@chitchatstocks Chit Chat Stocks Podcast
Chit Chat Stocks Podcast posts on YouTube about stocks, chat, money, finance the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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Social Influence
Social category influence finance stocks technology brands countries automotive brands social networks cryptocurrencies gaming fashion brands currencies
Social topic influence stocks, chat #1277, money, finance, investment, $spot, how to, education, financial, financial education
Top accounts mentioned or mentioned by @gmailcom @investingunscripted @qualityinvest5 @chitchatmoneyfeatured @asymmetricinvesting @chipstockinvestor @capitalmindset @capitalmindsetfeatured
Top assets mentioned Spotify Technology (SPOT) Tesla, Inc. (TSLA) Brett (BRETT) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Coupang, Inc. (CPNG) Airbnb, Inc. (ABNB) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Philip Morris International Inc. (PM) Nu Holdings Ltd. (NU) Opendoor Technologies Inc Common Stock (OPEN) monday.com Ltd. (MNDY) Hims & Hers Health, Inc. (HIMS) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"Will AI KILL Constellation Software (Ticker: CSU) FULL PODCAST On this episode of Chit Chat Stocks we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown its largest ever. We discuss: 00:00 Introduction 03:50 Understanding Constellation Software's Business Model 06:40 The Bear Case: AI Disruption and Market Concerns 15:45 Acquisition Strategy 19:45 Leadership Transition and Its Implications 28:29 Cultural Impact and Decentralization in Business 29:04 AI's Influence on Acquisition Strategies 31:48 Valuation Metrics and Market"
YouTube Link 2026-02-11T09:01Z [----] followers, [----] engagements
"Nu Holdings: The Best Banking Stock Today On this episode of Chit Chat Stocks we speak with Dave Ahern of the Investing For Beginners Podcast. We discuss how Nubank has come to dominate the online banking space in Latin America. We explore their innovative digital banking model growth strategies in Brazil and Mexico potential expansion into other Latin American markets and the implications of applying for a U.S. banking license. (03:22) Understanding NuBank's Business Model (06:08) Growth Strategies in Brazil (10:30) Expansion Potential in Mexico (16:34) Future Expansion in Latin America"
YouTube Link 2025-11-07T09:00Z [----] followers, [----] engagements
"Am I Buying Celsius Stock 🤔(Ticker: CELH) FULL PODCAST #celh #celsius #stocks #investingpodcast On this episode of Chit Chat Stocks Brett goes through a research report on Celsius Holdings. We discuss: 12:59 The Energy Drink Market Landscape 24:35 Celsius's Competitive Edge and Challenges 36:34 The Pepsi Partnership: A Game Changer 45:59 International Expansion: Opportunities and Risks 01:01:54 Valuation Insights and Future Outlook Stocks discussed: MNST CELH PEP ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks"
YouTube Link 2024-10-09T08:00Z [----] followers, [----] engagements
"Is Zoom Stock a Buy Due To Its Massive Anthropic Stake (Ticker: ZM) FULL PODCAST On this episode of Chit Chat Stocks we speak with Sean Emory founder and CIO of Avory & Co about Zoom Communications (Ticker: ZM). We discuss: 00:00 Introduction 11:23 Zoom's Business Model Evolution 20:50 AI Integrations 26:36 Anthropic Investment 32:18 AI's Dominance Over Software 39:09 The Impact of COVID on Zoom's Growth 42:25 Zoom's Pricing Power and Market Position 45:48 Capital Returns and Buyback Strategies 51:40 Valuation 55:31 Misunderstandings About Zoom's Business Model FOUNDATIONAL EQUITIES ETF:"
YouTube Link 2026-02-18T09:00Z [----] followers, [--] engagements
"A U.S. Defense Spending Supercycle [--] Top Stocks For The Coming Spending Boom FULL PODCAST On this episode of Chit Chat Stocks Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss: 00:00 Introduction 01:59 Exploring the Defense Sector 10:45 Leidos (Ticker: LDOS) 19:20 RTX Corp (Ticker: RTX) 25:25 CACI International (Ticker: CACI) 33:26 L3 Harris (Ticker: LHX) 36:11 BWXT Technologies (Ticker: BWXT) 42:18 Kratos Defense (Ticker: KTOS) 50:08 Black Sky"
YouTube Link 2026-01-14T09:00Z [----] followers, [---] engagements
"Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 03:02 Analyzing Monday.com 11:04 Big Tech and AI: Alphabet's Bond Issuance 21:32 Value Play or Value Trap 36:32 AI Disruption in Consulting 41:13 Earnings Insights: Oscar and Spotify 53:31 The Rise and Fall of Tai Lopez 59:11 Listener Questions and Market Insights ***************************************************** Subscribe to Emerging"
YouTube Link 2026-02-11T23:49Z [----] followers, [---] engagements
"Celsius Stock: Why This Gets Harder Going Forward $CELH (Chit Chat Stocks Podcast) #investing #stocks #finance Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060 Stocks stock market"
YouTube Link 2024-03-04T17:00Z [----] followers, [----] engagements
"Coupang In Free Fall; Uber and Snap Stock Pitches; Gold + Silver All-Time Highs $CPNG $UBER $SNAP The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:15 Meet new guest Aria Radnia 02:29 Diving into Uber: The Elevator Pitch 17:05 Transitioning to Coupang: The Data Breach Impact 28:36 Netflix's New Strategies: Podcasts and Gaming 44:11 Snap's New Monetization Strategy 52:20 Turning Point Brands: A Deep Dive 57:33 Lululemon's Earnings and Market Position 01:04:11 Bubble Watch:"
YouTube Link 2025-12-19T01:38Z [----] followers, [---] engagements
"Fairfax India: The BEST Stock In Asia (Hidden Value) On this episode of Chit Chat Stocks we speak with Michael Fritzell of Asian Century Stocks. We discuss why investors should consider investing in Asia and then go through a case study of a cheap stock he has covered on the newsletter. 00:00 Introduction 03:41 Investing in Asia: Opportunities and Risks 07:16 Stock case study 17:09 Investing in airports 31:28 Managing the macro 34:30 India's Manufacturing Challenges and Growth Prospects 43:23 Investing in Asia: Common Mistakes and Insights 48:25 Opportunities in the Philippines 53:11 Capital"
YouTube Link 2025-10-22T08:00Z [----] followers, [----] engagements
"Is Now The Time to Buy Latin American Stocks Argentina Chile Colombia + More FULL PODCAST On this episode of Chit Chat Stocks Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian Chilean and Colombian stocks at the moment. We discuss: 00:00 Introduction 02:38 Argentina's Economic Landscape Post-Election 05:02 Currency Challenges and Economic Recovery in Argentina 07:39 Political Stability and Free Market Prospects in Argentina 10:43 Spotlight on Corporacion America Airports (CAAP) 21:16 Exploring"
YouTube Link 2025-11-19T09:01Z [----] followers, [---] engagements
"Jumia (JMIA) Deep Dive Jumia owns and operates an e-commerce business across multiple market segments. Jumia operates an online marketplace a shipment/logistics business and even maintains its own payment platform. Listen in as Ian Brett and Rayn dive into what the company does and where it could grow from here. Enjoy the show Subscribe to [--] 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 Find our other podcast episodes on your favorite podcast"
YouTube Link 2021-05-06T15:00Z [----] followers, [---] engagements
"Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE CP And.) On this episode of Chit Chat Stocks we discuss legendary investor Chris Hohn who has run TCI Fund Management for over [--] years. TCI has beaten the market for two decades putting Hohn and the small team of investors in rarified air in the investing world. How does he do it We discuss: 00:00 Introduction 19:18 Focus on Infrastructure Investments 22:09 Case Study: GE Aerospace and Safran 27:39 Alphabet's Journey and Management Challenges 36:07 Evaluating Risk in Alphabet's Investment 44:41 Takeaways from Chris"
YouTube Link 2025-12-03T09:01Z [----] followers, [----] engagements
"Uber Stock: Why This Investor Thinks There Is Still MASSIVE Upside From Here (Ticker: UBER) On this episode of Chit Chat Stocks Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss: 00:00 Introduction 02:24 Understanding Uber's Revenue Streams 03:51 Geographic Diversification and Growth Opportunities 08:15 The Autonomous Vehicle Threat and Opportunity 30:17 Profitability of Uber Eats 31:03 Uber's Expansion into Grocery and Retail 33:36 Advertising Revenue: A Key to Profitability 37:43 Exploring Uber's Moonshot Projects 42:51 Uber's Investment Portfolio and Market"
YouTube Link 2026-01-21T09:01Z [----] followers, [----] engagements
"Is Match Group a Must Buy or a Shitco (Ticker: MTCH) #investing #stocks #MTCH Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060 Stocks stock market stocks to buy now stocks to buy"
YouTube Link 2024-02-28T05:00Z [----] followers, [---] engagements
"Coupang's Superior E-commerce Offering $CPNG (Chit Chat Stocks Podcast) #stocks #finance #investing #cpng Why Coupang is differentiated from competitors such as AliExpress and Temu in South Korea. Check out our channel for the full interview Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2024-03-11T14:48Z [----] followers, [---] engagements
"Is Brett Buying Altria Group Stock (Ticker: MO) #investing #finance Altria Group Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio grappling with challenges stemming from declining smoking rates increased regulatory scrutiny and its efforts to pivot toward reduced-risk products. Listen as Brett gives a pitch on the company and Ryan provides feedback and critiques. Enjoy the show ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today:ibkr.com/info ***************************** Subscribe to"
YouTube Link 2023-12-05T09:00Z [----] followers, [---] engagements
"Oscar Health Stock: Undervalued or Overhyped (Ticker: OSCR) PODCAST On this episode of Chit Chat Stocks Brett gives a research report on Oscar Health (ticker: OSCR). We discuss: 03:05 Understanding the Affordable Care Act 05:57 Oscar Health's Business Model and Market Position 09:03 User Experience in Health Insurance 12:15 Profitability Challenges in Health Insurance 15:42 Oscar Health's Growth and Market Share 18:42 Management Changes and Leadership Impact 22:42 Market Opportunities and Competitive Landscape 33:12 Navigating Financial Headwinds in Healthcare 38:27 The Rise of Individual"
YouTube Link 2025-07-30T06:00Z [----] followers, [----] engagements
"Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH CPNG PTLO) The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: Chapters 00:00 Introduction to Financial Markets and Weekly Updates 02:51 Celsius Acquisition and Market Dynamics 05:59 Coupang Earnings and Growth Potential 15:02 Costco Valuation Insights 23:57 Comparing Booking Holdings and Airbnb 32:15 Airbnb's Growth Potential 35:25 Comparing Portillo's and CAVA Earnings 42:52 AppLovin's Controversial Business"
YouTube Link 2025-02-26T20:15Z [----] followers, [---] engagements
"Opendoor Technologies: More Than Just a Meme Stock (Ticker: OPEN) On this episode of Chit Chat Stocks Brett and Ryan speak to Stephen otherwise known as Unemployed Value Degen on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss: 00:00 Introduction 02:25 The Appeal of Small Cap Investments 05:12 Opendoor 31:37 Portillo's Value Degen Substack: https://unemployedvaluedegen.substack.com/ ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/"
YouTube Link 2025-10-01T08:00Z [----] followers, [---] engagements
"Peloton Stock (PTON) Not So Deep Dive Peloton is an exercise equipment and media company. The most well-known product that Peloton produces is their stationary bike. The Peloton bike connects to the Peloton media production providing users with well-rounded exercise material. Listen closely as Ian Brett and Ryan go through the history financials and future prospects of Peloton. Enjoy the show Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in [--] years. Check-out the service here:"
YouTube Link 2021-11-09T16:00Z [----] followers, [---] engagements
"2 Stocks I Bought Last Month: Homebuilder Sector Analysis (DFH NVR DHI) #investing #stocks #finance #DFH #NVR #DHI On this episode of Chit Chat Stock Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in [----]. We discuss: 00:00 Introduction and Excitement for Home Building Stocks 02:12 Factors that Increased Interest in Home Building Stocks 06:29 Factors that Made Home Building Stocks More Attractive 08:33 What Home Builders Do11:18Land Option vs Raw Land Strategy 13:34 Cash Flow Conversion and Inventory Turnover 26:56 NVR: Best-Run Home Builder 32:53 D.R."
YouTube Link 2024-03-27T08:00Z [----] followers, [---] engagements
"WHY I AM BUYING THIS HIDDEN FINTECH STOCK (Remitly Ticker: RELY) #investing #podcast #stocks #investingpodcast #remitly #rely On this episode of Chit Chat Stocks Brett goes through a report on the next stock he is buying and why: 04:35 History and Business Model 09:16 Product and User Experience 16:15 Business Model and Unit Economics 23:45 Growth Strategy and Marketing 30:07 Management and Trust 33:08 Motivated Management and Growth Potential 34:22 Financial Projections and Revenue Growth 37:59 Competitive Advantage and Moat Expansion 49:09 Risks to Watch 52:23 Confidence in Growth Potential"
YouTube Link 2024-09-04T08:00Z [----] followers, [----] engagements
"VeriSign Stock (Ticker: VRSN) with Buyback Capital VeriSign Inc. (VRSN) is a technology company that provides domain name registry services managing the infrastructure for the .com .net and other top-level domains and plays a crucial role in maintaining the stability and security of the internet's domain name system. Listen as Brett and Ryan ask questions about the company its business model and valuation. Enjoy the show ***************************** Want updates on future shows and projects Follow us on Twitter:https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show"
YouTube Link 2023-08-17T08:00Z [----] followers, [---] engagements
"Should I Buy Monday.com Stock (Ticker: $MNDY) -- FULL PODCAST On this episode of Chit Chat Stocks Ryan dissects Monday.com (Ticker: MNDY)concluding with his decision on whether to buy the stock or not. We discuss: 00:00 Introduction 03:37 Growth Metrics and Business Model 06:19 The History of 09:30 Understanding the Product and User Experience 12:20 Market Position and Competitive Landscape 15:16 Financial Analysis and Valuation Insights 33:28 Profit Margins and Stock-Based Compensation 43:25 The Stickiness of Software and Customer Retention 49:53 AI's Impact on Task Management Software 57:30"
YouTube Link 2025-12-17T13:20Z [----] followers, [---] engagements
"The Hilarity of Bitmine's Business"
YouTube Link 2026-01-16T15:57Z [----] followers, [----] engagements
"Blackline (BL) Deep Dive Blackline is a cloud based service designed to cover the entire financial close process. Watch as your hosts Ryan and Brett welcome on Ian Gray. Ryan discusses the business and its history (1:45). Brett will dive into the industry (6:00) and Ian analyzes management and ownership (8:55). Stayed tuned after the break to find out if Ryan Brett and Ian are more or less interested in Blackline. As always enjoy the show Subscribe to [--] Investing with the code "CCM": https://7investing.com/subscribe/ Check out Chit Chat Money's website: https://www.chitchatmoney.com/ Follow"
YouTube Link 2020-10-29T14:00Z [----] followers, [---] engagements
"INVESTING IN SEMICONDUCTOR STOCKS IN [----] FULL PODCAST (NVDA TSM INTC and More) #investingpodcast #stocks #stockmarket #investing #nvda On this episode of Chit Chat Stocks we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss: 02:57 Overview of the Semiconductor Market Cycle 04:50 The Impact of AI on Semiconductor Spending 08:55 Beneficiaries of Accelerated Computing 13:35 Power Management in Semiconductor Technology 14:57 ASML's Dominance in Lithography 17:46 NVIDIA's Competitive Position in the Market 24:00 Alternatives to NVIDIA's GPUs 32:25 Hyperscalers and"
YouTube Link 2024-10-02T08:00Z [----] followers, [---] engagements
"Investing Power Hour #32: FTX Collapse $ADYEN CEO Letter Graham & Dodd Annual Breakfast ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060"
YouTube Link 2022-11-11T13:04Z [----] followers, [---] engagements
"Temu vs. Coupang in South Korea $CPNG (Chit Chat Stocks Podcast) #investing #stocks #finance #cpng Discussing the consumer hierarchy of needs and Coupang's advantages vs. Temu in South Korea. Head to our page for the full podcast interview Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2024-03-11T22:00Z [----] followers, [---] engagements
"How to Build The Complete Investment Checklist with John Rotonti On this episode of Chit Chat Stocks we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss: (00:00) Why have an investment checklist (06:13) Questions to ask in the research process (19:02) Flexibility in Investment Analysis (23:30) Overriding the Checklist: Real-World Examples (28:46) Identifying Generational Investment Themes (29:44) The Industrial Revolution and AI's Role (36:36) Valuation in the Investment Process (47:49) Portfolio"
YouTube Link 2025-11-05T09:00Z [----] followers, [---] engagements
"Fund Manager Tells Us Why Turning Point Brands Is The BEST Nicotine Stock To Buy Today $TPB -PODCAST On this episode of Chit Chat Stocks recurring guest Fabio from Capital Mindset pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss: 00:00 Introduction 03:58 Exploring Turning Point Brands: Company Overview 07:46 The Shift to Nicotine Pouches: Market Trends 09:28 High-Level Thesis: The Super Trend of Nicotine Pouches 13:56 Brand Strategies: FRE vs. ALP 16:44 Nearshoring Manufacturing: Impacts on Profitability 22:03 Brand Loyalty and"
YouTube Link 2026-01-07T09:00Z [----] followers, [---] engagements
"5 Top International Stocks For [----] Apologies for the rough audio from Brett's mic on this episode On this episode of Chit Chat Stocks we dive into five international stocks (outside of the United States) on our radar for [----]. We discuss: 00:00 Introduction 03:22 Honorable Mentions and Market Insights 03:52 Grupo Aeroportuario del Sur: A Case Study 15:38 Grab Holdings: The Super App of Southeast Asia 30:33 Hermes International: The Luxury Brand with Heritage 39:08 The Consequences of Financial Mismanagement 39:54 Exploring the Digital Remittance Landscape 41:37 Wise: A Game Changer"
YouTube Link 2025-11-26T09:00Z [----] followers, [---] engagements
"Drafting Our Dream Portfolios; [--] Quality Stocks At Record Low Valuations; A Friday 8-K For The Ages The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:48 Dream Portfolio Game 03:05 Criteria for Selecting High-Growth Companies 06:17 Drafting the Best Companies at 15x Earnings 24:17 Final Picks and Honorable Mentions 30:39 Rick's Cabaret Collapse: A Cautionary Tale 37:22 Michael Burry's Insights on Stock-Based Compensation 44:30 Quality Stocks at Record-Low Valuations 50:25"
YouTube Link 2025-12-05T09:01Z [----] followers, [----] engagements
"SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play (We talk about SpaceX at the very end of the episode) The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 04:46 Analyzing Wise's Impressive Earnings 14:56 Intel's Role in the AI Era 25:35 Interactive Brokers: A Business Powerhouse 33:46 Netflix's Strategic Shifts in Streaming 40:31 Netflix's Strategic Moves and Content Integration 45:31 Advertising Revenue and Market Dynamics 50:09"
YouTube Link 2026-01-22T23:42Z [----] followers, [---] engagements
"A Venezuelan Shakeup; Top S&P [---] Winners And Losers From 2025; The Return Of Small Cap Of The Week The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 00:56 Geopolitical Impacts on Investments 05:20 Venezuelan Economic Landscape and Investment Opportunities 11:04 S&P [---] Insights: Winners and Losers 28:36 Housing Market Dynamics and Institutional Investors 33:37 Small Cap of the Week: Owlet's Market Position 38:58 The Baby Economy and Market Trends 43:31 Defense Spending Insights"
YouTube Link 2026-01-09T00:06Z [----] followers, [---] engagements
"Meta Microsoft and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:37 Microsoft's Earnings Breakdown 04:18 CapEx and Cloud Commitments 10:08 Meta's Earnings 12:38 Tesla's Earnings 28:18 Investments in AI 33:59 The State of the Automotive Market 36:04 Tesla's Valuation and Future Prospects 40:33 The Musk Empire and Its Financial Maneuvering 43:23 ASML's Growth and Market Position 46:14 GameStop and"
YouTube Link 2026-01-28T22:06Z [----] followers, [---] engagements
"Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge; Catching Software Stock Falling Knives The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:15 The Software Apocalypse 21:36 AI and Software Development 30:30 Housing Market Insights 34:17 TripAdvisor: A Legacy Business in Transition 38:43 Viator Acquisition: A Strategic Move for Airbnb 44:38 TSMC's Growth and Market Position 52:34 Apple and Google's AI Partnership *****************************************************"
YouTube Link 2026-01-15T23:53Z [----] followers, [---] engagements
"The Entire Software Stock Debate In [--] Minute (Atlassian Ticker: TEAM)"
YouTube Link 2026-02-12T14:49Z [----] followers, [----] engagements
"Investing Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports #finance #investing 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-08-11T05:37Z [----] followers, [---] engagements
"Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle On this episode of Chit Chat Stocks Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report out Friday. We discuss: 00:00 Introduction 06:02 A New Player in Defense 10:47 Innovations in Subsea Technology 19:44 Product Categories and Market Applications 22:02 Competitive Landscape and Market Positioning 28:04 Regulatory Challenges and Industry Barriers 32:54 Building Trust in"
YouTube Link 2025-09-24T08:00Z [----] followers, [----] engagements
"They Called Tesla and Nintendo. Now They Are Bullish AST SpaceMobile Stock (Ticker: ASTS) On this episode of Chit Chat Stocks we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (Ticker: ASTS). Toan pitched Tesla in [----] and Ryan pitched Nintendo that same year. Both stocks have crushed the market. Since both are sharp investors we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. What is so special about AST SpaceMobile The episode did not disappoint. We discuss:"
YouTube Link 2025-06-04T08:00Z [----] followers, [----] engagements
"Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:09 The Software Stock Meltdown 04:51 Valuations and Market Reactions 11:58 Earnings Season Insights 13:46 Amazon Earnings Analysis 19:17 Alphabet's earnings 27:34 The AI Landscape 38:41 Bitcoin's Volatility and Market Sentiment 48:15 SpaceX and XAI Merger Discussion 57:30 Quick Hits: Earnings and Market Trends"
YouTube Link 2026-02-05T23:59Z [----] followers, [---] engagements
"6 Stocks For [----] FULL PODCAST On this episode of Chit Chat Stocks we pick three stocks for [----]. These could be longs shorts stocks we already own stocks on the top of our watchlists or stocks we simply like for the upcoming calendar year. We discuss: 00:00 Introduction 06:18 Stock 1: Airbnb $ABNB 15:29 Stock 2: Sprouts Farmers Market $SFM 25:34 Stock [--] 39:11 Stock [--] 47:56 Stock [--] 01:04:46 Stock [--] ***************************************************** Sign up for our stock research service Emerging Moats: emergingmoats.com *********************************************************************"
YouTube Link 2025-12-24T03:00Z [----] followers, [----] engagements
"Tesla Earnings Reaction Betting On $HIMS Google's AI Dominance And An Asymmetric Opportunity The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed with special guest Travis Hoium: 00:00 Introduction 04:00 Tesla Earnings and EV Market Analysis 10:12 Opportunities in the EV Space: Lyft and Uber 12:45 General Motors and Rivian: Financial Insights 20:25 Hims and Hers: Disruption in Healthcare 32:08 Emerging Asymmetric Stocks: On and Crocs 34:16 Conclusion and Final Thoughts 37:16 Google's AI Dominance:"
YouTube Link 2025-10-23T21:28Z [----] followers, [---] engagements
"Can Nvidia Save Intel Fed Rate Drop Reaction; Zuckerbergs $600 Billion Bet; $NVDA $INTC $META The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:06 Nvidia's Strategic Investment in Intel 03:08 The Semiconductor Supply Chain Dilemma 10:21 The Future of Intel and TSMC 22:21 Airbnb's Growth Strategies and Advertising 31:57 Mark Zuckerberg's $600 Billion Commitment 33:10 Meta's Investment Strategy and Market Positioning 36:31 Mortgage Payment Searches and Economic Indicators 40:48"
YouTube Link 2025-09-18T22:41Z [----] followers, [---] engagements
"Our [--] Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 02:02 Earnings Season Insights 05:49 Taiwan Semiconductor's Performance 11:45 Growth Stock Discussion Begins 41:41 Cash Levels and Market Sentiment 43:31 Interactive Brokers: A High-Margin Business 48:07 Gold and Silver: Trends and Considerations 53:09 JP Morgan's Strategic Investments 01:00:38 Bubble Watch: Fermi and Energy Stocks"
YouTube Link 2025-10-17T05:03Z [----] followers, [---] engagements
"Our [--] Favorite Never Sell Stocks + Analyzing Ackmans Portfolio And Shareholder Letter $UBER $CMG The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:13 AI and E-commerce: Shopify's Partnership with OpenAI 07:25 Nike's Earnings Report: Challenges and Market Position 14:09 The Emergence of the Texas Stock Exchange 22:58 Never Sell Stocks: Criteria and Personal Picks 44:47 Spotify's Leadership Transition and Its Implications 48:21 Project Kuiper: Amazon's Ambitious Venture 51:58"
YouTube Link 2025-10-01T22:23Z [----] followers, [----] engagements
"2026 Stock Market Predictions On this episode of Chit Chat Stocks we take a look back at our [----] returns we analyze last year's market predictions and we make [--] new bold predictions for [----]. These include our takes on the overall economy big tech and stocks/sectors that we think could outperform or underperform. We discuss: (00:00) Introduction (11:55) Analyzing Our [----] Investment Returns including biggest winners and biggest losers (17:51) Reviewing last year's market predictions (30:12) Bold stock market predictions for [----] (53:06) Investment Goals for 2026"
YouTube Link 2025-12-31T09:00Z [----] followers, [---] engagements
"Our [--] Best Stocks To Buy TODAY (Plus Our Personal Portfolio Returns) On this episode of Chit Chat Stocks we have our semi-regular update on holdings returns and buy/sell decisions for our personal portfolios. Plus we dive into our favorite stocks to buy today. We discuss: 00:00 Introduction 01:55 Brett's Portfolio Performance 10:01 Ryan's Portfolio Performance 15:59 Analysis of Top Positions 21:54 Best Buys and Future Considerations 49:30 Stocks on the Chopping Block 58:44 Watchlist Stocks ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY:"
YouTube Link 2025-09-17T08:00Z [----] followers, [----] engagements
"Bill Miller: The Amazon and Bitcoin Billionaire FULL PODCAST $AMZN $BTC On this episode of Chit Chat Stocks Brett and Ryan dive into the career of investing legend Bill Miller. We discuss: 00:00 Introduction 03:40 Bill Miller's Unique Investment Style and Background 07:51 Case Study 1: Dell Computer 18:28 Case Study 2: The Great Financial Crisis and Major Missteps 30:22 Case Study 3: Amazon 47:27 Case study 4: Bitcoin 53:59 Lessons from Bill Miller's Investment Philosophy ***************************************************** Sign up for our stock research service Emerging Moats:"
YouTube Link 2026-01-28T09:00Z [----] followers, [---] engagements
"Yelp: A Forgotten Small-Cap Stock Im Buying Today (Ticker: YELP) On this episode of Chit Chat Stocks Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (Ticker: YELP). We discuss: 00:00 Introduction 01:48 History 09:24 Business model 18:00 Competition Landscape: 24:23 Competitive advantage 31:30 Financial Performance 32:28 User Growth Trends and Insights 37:39 Advertising Dynamics: Services vs. Retail 40:35 Financial Performance and Margin Expansion 50:54 Management Trust and Compensation Concerns 55:26 Investment Outlook and"
YouTube Link 2025-10-15T08:00Z [----] followers, [----] engagements
"Michael Burrys AI Short Bet; Q3 Fallen Angels; Earnings Round-Up ($RELY $CPNG $SFM $MNDY + More) The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 00:59 Investing Insights from Japan 02:23 Deep Dive into Remitly Earnings 11:43 Fallen Angels: Stocks in Decline 17:15 Monday.com: Earnings and Market Reaction 23:50 Apple's Innovation and Market Position 30:43 Sprouts Farmers Market: Investment Opportunity 38:40 Exploring the 50-Year Mortgage 44:47 Analyzing Coupang Earnings 52:54 The"
YouTube Link 2025-11-12T23:19Z [----] followers, [---] engagements
"Is This The BEST Business In The World $IBKR"
YouTube Link 2026-01-23T14:34Z [----] followers, [----] engagements
"Big Tech Investing Expert Tells Us Who Is ACTUALLY Winning the AI Race On this episode of Chit Chat Stocks we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss: 00:00 Introduction 02:00 Amazon's AI Strategy and Anthropic Relationship 10:14 Google's Competitive Edge in AI 19:26 Meta's AI Monetization Strategies 28:24 Microsoft's Azure and AI Workloads 32:10 Understanding Neo Clouds and Their Impact 36:01 Nvidia's Strategic Moves and Circular Accounting 40:12 The Depreciation Dilemma of GPUs 52:19 OpenAI's Future and Financial"
YouTube Link 2025-10-29T08:00Z [----] followers, [---] engagements
"Michael Burry's Nvidia Short; Thanksgiving Turkey Stocks; Is It Time To Sell Alphabet $GOOG $NVDA The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 21:42 Alphabet's Resurgence: The AI Narrative Shift 38:02 Amazon's Competitive Edge: A Moat Like No Other 38:18 Profitability and Long-Term Projections 39:50 Thanksgiving Turkey Characteristics in Companies 48:25 Legacy Companies and Market Disruption 50:55 Gratitude in the Investment World 53:57 Thanksgiving Leftovers: Companies to"
YouTube Link 2025-11-27T11:12Z [----] followers, [---] engagements
"Discrepancy Between Cash Flow and Earnings: Fiverr $FVRR (Chit Chat Stocks Podcast) #stocks #investing #cashflow Comparing operating margin vs. free cash flow at Fiverr and what that can tell investors. Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple -"
YouTube Link 2024-04-22T01:30Z [----] followers, [---] engagements
"Investing Power Hour #82: Earnings Earnings And.More Earnings #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-10-27T05:29Z [----] followers, [---] engagements
"George Soros: The Investing Legend Who Broke The Bank of England On this episode of Chit Chat Stocks we cover Super Investor George Soros. We discuss: 00:00 Introduction 03:28 Early Life and Influences 09:14 Quantum Fund 12:39 Investment Philosophy and Position Sizing 19:27 Understanding Reflexivity in Markets 28:02 Case Study: Breaking the Bank of England 34:42 The Mechanics of Currency Devaluation 39:23 Soros' Bet Against the Thai Baht 44:47 Current Currency Crises: Lessons from Argentina 50:30 Soros' Investment Philosophy and Strategies 55:50 Lessons Learned from Soros' Approach"
YouTube Link 2025-10-08T08:00Z [----] followers, [---] engagements
"A Microcap Christmas Miracle; Financial Charlatan Of The Year; [--] Boring Stocks That Outperform The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 01:42 Nike Earnings Analysis 14:04 Harbor Diversified Update 28:55 Alphabet's Acquisition of Intersect 40:13 Amazon's Advertising Potential 41:23 Comparing OpenAI to WeWork 44:40 OpenAI's Business Model Challenges 45:56 Boring Stocks That Outperform 52:11 Financial Charlatans of the Year 58:39 Cannabis Industry Insights 01:03:41"
YouTube Link 2025-12-23T23:28Z [----] followers, [---] engagements
"Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL) - PODCAST On this episode of Chit Chat Stocks we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss: 00:00 Introduction 01:57 Understanding Sezzle's Business Model 03:35 The Appeal of Buy Now Pay Later 05:50 Sezzle's Unique Position in the Market 09:24 Sezzle's Business History and Stock Performance 13:00 Keys to Sezzle's Profitability 15:21 Merchant Preferences and Sezzle's Strategy 17:50 The State of the BNPL Industry 21:20 Personal Insights on BNPL vs. Credit Cards 26:34 Understanding"
YouTube Link 2026-02-04T09:00Z [----] followers, [---] engagements
"6 Hidden Suppliers For The AI Boom; Microsoft's OpenAI Gains; Amazon and UPS Layoffs The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing global access and premier technology with the best brokerage for investors today:"
YouTube Link 2025-10-29T16:39Z [----] followers, [---] engagements
"Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy $NVDA $MSTR $HIMS The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 22:56 Adobe's Acquisition of Semrush 27:22 AI Winners vs. Losers: SaaS Valuation Divergence 35:10 AI and Software Development: Enhancing Creativity 38:20 Becton Dickinson: A Special Situation Investment 39:27 Wix: Analyzing Growth and Market Position 45:53 TeraVest: A Canadian Manufacturing Gem 56:14 MicroStrategy Madness 01:02:24 Hims"
YouTube Link 2025-11-20T23:40Z [----] followers, [---] engagements
"DAVID GARDNER TELLS US HOW TO FIND THE NEXT NVIDIA (100 Bagger Stocks) We finally got David Gardner on the show We discuss: 00:00 Introduction 05:19 Navigating the Dotcom bust 10:00 The Entrepreneurial Mindset in Investing 16:29 Investing books misleading investors 21:30 Understanding Rule Breaker Investing 27:59 Building a Rule Breaker portfolio 28:36 The Habits of a Rule Breaker Investor 32:57 Portfolio management and position sizing 38:53 The Psychology of Holding Stocks 43:15 Learning from Mistakes in Investing 54:12 The Snap Test: A Mindset Shift for Investors David's new book:"
YouTube Link 2025-09-10T08:00Z [----] followers, [----] engagements
"6 Future Share Cannibals; Ryans New Favorite Small-Cap; Mark Leonard Tribute $CSU The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 02:26 AI Boom and Market Implications 08:35 Electricity Consumption and AI 16:43 Drafting Future Share Cannibals 21:09 Criteria for Selecting Share Cannibals 41:39 Mark Leonard's Legacy and Constellation Software 47:10 Yelp's Business Model and Market Position 53:15 Compass's Disruption in Real Estate 59:14 Listener Questions and Portfolio Insights"
YouTube Link 2025-09-25T22:24Z [----] followers, [---] engagements
"Amazon's Incredibly Wide Moat $AMZN"
YouTube Link 2025-09-05T21:35Z [----] followers, [----] engagements
"Value Play vs. Value Trap; Bezos on AI Bubble; OpenAI's Wild Ambitions; Brett's New Stock Buy The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 02:14 Bezos and AI bubbles 10:20 The AI Infrastructure Boom: Opportunities and Risks 18:28 Value Plays vs. Value Traps 36:58 Argentina update 40:55 Pepsi's Earnings 45:55 Delta Airlines 48:47 Brett's new stock 53:57 Rapid Fire Stock Analysis 01:01:53 Underappreciated Sectors in the Market"
YouTube Link 2025-10-10T02:58Z [----] followers, [---] engagements
"Oracles Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying $ORCL $NBIS $DUOL The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed: 00:00 Introduction 02:06 Analyzing Chipotle's Performance 11:04 Duolingo's Disruption Concerns 19:39 AI Infrastructure and OpenAI's Cash Burn 31:50 Emerging Players in AI: Nebius 34:22 Shorting Stocks: Risks and Strategies 37:13 Exploring Cybersecurity Stocks 47:14 Gambling.com: A Marketing Agency in Online Gambling 47:43 The Internet of Things: SamSara's Business Model"
YouTube Link 2025-09-09T22:14Z [----] followers, [---] engagements
"Why We Own Nintendo Stock (NTDOY) 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. Nintendo Co. Ltd. (NTDOY) is a Japanese multinational consumer electronics and video game company that has seen strong sales growth in its Switch console while also facing supply chain and production challenges. Brett and Ryan dive through Nintendo and outline the investment thesis for why we own the company in"
YouTube Link 2023-05-02T08:00Z [----] followers, [----] engagements
"Basic Capital's Abdul Al-Asaad Tells Us His Plan To DISRUPT The Existing 401k Market On this episode of Chit Chat Stocks we talk with Abdul Al-Asaad founder of Basic Capital. You may have seen this company and its viral introductory video on its debt-driven 401k product which sparked heated debates across the financial world. So we wanted to sit down and interview Abdul about what Basic Capital is actually doing. We discuss: 00:00 Introduction 06:27 Innovative Financing in the 401k Space 13:20 Understanding Debt Structures and Risk Management 20:19 Investment Strategies and Asset Allocation"
YouTube Link 2025-12-10T09:01Z [----] followers, [---] engagements
"Our First AMA Episode (AI Bubble Investing Regrets and Our Personal Goals) On this episode of Chit Chat Stocks Brett and Ryan perform their first "Ask Us Anything" (AMA) episode where they answer [--] questions pre-submitted by listeners. If you want to participate in future AMA episodes make sure to subscribe to the podcast on Substack and follow us on Twitter/X. We discuss: 00:00 Introduction 02:45 The AI Trade 15:49 Missed Investment Opportunities 22:04 Investing beyond AI 25:19 What the market doesn't understand 33:17 Understanding Stock Investment Theses and KPIs 40:37 The Impact of Crypto"
YouTube Link 2025-11-12T09:01Z [----] followers, [---] engagements
"Buying OpenAI With Robinhood's Tokenized Trading; Figma's S-1 Drop; Tesla's Dire Situation $TSLA The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 02:22 Figma's IPO and Market Position 12:23 Tesla's Delivery Numbers and Market Challenges 26:53 Robinhood's Tokenized Trading and Market Implications 29:46 Understanding OpenAI Tokens and Their Implications 32:10 Concerns Over Special Purpose Vehicles and Investor Rights 35:15 The Role of AI in Workforce Dynamics 36:23 AI Hiring Trends and Scandals 40:29"
YouTube Link 2025-07-04T00:21Z [----] followers, [---] engagements
"$ASTS Disruption: What Makes AST SpaceMobile's Technology So Promising"
YouTube Link 2025-06-04T17:17Z [----] followers, [----] engagements
"Why We Don't Own Airbnb Stock (Ticker: ABNB) #investing #finance 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. Airbnb Inc. (ABNB) is a global online marketplace for lodging that provides a convenient platform for individuals to rent out their properties or book accommodations though it navigates regulatory complexities and travel demand fluctuations. Brett and Ryan dive through Airbnb and"
YouTube Link 2023-07-04T08:00Z [----] followers, [---] engagements
"Boeing Stock (Ticker: BA) Not So Deep Dive Boeing (BA) is a global aerospace company that manufactures commercial airplanes and defense systems but has encountered setbacks such as the [---] MAX grounding and pandemic-related impacts on the aviation industry. At the end of the month we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history financials and future prospects of Boeing. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every"
YouTube Link 2023-05-23T08:00Z [----] followers, [---] engagements
"Nu Holdings: The Best Fintech Stock In The World INVESTING PODCAST On this episode of Chit Chat Stocks Brett gives a research report on Nu Holdings (ticker: NU). We discuss: 04:08 The Founding Story of Nu Holdings 07:31 Personal Anecdotes and User Experience in Banking 11:53 Management Team and Leadership Insights 18:44 Business Model Overview of Nu Holdings 31:12 Geographic Opportunities: Brazil and Mexico 38:39 Nu Holdings' Growth Strategy in Mexico 42:44 Competitive Landscape and Market Dynamics 53:19 Navigating the Credit Cycle and Economic Risks 58:41 Future Financial Projections and"
YouTube Link 2025-03-26T08:00Z [----] followers, [---] engagements
"Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB) On this episode of Chit Chat Stocks Ryan gives a research report on Grab Holdings (Ticker: GRAB) the Uber and DoorDash (and more) of Southeast Asia. We discuss: 02:20 The Birth of a Super App 09:23 Grab's Business Model Evolution 23:40 Expanding Services: Delivery and Beyond 30:59 Financial Services: A New Frontier 34:10 Growth and Risks of GXS Bank's Loan Portfolio 36:41 Challenges of Analyzing New Banks 39:19 Is Grab Trying to Do Too Much 41:58 Competition Landscape: Grab vs. Uber 46:20 Grab's Market Position and"
YouTube Link 2025-07-16T07:00Z [----] followers, [----] engagements
"Monster Beverage Stock (Ticker: MNST) Not So Deep Dive Monster Beverage (Ticker: MNST) produces energy drinks and other non-alcoholic beverages with strong growth in its energy drink segment but also facing competition and regulatory scrutiny over safety and marketing practices. At the end of the month we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history financials and future prospects of Monster Beverage. Enjoy the show ****************************** This episode is sponsored by Stratosphere.io a web-based"
YouTube Link 2023-04-11T08:00Z [----] followers, [---] engagements
"Why We Like Adyen Stock (But Arent Buying Shares Today) #investing #finance 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. Adyen is a prominent fintech company that provides payment processing services for businesses globally offering a seamless and comprehensive platform to facilitate secure and efficient transactions across various payment methods and regions. Brett and Ryan dive through"
YouTube Link 2023-10-03T08:00Z [----] followers, [---] engagements
"Shift4 Payments Stock (Ticker: FOUR) Not So Deep Dive Shift4 Payments Inc. (FOUR) is a leading payment processing company that provides secure and seamless solutions for businesses across multiple industries in our cashless society. At the end of the month we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history financials and future prospects of Shift4. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every"
YouTube Link 2023-06-13T08:00Z [----] followers, [---] engagements
"Global-E Online (GLBE) Deep Dive Global-E Online provides a platform to enable direct-to-consumer cross-border e-commerce. The company aims to eliminate borders when it comes to online shopping. Listen closely this week as Brett and Ryan dive into what the company does and how they could improve in the future. Enjoy the show Subscribe to [--] Investing with the code "CCM": https://7investing.com/subscribe/ Follow us on Twitter: https://twitter.com/chitchatmoney Find our other podcast episodes on your favorite podcast platform: Spotify -"
YouTube Link 2021-07-01T15:00Z [----] followers, [----] engagements
"GoodRx (GDRX) Deep Dive GoodRx Holdings provides information to its customers to help them compare prices and save money on their prescription medications. The company is aiming to make high-quality healthcare more affordable. Listen in as Ian Brett and Ryan dive into what the company does and what GoodRx's future may look like. Enjoy the show Subscribe to [--] 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 Find our other podcast episodes on your"
YouTube Link 2021-05-20T15:00Z [----] followers, [---] engagements
"What Deserves a Higher P/E: Amazon Retail or Costco $AMZN $COST #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-10-10T07:00Z [----] followers, [---] engagements
"Upwork Stock (UPWK) Not So Deep Dive Upwork is a freelancing platform where firms and individual contractors offer various services. The company offers skills in a wide range of categories including anything from sales to data analytics. Listen closely as Ian Brett and Ryan go through the history financials and future prospects of Upwork. Enjoy the show Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in [--] years. Check-out the service here: https://seekingalpha.com/checkoutservice_id=mp_1308 Want updates"
YouTube Link 2021-09-14T15:00Z [----] followers, [---] engagements
"GoDaddy Stock (GDDY) Not So Deep Dive GoDaddy is most well-known for its domain name registration service. The company assists customers at the initial stage of establishing a digital identity. 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 GoDaddy. 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/"
YouTube Link 2022-12-13T09:00Z [----] followers, [---] engagements
"Arch Capital Episode: Why We Own Wix Stock (Ticker: WIX) This is our Arch Capital update 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. Wix operates a cloud-based platform that enables anyone to create a website. The company was founded in Tel Aviv Israel in [----]. Brett and Ryan dive through Wix and outline the investment thesis for why we own the company in our Arch Capital limited partnership."
YouTube Link 2023-01-03T09:00Z [----] followers, [---] engagements
"Bill.com Stock (Ticker: BILL) Not So Deep Dive Bill.com Holdings Inc. (BILL) is a company that provides cloud-based software solutions for automating and streamlining financial processes catering to businesses of all sizes and industries and helping to modernize and simplify their financial operations. At the end of the month we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history financials and future prospects of Shift4. Enjoy the show ****************************** Subscribe to our Substack to receive free show"
YouTube Link 2023-06-20T08:00Z [----] followers, [---] engagements
"4 Hot IPO Stocks To Watch In [----] INVESTING PODCAST On this episode of Chit Chat Stocks we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter diving into some recent IPO stocks that have hit the market. We discuss: 00:00 Introduction to IPOs and Misfit Alpha 02:15 CoreWeave: Business Model and Market Position (CRWV) 12:40 Chime Financial: Disrupting Traditional Banking (CHYM_ 32:39 E-Toro Group: A Global Brokerage Perspective (ETOR) 37:37 Opportunities in the European Market 42:52 Understanding Circle's Business Model (CRCL) 53:47 The Advantages of Stablecoins 58:01 Ranking"
YouTube Link 2025-07-02T08:00Z [----] followers, [---] engagements
"Why We Own Dropbox Stock (DBX) 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. Dropbox Inc. (DBX) provides cloud-based file storage and collaboration services empowering users with enhanced productivity and data security in a competitive market. Brett and Ryan dive through Nintendo and outline the investment thesis for why we own the company in our Arch Capital limited partnership."
YouTube Link 2023-05-30T08:00Z [----] followers, [---] engagements
"Investing Power Hour #70: Earnings Earnings and More Earnings #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-08-04T05:39Z [----] followers, [---] engagements
"Investing Power Hour #27: Successful $TWTR Arbitrage $POSH Acquisition Mt. Rushmore of Buybacks Interested in becoming a member of 7investing Subscribe with code MONEY and get $100 off your annual subscription for life: https://7investing.com/checkout/ Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060"
YouTube Link 2022-10-07T08:05Z [----] followers, [--] engagements
"Royal Caribbean Stock (Ticker: RCL) Not So Deep Dive Royal Caribbean (RCL) is a major cruise line operator known for its diverse fleet of ships and global itineraries but it has faced significant challenges in the wake of the COVID-19 pandemic and ongoing regulatory concerns in the cruise industry. At the end of the month we will publish an Arch Capital episode that will cover the company: Adyen. Listen closely as Brett and Ryan go through the history financials and future prospects of RCL. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes and"
YouTube Link 2023-09-17T08:00Z [----] followers, [---] engagements
"Why We Own Sprouts Farmers Market Stock (Ticker: SFM) 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. Sprouts Farmers Market Inc. (SFM) is a grocery store chain that specializes in natural and organic foods catering to health-conscious consumers but also facing competition in the grocery industry and supply chain disruptions. Brett and Ryan dive through Sprouts and outline the investment"
YouTube Link 2023-09-05T08:00Z [----] followers, [---] engagements
"Redfin (RDFN) Deep Dive Redfin is a technology-powered real estate brokerage. Redfin was started as the first map-based search. Redfin wants to bring as much value to the home buying or selling process that it can. Brett Ryan and Ian dive into the business fundamentals as well as discuss their thoughts on the business. As always enjoy the show Subscribe to [--] 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 Find our other podcast episodes on your"
YouTube Link 2021-03-18T15:00Z [----] followers, [---] engagements
"Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-06-30T05:36Z [----] followers, [---] engagements
"SoFi Stock (Ticker: SOFI) Not So Deep Dive SoFi Technologies Inc. (SOFI) is a company that offers a range of financial products and services including lending investing and banking solutions with a focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. At the end of the month we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history financials and future prospects of SoFi. Enjoy the show ****************************** Subscribe to our Substack to receive free"
YouTube Link 2023-07-11T08:00Z [----] followers, [---] engagements
"Investing Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-08-18T05:37Z [----] followers, [---] engagements
"MarketAxess Stock (Ticker: MKTX) Not So Deep Dive MarketAxess is a leading electronic trading platform that enables institutional investors to trade fixed-income securities globally with a range of tools and functionality. At the end of the month we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history financials and future prospects of MarketAxess. 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"
YouTube Link 2023-02-14T09:00Z [----] followers, [---] engagements
"Why We Own Match Group Stock (Ticker: MTCH) 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. Match Group Inc. (MTCH) operates popular dating apps including Tinder experiencing strong user engagement and revenue growth but facing competition and regulatory risks associated with user data privacy and security. Brett and Ryan dive through Nelnet and outline the investment thesis for why we own"
YouTube Link 2023-04-04T08:00Z [----] followers, [----] engagements
"Pinterest Stock (Ticker: PINS) Not So Deep Dive Pinterest Inc. (PINS) is a social media platform that allows users to discover and share ideas products and inspiration through visual content attracting a large user base and offering opportunities for advertisers to reach highly engaged audiences. At the end of the month we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history financials and future prospects of Pinterest. Enjoy the show ****************************** Subscribe to our Substack to receive free show"
YouTube Link 2023-07-18T08:00Z [----] followers, [---] engagements
"PTC Stock (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 [----] 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:"
YouTube Link 2022-11-29T09:00Z [----] followers, [---] engagements
"Investing Power Hour #64: $MMTLP Craziness; Treasuries over Equities Value Spread at All-time High #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-06-22T05:39Z [----] followers, [---] engagements
"The Real Brokerage: The Fastest Growing Company We've EVER Covered On The Podcast (Ticker: REAX) In this episode of Chit Chat Stocks Brett dives into a research report on a small stock with a market cap below $1 billion. It has grown its revenue by 100x in the last six years making it the fastest-growing company we've ever researched. We discuss: 00:00 Introduction to X company 04:01 Understanding Traditional Real Estate Commissions 07:33 The Disruptive Business Model of X company 13:39 Exploring Ancillary Services and Their Potential 23:45 Innovations in financial services 34:14 Real Estate"
YouTube Link 2025-06-18T08:00Z [----] followers, [----] engagements
"Why Opendoor Has One Of The Worst Business Models Ever $OPEN #OPEN #opendoor"
YouTube Link 2025-07-25T16:19Z [----] followers, [----] engagements
"Deep Dive Unity Software (U) Unity Technologies builds and supplies the pickaxes for the meta-verse. This week hosts Ryan Henderson and Brett Schafer are joined by Ian Gray as they perform a deep dive on Unity Technologies. Hot off of a crazy IPO investors are optimistic about Unity's future. In this episode we break down their business model and explore their potential outside the meta-verse. Enjoy Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts"
YouTube Link 2020-10-01T08:00Z [----] followers, [---] engagements
"Squarespace Stock (Ticker: SQSP) Not So Deep Dive Squarespace operates a platform for businesses and independent creators to build an online presence. The company enables its users to manage projects and businesses through custom websites. 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 Squarespace. Enjoy the show ****************************** Interested in becoming a member of 7investing Subscribe with code MONEY and get $100 off your annual"
YouTube Link 2022-12-20T09:00Z [----] followers, [--] engagements
"Remitly Stock (RELY) Not So Deep Dive Remitly is a leading digital services provider for immigrants and their families. A remittance is typically a sum of money sent across borders. The company currently offers its services in approximately [---] countries. Listen closely as Ian Brett and Ryan go through the history financials and future prospects of Remitly. Enjoy the show Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in [--] years. Check-out the service here:"
YouTube Link 2021-11-23T16:00Z [----] followers, [---] engagements
"Dave Stock Is Up 500% In One Year: But Is It Actually Still Cheap (Ticker: DAVE) On this episode of Chit Chat Stocks Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss: 03:48 The History of Dave: From SPAC to Recovery 08:56 Understanding the Business Model: Micro Lending Explained 16:15 Competition and Market Positioning: Who Does Dave Compete With 16:54 Operational Structure: Partner Banks and Expenses 22:08 Future Outlook: Pricing Models and Growth Potential 26:17 Assessing Risks and Opportunities for Dave 30:15 Market Potential and"
YouTube Link 2025-08-13T08:00Z [----] followers, [----] engagements
"Warren Buffett's Definition of a Fair Price For a Stock (It's Not What You Think) #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-09-30T07:00Z [----] followers, [---] engagements
"Dutch Bros Stock (BROS) Not So Deep Dive Dutch Bros is a drive-thru coffee chain currently operating across [--] west coast states. With only [--] locations in [----] the company has grown to [---] locations at the end of [----]. Listen closely as Brad Brett and Ryan go through the history financials and future prospects of Dutch Bros. Enjoy the show Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in [--] years. Check-out the service here: https://seekingalpha.com/checkoutservice_id=mp_1308 Want updates on future"
YouTube Link 2021-10-05T15:00Z [----] followers, [---] engagements
"Carvana Ally Financial And Collapsing Consumer Lending (Impact On Economy) $CVNA $ALLY $SOFI On this episode of Chit Chat Stocks Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana) student loan impact on credit scores and deteriorating consumer balance sheets. They discuss: 03:45 Exploring the Used Car Lending Market 07:10 Analyzing Ally's Position in the Market 15:26 Understanding Asset-Backed Securities (ABS) 28:18 Carvana: A Battleground Stock 32:35 Shorting Carvana: Risks and Considerations 33:11 Carvana and Ally:"
YouTube Link 2025-08-06T07:00Z [----] followers, [---] engagements
"Why We're Closing Arch Capital This will be our final Arch Capital episode. We decided to close down our fund and return money to investors. Closing the fund will allow us to put more time and energy into Chit Chat Money. The podcast is going to remain the same. Listen to this episode to learn about what it takes to set up and run a fund. Brett and Ryan go through what lessons they learned what went well and what did not. Enjoy the episode ****************************** Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today:ibkr.com/info"
YouTube Link 2023-10-31T08:00Z [----] followers, [----] engagements
"Avalara (AVLR) Deep Dive Avalara is a tax software focused on e-commerce. For many small businesses a sales tax must be collected at the time of purchase. Is the tax based on where the customer is or where the merchant is Clearly taxes can cause enormous headaches for small businesses and Avalara wants to be the solution. As always enjoy the show Subscribe to [--] 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 Find our other podcast episodes on"
YouTube Link 2021-02-18T16:00Z [----] followers, [---] engagements
"BigCommerce Stock (Ticker: BIGC) Not So Deep Dive BigCommerce Holdings (Ticker: BIGC) operates a software-as-a-service platform for small businesses mid-markets and large enterprises. The company was founded in Sydney Australia in [----]. 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 BigCommerce. Enjoy the show ****************************** Interested in becoming a member of 7investing Subscribe with code MONEY and get $100 off your annual subscription"
YouTube Link 2022-12-25T09:00Z [----] followers, [---] engagements
"Philip Morris International Stock (Ticker: PM) Not So Deep Dive Philip Morris International Inc. (PM) manufactures and sells tobacco products with a focus on reduced-risk products but faces regulatory challenges and declining smoking rates. At the end of the month we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history financials and future prospects of Philip Morris. Enjoy the show ****************************** This episode is sponsored by Stratosphere.io a web-based terminal for financial data KPIs and more. Try"
YouTube Link 2023-04-18T08:00Z [----] followers, [---] engagements
"Lyft Stock (Ticker: LYFT) Not So Deep Dive Lyft Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services operating in numerous cities across the United States and Canada but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history financials and future prospects of Lyft. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes and charts"
YouTube Link 2023-07-25T08:00Z [----] followers, [---] engagements
"The State of the Music Industry With Sleepwell Capital The music industry is a complex landscape with diverse revenue streams including streaming live performances and licensing but faces ongoing challenges such as digital distribution piracy and fair compensation in the streaming era. Listen as Brett and Ryan ask questions about the industry various business models and market competition. Enjoy the show ***************************** 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"
YouTube Link 2023-06-01T08:00Z [----] followers, [---] engagements
"Oracle AI Dreams (AMZN ORCL SNOW DAVE) #investing #investingpodcast #stockmarket The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: 00:00 Introduction to Chit Chat Stocks 02:31 Oracle's AI Potential and Earnings Outlook 06:24 Snowflake's Caution on AI Spending 12:11 Boeing's Union Strike and Production Challenges 19:57 Alaska and Hawaiian Airlines Merger 25:14 Uber and Waymo's Partnership 34:55 Small Cap of the Week: Dave Inc. 47:32 Amazon's Return to Office Policy 55:20 Emerging Markets and Global"
