Chit Chat Stocks

Our good friend John Rotonti interviews Dan O'Keefe. Listen to "The JRo Show" wherever you get your podcasts. 3:00 – Definition of value investing according to Dan 10:00 – Dan’s risk management and portfolio management philosophy 17:00 – when to sell a stock 22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis 32:00 – Dan describes his team’s equity research process including the reason for nurturing an absolute mindset, not a relative mindset 57:00 – How Dan spends his quiet time. 1:01:00 – How to be a global investor 1:07:00 – Dan thoughts on passively investing in the S&P 500 1:13:00 – the contradictory psychological profile needed to be a good investor.

The 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/⁠⁠ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠ibkr.com/info⁠⁠ ****************************** 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.

Andrew from the "Yet Another Value Blog" joins the show to discuss merger arbitrage investing and why he thinks now could be a great time to be using this strategy. Listen as Brett and Ryan ask Andrew questions about his experience in merger arb. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠ibkr.com/info⁠⁠ ****************************** 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 for our Tuesday episodes: ⁠https://chitchatmoney.substack.com/⁠ Want more from Andrew? Check out the Yet Another Value Blog on merger arb: ⁠https://www.yetanothervalueblog.com/p/the-antitrust-inflection Contact us: chitchatmoneypodcast@gmail.com Timestamps Merger Arbitrage | (3:00) Examples | (14:35) Fundamentals | (26:48) 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.

Dollarama Inc. (DOL.TO) is a Canadian dollar store retail chain known for offering a wide range of affordable products, serving budget-conscious consumers across Canada. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DLMAF. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠ibkr.com/info⁠ ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠https://chitchatmoney.substack.com/⁠ Want updates on future shows and projects? Follow us on Twitter: ⁠https://twitter.com/chitchatmoney⁠ Contact us: ⁠chitchatmoneypodcast@gmail.com⁠ Timestamps Company Background | (2:15) Industry | (12:21) Management & Ownership | (16:44) Earnings | (23:43) Balance Sheet | (28:35) Valuation | (32:39) Our Analysis | (33:20) 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.

The 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/⁠ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠ibkr.com/info⁠ ****************************** 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.

Upslope Capital Management is a long/short fund focused on identifying frauds and fads as potential shorts. Listen as Brett and Ryan ask George questions about how to identify shorts and how to properly manage a short portfolio. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ***************************** 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 for our Tuesday episodes: https://chitchatmoney.substack.com/ Want more from George and Upslope Capital? Find more info here: https://www.upslopecapital.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Upslope Capital | (2:49) Shorting Misconceptions | (11:28) Memorable Shorts | (33:41) 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.

Dollar Tree, Inc. (DLTR) is a well-known discount retail chain offering a variety of products at the one-dollar price point, serving budget-conscious shoppers across its vast network of stores, although it contends with challenges posed by competition in the retail industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DLTR. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (4:44) Industry | (23:09) Management & Ownership | (27:58) Earnings | (33:10) Balance Sheet | (36:52) Valuation | (39:09) Our Analysis | (41:18) 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.

The 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/ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info ****************************** 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.

Andrew Sather and Dave Ahern from "Investing For Beginners" discuss Texas Instruments, its business model, valuation, and the potential of the electric vehicle industry. They explore Texas Instruments' core end markets, competition, and efficient production processes. The hosts also highlight the Investing For Beginners podcast's teaching approach for beginner investors.

Dollar General Corporation (DG) is a leading discount retailer offering a wide range of everyday essentials at affordable prices, with a vast store network serving communities across the United States, and it has demonstrated resilience in various economic conditions while facing competition in the retail industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DG. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:45) Industry | (15:09) Management & Ownership | (24:02) Earnings | (31:33) Balance Sheet | (42:46) Valuation | (44:15) Our Analysis | (45:15) 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.