Shows / Chit Chat Stocks
Chit Chat Stocks
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
Episodes
Chit Chat StocksVivos Therapeutics (VVOS) | Not So Deep Dive
Vivos Therapeutics develops and distributes alternative treatments for patients with sleep disorder breathing. The company markets and sells its Vivos system…
Chit Chat StocksRobinhood (HOOD) | Not So Deep Dive
Robinhood is a commission-free stock trading and investing platform. The company has gained significant traction over the last few years and is planning to go…
Chit Chat StocksInvesting in Sports Teams - Massimo Marinelli
We are joined by Massimo Marinelli, an executive board member for Aser Ventures. Aser Ventures' portfolio includes interests in many different sports teams…
Chit Chat StocksMatterport (GHVI) | Not So Deep Dive
Matterport will trade under the ticker symbol MTTR post merger. The company turns physical spaces into 3D spaces. Matterport has endless opportunities with…
Chit Chat StocksConstellation 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…
Chit Chat StocksHow We Value Risk vs. Reward
This week we discuss how we like to weigh risk versus reward. How do we identify potential rewards? Where are the obvious and sometimes hidden risks? What…
Chit Chat StocksDuolingo (DUOL) | Deep Dive
Duolingo, a private company planning to go public, is an education platform for language learning. The company offers plenty of courses covering 40 different…
Chit Chat StocksWalmart (WMT) | Deep Dive
Walmart, if you've never heard of the company, is a multinational retail corporation. Aiming to offer low price points, Walmart has grown significantly over…
Chit Chat StocksLimbic Capitalism - SinStockPapi
This week we are joined by SinStockPapi to discuss Swedish Match and Evolus. Listen in to hear some great stories and anecdotes. After the interview, Brett and…
Chit Chat StocksRoku (ROKU) | Deep Dive
Roku operates a TV streaming platform and also provides advertising. The company manufactures and sells smart TVs. In addition, Roku offers streaming players…
Chit Chat StocksGlobal-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…
Chit Chat StocksClean Energy Investing - Maxx Chatsko
This week we are joined by Maxx Chatsko to discuss investing in clean energy. The group discusses where the industry is at today and what is hype versus what…
Chit Chat StocksEvolus (EOLS) | Deep Dive
Evolus is a performance beauty company. Evolus provides medical aesthetic products for physicians and patients across the United States. The company's sole…
Chit Chat StocksUbiquiti (UI) | Deep Dive
Ubiquiti develops internet technology designed for service providers, enterprises, and consumers. Essentially, the company produces the hardware that helps…
Chit Chat StocksSpotify & The Audio Opportunity - Sleepwell Capital
We are joined this week by Sleepwell Capital. We discuss Uhaul, Spotify, and the audio market as a whole. Listen in after the interview to hear about crypto, a…
Chit Chat StocksPayPal (PYPL) | Deep Dive
PayPal is a technology platform and digital payments company that offers digital and mobile payments for its users. If you feel a little confused, the company…
Chit Chat StocksSharpSpring (SHSP) | Deep Dive
SharpSpring is a cloud-based marketing technology company. The company offers marketing automation, web tracking, lead scoring, and automated workflow. Listen…
Chit Chat StocksMicro Bubbles & Meme Stocks - Jamie Powell
Jamie Powell joins us this week to discuss frauds, bubbles, and meme stocks. Jamie works at FT Alphaville and shares how he got there. Listen in after the…
Chit Chat StocksAppHarvest (APPH) | Deep Dive
AppHarvest is a tech-enabled farming company. The company utilizes high-tech greenhouses to grow fruits and vegetables. The company was founded in 2018 and is…
Chit Chat StocksCorsair (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…
Chit Chat StocksHow We Value a Business
Brett and Ryan take turns walking you through their valuation processes. Listen closely to find out what margins or metrics your hosts pay close attention to…
Chit Chat StocksVimeo (VMEO) | Deep Dive
Vimeo operates an online video platform where its customers can upload, share, and watch videos. The company also has Vimeo on Demand that allows its users the…
Chit Chat StocksFormula One (FWONA) | Deep Dive
Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship races. Officially Formula One Group is a…
Chit Chat StocksRoku, Fubo, & ConnectedTV - Rick Munarriz
Rick Munarriz joins us this week to discuss Roku, Fubo TV, and the world of connected television. Listen in after the interview to hear Brett and Ryan discuss…
Chit Chat StocksUiPath (PATH) | Deep Dive
UiPath provides an end-to-end automation platform for clients. The company has seven pillars to its offering, ranging from management to deployment. UiPath is…
Chit Chat StocksCarParts.com (PRTS) | Deep Dive
CarParts.com is an online provider of auto parts and car accessories. The company offers replacement parts, mechanical parts, and even performance parts to its…
Chit Chat StocksCoupang, Sea Limited, & Investing in Southeast Asia - Eugene Ng
Eugene Ng joins us this week to talk about investing in Southeast Asia. We discuss companies like Coupang and Sea Limited. Listen in after the interview to…
Chit Chat StocksWish (WISH) | Deep Dive
Wish is officially known as ContextLogic Inc. but is more commonly referred to as Wish. The company operates a mobile e-commerce platform across the globe. The…
Chit Chat StocksGoodRx (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…
Chit Chat StocksTop 10 Moats of All Time
Brett and Ryan take turns listing out companies with the best moats of all time. After the break, Brett and Ryan will share their favorite stories from the…
Chit Chat StocksAfterpay (APT) | Deep Dive
Afterpay (OTC: AFTPY) is an Australian technology firm that offers payment solutions. The company partners with merchants to offer customers the ability to buy…
Chit Chat StocksEmbracer Group (EMBRACB) | Deep Dive
Embracer Group is an international video game conglomerate. The company owns and operates various PC and console games for the gaming markets in Europe, United…
Chit Chat StocksAnirban Mahanti - Cloud Adoption & Capitalism Without Capital
Anirban Mahanti joins us this week to discuss cloud companies and capitalism without capital. Anirban shows off his knowledge of the cloud and also breaks down…
Chit Chat StocksGrab (GRAB) | Deep Dive
Grab is a southeast Asian super-app. The company will go public via a SPAC whose current ticker is AGC. Grab offers ride-hailing, mobile payments, food…
Chit Chat StocksJumia (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…
Chit Chat StocksJake Taylor - A Call From Munger & the Role of Solitude
This week Jake Taylor joins us to discuss Charlie Munger and how Jake got into his career. Jake mentions that he rarely pays retail price for anything and…
Chit Chat StocksThredUp (TDUP) | Deep Dive
ThredUp is an online resale marketplace that allows users to buy and sell secondhand apparel and accessories. The company aims to reject fast-fashion and…
Chit Chat StocksSquarespace (SQSP) | Deep Dive
Squarespace is a low code website building and hosting tool. Platforms like Squarespace allow clients to establish an online presence with simple drag and drop…
Chit Chat StocksJon Bathgate - Optionality & Resiliency
Jon Bathgate joins us this week to discuss semiconductors, resiliency, and optionality. Jon covers his background and how he got to NZS Capital. Listen in…
Chit Chat StocksCoupang (CPNG) | Deep Dive
Coupang operates an e-commerce business primarily in South Korea. With South Korea's dense population Coupang is able to provide phenomenal delivery times…
Chit Chat StocksPoshmark (POSH) | Deep Dive
Poshmark operates a social marketplace for new and secondhand style products. At the end of 2020, Poshmark had 6.5 million active buyers on its platform. Pay…
Chit Chat StocksMohawk 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…
Chit Chat StocksCoursera (COUR) | Deep Dive
Coursera offers an educational platform where learners, educators, and institutions can connect across the globe. At the end of 2020, Coursera had…
Chit Chat StocksPinterest (PINS) | Deep Dive
Pinterest provides a visual discovery platform to its users. The Pinterest platform provides inspiration for many aspects of our lives, including recipes, home…
Chit Chat StocksAutodesk, Procore, and Avid Technology with Luis Sanchez
This week on Chit Chat Money we are joined by Luis Sanchez to discuss some incredibly exciting companies. During the interview we discuss Autodesk, Procore…
Chit Chat StocksOlo (OLO) | Deep Dive
Olo Inc provides a software-as-a-service for multi location restaurants such. The company has benefited from pandemic trends. As restaurants have been forced…
Chit Chat StocksGoPro (GPRO) | Deep Dive
GoPro develops and markets action cameras and cloud-based subscription services. GoPro has had a rough run of it with the stock price almost hitting $100 after…
Chit Chat StocksJohn Rotonti - Rethinking Value
John Rotonti joins us for this week's episode where we cover current valuations as well as interesting innovations in the market. The group discusses…
Chit Chat StocksDanaher (DHR) | Deep Dive
Danaher is a large American-based conglomerate. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and…
Chit Chat StocksFarfetch (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…
Chit Chat StocksJim Gillies - Sin Stocks, Bubbles, & RCI Hospitality
Jim Gillies joins us this week to discuss sin stocks, bubbles, & RCI Hospitality. Learn about Jim Gillies' background and how he got into the investing world…
Chit Chat StocksUpstart (UPST) | Deep Dive
Upstart is a cloud-based artificial intelligence lending platform. The company connects consumers to banks that are willing to lend. Upstart is trying to…
Chit Chat StocksFive Below (FIVE) | Deep Dive
Five Below is a high-growth value retailer for tweens, teens, and others. The company operates over 1,000 locations and offers products in the price range of…
Chit Chat StocksInvestment Roundtable with Ian and Brad
This week we welcome Brad and Ian to the show to discuss our best new ideas. Brett, Ryan, Brad, and Ian pitch one new investment idea each. Listen in closely…
Chit Chat StocksCallaway (ELY) | Deep Dive
Callaway Golf Company designs, manufactures, and sells almost all things golf. From golf balls to clubs, driving ranges, Callaway does it all. Golf equipment…
Chit Chat StocksRedfin (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…
Chit Chat StocksTodd Wenning | Investment Philosophy
Todd Wenning from Ensemble Capital joins Chit Chat Money this week. The group discusses different investment philosophies and the different ways they come…
Chit Chat StocksPing Identity (PING) | Deep Dive
Ping Identity provides intelligent identity solutions. The idea is that each user within an organization is given a unique identity that can then allow them to…
Chit Chat StocksRevolve 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…
Chit Chat StocksFrancisco Olivera & TSOH | Spotify
This week on Chit Chat Money we bring on The Science of Hitting and Francisco Olivera to discuss Spotify. As many of you may know, Spotify is an audio…