Chit Chat Stocks

Pinterest provides a visual discovery platform to its users. The Pinterest platform provides inspiration for many aspects of our lives, including recipes, home decor, and even DIY projects. Listen closely as Ian, Brett, and Ryan dive into where Pinterest could go 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 | (1:34) Industry | (5:43) Management & Ownership | (9:00) Valuation | (11:28) Earnings | (13:57) Balance Sheet | (16:56) Our Analysis | (20:42) 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 on Chit Chat Money we are joined by Luis Sanchez to discuss some incredibly exciting companies. During the interview we discuss Autodesk, Procore, and Avid Technology. Keep listening after the interview to hear Brett and Ryan's favorite stories from the week as well as other pressing news headlines. Let's go! Follow Luis Sanchez on Twitter: https://twitter.com/LuisVSanchez777?s=09 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 | (2:48) Interview 2nd Half | (43:26) Microsoft, Alibaba, Binance & more | (1:08:24) 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

Olo Inc provides a software-as-a-service for multi location restaurants such. The company has benefited from pandemic trends. As restaurants have been forced to pivot to digital ordering platforms, Olo was there to help. Listen in as Brad, Brett, and Ryan dive into the company and where it may 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 | (4:30) Industry | (9:24) Management & Ownership | (14:14) Valuation | (17:17) Earnings | (18:18) Balance Sheet | (21:16) Our Analysis | (23:17) 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

GoPro develops and markets action cameras and cloud-based subscription services. GoPro has had a rough run of it with the stock price almost hitting $100 after IPO and then falling to the single digits. Listen in as Ian, Brett, and Ryan dive into GoPro's history and its future growth opportunities. 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 | (2:21) Industry | (7:04) Management & Ownership | (11:40) Valuation | (13:38) Earnings | (15:21) Balance Sheet | (16:57) Our Analysis | (20:24) 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

John Rotonti joins us for this week's episode where we cover current valuations as well as interesting innovations in the market. The group discusses semi-conductors and potential moats in the industry. Listen in after the interview for news from the week, Archegos blow-up, and even Spotify's most recent acquisition. Let's go! Follow John Rotonti on Twitter: https://twitter.com/JRogrow?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 | (4:05) Interview 2nd Half | (36:40) Archegos blow up, Spotify acquisition & more | (1:09:27) 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

Danaher is a large American-based conglomerate. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. Brad, Brett, and Ryan dive into the company and explain why Danaher has done so well over the years. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ 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 | (2:25) Industry | (5:29) Management & Ownership | (7:11) Valuation | (10:12) Earnings | (11:28) Balance Sheet | (13:17) Our Analysis | (15:17) 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

Farfetch is an online luxury fashion retail platform. Retailers can sell through Farfetch's platform where Farfetch will take a portion of the revenue. Farfetch also owns its own fashion apparel that can be found on the platform. Ian, Brett, and Ryan dive into what the company does and where Farfetch 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 | (2:47) Industry | (6:33) Management & Ownership | (8:02) Valuation | (12:39) Earnings | (13:52) Balance Sheet | (17:52) Our Analysis | (19:56) 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

Jim Gillies joins us this week to discuss sin stocks, bubbles, & RCI Hospitality. Learn about Jim Gillies' background and how he got into the investing world. The group discusses how Jim invested during the dot-com bubble and the current value of some sin stocks. Listen in to hear some analysis of RCI Hospitality and reasons why the stock has done so well. Let's go! Follow Jim Gillies on Twitter: https://twitter.com/JimPGillies?s=20 Listen to A History of Financial Markets on Spotify: https://open.spotify.com/show/3sQa194vZT94e6hxIQvflQ?si=Ru-jpu2iQKatQJnC2RwEyQ Listen to A History of Financial Markets on Apple Music: https://podcasts.apple.com/us/podcast/a-history-of-financial-markets/id1559960525 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 | (3:27) Hot Water | (1:14:05) Buy-Sell-Hold | (1:29:56) Anecdotal Evidence | (1:31:28) 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

Upstart is a cloud-based artificial intelligence lending platform. The company connects consumers to banks that are willing to lend. Upstart is trying to revolutionize the old credit score system. Listen closely as Brad, Brett, and Ryan dive into what exactly Upstart does and how they may fair in the future. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ 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 | (2:26) Industry | (10:31) Management & Ownership | (12:31) Valuation | (15:35) Earnings | (17:36) Balance Sheet | (19:25) Our Analysis | (21:14) 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

Five Below is a high-growth value retailer for tweens, teens, and others. The company operates over 1,000 locations and offers products in the price range of $1 to $5. Ian, Brett, and Ryan dive into what the company does, what the industry looks like, and how Five Below might perform going forward. As always 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 | (2:17) Industry | (6:03) Management & Ownership | (8:25) Valuation | (11:38) Earnings | (12:37) Balance Sheet | (13:42) Our Analysis | (15:42) 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