

Chit Chat Stocks
Chit Chat Stocks
Researching stocks so you don't have to. For new listeners, expect episodes in your feed every Wednesday and Friday. Hosted by Ryan Henderson and Brett Schafer.
Episodes
Mentioned books

Feb 7, 2021 • 30min
Wix.com (WIX) | Fundamental Analysis
Discover the fascinating world of website building with a deep dive into Wix, a user-friendly platform revolutionizing online presence since 2006. Explore its competitive edge against Shopify and WordPress, and learn about financial growth, customer loyalty, and user engagement strategies. Delve into the intriguing business model of this Israeli-based company, including its marketing tactics and unique approach to customer retention. Plus, gain insights into evaluating growth potential in non-profitable but promising ventures!

Feb 4, 2021 • 41min
IZEA Worldwide (IZEA) | Deep Dive
IZEA manages online marketplaces and platforms that allow content creators to connect with marketers. Their main business operation is connecting influencers to companies looking for marketing avenues. As always enjoy today's show!
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Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Timestamps
Company Background | (2:41)
Industry | (7:00)
Management & Ownership | (10:58)
Valuation | (14:30)
Earnings | (15:35)
Balance Sheet | (18:10)
Our Analysis | (20:30)
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.
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Feb 2, 2021 • 1h 48min
Myles Udland | WallStreetBets & Buffett Legacy
Welcomed onto the show this week is Myles Udland. Myles is an anchor on Yahoo Finance and a popular fintwit personality. Before the discussion today, your hosts, Brett and Ryan, share their favorite stories from the week and try their best to avoid the headlines that everyone has already heard enough about. As always enjoy the show!
Follow Myles Udland on Twitter: https://twitter.com/MylesUdland?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Timestamps
Stories | (3:09)
Fintwit | (17:46)
Interview | (24:01)
Hot Water | (1:34:07)
Buy-Sell-Hold | (1:39:54)
Anecdotal Evidence | (1:41:15)
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Jan 31, 2021 • 29min
Box (BOX) | Fundamental Analysis
Box is a cloud-based content management company. The company has surely developed since its founding in 2005. The company now operates as cloud storage and collaboration tool for individuals and enterprise companies. As always, enjoy the show.
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
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Jan 28, 2021 • 41min
InterActive Corp (IAC) | Deep Dive
InterActive Corp is a holding company whose main operations include media and internet businesses. IAC holds many companies that you have probably heard of such as Angi's Homeservices, Vimeo, and even Turo the business interrupting the car rental industry. 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 Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Company Background | (2:31)
Industry | (5:35)
Management & Ownership | (8:02)
Valuation | (11:05)
Earnings | (13:07)
Balance Sheet | (15:25)
Second Half | (18:52)
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Jan 26, 2021 • 1h 50min
Kyler Hasson | Google & Charter Communications
This week on Chit Chat Money we are joined by Kyler Hasson. You can find his work at concentratedcompounding.com or follow him on Twitter, link below. Before the discussion, Ryan and Brett share their favorite stories from the week. Below our links, you can find the timestamps for this week's episode. As always enjoy the show!
Follow Kyler Hasson on Twitter: https://twitter.com/kylerhasson?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Timestamps
Stories | (2:19)
Fintwit | (22:12)
Interview | (24:40)
Hot Water | (1:34:51)
Buy-Sell-Hold | (1:42:03)
Anecdotal Evidence | (1:44:39)
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Jan 24, 2021 • 27min
Naked Wines (WINE) | Fundamental Analysis
Naked Wines operates by selling wine through a subscription service. Formerly known as Majestic Wine, Naked Wines partners directly with the wine producers in order to bring customers lower prices and bring producers, consistent customers. As always, enjoy the show.
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
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Jan 21, 2021 • 40min
Bumble (BMBL) | Deep Dive
Bumble is an application-based dating app. On Bumble female users have the power to make the first connection or contact unlike many of the other application-based dating platforms. Enjoy this week's Deep Dive.
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 Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Company Background | (2:04)
Industry | (6:08)
Management & Ownership | (8:30)
Valuation | (11:20)
Earnings | (14:24)
Balance Sheet | (17:08)
Competitive Advantages | (19:24)
Growth Opportunities | (22:24)
Highlights & Lowlights | (27:48)
More or Less Interested | (36:08)
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Jan 19, 2021 • 1h 47min
Francine McKenna | Accounting Matters
Welcomed onto the show this week is Francine McKenna, an independent journalist, and CPA. Francine, Brett, and Ryan discuss how and why accounting can actually influence your company analysis. Listen closely and Francine will share some secrets that every investor should know and that she uses to analyze different companies. Below the links, you can find the timestamps for this week's episode. As always enjoy the show!
Get 20% Francine's Substack by Messaging Her: https://twitter.com/retheauditors?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Timestamps
Stories | (2:58)
Fintwit | (15:39)
Interview | (22:23)
Hot Water | (1:30:52)
Buy-Sell-Hold | (1:39:54)
Anecdotal Evidence | (1:42:14)
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Jan 17, 2021 • 30min
Airbnb (ABNB) | Fundamental Analysis
Chit Chat Money covers Airbnb in this week's fundamental analysis. Airbnb is one of 2020's hot IPOs. If you don't know, Airbnb is a marketplace for individuals to rent out their own properties and rent from others. Hope you enjoy today's analysis!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Learn more about your ad choices. Visit megaphone.fm/adchoices