Chit Chat Stocks

Hagerty Insurance provides automobile and boat insurance products. The company specializes in insurance for car enthusiasts. Listen as Brett and Ryan ask Fred questions about the company, its business model, and valuation. Enjoy the show! This episode is brought to you by Masterworks. Join a community of 400,000 investors with access to exclusive blue-chip art investments. Use our link and get access today:  http://masterworks.art/CCM Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Fred's work? Find him on LinkedIn here: https://www.linkedin.com/in/frederick-turcotte-9222b57b/ Contact us: chitchatmoneypodcast@gmail.com  Timestamps Hagerty Insurance | (4:08) Business Model | (11:25) State Farm Relationship | (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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Hershey Company owns and operates subsidiaries that manufacture and sell confectionery products and pantry items. The company operates through three segments: North America Confectionery, North America Salty Snacks, and International. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Hershey. Enjoy the show! This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive  Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:20) Industry | (9:43) Management & Ownership | (11:56) Valuation | (15:02) Earnings | (16:40) Balance Sheet | (19:41) Our Analysis | (22:37) 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

The 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.  Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Adyen is a payment company that allows businesses to accept e-commerce, mobile, and point-of-sale payments. The company is based out of the Netherlands. Listen as Brett and Ryan ask MBI questions about the company, its business model, and valuation. Enjoy the show! This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/ Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of MBI's work? Find more here: https://mbi-deepdives.com/ Contact us: chitchatmoneypodcast@gmail.com  Timestamps Adyen | (3:19) Competitors| (13:20) Is Adyen Number One? | (26:32) 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

Sprout Social operates a web-based social media management platform. The company offers a cloud software that brings together social messaging, data, and workflows. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Sprout Social. Enjoy the show! This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device. Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128  Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:25) Industry | (6:51) Management & Ownership | (10:13) Valuation | (13:23) Earnings | (15:04) Balance Sheet | (16:22) Our Analysis | (17:20) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 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.  Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Callaway Golf Company (ELY) designs, manufactures, and sells golf equipment. Callaway also owns and operates the Topgolf brand. The company's main segments are Topgolf, Golf Equipment, and Wearables. Listen as Brett and Ryan ask Greenwald questions about the company, its business model, and valuation. Enjoy the show! This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308 Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Greenwald's work? Find him on Twitter here: https://twitter.com/LeoGreenwald?s=20&t=y1lD1NEjoOUOrySO0yW98Q Contact us: chitchatmoneypodcast@gmail.com  Timestamps Callaway | (4:08) Toptracer | (15:37) Free Cash Flow | (27:50) 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

Tooey Courtemanche, CEO of Procore Technologies, discusses the success of their construction management platform, the current state of the construction industry, leveraging technology for efficient construction sites, industry performance and indicators, enhanced offering and benefits, and the financial aspect of construction and digital transformation.

Pinterest operates a visual discovery engine. The company's platform allows users to find inspiration for many things in their lives. Some of the most popular topics include recipes, home design, and DIY projects. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Pinterest. Enjoy the show! This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive  Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (4:02) Industry | (9:30) Management & Ownership | (12:33) Valuation | (16:09) Earnings | (17:41) Balance Sheet | (21:50) Our Analysis | (22:30) 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

The 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.  Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices