of the internet's domain name system. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.c...
AutoZone (Ticker: AZO) Not So Deep Dive
August 15, 2023 08:00 - 57 minutes - 53.1 MBAutoZone, Inc. (AZO) is a retailer specializing in automotive parts and accessories, with a vast network of stores serving do-it-yourself and professional customers, but also navigating challenges from competition, shifts in consumer behavior, and technological advancements in the automotive industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history, financials, and fut...
Investing Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports
August 13, 2023 08:00 - 1 hour - 55.4 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
An Inside Look At The Business of Golf
August 10, 2023 08:00 - 36 minutes - 33.7 MBToday, the guys are talking to Bryan, a caddy on the Korn Ferry Tour who also doubles as an investment professional. His team just got promoted to the PGA Tour next year. The golf industry is a multi-billion dollar market encompassing equipment, apparel, courses, and events, with an enduring global appeal that faces challenges from changing demographics and economic trends. Listen as Brett and Ryan ask questions to Bryan about the industry, its various business models, and market participant...
Why We Don't Own Coupang (CPNG)
August 08, 2023 08:00 - 55 minutes - 50.9 MBThis is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube. Coupang Corp. (CPNG) is a major South Korean e-commerce company known for its rapid growth, emphasis on fast delivery, and navigating challenges in a competitive market. Brett and Ryan dive through Coupang and outline the investment thesis for...
Investing Power Hour #70: Earnings, Earnings, and More Earnings
August 06, 2023 08:00 - 59 minutes - 54.8 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
TransDigm (Ticker: TDG) with Lou Whiteman
August 03, 2023 08:00 - 48 minutes - 44.7 MBTransDigm Group Incorporated (TDG) is a global aerospace manufacturing company that produces highly engineered components and systems for commercial and military aircraft, navigating challenges in the cyclical aerospace industry and defense spending. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Sub...
WeWork (Ticker: WE) Not So Deep Dive
August 01, 2023 08:00 - 56 minutes - 51.4 MBWeWork (WE) provides flexible office space solutions, but it has faced significant financial and corporate governance challenges in the past, raising questions about its long-term sustainability and growth prospects. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of WeWork. Enjoy the show! ****************************** Subscribe to our Substack ...
Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin?
July 30, 2023 08:00 - 1 hour - 57.6 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are ...
Playboy (PLBY Group) with Rod Alzmann
July 27, 2023 08:00 - 55 minutes - 50.5 MBPLBY Group, Inc. (PLBY) is a company that owns and operates a portfolio of lifestyle brands focused on the adult entertainment and pleasure products industries, leveraging its strong brand recognition and expanding into diverse markets to drive growth and revenue. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitc...
Lyft (Ticker: LYFT) Not So Deep Dive
July 25, 2023 08:00 - 51 minutes - 46.8 MBLyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lyft. Enjoy the show! ****************************...
Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update
July 23, 2023 08:00 - 1 hour - 55.7 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not finan...
CAVA Group (Ticker: CAVA) with Alex Morris
July 20, 2023 08:00 - 38 minutes - 35 MBCAVA Group Inc. (CAVA) is a fast-casual restaurant chain specializing in Mediterranean cuisine, with a focus on fresh and customizable meals, and has shown significant growth and expansion, attracting a loyal customer base and capitalizing on the popularity of healthier dining options. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: htt...
Pinterest (Ticker: PINS) Not So Deep Dive
July 18, 2023 08:00 - 56 minutes - 52.1 MBPinterest, Inc. (PINS) is a social media platform that allows users to discover and share ideas, products, and inspiration through visual content, attracting a large user base and offering opportunities for advertisers to reach highly engaged audiences. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Pinterest. Enjoy the show! ******************...
Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market
July 16, 2023 08:00 - 1 hour - 57.2 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. Money Collaborative event: https://asymmetric-investing.beehiiv.com/c/money-collaborative You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack...
Fiserv (Ticker: FI) with Jacob Franklin
July 13, 2023 08:00 - 42 minutes - 39.2 MBFiserv Inc. (FI) is a global provider of financial services technology solutions, specializing in digital banking and payments for financial institutions, businesses, and consumers. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go ...
SoFi Technologies (Ticker: SOFI) Not So Deep Dive
July 11, 2023 08:00 - 52 minutes - 48.5 MBSoFi Technologies Inc. (SOFI) is a company that offers a range of financial products and services, including lending, investing, and banking solutions, with a focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of SoFi. Enjoy the show! ******...
Investing Power Hour #66: Is Twitter Dead? Alcohol trends in America; Investing in CPG Brands
July 09, 2023 23:48 - 1 hour - 56.1 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
Amazon (Ticker: AMZN) with Edward Chang
July 06, 2023 08:00 - 57 minutes - 52.9 MBAmazon.com, Inc. (AMZN) is a multinational technology company that revolutionized e-commerce and expanded into various industries, offering a vast selection of products, cloud computing services, and streaming media, while continuously innovating and disrupting traditional business models. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter:...
