361 episodes

Uncover potential new investments by listening to Chit Chat Money. Every Thursday, we interview analysts on our "Deep Dive" episodes. On Sundays, we release our casual "Investing Power Hour" episodes. On Tuesdays, we release our "Not So Deep Dive" stock research shows.

Chit Chat Money Chit Chat Money

    • Business
    • 3.9 • 103 Ratings

Uncover potential new investments by listening to Chit Chat Money. Every Thursday, we interview analysts on our "Deep Dive" episodes. On Sundays, we release our casual "Investing Power Hour" episodes. On Tuesdays, we release our "Not So Deep Dive" stock research shows.

    MercadoLibre (Ticker: MELI) Not So Deep Dive

    MercadoLibre (Ticker: MELI) Not So Deep Dive

    MercadoLibre operates an eCommerce platform primarily in Latin America. The company enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases online. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of MercadoLibre. Enjoy the show!

    ******************************

    Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

    ******************************

    Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

    Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Company Background | (4:00)

    Industry | (13:06)

    Management & Ownership | (18:45)

    Earnings | (24:55)

    Balance Sheet | (29:04)

    Valuation | (36:02)

    Our Analysis | (38:12)

    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.

    • 1 hr 7 min
    Why We Own Autodesk (Ticker: ADSK)

    Why We Own Autodesk (Ticker: ADSK)

    This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.

    Autodesk provides 3D design, engineering, and entertainment software and services worldwide. The company was founded in 1982 in Mill Valley, California. Brett and Ryan dive through Autodesk and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

    **********************************************************************

    What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/

    **********************************************************************

    Timestamps

    Why do we own Autodesk? (4:03)

    What are their products? (15:43)

    Valuation (47:48)

    • 1 hr 1 min
    Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation

    Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation

    The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.

    You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

    Follow the show on Twitter: https://twitter.com/chitchatmoney

    Subscribe to our newsletter: https://chitchatmoney.substack.com/

    ******************************

    Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

    ******************************

    • 1 hr 1 min
    Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)

    Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)

    Digital Turbine delivers a mobile growth platform for advertisers, publishers, carriers, and device original equipment manufacturers. The company offers all kinds of publishers the ability to advertise to consumers on mobile devices. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

    ***************************** 

    Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ 

    ***************************** 

    Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney 

    Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

    Interested to see more of Will's work? Check out their Twitter here: https://twitter.com/FundasyInvestor?s=20&t=yhLXqIW46FcApFMJGP3lgw

    Contact us: chitchatmoneypodcast@gmail.com 

    Timestamps 

    Digital Turbine | (4:03) 

    Competition | (14:57) 

    Projections | (27:45) 

    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.

    • 47 min
    PTC (Ticker: PTC) Not So Deep Dive

    PTC (Ticker: PTC) Not So Deep Dive

    PTC Inc. offers software products and professional services that support 3D and AR design. The company was founded in 1985 and is headquartered in Boston, Massachusetts. At the end of the month, we will publish an Arch Capital episode that will cover the company: Autodesk. Listen closely as Brett and Ryan go through the history, financials, and future prospects of PTC. Enjoy the show!

    ******************************

    Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

    ******************************

    Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

    Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Company Background | (3:48)

    Industry | (13:40)

    Management & Ownership | (16:37)

    Earnings | (19:42)

    Balance Sheet | (23:04)

    Valuation | (25:55)

    Our Analysis | (27:09)

    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.

    • 48 min
    Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa

    Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa

    The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.

    You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

    Follow the show on Twitter: https://twitter.com/chitchatmoney

    Subscribe to our newsletter: https://chitchatmoney.substack.com/

    ******************************

    Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

    ******************************

    • 1 hr 1 min

Customer Reviews

3.9 out of 5
103 Ratings

103 Ratings

Harshad hazari ,

Needs quality improvement

On so many epiaodes, it's pretty evident that you guys haven't done enough research. It makes the quality of the show very mediocre. Look at business breakdowns or acquired for some inspiration.

LBIR Subscriber ,

Another podcast likely to shut down in 2022/23 bear market

Nothing informative.

Lots of regurgitated info.

I’d bet they guys stop doing the pod in the upcoming bear market.

I’d look elsewhere for financial commentary.

BringBackValueInvesting ,

Not a good pod

Overall I like the podcast idea, but not great execution. This podcast would benefit from fewer episodes (maybe 1x per week or even month) with deeper research. Currently, the pod is a regurgitation of commonly known information (literally FinTwit opinions repurposed). Pod would certainly benefit from more preparation in advance

Top Podcasts In Business

iHeartPodcasts
NPR
Ramsey Network
Morning Brew
Jocko DEFCOR Network
Andy Frisella #100to0

You Might Also Like

Bill Brewster
Andrew Kuhn and Geoff Gannon
The Motley Fool
Andrew Walker
Tobias Carlisle
The Motley Fool