Chit Chat Stocks

Grab is a southeast Asian super-app. The company will go public via a SPAC whose current ticker is AGC. Grab offers ride-hailing, mobile payments, food delivery, shopping, and even investing. Grab is attempting to let users have access to everything on their phones. Listen in as Ian, Brett, and Ryan dive into what the company does and how it may grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:43) Industry | (6:09) Management & Ownership | (7:32) Valuation | (9:50) Earnings | (11:03) Balance Sheet | (13:06) Our Analysis | (14:48) 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

Jumia owns and operates an e-commerce business across multiple market segments. Jumia operates an online marketplace, a shipment/logistics business, and even maintains its own payment platform. Listen in as Ian, Brett, and Rayn dive into what the company does and where it could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:34) Industry | (5:46) Management & Ownership | (8:44) Valuation | (14:43) Earnings | (15:56) Balance Sheet | (18:28) Our Analysis | (21:15) 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

This week Jake Taylor joins us to discuss Charlie Munger and how Jake got into his career. Jake mentions that he rarely pays retail price for anything and explains how that has carried over into his investment career. Listen in after the interview to hear Brett and Ryan's show notes, including their comments on the annual Berkshire meeting. Let's go! Follow Jake Taylor on Twitter: https://twitter.com/farnamjake1?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (3:07) Interview 2nd Half | (28:35) Berkshire, Big Tech & Apple | (1:11:08) 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

ThredUp is an online resale marketplace that allows users to buy and sell secondhand apparel and accessories. The company aims to reject fast-fashion and throwaway fashion culture. Listen in as Brad, Brett, and Ryan dive into the company's background as well as what growth factors may impact ThredUp. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:35) Industry | (6:53) Management & Ownership | (9:06) Valuation | (11:09) Earnings | (12:29) Balance Sheet | (14:48) Our Analysis | (15:55) 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

Squarespace is a low code website building and hosting tool. Platforms like Squarespace allow clients to establish an online presence with simple drag and drop website creation. Listen in as Ian, Brett, and Ryan dive into what Squarespace does and how the company can perform going forward. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:15) Industry | (6:29) Management & Ownership | (8:17) Valuation | (11:19) Earnings | (14:49) Balance Sheet | (16:47) Our Analysis | (20:55) 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

Jon Bathgate joins us this week to discuss semiconductors, resiliency, and optionality. Jon covers his background and how he got to NZS Capital. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week. Let's go! Follow Jon Bathgate on Twitter: https://twitter.com/jbathgate?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (2:49) Interview 2nd Half | (30:24) WeWork, Apple Podcasts & more | (57:10) 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

Dive into the remarkable world of Coupang, the South Korean e-commerce giant transforming online shopping. Discover their lightning-fast delivery services and how they rival industry titans like Amazon. The hosts unravel Coupang’s unique ownership dynamics and its strategic $4.6 billion IPO that fuels expansion. Learn about their competitive edges, including logistics prowess and brand recognition, while exploring potential growth avenues like international expansion and the evolution into a super app. It’s an insightful look at a company poised for bigger things!

Poshmark operates a social marketplace for new and secondhand style products. At the end of 2020, Poshmark had 6.5 million active buyers on its platform. Pay close attention as Ian, Brett, and Ryan dive into the company's history and what growth opportunities may lie ahead. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:11) Industry | (8:47) Management & Ownership | (11:21) Valuation | (13:28) Earnings | (15:31) Balance Sheet | (16:37) Our Analysis | (18:18) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we discuss Mohawk Group (MWK) with Asher, Sean, and Jonah. The group discusses topics ranging from Mohawk's product mix to the company's capital structure. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week and more. Let's go! Follow Asher Delug on Twitter: https://twitter.com/asherdelug?s=20 Follow Sean Emory on Twitter: https://twitter.com/_SeanDavid?s=20 Follow Jonah Lupton on Twitter: https://twitter.com/JonahLupton?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Interview 1st Half | (3:32) Interview 2nd Half | (28:24) Amazon, Coinbase, & more | (59:01) 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

Coursera offers an educational platform where learners, educators, and institutions can connect across the globe. At the end of 2020, Coursera had approximately 77 million learners registered on the platform. Listen in as Brad, Brett, and Ryan discuss how the company operates and where Coursera could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:01) Industry | (7:37) Management & Ownership | (9:31) Valuation | (12:45) Earnings | (13:32) Balance Sheet | (15:45) Our Analysis | (17:38) 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