Chit Chat Stocks

The CCM Power Hour is a live-streamed show every Friday at 1:00 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

The podcast discusses Constellation Software, its business model, and valuation. They explore how the company acquires and manages software businesses in specific niche markets and the challenges they face in finding new growth opportunities. They also touch on the importance of trust in investing in a serial acquirer like Constellation Software and analyze the company's free cash flow and valuation. Additionally, they discuss the potential for acquiring more vertical market software companies and the company's focus on organic growth and scalability.

Celsius Holdings develops and markets functional drinks, more commonly known as energy drinks. The company is now in 135,000 stores in the US and they have a 2% market share in the energy category. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Celsius Holdings. Enjoy the show! This episode is brought to you by Knack Bags. Use our link and enter promo code “KnackChat” to get a $15 TSA approved lock with your purchase of a bag: knack-bags.pxf.io/4eMgNZ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "CCM" and get $10 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 | (3:38) Industry | (7:55) Management & Ownership | (9:35) Valuation | (11:17) Earnings | (12:35) Balance Sheet | (14:09) Our Analysis | (15:28) 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

Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship . Officially Formula One Group is a subsidiary of Liberty Media Corporation. Listen as Brett and Ryan ask Francisco questions about the company, its business model, and valuation. Enjoy the show! This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Francisco's work? Follow him on Twitter here: https://twitter.com/FrancoOlivera?s=20&t=q2DdGsv8wqWaDwXDtJJqLg Contact us: chitchatmoneypodcast@gmail.com  Timestamps Formula One | (3:04) Growth | (36:25) 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. Visit megaphone.fm/adchoices

Applied Materials provides manufacturing equipment, services, and software to the semiconductor industry. The company sells primarily to chip manufacturers and display companies. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Applied Materials. 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 "CCM" and get $10 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 | (3:43) Industry | (8:43) Management & Ownership | (11:06) Valuation | (12:59) Earnings | (16:36) Balance Sheet | (19:10) Our Analysis | (22:19) 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 Trade Desk is a programmatic advertising company and a demand-side platform (DSP). Customers using the Trade Desk's platform can create advertising campaigns across various ad formats and channels. Listen as Brett and Ryan ask Dhaval Kotecha 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 "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Dhaval's work? Follow him on Twitter here: https://twitter.com/dhaval_kotecha?s=20&t=hRYwR8Hy35LOBkBAw0kJHA Contact us: chitchatmoneypodcast@gmail.com  Timestamps Trade Desk | (2:54) Advertising | (19:15) 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

Amazon seeks to be Earth's most customer-centric company. It is one of the largest e-commerce and cloud company's in the world. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Amazon. Enjoy the show! Our Tuesday Not So Deep Dives are 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 "CCM" and get $10 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 | (2:48) Industry | (10:30) Management & Ownership | (12:11) Valuation | (16:27) Earnings | (17:31) Balance Sheet | (20:55) Our Analysis | (23:48) 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

Domino's Pizza is a multinational pizza chain. You have probably heard of the company, but maybe you haven't thought of Domino's as an investment. Listen as Brett and Ryan ask Matt Cochrane questions about the company, its business model, and valuation. Enjoy the show! This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Matt's work? Follow him on Twitter here: https://twitter.com/Matt_Cochrane7?s=20&t=J7jJyALuPDqlTvsjb2mmnw Contact us: chitchatmoneypodcast@gmail.com  Timestamps Domino's Pizza | (3:34) Management | (23:58) 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

Ian, Brett, and Ryan discuss the history, financials, and future prospects of Paramount Global, formerly known as ViacomCBS. They cover topics like the company's revenue streams, competition in the entertainment industry, the growth of the streaming market, and the value proposition of Paramount Plus compared to other streaming services. The hosts also announce the release of their new app, Merlin.

Skechers designs, produces, and markets footwear for men, women, and children. The company has a wide range of offerings. Skechers makes casual shoes, hiking shoes, and even light-up shoes. The company is headquartered in California. Listen as Brett and Ryan ask Ben Claremon 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 "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Ben's work? Follow him on Twitter here: https://twitter.com/BenClaremon?s=20&t=Rvi3WbDtLheM2-rKPV5CNw Contact us: chitchatmoneypodcast@gmail.com  Timestamps Sketchers | (3:27) Valuation | (31:00) 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