389 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
    • 4.0 • 108 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.

    Why We Own Alphabet/Google (Ticker: GOOG)

    Why We Own Alphabet/Google (Ticker: GOOG)

    This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.

    Google (listed under its parent company: Alphabet) provides various products and platforms around the world. It is likely that you use Google products every day. These services include ads, Android, Chrome, hardware, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Brett and Ryan dive through Google and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

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    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/

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    This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

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

    Timestamps

    Company Background | (3:32)

    AI & ChatGPT | (23:20)

    Competitive Landscape | (31:38)

    YouTube | (41:55)

    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 11 min
    Investing Power Hour #44: FANMAG vs. Berkshire; Rebubble Stocks; Munger on Crypto

    Investing Power Hour #44: FANMAG vs. Berkshire; Rebubble Stocks; Munger on Crypto

    The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/

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

    This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

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    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 1 min
    How Wise Is Disrupting The Cross-Border Payments Market, with Luke Hallard (Ticker: WISE)

    How Wise Is Disrupting The Cross-Border Payments Market, with Luke Hallard (Ticker: WISE)

    Wise provides cross-border money transfer services for personal and business customers. The company was founded in 2010 and is based in London, UK. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

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

    This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

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

    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 Luke's work? Check out their Twitter here: https://twitter.com/7LukeHallard?s=20&t=37KV-d1179kMwAdDSBDZXg

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Wise | (2:37)

    Upstart Competition | (11:48)

    COVID Impact | (36:10)

    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.

    • 56 min
    Salesforce (Ticker: CRM) Not So Deep Dive

    Salesforce (Ticker: CRM) Not So Deep Dive

    Salesforce provides customer relationship management technology. Customer Relationship Management (CRM) is a strategy and technology used to manage and improve business interactions with customers and potential customers. It is important to differentiate between CRM the acronym and CRM the ticker symbol for Salesforce. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Salesforce. Enjoy the show!

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

    This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

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

    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 | (4:04)

    Industry | (16:44)

    Management & Ownership | (20:05)

    Earnings | (25:30)

    Balance Sheet | (33:15)

    Valuation | (38:38)

    Our Analysis | (39:49)

    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
    Investing Power Hour #43: Hindenburg Exposes Adani; Personal Finance Questions; AR/VR Busts Again

    Investing Power Hour #43: Hindenburg Exposes Adani; Personal Finance Questions; AR/VR Busts Again

    The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/

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

    This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

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

    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 2 min
    Is Big Lots a Deep Value Gem? With David Katunaric (Ticker: BIG)

    Is Big Lots a Deep Value Gem? With David Katunaric (Ticker: BIG)

    Big Lots is a retail chain that sells a wide variety of discounted home goods. The company was founded in 1967 and is headquartered in Columbus, Ohio. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

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

    This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

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

    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 David's work? Check out their Twitter here: https://twitter.com/david_katunaric

    Contact us: chitchatmoneypodcast@gmail.com

    Timestamps

    Big Lots | (2:48)

    Why is the Stock Down 75%? | (17:45)

    Stock Buyback | (33:55)

    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.

    • 45 min

Customer Reviews

4.0 out of 5
108 Ratings

108 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

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