Why We Don't Own Airbnb (Ticker: ABNB)
July 04, 2023 08:00 - 1 hour - 65 MBThis is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube. Airbnb, Inc. (ABNB) is a global online marketplace for lodging that provides a convenient platform for individuals to rent out their properties or book accommodations, though it navigates regulatory complexities and travel demand fluctuations. B...
Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues
July 02, 2023 08:00 - 1 hour - 57.2 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
Apple (Ticker: AAPL) with Anirban Mahanti
June 29, 2023 08:00 - 1 hour - 58.3 MBApple Inc. (AAPL) is a global technology leader renowned for its iconic consumer electronics, software, and digital services, commanding a dominant position in the tech industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go alo...
Visa (Ticker: V) Not So Deep Dive
June 27, 2023 08:00 - 1 hour - 57.8 MBVisa Inc. (V) is a global payments technology company that operates a vast electronic payments network, connecting consumers, businesses, and financial institutions across the globe and enabling seamless and secure transactions in multiple currencies and countries. At the end of the month, we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Visa. Enjoy the show! ************...
Investing Power Hour #64: $MMTLP Craziness; Treasuries over Equities? Value Spread at All-time High
June 25, 2023 08:00 - 1 hour - 56 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
The Trade Desk (Ticker: TTD) with Kris from Potential Multibaggers
June 22, 2023 08:00 - 54 minutes - 50 MBThe Trade Desk Inc. (TTD) is a digital advertising platform that empowers advertisers with self-service tools to reach and engage target audiences across multiple channels and devices in a data-driven landscape. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show...
Bill.com (Ticker: BILL) Not So Deep Dive
June 20, 2023 08:00 - 54 minutes - 50 MBBill.com Holdings, Inc. (BILL) is a company that provides cloud-based software solutions for automating and streamlining financial processes, catering to businesses of all sizes and industries, and helping to modernize and simplify their financial operations. At the end of the month, we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Shift4. Enjoy the show! ****************...
Investing Power Hour #63: Fed Pause; $CAVA IPO Pop; Is Inflation Defeated?
June 18, 2023 08:00 - 1 hour - 57 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
Mastercard (Ticker: MA) with Matt Cochrane
June 15, 2023 08:00 - 52 minutes - 48 MBMastercard Incorporated (MA) is a global payment technology company that provides transaction processing services, enabling secure and convenient electronic payments for consumers, businesses, and financial institutions worldwide. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substa...
Shift4 Payments (Ticker: FOUR) Not So Deep Dive
June 13, 2023 08:00 - 57 minutes - 52.5 MBShift4 Payments, Inc. (FOUR) is a leading payment processing company that provides secure and seamless solutions for businesses across multiple industries in our cashless society. At the end of the month, we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Shift4. Enjoy the show! ****************************** Subscribe to our Substack to receive free show notes and charts ...
Investing Power Hour #62: Apple Vision Pro; Binance & Coinbase In the Doghouse
June 11, 2023 08:00 - 1 hour - 56.5 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
Chemed (Ticker: CHE) with Chadd Garcia
June 08, 2023 08:00 - 44 minutes - 40.4 MBChemed Corporation (CHE) is a diversified company offering hospice and palliative care services through VITAS Healthcare, as well as plumbing and drain cleaning services under the Roto-Rooter brand. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes an...
PayPal (Ticker: PYPL) Not So Deep Dive
June 06, 2023 08:00 - 1 hour - 64.7 MBPayPal Holdings, Inc. (PYPL) is a leading digital payments platform that facilitates secure online transactions and money transfers, catering to a wide range of individuals and businesses globally, and driving the shift towards digital commerce. At the end of the month, we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PayPal. Enjoy the show! ******************************...
Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter?
June 04, 2023 08:00 - 1 hour - 56.8 MBThe CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not...
The State of the Music Industry With Sleepwell Capital
June 01, 2023 08:00 - 1 hour - 65.6 MBThe music industry is a complex landscape with diverse revenue streams, including streaming, live performances, and licensing, but faces ongoing challenges such as digital distribution, piracy, and fair compensation in the streaming era. Listen as Brett and Ryan ask questions about the industry, various business models, and market competition. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney S...
Why We Own Dropbox (DBX)
May 30, 2023 08:00 - 1 hour - 57.4 MBThis is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube. Dropbox Inc. (DBX) provides cloud-based file storage and collaboration services, empowering users with enhanced productivity and data security in a competitive market. Brett and Ryan dive through Nintendo and outline the investment thesis for ...