Chit Chat Stocks

Chit Chat Stocks
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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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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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
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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
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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
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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!
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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
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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) Learn more about your ad choices. Visit megaphone.fm/adchoices
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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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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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) Learn more about your ad choices. Visit megaphone.fm/adchoices
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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) Learn more about your ad choices. Visit megaphone.fm/adchoices

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