Chit Chat Stocks

Fulgent Genetics provides genetic testing services, including COVID-19 testing, to physicians. The company offers clinically actionable diagnostic information by making use of data comparison and suppression algorithms. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Fulgent Genetics. 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 7 Investing with the code "CCM": https://7investing.com/subscribe/aff/4/ Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive  Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:40) Industry | (6:32) Management & Ownership | (8:32) Valuation | (10:17) Earnings | (11:27) Balance Sheet | (13:32) Our Analysis | (14:56) 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

We are joined by Luis Sanchez, the founder of LVS Advisory. We discuss Moneygram, which is a money transfer company headquartered in Dallas, Texas. Luis brings his expert knowledge of Moneygram for a great discussion regarding the history and future of the company. Enjoy the show! Our Thursday Deep Dives are 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 7 Investing with the code "CCM": https://7investing.com/subscribe/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Luis's work? Follow him on Twitter: https://twitter.com/LuisVSanchez777?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ  Contact us: chitchatmoneypodcast@gmail.com  Timestamps Discovery | (3:16) The Business | (8:02) Further Questions | (35:41) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Just Eat Takeaway specializes in online food ordering and home delivery. The company connects consumers and restaurants through its platforms in various countries. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Just Eat Takeaway. 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 7 Investing with the code "CCM": https://7investing.com/subscribe/ Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/ Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:42) Industry | (9:44) Management & Ownership | (11:04) Valuation | (13:30) Earnings | (15:37) Balance Sheet | (18:27) Our Analysis | (19:30) 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

This week we are joined by Simon Erickson, founder of 7Investing. We discuss Affirm, a digital and mobile-first e-commerce platform. Affirm is most commonly known for how it enables consumers to pay for a purchase over time. Simon brings his expert knowledge of Affirm for a great discussion regarding the history and future of the company. Enjoy the show! Our Thursday Deep Dives are 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 7 Investing with the code "CCM": https://7investing.com/subscribe/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Simon's work? Follow him on Twitter: https://twitter.com/7Innovator?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ  Contact us: chitchatmoneypodcast@gmail.com  Timestamps Discovery | (5:32) The Business | (9:35) Management | (19:42) Further Questions | (20:40) 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

Ocado Group is essentially a robotic retailer. The company is a British online supermarket that uses automation to manage customer orders. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Doximity. 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 Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive  Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:20) Industry | (7:22) Management & Ownership | (10:19) Valuation | (13:43) Earnings | (14:54) Balance Sheet | (17:40) Our Analysis | (19:27) 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

Kris from Growth to Value joins us this week to discuss Fiverr the online freelance marketplace. In this revamp of our original "Deep Dive", we now focus on welcoming guests we consider experts on a particular company. Kris brings his expert knowledge of Fiverr for a great discussion regarding the history and future of the Israeli-based company. Enjoy the show! Our Thursday Deep Dives are 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 Interested in more of Kris's work? Follow him on Twitter: https://twitter.com/FromValue?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ  Contact us: chitchatmoneypodcast@gmail.com  Timestamps Discovery | (5:27) The Business | (11:38) Management | (19:50) Further Questions | (20:40) 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

Doximity is a networking service for medical professionals. Often referred to as the LinkedIn for doctors, Doximity allows medical professionals to connect and stay up to date on the latest news and discoveries. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Doximity. 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 Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/ Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:57) Industry | (8:49) Management & Ownership | (11:23) Valuation | (13:28) Earnings | (14:27) Balance Sheet | (16:28) Our Analysis | (18:27) 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

Latch is an enterprise technology company focused on commercial solutions for smart device control. Typically found in commercial real estate, Latch offers a variety of products from smart access control to smart connectivity. Listen in as Brett and Ryan go through the history, financials, and future prospects of Paycom. Enjoy the show! Our Thursday Deep Dives are 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 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ  Contact us: chitchatmoneypodcast@gmail.com  Timestamps Company Background | (2:30) 1:53 Industry | (8:19) 7:42 Management & Ownership | (11:40) 11:03 Valuation | (16:18) 15:25 16:02 Earnings | (18:18) 17:41 Balance Sheet | (23:17) 22:40 Our Analysis | (24:08) 23:31 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

This week, we are joined by Erik Gatenholm, the Co-founder and CEO of Cellink. Cellink is a bio-convergence startup focused on bioprinting. The company's services provide critical breakthroughs in cell culturing, tissue engineering & drug development. Stayed tuned after the amazing interview to hear Brett and Ryan discuss their favorite stories from the week. Let's go! 7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/ Want more of Erik Gattenholm? Follow him on Twitter: https://twitter.com/egatenholm?s=20 Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Interview | (3:29) Interview Continued | (25:45) Show Notes | (43:30) 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

Chewy is an American online retailer of pet food and pet-related products. The online company sells over 2,500 different brands. Chewy was acquired in 2017 by PetSmart for a whopping $3.35 billion. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Chewy. Enjoy the show! Our Sunday 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 Interested in more of Brad’s work? Follow him on Twitter: https://twitter.com/StockMarketNerd?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:35) Industry | (6:48) Management & Ownership | (9:10) Valuation | (12:46) Earnings | (13:38) Balance Sheet | (15:58) Our Analysis | (17:40) 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