

Chit Chat Stocks
Chit Chat Stocks
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
Episodes
Mentioned books

Feb 16, 2021 • 59min
Twitter Spaces vs. Clubhouse
Brett and Ryan discuss their favorite stories from the week. Ryan discusses TurboTax's troubled past and Brett talks about Clubhouse vs. Twitter and the Bumble IPO. Tune in to the second half of the episode for this week's hot water, buy-sell-hold, and anecdotal evidence. Enjoy the show!
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
Stories | (3:22)
Fintwit | (32:35)
Hot Water | (37:07)
Buy-Sell-Hold | (45:43)
Anecdotal Evidence | (47:12)
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 14, 2021 • 33min
Activision Blizzard (ATVI) | Fundamental Analysis
Activision Blizzard develops and publishes gaming content. The company's top three brands are Activision, Blizzard Entertainment, and King. Activision Blizzard distributes its content across consoles, PCs, and mobile devices. 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 us on Twitter: https://twitter.com/chitchatmoney
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

Feb 11, 2021 • 40min
Mohawk Group (MWK) | Deep Dive
Mohawk Group is a tech-enabled consumer product company. Although this may sound complicated, Mohawk Group effectively owns and operates many different brands and products that they sell online. Their main focus is selling through Amazon, but they do sell some of their more popular brands on their own websites. 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
Timestamps
Company Background | (2:20)
Industry | (6:23)
Management & Ownership | (8:35)
Valuation | (11:08)
Earnings | (13:00)
Balance Sheet | (15:28)
Our Analysis | (19:17)
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

Feb 9, 2021 • 1h 20min
Brad Freeman | Boeing & SoFi
Brad Freeman joins the show this week to give his thoughts on Boeing and SoFi, as well as share his investing story. Listen in as Brad gives his insight into what Boeing's future may hold. Before the interview, Brett and Ryan share their favorite stories from the week. Enjoy the episode!
Follow Brad Freeman on Twitter: https://twitter.com/StockMarketNerd?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
Timestamps
Stories | (2:16)
Fintwit | (28:30)
Interview | (33:59)
Hot Water | (1:06:52)
Buy-Sell-Hold | (1:14:36)
Anecdotal Evidence | (1:15:06)
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

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!
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
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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)
Learn more about your ad choices. Visit megaphone.fm/adchoices

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
Learn more about your ad choices. Visit megaphone.fm/adchoices

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)
Learn more about your ad choices. Visit megaphone.fm/adchoices

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)
Learn more about your ad choices. Visit megaphone.fm/adchoices