YouTube Link 2024-09-19T06:50Z [----] followers, [---] engagements
"Discover Financial Stock (Ticker: DFS) Not So Deep Dive Discover Financial Services (DFS) is a financial services company that offers credit cards personal loans and banking products catering to consumers and businesses and navigating challenges from the competitive credit card industry and economic fluctuations. At the end of the month we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history financials and future prospects of Discover Financial. Enjoy the show ****************************** Subscribe"
YouTube Link 2023-08-29T08:00Z [----] followers, [---] engagements
"DocuSign: Buy On the Profit Inflection $DOCU (Chit Chat Stocks Podcast) #investing #stocks #finance Docusign has flipped to profitability right when most investors seem to have forgotten about the company. Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg"
YouTube Link 2024-05-14T13:00Z [----] followers, [---] engagements
"Procore Stock (Ticker: PCOR) Not So Deep Dive Procore Technologies (Ticker: PCOR) provides a cloud-based construction management platform and related software products. The company's products allow for collaboration between internal and external stakeholders during all stages of the construction process. 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 Procore. Enjoy the show ****************************** Interested in becoming a member of"
YouTube Link 2022-11-22T09:00Z [----] followers, [---] engagements
"US Defense Budget: How to Invest Listen to the Chit Chat Stocks Podcast on YouTube Spotify or Apple Podcasts"
YouTube Link 2026-01-15T16:13Z [----] followers, [--] engagements
"Revolve Group (RVLV) Deep Dive Revolve Group operates as a type of online fashion retailer with operations that are driven by the rise of influencers. Revolve connects these fashion influencers consumers and all types of brands. Brett Ryan and Ian dive into the business and how it may perform in the future. Enjoy the show Subscribe to [--] 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 Find our other podcast episodes on your favorite podcast"
YouTube Link 2021-03-11T16:00Z [----] followers, [---] engagements
"Analyzing Cigarette Volume Declines and Price Increases with Altria Group $MO 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-01-25T11:00Z [----] followers, [---] engagements
"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 [----] 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"
YouTube Link 2022-12-05T09:00Z [----] followers, [---] engagements
"Best Anchor Stocks Returns To Pitch An Underfollowed Biopharma Winner (Stevanato Ticker: STVN) On this episode of Chit Chat Stocks we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed: 00:00 Introduction and history 04:31 Understanding the Pharmaceutical Supply Chain 07:30 Exploring Business Segments 12:06 High Value Products vs. Bulk Products 14:24 The Impact of AI on Drug Development 17:17 Current Industry Cycles and Demand Dynamics 21:24 CapEx Expansion and Future Capacity 24:04 Drivers of Demand for Products 26:33 The"
YouTube Link 2025-07-23T08:01Z [----] followers, [---] engagements
"Shorting Hershey Stock (Ticker: HSY) with Edwin Dorsey #investing #finance The Hershey Company (HSY) is a renowned chocolate and confectionery manufacturer well-known for its iconic brands but facing the impact of changing consumer preferences and competition in the candy and snacking industry. Listen as Brett and Ryan ask questions about the company its business model and its valuation. Enjoy the show ***************************** 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"
YouTube Link 2023-11-16T09:00Z [----] followers, [---] engagements
"Will Mr. Beast and Feastables Kill Hershey $HSY #investing #finance Disclosure: Chit Chat Money hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060 Stocks stock market stocks to buy now stocks to buy financial"
YouTube Link 2023-11-16T15:00Z [----] followers, [---] engagements
"American Eagle (AEO) Deep Dive American Eagle Outfitters is an American lifestyle and clothing brand. A recommendation from a listener put American Eagle onto Chit Chat Money. This week we are joined by Ian Gray as the team dives into what the future of American Eagle Outfitters may look like. As always enjoy the episode Subscribe to [--] 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 Find us with Your Favorite Podcasts: Spotify -"
YouTube Link 2021-01-07T15:00Z [----] followers, [--] engagements
"Paycom Software Stock (PAYC) Not So Deep Dive Paycom operates a comprehensive set of solutions for human capital management. The company's offerings provide data analytics for the employment life-cycle from recruitment to retirement. Listen in as Ian Brett and Ryan go through the history financials and future prospects of Paycom. Enjoy the show Our Thursday Deep Dives are sponsored by Quartr the new way of doing company research. Access conference calls presentations transcripts and more for FREE on your mobile device. Download Quartr on the App Store here:"
YouTube Link 2021-07-29T15:00Z [----] followers, [---] engagements
"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"
YouTube Link 2023-02-07T09:00Z [----] followers, [---] engagements
"Robinhood & Airlines with Bill Brewster While chatting about Robinhood and airline stocks your hosts Ryan and Brett are joined by Bill Brewster. Prior to the discussion Ryan and Brett share some of the best stories from the week. Don't miss this week's discussion on Robinhood. It might make you reconsider which brokerage platform you use or recommend to friends. Ryan and Brett ask questions about the aerospace or airline industry and Bill gives his thoughts on the market. As always stay until the back half to hear who is in hot water Buy-Sell-Hold and anecdotal evidence. Enjoy the Show"
YouTube Link 2020-11-03T15:00Z [----] followers, [---] engagements
"Bumble Stock (Ticker: BMBL) Not So Deep Dive Bumble Inc. (Ticker: BMBL) is a popular online dating company with a focus on promoting safe and equitable interactions empowering women and driving innovation in the competitive dating market. At the end of the month we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history financials and future prospects of Bumble. Enjoy the show ****************************** This episode is sponsored by Stratosphere.io a web-based terminal for financial data KPIs and more. Try it"
YouTube Link 2023-03-14T08:00Z [----] followers, [---] engagements
"WeWork Stock (Ticker: WE) Not So Deep Dive WeWork (WE) provides flexible office space solutions but it has faced significant financial and corporate governance challenges in the past raising questions about its long-term sustainability and growth prospects. At the end of the month we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history financials and future prospects of WeWork. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every"
YouTube Link 2023-08-01T08:00Z [----] followers, [---] engagements
"Hermes International: The Best Luxury Brand In The World (Ticker: HESAY) #investing #finance #stocks Herms International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories maintaining an aura of exclusivity while addressing challenges in the luxury retail sector and evolving consumer demands. Listen as Brett and Ryan break down the company and its industry. Enjoy the show ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today:ibkr.com/info"
YouTube Link 2023-12-26T09:00Z [----] followers, [---] engagements
"PayPal Stock (Ticker: PYPL) Not So Deep Dive PayPal Holdings Inc. (PYPL) is a leading digital payments platform that facilitates secure online transactions and money transfers catering to a wide range of individuals and businesses globally and driving the shift towards digital commerce. At the end of the month we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history financials and future prospects of PayPal. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes and charts"
YouTube Link 2023-06-06T08:00Z [----] followers, [---] engagements
"nCino (NCNO) Fundamental Analysis nCino IPO On this week's FA Ryan and Brett analyze nCino the bank operating system. nCino is a financial technology company founded in [----]. Your hosts Ryan and Brett cover a lot in this episode. Ryan gives the business overview Brett covers the current valuation and Ryan dives into the earnings. Right after the break your hosts cover nCino's moat any further reading what the future growth opportunities are and finally highlights and lowlights. Please enjoy this week's FA Timestamps 0:00 Start 0:57 nCino Overview 5:15 Valuation 7:19 Earnings 9:26 Moat 11:07"
YouTube Link 2020-11-08T15:00Z [----] followers, [---] engagements
"Amazon Stock (Ticker: AMZN) Not So Deep Dive Amazon might be the most well know online retailer in the United States. The company offers more than just an online marketplace they also have physical stores. Additionally Amazon offers Amazon Web Services. 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 Amazon. Enjoy the show ****************************** This episode is sponsored by Stratosphere.io a web-based terminal for financial data KPIs and"
YouTube Link 2023-01-17T09:00Z [----] followers, [---] engagements
"Charles Schwab (SCHW) Deep Dive Charles Schwab is a financial services company based out of San Francisco. Charles Schwab allows you to manage your own investments at $0 commissions use their robo-advisors or plan your investments with a real person. Watch in as your hosts Ryan Henderson and Brett Schafer welcome on Ian Gray. Ryan covers the business (1:22) Brett dives into the industry (5:00) and Ian analyzes the management (8:15). Watch until the end to find out if Charles Schwab has truly sparked our interest. Enjoy the show Check out Chit Chat Money's website:"
YouTube Link 2020-10-22T14:00Z [----] followers, [---] engagements
"Constellation Software (CSU.TO) Not So Deep Dive Constellation Software acquires and operates many differing software businesses. The company specializes in niche sectors of the software market. Listen in as Ian Brett and Ryan go through the history financials and future prospects of Constellation Software. Enjoy the show Our Thursday Deep Dives are sponsored by Quartr the new way of doing company research. Access conference calls presentations transcripts and more for FREE on your mobile device. Download Quartr on the App Store here:"
YouTube Link 2021-07-15T15:00Z [----] followers, [----] engagements
"He Called Palantir and Nvidia. Here's What He Thinks About Rocket Lab Stock TODAY (Ticker: RKLB) On this episode of Chit Chat Stocks Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock and it has crushed the market since then. We discuss: 02:55 Rocket Lab's Methodical Approach to Space 05:14 The Neutron Rocket: A Game Changer 08:47 Financial Implications of Neutron's Launch 15:42 Acquisitions and Strategic Growth 19:13 The Balance of Launch Services and Space Systems 24:31 Rocket"
YouTube Link 2025-08-20T08:01Z [----] followers, 11.5K engagements
"Bentley Systems (Ticker: BSY) Not So Deep Dive Bentley Systems provides infrastructure engineering software solutions across the globe. For those of us that may not be engineers the company's software provides solutions for buildings that are stationary. 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 Bentley Systems. Enjoy the show ****************************** Interested in becoming a member of 7investing Subscribe with code MONEY and get $100"
YouTube Link 2022-11-15T09:00Z [----] followers, [---] engagements
"Fundamental Analysis AutoDesk (ADSK) Hosts Ryan Henderson and Brett Schafer take a look at AutoDesk. According to AutoDesk their software is meant for architecture engineering construction manufacturing media education and entertainment industries. Brett having a degree in engineering gives us a sneak peak into the education realm. Let's see if Brett and Ryan can agree on what they think AutoDesk is capable of. Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney If you are looking for"
YouTube Link 2020-10-11T08:00Z [----] followers, [---] engagements
"American Express Stock (Ticker: AXP) Not So Deep Dive American Express (AXP) is a global financial services company that provides payment and travel-related services to consumers and businesses worldwide. The company was founded in [----] and is headquartered in New York New York. At the end of the month we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history financials and future prospects of American Express. Enjoy the show ****************************** This episode is sponsored by Stratosphere.io a web-based"
YouTube Link 2023-02-28T09:00Z [----] followers, [---] engagements
"Investing Power Hour #49: Capital Gains Taxes Altria Buys NJOY & Sonys Weak Dispute 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-03-10T06:22Z [----] followers, [---] engagements
"A Stock to Play the Nicotine Pouch Trend With Spencer Cibelli Haypp Group operates as an online retailer of tobacco-free nicotine pouches and snus products in Sweden Norway the rest of Europe the United States and internationally. Listen as Brett and Ryan ask questions about the company its business model and its valuation. Enjoy the show ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today:ibkr.com/info ****************************** Want updates on future shows and projects Follow us on"
YouTube Link 2023-11-30T09:00Z [----] followers, [---] engagements
"ANSYS (Ticker: ANSS) Not So Deep Dive ANSYS designs engineering simulation software and services for a variety of industries. The company's software allows engineers to test whether or not ideas/products would be viable in the real world. 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 ANSYS. Enjoy the show ****************************** Interested in becoming a member of 7investing Subscribe with code MONEY and get $100 off your annual subscription"
YouTube Link 2022-11-08T09:00Z [----] followers, [--] engagements
"Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-05-26T06:31Z [----] followers, [---] engagements
"Hirequest Stock (Ticker: HQI) with Aaron Edelheit HireQuest Inc. (HQI) is a staffing company that provides temporary and permanent staffing solutions in the light industrial and skilled trades sectors with a focus on blue-collar jobs. Listen as Brett and Ryan ask questions about the company its business model and valuation. Enjoy the show ***************************** 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"
YouTube Link 2023-05-18T08:00Z [----] followers, [---] engagements
"Shopify Stock (SHOP) Not So Deep Dive Shopify is a Canadian-based e-commerce business. The company is well known for enabling merchants to launch a business. Shopify offers low code website development assists in fulfilling orders and also facilitates payments. Listen closely as Brad Brett and Ryan go through the history financials and future prospects of Shopify. Enjoy the show Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in [--] years. Check-out the service here:"
YouTube Link 2021-11-16T16:00Z [----] followers, [---] engagements
"Booking Holdings Stock Report (Ticker: BKNG) #investing #stocks #finance #BKNG On this episode of Chit Chat Stocks Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares). We discuss: - Why Booking Holdings became the largest travel company in the world - What are their new initiatives How do they plan to grow - Competing with Airbnb and Expedia - A "frenemy" relationship with Google - Valuation analysis ***************************************************** Subscribe to our YouTube channel:"
YouTube Link 2024-02-07T09:00Z [----] followers, [---] engagements
"PepsiCo Stock (Ticker: PEP) Not So Deep Dive PepsiCo Inc. (PEP) is a multinational food and beverage corporation with popular brands like Pepsi Frito-Lay and Quaker Oats but is facing inflationary pressures and supply chain disruptions. At the end of the month we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history financials and future prospects of PepsiCo. Enjoy the show ****************************** This episode is sponsored by Stratosphere.io a web-based terminal for financial data KPIs and more. Try it out"
YouTube Link 2023-04-25T08:00Z [----] followers, [---] engagements
"Why We Own Nelnet Stock (Ticker: NNI) 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. Nelnet (Ticker: NNI) has a diversified business model that includes student loan servicing tuition payment processing and digital learning platforms NNI has been able to adapt to changing market conditions and deliver strong financial results. Brett and Ryan dive through Nelnet and outline the investment"
YouTube Link 2023-03-07T09:00Z [----] followers, [----] engagements
"Deep Dive Fiverr (FVRR) Fiverr is an online marketplace designed for freelancers. Ryan Henderson and Brett Schafer are joined again by Ian Gray for this week's Deep Dive into Fiverr. Although the stock has grown in value your hosts have their concerns. However these concerns have been swept away by Fiverr's performance. Watch closely as Ryan goes over operations Brett dives into the market as a whole and Ian covers the management team. As always enjoy the show Check out Chit Chat Money's website: https://www.chitchatmoney.com/ Follow Ian and check out his work on Twitter:"
YouTube Link 2020-10-08T08:00Z [----] followers, [---] engagements
"Why I Own Nintendo Stock: Round TWO (NTDOY) FULL PODCAST #stocks #finance #stockanalysis #nintendo #ntdoy On this episode of Chit Chat Stocks Brett updates his thesis on Nintendo. In the hour-long discussion Ryan and Brett talk about: 07:04 The History of Nintendo and its Business Model 12:19 The Durability of Nintendo's Active Users 21:14 The Potential Impact of the New Nintendo Switch Console 31:39 Growing Conviction in Other Entertainment Segments 33:07 The Impact of the Super Mario Movie 34:07 Future Movies and Franchise Sales 35:33 Theme Parks as a Future Revenue Source 37:30 Key Factors"
YouTube Link 2024-08-07T08:00Z [----] followers, [---] engagements
"The State of AI Software; Tesla Robotaxi Launch: Hims & Hers vs. Novo Nordisk (TSLA HIMS) The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction to Fiscal.ai and the Podcast 03:04 The Evolution of AI and Its Impact 07:28 Identifying Opportunities and Risks in AI 12:00 The Future of Equity Research with AI 18:19 Market Reactions and Business Models 24:59 Hims and Hers: A Case Study in Market Fragility 33:01 Constellation Software: Investment Insights 39:09 Understanding Human Incentives"
YouTube Link 2025-06-26T20:29Z [----] followers, [---] engagements
"Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-05-19T06:38Z [----] followers, [---] engagements
"PODCAST Does Robinhood Stock Have 10x Potential With Travis Hoium (Ticker: HOOD) On this episode of Chit Chat Stocks we speak with Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss: 06:54 Understanding Robinhood's Business Model 13:27 The Gamification of Investing 17:30 Robinhood's Evolution and Recent Developments 24:30 Future of Robinhood: Banking and Investment Integration 30:24 Robinhood's Market Strategy and Growth Areas 33:21 Diversification of Revenue Streams 35:35 Competition in the Brokerage Space 39:38 Tokenization and Blockchain Innovations"
YouTube Link 2025-05-28T08:00Z [----] followers, [---] engagements
"Meta Stock (Ticker: META) Not So Deep Dive Meta Platforms develops products that enable people to connect and share with friends and family. The company was formerly known as Facebook and changed its name to Meta Platforms in October of [----]. 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 Amazon. Enjoy the show ****************************** This episode is sponsored by Stratosphere.io a web-based terminal for financial data KPIs and more. Try it"
YouTube Link 2023-01-24T09:00Z [----] followers, [---] engagements
"CrowdStrike In Turmoil; Earnings Galore (GOOG SPOT TSLA); What Stock Was The Fattest Pitch The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: 03:25 Earnings Reports and IT Outage 11:01 The Balanced Housing Market and the Appeal of Homebuilders 25:51 Small Cap Stock Pick: Haypp Group 31:47 Utilizing Yellow Brick for Investment Research 33:23 Haypp Group's Success and SEO Landscape 35:35 Analyzing Haypp Group and Philip Morris Financials 36:06 Identifying 'Fat Pitches' in Investing 52:06 Evaluating Amazon's"
YouTube Link 2024-07-25T06:47Z [----] followers, [---] engagements
"Investing Power Hour #10: Potential Roku Buyout $ZM discussion Anti-ESG ESG Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060"
YouTube Link 2022-06-09T08:05Z [----] followers, [--] engagements
"Corsair (CRSR) Deep Dive Corsair is officially named Corsair Gaming Inc. The company designs markets and distributes gaming and streaming peripherals components and systems to its customers. Based out of Fremont California Corsair was incorporated in [----]. Listen in as Ian Brett and Ryan dive into what the company does and where they may grow from here. Enjoy the show Subscribe to [--] 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 Find our other"
YouTube Link 2021-06-10T15:00Z [----] followers, [---] engagements
"IPH #88: $SPOT Rips After Layoffs; Alaska Air Acquiring Hawaiian Air; $25 Bil Goodwill Impairment #investing #finance Disclosure: Chit Chat Money hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060"
YouTube Link 2023-12-08T06:47Z [----] followers, [---] engagements
"Roku Zoom & Fastly with Beth Kindig ROKU ZM FSLY Your hosts Ryan Henderson and Brett Schafer interview technology analyst Beth Kindig. Before the interview Ryan and Brett tell their favorite stories from the week. The two discuss the future for brick and mortar. During the interview your hosts Ryan and Brett play devils advocate as Beth Kindig defends Roku. Catch Ryan and Brett on the back half as the two cover fan favorite's like hot water FMK and anecdotal evidence. Enjoy the show Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com/ Follow Chit Chat"
YouTube Link 2020-10-20T16:09Z [----] followers, [----] engagements
"Murphy USA Stock (Ticker: MUSA) with Fabio from Capital Mindset Murphy USA Inc. (MUSA) is a leading retail fuel and convenience store chain in the United States offering a wide range of products and services to motorists including gasoline snacks and more while grappling with competitive pressures in the retail fuel industry. Listen as Brett and Ryan ask questions about the company its business model and valuation. Enjoy the show ***************************** Want updates on future shows and projects Follow us on Twitter:https://twitter.com/chitchatmoney Subscribe to our Substack to receive"
YouTube Link 2023-09-14T08:00Z [----] followers, [----] engagements
"Rocket Lab's $175 Billion Opportunity $RKLB Full podcast with Simon Erickson out this Wednesday morning"
YouTube Link 2025-08-18T23:15Z [----] followers, [----] engagements
"Farfetch (FTCH) Deep Dive Farfetch is an online luxury fashion retail platform. Retailers can sell through Farfetch's platform where Farfetch will take a portion of the revenue. Farfetch also owns its own fashion apparel that can be found on the platform. Ian Brett and Ryan dive into what the company does and where Farfetch could grow from here. Enjoy the show Subscribe to [--] 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 Find our other podcast"
YouTube Link 2021-04-01T15:00Z [----] followers, [---] engagements
"Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-06-02T05:41Z [----] followers, [---] engagements
"Welcome to our live show Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat"
YouTube Link 2026-02-13T18:25Z [----] followers, [--] engagements
"Should You Buy Mexican Stocks (PAC OMAB AGUA ALSEA) On this episode of Chit Chat Stocks Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports fast food and water in the country. SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/ FOLLOW Ian on Twitter: https://x.com/irbezek Chapters The Mexican Election and Expectations for the New Administration Foreign Direct Investment and Nearshoring in Mexico Investment Ideas: Airports and Grupo Rotoplas Margin Expansion and Pricing Power of Mexican Companies Capital Allocation and"
YouTube Link 2024-08-14T08:00Z [----] followers, [----] engagements
"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 [--] 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 Find us with Your Favorite Podcasts: Spotify -"
YouTube Link 2021-01-28T16:00Z [----] followers, [---] engagements
"Ally Financial's Business Model $ALLY (Chit Chat Stocks Podcast) #investing #stocks #finance The basics of Ally's banking business model. Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple -"
YouTube Link 2024-05-30T09:30Z [----] followers, [---] engagements
"TFS Financial Stock (Ticker: TFSL) with Jim Gillies TFS Financial Corporation (TFSL) is a financial services holding company that provides retail consumer banking services through its subsidiary Third Federal Savings and Loan facing challenges from low-interest rates and economic uncertainty. Listen as Brett and Ryan ask questions about the company its business model and valuation. Enjoy the show ***************************** 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"
YouTube Link 2023-05-25T08:00Z [----] followers, [---] engagements
"9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil $ABNB $CPNG #stockmarket #stocks #investing #abnb #Buffett The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: 03:17 Warren Buffett's Apple Position 06:56 Impact of Interest Rate Cuts 08:10 Effects of a Recession on Real Estate 23:07 Flash Crash and Market Volatility 34:13 Analyzing Potential Investments and Valuation Ratios 50:26 Measuring a Company's Buyback Capabilities Tickers discussed: CPNG ABNB PTLO UBER AMZN AAPL"
YouTube Link 2024-08-08T07:41Z [----] followers, [----] engagements
"Lightspeed (LSPD) Fundamental Analysis Your hosts Ryan Henderson and Brett Schafer analyze Lightspeed. Lightspeed provides a point of sale POS software to small and medium sized businesses. Their current markets are retailers restaurants and golf courses. Ryan and Brett compare the Lightspeed to Square. Catch Brett and Ryan after the break where they discuss what moats Lightspeed might have. Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney If you are looking for us on your podcast"
YouTube Link 2020-10-18T14:00Z [----] followers, [---] engagements
"Peloton Stock (PTON) Fundamental Analysis Peloton is the pandemic exercise sensation. Ryan and Brett analyze the company this week and discuss the potential Peloton has going forward. We stick to our normal schedule Ryan gives the business overview Brett covers the valuation and Ryan discusses earnings. On the second half your hosts discuss their favorite segments digging trenches further readings future growth opportunities for Peloton highlights and lowlights and finally more or less interested. As always enjoy the episode Timestamps 0:00 Start 1:22 Peloton Overview 4:35 Valuation 5:56"
YouTube Link 2020-11-15T22:00Z [----] followers, [---] engagements
"The Art of Short Selling with Upslope Capital #investing #finance Upslope Capital Management is a respected investment management firm known for its thoughtful strategies and disciplined approach to investing making it a valuable resource for financial insights on the Chit Chat Money podcast. Listen as Brett and Ryan ask George questions about investing and finance. Enjoy the show ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today:ibkr.com/info ***************************** Want updates on future shows and"
YouTube Link 2023-10-19T08:00Z [----] followers, [---] engagements
"Will SoFi Kill Ally Financial $SOFI $ALLY"
YouTube Link 2025-08-08T18:57Z [----] followers, [----] engagements
"StoneCo Fundamental Analysis This week's fundamental analysis explores StoneCo a financial technology solutions company based out of Brazil. Berkshire Hathaway owns approximately 5% of the company. Although the company was difficult to research because of the international nature of their reporting the Chit Chat Money team did well to dig up relevant information. Timestamps 0:00 Start 1:12 StoneCo Overview 4:10 Valuation 5:53 Earnings 7:44 Moat 9:04 Further Reading 11:26 Growth Opportunities 14:34 Highlights & Lowlights 18:37 More or Less Interested 20:17 Outro Subscribe to [--] Investing with"
YouTube Link 2020-11-22T16:00Z [----] followers, [----] engagements
"LVMH Mot Hennessy Louis Vuitton Stock (Ticker: LVMUY) Not So Deep Dive #investing #finance LVMH is a multinational conglomerate known for its luxury brands in fashion cosmetics and spirits navigating a dynamic market with a focus on innovation and adapting to evolving consumer preferences in the high-end goods sector. Listen as Brett and Ryan break down the company and its industry. Enjoy the show ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today:ibkr.com/info ***************************** Subscribe to our"
YouTube Link 2023-12-12T09:00Z [----] followers, [---] engagements
"Medpace Holdings: An Undiscovered High Quality Biotech Stock With Luis Sanchez (Ticker: MEDP) On this episode of Chit Chat Stocks Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss: 00:00 Introduction to MedPace Holdings 10:51 Understanding the CRO Business Model 21:54 MedPace's Unique Positioning and Growth 33:05 Industry Trends and Future Outlook 42:16 Leadership and Company Culture 47:52 Valuation and Investment Considerations MEDPACE MEMO: https://lvsadvisory.com/wp-content/uploads/2025/02/LVS-Advisory-Medpace-Memo.pdf LVS ADVISORY WEBSITE:"
YouTube Link 2025-04-02T08:00Z [----] followers, [---] engagements
"Investing Power Hour #83: Munger Went on a Pod; $MTCH Earnings; What Went Wrong at Zillow #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-11-03T05:46Z [----] followers, [---] engagements
"Was The Rise of Celsius Predictable $CELH (Chit Chat Stocks Podcast) #CELH #stocks #finance #investing Analyzing whether the growth of Celsius energy drinks was predictable for investors. Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple -"
YouTube Link 2024-04-15T20:31Z [----] followers, [---] engagements
"Lowe's Stock (Ticker: LOW) Not So Deep Dive Lowe's Companies Inc. (LOW) is a prominent home improvement retailer capitalizing on a robust housing market while tackling competition and supply chain complexities in the evolving retail landscape. At the end of the month we will publish an Arch Capital episode that will cover the company: Sprouts Farmers Market. Listen closely as Brett and Ryan go through the history financials and future prospects of Lowe's. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every"
YouTube Link 2023-08-22T08:00Z [----] followers, [---] engagements
"Fulgent Genetics Stock (FLGT) Not So Deep Dive Fulgent Genetics provides genetic testing services including COVID-19 testing to physicians. The company offers clinically actionable diagnostic information by making use of data comparison and suppression algorithms. Listen closely as Ian Brett and Ryan go through the history financials and future prospects of Fulgent Genetics. Enjoy the show Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in [--] years. Check-out the service here:"
YouTube Link 2021-08-31T15:00Z [----] followers, [---] engagements
"$ADYEN CEO Letter to Employees and Evaluating Durable Growth Companies This clip is from our weekly Investing Power Hour live stream: https://www.youtube.com/watchv=phJgwvHWVEM&t=2156s ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060"
YouTube Link 2022-11-19T10:30Z [----] followers, [--] engagements
"Visa Stock (Ticker: V) Not So Deep Dive Visa Inc. (V) is a global payments technology company that operates a vast electronic payments network connecting consumers businesses and financial institutions across the globe and enabling seamless and secure transactions in multiple currencies and countries. At the end of the month we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history financials and future prospects of Visa. Enjoy the show ****************************** Subscribe to our Substack to receive free show notes"
YouTube Link 2023-06-27T08:00Z [----] followers, [---] engagements
"Texas Instruments Stock (Ticker: TXN) with Andrew Sather and Dave Ahern #investing #finance Andrew Sather and Dave Ahern run the "Investing For Beginners" podcast. You can find it wherever you get your podcasts. Texas Instruments Incorporated (TXN) is a leading semiconductor company supplying analog and embedded processing products to various industries while navigating market cycles and supply chain complexities. Listen as Brett and Ryan ask Dave and Andrew questions about the company its business model and valuation. Enjoy the show ***************************** Want updates on future shows"
YouTube Link 2023-10-12T08:00Z [----] followers, [---] engagements
"I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings) #investingpodcast #mexicanstocks #stockmarket #finance On this episode of Chit Chat Stocks Brett gives a pitch on Grupo Aeroportuario del Centro Norte (Ticker: OMAB) an airport operator in northern and central Mexico. We discuss: 00:00 Introduction to Grupo Aeroportario del Centro Norte (OMAB) 05:37 Understanding OMAB's Business Model and Operations 11:36 Government Relationship and Contractual Framework 16:21 Revenue Generation and Financial Performance 21:32 Competitive Advantages and Return on Investment 31:10"
YouTube Link 2025-01-29T09:00Z [----] followers, [----] engagements
"Investing Power Hour #40: $AMZN Fires [-----] People $MSFT and ChatGPT $TSLA Delivery Numbers 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. ********************************************************************** Guest this week: Paul Cerro. Read his Substack here: https://substack.com/profile/28187575-paul-cerro Interested in even"
YouTube Link 2023-01-06T13:06Z [----] followers, [---] engagements
"Why Ryan Bought One of The Best-Performing Software Stocks of All-Time FULL PODCAST On this episode of the Chit Chat Stocks Podcast Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss: 03:20 Adobe's Historical Performance and Business Model 08:40 Understanding Adobe's Product Segments 16:10 Pricing Power and Customer Retention 17:55 The Impact of AI on Adobe's Business 32:01 Evaluating Adobe's Competitive Moat 34:40 Adobe's Growth Potential and Pricing Strategy 34:59 The Risks of Switching Platforms 36:26 The Threat of Point"
YouTube Link 2025-02-19T09:01Z [----] followers, [---] engagements
"Dollarama Stock (Ticker: DOL.TO) Not So Deep Dive #investing #finance Dollarama Inc. (DOL.TO) is a Canadian dollar store retail chain known for offering a wide range of affordable products serving budget-conscious consumers across Canada. Listen closely as Brett and Ryan go through the history financials and future prospects of DLMAF. Enjoy the show ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today:ibkr.com/info ***************************** Subscribe to our Substack to receive free show notes and charts that go"
YouTube Link 2023-10-24T08:00Z [----] followers, [---] engagements
"How the Outsiders Changed $RICK CEO Eric Langan's Capital Allocation Strategy #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-11-03T07:00Z [----] followers, [---] engagements
"Stocks With [---] Bagger Potential; $1.5 Trillion SpaceX IPO; Warner Bros Merger Mania $NFLX $PSKY The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 00:00 Introduction 00:28 Major News: Netflix's Bid for Warner Bros. 02:33 Bidding War: Netflix vs. Paramount 21:57 Listener Question: Multi-Bagger Investment Strategies 23:51 Identifying High-Potential Asymmetrical Bets 40:50 Analyzing Share Buybacks and Growth Prospects 42:53 Leadership Changes at Berkshire Hathaway 45:09 Speculations on Berkshire's"
YouTube Link 2025-12-12T00:25Z [----] followers, [---] engagements
"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 [--] 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 Find our other podcast episodes on your favorite podcast platform: Spotify -"
YouTube Link 2021-02-04T16:00Z [----] followers, [----] engagements
"Super Micro Computer and Finding Winning Stocks (Chit Chat Stocks Podcast) #investing #stocks #smci Super Micro Computer had multiple factors that led to its stock doing so well in recent years. Disclosure: Chit Chat Stocks hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple -"
YouTube Link 2024-03-26T01:30Z [----] followers, [---] engagements
"Tinder For $500 a Month Investing Implications For Match Group $MTCH #investing #finance 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. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify -"
YouTube Link 2023-10-04T07:00Z [----] followers, [---] engagements
"Mastercard Stock (Ticker: MA) with Matt Cochrane Mastercard Incorporated (MA) is a global payment technology company that provides transaction processing services enabling secure and convenient electronic payments for consumers businesses and financial institutions worldwide. Listen as Brett and Ryan ask questions about the company its business model and valuation. Enjoy the show ***************************** 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"
YouTube Link 2023-06-15T08:00Z [----] followers, [---] engagements
"Mohawk Group - Asher Delug Sean Emory and Jonah Lupton This week we discuss Mohawk Group (MWK) with Asher Sean and Jonah. The group discusses topics ranging from Mohawk's product mix to the company's capital structure. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week and more. Let's go Follow Asher Delug on Twitter: https://twitter.com/asherdelugs=20 Follow Sean Emory on Twitter: https://twitter.com/_SeanDavids=20 Follow Jonah Lupton on Twitter: https://twitter.com/JonahLuptons=20 Subscribe to [--] Investing with the code "CCM":"
YouTube Link 2021-04-20T15:00Z [----] followers, [---] engagements
"Is The Party Over At TopGolf Callaway $MODG #investing #finance Disclosure: Chit Chat Money hosts and guests are not financial advisors and nothing they say on this show is formal advice or a recommendation. ********************************************************************** Interested in even more shows like this Check us out wherever you get your podcasts: Spotify - https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=UzRWevKIS1q2Z_S5ZmHUEg Apple - https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060"
YouTube Link 2023-11-15T04:00Z [----] followers, [---] engagements
"4 Great Stocks That Nobody Talks About (LAD JKHY ROL APH) FULL PODCAST On this episode of Chit Chat Stocks we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss: 03:13 Stock 1: A Hidden Gem in Automotive 21:34 Stock 2: The Backbone of Small Banks 33:53 Understanding Roll-Up Strategies and Their Effectiveness 39:39 Stock 3: Pest Control 47:37 Stock 4: A Hidden Gem in Interconnect Products 56:39 Key Takeaways from Successful Companies and Their Strategies ***************************************************** JOIN OUR NEWSLETTER AND"
YouTube Link 2025-05-07T07:00Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing