Brett and Ryan take turns walking you through their valuation processes. Listen closely to find out what margins or metrics your hosts pay close attention to. After the break, Brett and Ryan discuss the top stories from the week, including AMC, Bezos, and bitcoin. Let's go!
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: chitchatmoneypodcast@gmail.com
Timestamps
Valuation Process | (1:38)
AMC | (27:47)
Pershing Square | (32:30)
Bezos to Space | (36:24)
Cable Cowboy | (40:53)
Cure for Alzheimer's | (45:13)
Bitcoin Conference | (46:53)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices