Chit Chat Stocks

Markel Corporation is a financial holding company that markets and underwrites insurance products. The company offers various specialty insurance products across many different segments. Listen as Brett and Ryan ask Bill questions about the company, its business model, and valuation. 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 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 Bill's work? Find him on Twitter here: https://twitter.com/TMFOtter?s=20&t=iB3yKYkeYyDrDIf8ueByHA Contact us: chitchatmoneypodcast@gmail.com  Timestamps Markel | (5:45) Who's the Customer | (16:29) Private Equity | (26:59) 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

Digital Turbine operates a mobile growth platform that connects mobile applications to users. The company operates through two segments: On Device Media and In App Media. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Digital Turbine. 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  Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney  Contact us: chitchatmoneypodcast@gmail.com  Timestamps  Company Background | (3:00)  Industry | (13:00)  Management & Ownership | (16:32)  Valuation | (21:43)  Earnings | (22:55)  Balance Sheet | (25:22)  Our Analysis | (28:36)  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. 

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.  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

Joint Corp owns and operates chiropractic clinics. The company operates within two segments, Corporate Clinics, and Franchise Operations. Listen as Brett and Ryan ask Edward 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 Braden's work? Find him on Twitter here: https://twitter.com/edwardwchang?s=20&t=ljAQJEJtXdm1enNH39Mp5A Contact us: chitchatmoneypodcast@gmail.com  Timestamps Joint Corp | (8:42) Competition | (16:28) Customer Satisfaction | (30:15) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charter Communications is a broadband connectivity and cable operator. The company is the second-largest cable operator in the United States. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lululemon. 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  Contact us: chitchatmoneypodcast@gmail.com  Timestamps  Company Background | (3:17)  Industry | (13:05)  Management & Ownership | (18:15)  Valuation | (22:14)  Earnings | (24:32)  Balance Sheet | (26:22)  Our Analysis | (29:25)  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.

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.  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

Equinix is a digital infrastructure company. The company owns the infrastructure that allows other enterprises to operate as efficiently as possible in the digital world. Listen as Brett and Ryan ask Braden questions about the company, its business model, and valuation. 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 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 Braden's work? Find him on Twitter here: https://twitter.com/BradoCapital?s=20&t=txeDD854WWbQae1g8v2RxQ Contact us: chitchatmoneypodcast@gmail.com  Timestamps Equinix | (4:35) Value Proposition | (13:25) Competitive Advantages | (21:11) 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

Lululemon is a designer, distributer, and retailer of athleisure wear. The company tailors its clothing for lifestyle and athletic activities. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Lululemon. 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 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? Subscribe to his newsletter: https://stockmarketnerd.beehiiv.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:45) Industry | (10:24) Management & Ownership | (12:15) Valuation | (15:05) Earnings | (16:15) Balance Sheet | (20:03) Our Analysis | (22:47) 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.  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

Xponential Fitness is the parent company of fully franchised boutique fitness locations. The company focuses on classes that are specific to the consumer and their needs. Listen as Brett and Ryan ask Paul 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 Paul's work? Find him on Twitter here: https://twitter.com/paulcerro?s=20&t=RWkQ1LAYvdaXBVZIrXIUpQ Contact us: chitchatmoneypodcast@gmail.com  Timestamps Xponential | (5:15) Licenses | (13:02) Rollup Strategy | (20:08) 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