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
Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman
May 28, 2023 08:00 - 1 hour - 60.1 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...
TFS Financial (Ticker: TFSL) with Jim Gillies
May 25, 2023 08:00 - 1 hour - 57.5 MBTFSL is a financial holding company that provides high-yield savings accounts and underwrites mortgages. Due to the recent banking panic and turmoil, shares currently offer more than a 9% dividend yield. 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 a...
Boeing (Ticker: BA) Not So Deep Dive
May 23, 2023 08:00 - 1 hour - 60.1 MBBoeing (BA) is a global aerospace company that manufactures commercial airplanes and defense systems but has encountered setbacks such as the 737 MAX grounding and pandemic-related impacts on the aviation industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Boeing. Enjoy the show! ****************************** Subscribe to our Substack to...
Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling?
May 21, 2023 08:00 - 1 hour - 55.1 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...
Hirequest (Ticker: HQI) with Aaron Edelheit
May 18, 2023 08:00 - 45 minutes - 41.2 MBHireQuest, Inc. (HQI) is a staffing company that provides temporary and permanent staffing solutions in the light industrial and skilled trades sectors, with a focus on blue-collar jobs. 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 tha...
Rocket Lab (Ticker: RKLB) Not So Deep Dive
May 16, 2023 08:00 - 51 minutes - 47.3 MBRocket Lab (RKLB) is a space technology company that specializes in rocket launches and satellite development, and recently announced plans to develop a reusable rocket, while also partnering with private companies and government agencies for space missions. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Rocket Lab. Enjoy the show! ************...
Investing Power Hour #58: Ban Bank Short Sales? Block/TIDAL Debacle; Inflation Update
May 14, 2023 08:00 - 1 hour - 55.3 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...
Copart (Ticker: CPRT) with Leandro From Best Anchor Stocks
May 11, 2023 08:00 - 1 hour - 55.6 MBCopart, Inc. (CPRT) is an online vehicle auction and remarketing company that provides a platform for buyers and sellers to transact vehicles, with a focus on salvage vehicles and parts. 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 tha...
General Dynamics (Ticker: GD) Not So Deep Dive
May 09, 2023 08:00 - 51 minutes - 47.1 MBGeneral Dynamics Corporation (GD) is a global aerospace and defense company that produces a range of products from business aviation to combat vehicles and has contracts with the US government and other countries. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of General Dynamics. Enjoy the show! ****************************** Subscribe to our Su...
Investing Power Hour #57: Earnings Recap; Bitcoin Hyperinflation Bet; Shopify Exits Logistics
May 07, 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...
General Motors (Ticker: GM) with Travis Hoium
May 04, 2023 08:00 - 45 minutes - 41.3 MBGeneral Motors Company (GM) is a multinational corporation that designs, manufactures, and markets vehicles and vehicle parts, and has recently committed to electric vehicles with its Ultium platform, while also facing chip shortages and production disruptions. 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/chitchat...
Why We Own Nintendo (NTDOY)
May 02, 2023 08:00 - 1 hour - 62.9 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. Nintendo Co., Ltd. (NTDOY) is a Japanese multinational consumer electronics and video game company that has seen strong sales growth in its Switch console, while also facing supply chain and production challenges. Brett and Ryan dive through N...
Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
April 30, 2023 08:00 - 1 hour - 85.2 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/ ****************************** This episode is sponsored by Stratosphere.io, a web-...
Crocs (Ticker: CROX) with Jacob Franklin
April 27, 2023 08:00 - 52 minutes - 72.5 MBCrocs (CROX) designs and manufactures casual footwear, with strong pandemic demand but also faces supply chain disruptions and sustainability concerns. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere...
PepsiCo (Ticker: PEP) Not So Deep Dive
April 25, 2023 08:00 - 55 minutes - 50.5 MBPepsiCo Inc. (PEP) is a multinational food and beverage corporation with popular brands like Pepsi, Frito-Lay, and Quaker Oats, but is facing inflationary pressures and supply chain disruptions. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PepsiCo. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, ...
Investing Power Hour #55: Apple Savings; $TSLA + $NFLX Earnings; Taylor Swift and FTX
April 23, 2023 08:00 - 1 hour - 56.4 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/ ****************************** This episode is sponsored by Stratosphere.io, a web-...
APi Group (Ticker: APG) with Ben Tewey
April 20, 2023 08:00 - 43 minutes - 60.1 MBAPi Group Corporation (APG) is a roll-up of safety inspection companies that provide services for fire, HVAC, and entry systems. Listen as Brett and Ryan ask Ben questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ *************...
Philip Morris International (Ticker: PM) Not So Deep Dive
April 18, 2023 08:00 - 1 hour - 58.9 MBPhilip Morris International Inc. (PM) manufactures and sells tobacco products, with a focus on reduced-risk products, but faces regulatory challenges and declining smoking rates. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Philip Morris. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based t...
Investing Power Hour #54: $AMZN Annual Letter; Mario Movie Pops; Buffett in Japan
April 16, 2023 08:00 - 1 hour - 84.9 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
Alsea (Ticker: ALSEA) with Ian Bezek
April 13, 2023 08:00 - 38 minutes - 53.3 MBAlsea operates fast food, cafeteria, casual food, casual fast food, and family restaurants in Latin America and Europe. The company franchises common franchise restaurants from America such as Domino's Pizza, Starbucks, and many others. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for ...
Monster Beverage (Ticker: MNST) Not So Deep Dive
April 11, 2023 08:00 - 1 hour - 59.9 MBMonster Beverage (Ticker: MNST) produces energy drinks and other non-alcoholic beverages, with strong growth in its energy drink segment, but also facing competition and regulatory scrutiny over safety and marketing practices. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Monster Beverage. Enjoy the show! ****************************** This ...
Investing Power Hour #53: Stripe Annual Letter; Deep Value in Colombia; $COST Comp Report
April 09, 2023 08:00 - 1 hour - 89.1 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
Altria Group and the US Tobacco Market (Ticker: MO) with Devin LaSarre
April 06, 2023 08:00 - 1 hour - 108 MBAltria (Ticker: MO) is a publicly traded company that owns major tobacco brands and is diversifying into alternative products and cannabis investments amid declining sales and increasing regulation. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any...
Why We Own Match Group (Ticker: MTCH)
April 04, 2023 08:00 - 1 hour - 74.8 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. Match Group Inc. (MTCH) operates popular dating apps, including Tinder, experiencing strong user engagement and revenue growth, but facing competition and regulatory risks associated with user data privacy and security. Brett and Ryan dive thr...
Investing Power Hour #52: Will $AMZN Buy $AMC; Precarious Commercial RE; No Banking Crisis?
April 02, 2023 08:00 - 1 hour - 82.6 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
Legacy Housing (Ticker: LEGH) with WealthOrDie
March 30, 2023 08:00 - 48 minutes - 44.5 MBLegacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory challenges in a competitive industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid...
Spark Networks (Ticker: LOV) Not So Deep Dive
March 28, 2023 08:00 - 1 hour - 56.4 MBSpark Networks (Ticker: LOV) is a publicly traded company that operates several online dating platforms, experiencing strong revenue growth amid the pandemic, but facing competition and risks associated with user data privacy and security. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Spark Networks. Enjoy the show! ***********************...
Investing Power Hour #51: $SQ Short Report; $COIN SEC Investigation With The Smattering Crew
March 26, 2023 08:00 - 1 hour - 82.8 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ Interested in more Content like this Episode: https://podcasters.spo...
Arhaus (Ticker: ARHS) with Stranger Capital
March 23, 2023 08:00 - 46 minutes - 63.8 MBArhaus is a private home furnishings retailer that offers a range of high-quality and sustainably sourced furniture, decor, and accessories for homes and offices, and is known for its commitment to craftsmanship, design, and ethical sourcing in the competitive furniture market. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for finan...
Grindr (Ticker: GRND) Not So Deep Dive
March 21, 2023 08:00 - 58 minutes - 53.4 MBGrindr Inc. (GRND) operates the popular dating app for LGBTQ+ individuals, and has experienced a surge in user engagement amid the pandemic, but the company faces stiff competition and growing concerns over data privacy and security in a highly competitive and crowded market. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Grindr. Enjoy the s...
Investing Power Hour #50: Silicon Valley Bank Collapse; MSFT vs. GOOG AI War; Are Banks Investable?
March 19, 2023 08:00 - 1 hour - 85.1 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya
March 16, 2023 08:00 - 52 minutes - 72.4 MBIn this episode, we'll be diving into the current stock market earnings season and other topics Erik Mokoya has been reading about for The Transcript. Listen as Brett and Ryan ask questions for Erik to answer. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ **************************...
Bumble (Ticker: BMBL) Not So Deep Dive
March 14, 2023 08:00 - 1 hour - 55.7 MBBumble Inc. (Ticker: BMBL) is a popular online dating company with a focus on promoting safe and equitable interactions, empowering women, and driving innovation in the competitive dating market. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Bumble. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.i...
Investing Power Hour #49: Capital Gains Taxes, Altria Buys NJOY, & Sony’s Weak Dispute
March 12, 2023 09:00 - 59 minutes - 81.8 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosphere.i...
Pool Corporation (Ticker: POOL) with Simon Handrahan
March 09, 2023 09:00 - 45 minutes - 62.2 MBPOOL Corporation (POOL) is the world's largest wholesale distributor of swimming pools and related backyard products, serving over 120,000 customers in North America, Europe, and Australia. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid pla...
Why We Own Nelnet (Ticker: NNI)
March 07, 2023 09:00 - 1 hour - 68.3 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. Nelnet (Ticker: NNI) has a diversified business model that includes student loan servicing, tuition payment processing, and digital learning platforms, NNI has been able to adapt to changing market conditions and deliver strong financial resul...
Investing Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Annual Letter
March 05, 2023 09:00 - 1 hour - 86.8 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ Interested in more info like this from Emmett: https://charging-and-f...
DexCom (Ticker: DXCM) with Nick Sciple
March 02, 2023 08:00 - 49 minutes - 45 MBDexCom (DXCM) is a leading medical device company that develops and commercializes continuous glucose monitoring (CGM) systems for patients with diabetes. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.strato...
American Express (Ticker: AXP) Not So Deep Dive
February 28, 2023 09:00 - 1 hour - 63.4 MBAmerican Express (AXP) is a global financial services company that provides payment and travel-related services to consumers and businesses worldwide. The company was founded in 1850 and is headquartered in New York, New York. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of American Express. Enjoy the show! ****************************** This ep...
Investing Power Hour #47: Walmart Smells a Recession; Coinbase Earnings; Microsoft/ATVI Update
February 26, 2023 09:00 - 1 hour - 57.9 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
The Banking Industry with John Maxfield
February 23, 2023 09:00 - 48 minutes - 44.4 MBThe banking industry plays a crucial role in the stock market, as banks often form a significant portion of many investment portfolios. As a highly regulated industry with cyclical tendencies, banking stocks can be impacted by a wide range of factors, from economic conditions and interest rates to changes in government policies and regulations. Listen as Brett and Ryan ask questions for John to answer. Enjoy the show! ***************************** This episode is sponsored by Stratosphere....
Block (Ticker: SQ) Not So Deep Dive
February 21, 2023 09:00 - 56 minutes - 51.6 MBBlock, formerly known as Square, is a financial services and digital payments company that provides mobile payment solutions and other financial services to small businesses and individuals. The company was founded in 2009 and is headquartered in San Francisco, California. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Block. Enjoy the show! ***...
Investing Power Hour #46: Earnings Roundup; Munger Off the Cuff; Housing Update
February 19, 2023 09:00 - 1 hour - 57.1 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
FICO (Ticker: FICO) with Buyback Capital
February 16, 2023 09:00 - 58 minutes - 53.6 MBFICO or Fair Isaac Corporation, develops analytic, software, and data decisioning technologies and services. The company's products and services help businesses make more informed decisions by analyzing consumer credit data and providing credit scores and predictive analytics solutions. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal ...
MarketAxess (Ticker: MKTX) Not So Deep Dive
February 14, 2023 09:00 - 48 minutes - 44.4 MBMarketAxess is a leading electronic trading platform that enables institutional investors to trade fixed-income securities globally with a range of tools and functionality. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of MarketAxess. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal...
Investing Power Hour #45: $MSFT Coming for Google; Affirm Layoffs; $UBER Earnings
February 12, 2023 09:00 - 1 hour - 56.8 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
Allison Transmission with Rod Alzmann (Ticker: ALSN)
February 09, 2023 09:00 - 50 minutes - 46.1 MBAllison Transmission Holdings Inc. (Ticker: ALSN) is an American manufacturer of automatic transmissions and hybrid propulsion systems for commercial vehicles. The company was founded in 1915 and is headquartered in Indianapolis, Indiana. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out fo...
Why We Own Alphabet/Google (Ticker: GOOG)
February 07, 2023 08:00 - 1 hour - 65.4 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. Google (listed under its parent company: Alphabet) provides various products and platforms around the world. It is likely that you use Google products every day. These services include ads, Android, Chrome, hardware, Gmail, Google Drive, Googl...
Investing Power Hour #44: FANMAG vs. Berkshire; Rebubble Stocks; Munger on Crypto
February 05, 2023 09:00 - 1 hour - 56.4 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ ****************************** This episode is sponsored by Stratosp...
How Wise Is Disrupting The Cross-Border Payments Market, with Luke Hallard (Ticker: WISE)
February 02, 2023 09:00 - 56 minutes - 51.9 MBWise provides cross-border money transfer services for personal and business customers. The company was founded in 2010 and is based in London, UK. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere....