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
Salesforce (Ticker: CRM) Not So Deep Dive
January 31, 2023 09:00 - 1 hour - 61.9 MBSalesforce provides customer relationship management technology. Customer Relationship Management (CRM) is a strategy and technology used to manage and improve business interactions with customers and potential customers. It is important to differentiate between CRM the acronym and CRM the ticker symbol for Salesforce. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, an...
Investing Power Hour #43: Hindenburg Exposes Adani; Personal Finance Questions; AR/VR Busts Again
January 29, 2023 09:00 - 1 hour - 57.6 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...
Is Big Lots a Deep Value Gem? With David Katunaric (Ticker: BIG)
January 26, 2023 09:00 - 45 minutes - 41.7 MBBig Lots is a retail chain that sells a wide variety of discounted home goods. The company was founded in 1967 and is headquartered in Columbus, Ohio. 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.stratosphe...
Meta Platforms (Ticker: META) Not So Deep Dive
January 24, 2023 09:00 - 1 hour - 58 MBMeta Platforms develops products that enable people to connect and share with friends and family. The company was formerly known as Facebook and changed its name to Meta Platforms in October of 2021. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Meta. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io...
Investing Power Hour #42: $NFLX Earnings Reaction; Cigarette Volume Trends; Stagnating Tik-Tok
January 22, 2023 09:00 - 1 hour - 55.1 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM 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...
Navigating Deep Value Microcaps and Altisource Asset Management (Ticker: AAMC) with Jeff Moore
January 19, 2023 09:00 - 1 hour - 59.3 MBAltisource Asset Management operates an alternative lending company that provides liquidity and capital to institutional investors across the United States. The company was founded in 2012 in Christiansted, Virgin Islands. 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 ...
Amazon (Ticker: AMZN) Not So Deep Dive
January 17, 2023 09:00 - 1 hour - 63.9 MBAmazon might be the most well know online retailer in the United States. The company offers more than just an online marketplace, they also have physical stores. Additionally, Amazon offers Amazon Web Services. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Amazon. Enjoy the show! ****************************** This episode is sponsored by St...
Investing Power Hour #41: Exodus at Salesforce; Taiwan Semi Earnings; Amazon's Shopify Killer?
January 15, 2023 09:00 - 1 hour - 56.7 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM 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...
Can Interactive Brokers Thrive With High Interest Rates? A Deep Dive with Luis V. Sanchez (Ticker: IBKR)
January 12, 2023 09:00 - 1 hour - 71.4 MBInteractive Brokers operates as an automated electronic broker worldwide. The company serves institutional and individual customers through approximately 150 electronic exchanges. 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...
Microsoft (Ticker: MSFT) Not So Deep Dive
January 10, 2023 09:00 - 1 hour - 56.2 MBMicrosoft operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The company was founded in 1975 and is headquartered in Redmond, Washington. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Microsoft. Enjoy the show! ****************************** This episode is sponsored by Stratosphe...
Investing Power Hour #40: $AMZN Fires 18,000 People, $MSFT and ChatGPT, $TSLA Delivery Numbers
January 08, 2023 09:00 - 1 hour - 57.2 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM 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 of Paul's work? Find it here: https://substack.com...
The State of the Cloud in 2023 with Shawn Wang
January 05, 2023 09:00 - 1 hour - 59.9 MBThe "Cloud" in its simplest form refers to servers with data stored on them and those servers can be accessed over the internet. Many companies like Amazon, Microsoft, and Alphabet lead this fast-growing industry. Listen in as Brett and Ryan ask questions about the cloud and what growth will look like over the next few years. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FR...
Arch Capital Episode: Why We Own Wix (Ticker: WIX)
January 03, 2023 09:00 - 1 hour - 64.4 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. Wix operates a cloud-based platform that enables anyone to create a website. The company was founded in Tel Aviv, Israel in 2006. Brett and Ryan dive through Wix and outline the investment thesis for why we own the company in our Arch Capital ...
Investing Power Hour #39: 2022 Year in Review, 2023 Bold Predictions
January 01, 2023 09:00 - 1 hour - 56.1 MBThe CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM 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...
Moody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski
December 29, 2022 09:00 - 44 minutes - 40.5 MBMoody's Corporation (Ticker: MCO) is an integrated risk assessment firm that operates through two segments: Moody's Investors Service and Moody's Analytics. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ***************************** Want u...
BigCommerce (Ticker: BIGC) Not So Deep Dive
December 27, 2022 09:00 - 1 hour - 55.7 MBBigCommerce Holdings (Ticker: BIGC) operates a software-as-a-service platform for small businesses, mid-markets, and large enterprises. The company was founded in Sydney, Australia in 2009. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of BigCommerce. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscrib...
Investing Power Hour #38: FTX Employees Flip on SBF; YouTube gets NFL Sunday Ticket; Is Tesla Toast?
December 25, 2022 09:00 - 1 hour - 56.3 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 becoming a member of 7investing? ...
Can Anyone Buy a Small Business? With Paul Cerro
December 22, 2022 09:00 - 59 minutes - 54.4 MBPaul Cerro is the CEO of Cedar Grove Capital. As he joins us today, Paul describes the transition that he is making with his investing decisions. Paul is focusing on buying small private companies. Listen closely to learn more about this strategy and how Paul expects it to play out. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ***...
Squarespace (Ticker: SQSP) Not So Deep Dive
December 20, 2022 09:00 - 53 minutes - 49 MBSquarespace operates a platform for businesses and independent creators to build an online presence. The company enables its users to manage projects and businesses through custom websites. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Squarespace. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subsc...
BONUS Episode! 7investing Year in Review Covering Tesla, Amazon, Illumina + More
December 19, 2022 09:00 - 50 minutes - 46.1 MBIn this episode, we review many different companies that have made significant moves during the year. 7investing joins to give their incredibly well-researched analysis and opinions. Listen closely to find out if any of your holdings had newsworthy updates. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ 7investing Year in Review: h...
Investing Power Hour #37: FTX Testimony, State of Video Games, Private Equity Software Investments
December 18, 2022 09:00 - 1 hour - 58.7 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 becoming a member of 7investing? ...
Is Blackstone a Misunderstood Compounder? With John Rotonti (Ticker: BX)
December 15, 2022 09:00 - 58 minutes - 53.7 MBBlackstone Inc. is an alternative asset management firm. The company is the largest alternative asset manager in the world and the largest real estate investor in the world. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ********************...
GoDaddy (GDDY) Not So Deep Dive
December 13, 2022 09:00 - 1 hour - 63.7 MBGoDaddy is most well-known for its domain name registration service. The company assists customers at the initial stage of establishing a digital identity. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of GoDaddy. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 of...
Investing Power Hour #36: Holiday Spending Data, $TSM Bets Big on AZ, BREIT Halts Redemptions
December 11, 2022 09:00 - 1 hour - 57.1 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 becoming a member of 7investing? ...
Does Pacifico Airports Have an Impenetrable Moat? (Ticker: PAC) with Ian Bezek
December 08, 2022 09:00 - 49 minutes - 44.9 MBPacifico Airports manages, operates, and develops airports primarily in Mexico's Pacific region. The company's revenue is made through contracts, parking, advertising, and rental spaces inside the airport. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com...
MercadoLibre (Ticker: MELI) Not So Deep Dive
December 06, 2022 09:00 - 1 hour - 61.9 MBMercadoLibre operates an eCommerce platform primarily in Latin America. The company enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases online. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of MercadoLibre. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Sub...
Why We Own Autodesk (Ticker: ADSK)
December 05, 2022 09:00 - 1 hour - 56.1 MBThis is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership. Autodesk provides 3D design, engineering, and entertainment software and services worldwide. The company was founded in 1982 in Mill Valley, California. Brett and Ryan dive through Autodesk and outline the investment thesis for why we own the company in our Arch Capital limited partnership. *********************************************************...
Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation
December 04, 2022 09:00 - 1 hour - 56.6 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 becoming a member of 7investing? ...
Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)
December 01, 2022 09:00 - 47 minutes - 43.2 MBDigital Turbine delivers a mobile growth platform for advertisers, publishers, carriers, and device original equipment manufacturers. The company offers all kinds of publishers the ability to advertise to consumers on mobile devices. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for...
PTC (Ticker: PTC) Not So Deep Dive
November 29, 2022 09:00 - 48 minutes - 44.1 MBPTC Inc. offers software products and professional services that support 3D and AR design. The company was founded in 1985 and is headquartered in Boston, Massachusetts. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PTC. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” ...
Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa
November 27, 2022 09:00 - 1 hour - 56.4 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 becoming a member of 7investing? ...
Leatt Corporation (Ticker: LEAT) with Deep Sail Capital
November 24, 2022 09:00 - 45 minutes - 41.9 MBLeatt Corporation develops and distributes personal protective equipment for participants in motorsports and leisure activities. The company produces helmets, body armor, braces, guards, hydration systems, and apparel. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7inv...
Procore (Ticker: PCOR) Not So Deep Dive
November 22, 2022 09:00 - 49 minutes - 45.1 MBProcore Technologies (Ticker: PCOR) provides a cloud-based construction management platform and related software products. The company's products allow for collaboration between internal and external stakeholders during all stages of the construction process. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Procore. Enjoy the show! *************...
Investing Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet
November 20, 2022 09:00 - 1 hour - 55.8 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 becoming a member of 7investing? ...
Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)
November 17, 2022 09:00 - 56 minutes - 51.5 MBZoom Video Communications is most well known for its video conferencing product that became popular during the pandemic. The company offers more than just a video service though. Zoom offers HD video, voice, chat, and content sharing with various different products. Listen as Brett and Ryan ask Sean questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get ...
Bentley Systems (Ticker: BSY) Not So Deep Dive
November 15, 2022 09:00 - 48 minutes - 44.3 MBBentley Systems provides infrastructure engineering software solutions across the globe. For those of us that may not be engineers, the company's software provides solutions for buildings that are stationary. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Bentley Systems. Enjoy the show! ****************************** Interested in becoming a...
Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast
November 13, 2022 09:00 - 1 hour - 56.3 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 becoming a member of 7investing? ...
Why eDreams Is Winning in European Travel (Ticker: EDR) with Chadd Garcia
November 10, 2022 09:00 - 45 minutes - 42.1 MBeDreams operates as an online travel company in Europe. The company offers deals for flights, hotels, and other travel needs. eDreams was founded in 1999 in Silicon Valley. Listen as Brett and Ryan ask Chadd questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ***************...
ANSYS (Ticker: ANSS) Not So Deep Dive
November 08, 2022 09:00 - 47 minutes - 43.9 MBANSYS designs engineering simulation software and services for a variety of industries. The company's software allows engineers to test whether or not ideas/products would be viable in the real world. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of ANSYS. Enjoy the show! ****************************** Interested in becoming a member of 7invest...
Investing Power Hour #31: Q3 Earnings Season, Betting on Cloud, What Price is $META a Buy?
November 06, 2022 08:00 - 1 hour - 56.1 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscript...
Is IAC Undervalued? With Ramneek Kundra (Ticker: IAC)
November 03, 2022 08:00 - 55 minutes - 51.1 MBInterActiveCorp (IAC) operates as a media and internet company. The company operates various companies across many different industries. IAC was founded in 1995 and is headquartered in New York City. Listen as Brett and Ryan ask Ramneek questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.c...
BONUS Episode! Biotech + Semiconductors With 7investing
November 02, 2022 08:00 - 49 minutes - 45.7 MBOn the 1st of every month, 7investing publishes its seven best investment ideas. Brett, Ryan, Simon, and Krzysztof discuss the craze of the market. Listen in to hear where some hidden gems might be found in the current economic conditions. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** Want updates o...
Dassault Systemes (Ticker: DASTY) Not So Deep Dive
November 01, 2022 08:00 - 48 minutes - 44.4 MBDassault Systemes provides software solutions and services worldwide. The company's most popular product is SOLIDWORKS, which is a 3D design software. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Dassault Systemes. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and g...
Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings
October 30, 2022 08:00 - 1 hour - 57.5 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscript...
Why We Own Consorcio ARA (Ticker: ARA.MX)
October 28, 2022 08:00 - 44 minutes - 40.4 MBThis is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership. Consorcio ARA constructs and sells entry-level and middle-income residential housing developments in Mexico. The company was founded in 1977 in Mexico. Brett and Ryan dive through Consorcio ARA and outline the investment thesis for why we own the company in our Arch Capital limited partnership. -----------------------------------------------------...
Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)
October 27, 2022 08:00 - 1 hour - 65.8 MBSubsea 7 delivers offshore projects and services for the energy industry worldwide. The company provides project management for heavy machinery offshore projects. This includes everything from design to installation. Listen as Brett and Ryan ask Bob questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https:...
LGI Homes (Ticker: LGIH) Not So Deep Dive
October 25, 2022 07:00 - 48 minutes - 44.3 MBLGI Homes designs, constructs, and sells a variety of home types. The company sells entry-level homes, attached and detached homes, active adult homes, and luxury homes. At the end of the month, we will publish an Arch Capital episode that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of LGI Homes. Enjoy the show! Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/wel...
Investing Power Hour #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021
October 23, 2022 07:00 - 1 hour - 57.9 MBThe CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. 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 ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscript...
Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU)
October 20, 2022 08:00 - 54 minutes - 49.9 MBRoku operates two segments, Platform and Player. In other words, the company offers products and services in the television/streaming industry. Roku was founded in October 2002 in San Jose, California. Listen as Brett and Ryan ask Alex questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/...
Dream Finders Homes (Ticker: DFH) Not So Deep Dive
October 18, 2022 08:00 - 42 minutes - 39 MBDFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of DFH. Enjoy the show! Is this episode locked? Access our “Not So Deep Dive” episodes by si...