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 StocksHermes International (Ticker: HESAY) Not So Deep Dive
Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura…
Chit Chat StocksIPH #90: Coupang Rescues Farfetch; Buying Quality At a Reasonable Price; Selling Winners Early
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksInvesting Unscripted: Misfit Alpha
Investing Unscripted is a podcast that asks the questions that matter to investors. You can listen to it wherever you get your podcasts. Spotify…
Chit Chat StocksThe Future of Spotify (Ticker: SPOT) with Jeremy Deal
Spotify Technology (SPOT) is a leading music streaming platform that has transformed the way people consume music globally but faces challenges from…
Chit Chat StocksFerrari (Ticker: RACE) Not So Deep Dive
Ferrari N.V. (RACE) is a renowned luxury sports car manufacturer, balancing exclusivity with evolving consumer preferences and environmental concerns in the…
Chit Chat StocksIPH #89: Investing Through Another Bubble; Ranking Magnificent Seven Stocks; Update On China
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksRH (Formerly Restoration Hardware, Ticker: RH) with Paul Cerro
RH (formerly Restoration Hardware) is a luxury home furnishings retailer known for its high-end products and innovative design, but it contends with challenges…
Chit Chat StocksLVMH Moët Hennessy Louis Vuitton (Ticker: LVMUY) Not So Deep Dive
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…
Chit Chat StocksIPH #88: $SPOT Rips After Layoffs; Alaska Air Acquiring Hawaiian Air; $25 Bil Goodwill Impairment???
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksThe State of the Luxury Industry With Sleepwell Capital And Leandro From Best Anchor Stocks
The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and…
Chit Chat StocksIs Brett Buying Altria Group Stock? (Ticker: MO)
Altria Group, Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio, grappling with challenges stemming from declining smoking rates…
Chit Chat StocksIPH #87: Celebrating the Life of Charlie Munger
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksA 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…
Chit Chat StocksDiageo (Ticker: DEO) Not So Deep Dive
Diageo (DEO) is a multinational alcoholic beverage company, known for its extensive portfolio of well-known brands, but facing challenges from shifts in…
Chit Chat StocksIPH #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksThe State of the Housing Market With ResiClub's Lance Lambert
The old rules of thumb don't work for this housing market. Lance walks us through why he believes this and what he is seeing in the housing data across the…
Chit Chat StocksSmith & Wesson (Ticker: SWBI) Not So Deep Dive
Smith & Wesson Brands, Inc. (SWBI) is a prominent firearms manufacturer, recognized for its iconic brand, but operating in an industry that faces ongoing…
Chit Chat StocksIPH #85: Buffett's Personal Trades; Falling Compounders; Apple Gets a 36% Cut From Google?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksShorting Hershey (Ticker: HSY) with Edwin Dorsey
The Hershey Company (HSY) is a renowned chocolate and confectionery manufacturer, well-known for its iconic brands, but facing the impact of changing consumer…
Chit Chat StocksMGM Resorts (Ticker: MGM) Not So Deep Dive
MGM Resorts International (MGM) is a leading global hospitality and entertainment company, with a diverse portfolio of resorts and casinos. Listen closely as…
Chit Chat StocksInvesting Power Hour #84: RIP WeWork; Nintendo's Latest Move; Coupang Earnings Breakdown
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksTractor Supply (Ticker: TSCO) with ValueStockGeek
Tractor Supply Company (TSCO) is a retail chain specializing in farm and ranch supplies, catering to the needs of rural communities, but also expanding into…
Chit Chat StocksBritish American Tobacco (Ticker: BTI) Not So Deep Dive
British American Tobacco plc (BTI) is a global tobacco and nicotine products company, operating in various markets, although it faces challenges related to…
Chit Chat StocksInvesting Power Hour #83: Munger Went on a Pod; $MTCH Earnings; What Went Wrong at Zillow?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksWe'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…
Chit Chat StocksJRo Show - Interview with Dan O'Keefe
Our good friend John Rotonti interviews Dan O'Keefe. Listen to "The JRo Show" wherever you get your podcasts. 3:00 – Definition of value investing according to…
Chit Chat StocksInvesting Power Hour #82: Earnings, Earnings, And...More Earnings
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksA Merger Arbitrage Inflection With Andrew Walker
Andrew from the "Yet Another Value Blog" joins the show to discuss merger arbitrage investing and why he thinks now could be a great time to be using this…
Chit Chat StocksDollarama (Ticker: DOL.TO) Not So Deep Dive
Dollarama Inc. (DOL.TO) is a Canadian dollar store retail chain known for offering a wide range of affordable products, serving budget-conscious consumers…
Chit Chat StocksInvesting Power Hour #81: Netflix Can't Stop Winning; Analyzing Bank Earnings; Mortgage Rates hit 8%
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksThe Art of Short Selling With Upslope Capital
Upslope Capital Management is a long/short fund focused on identifying frauds and fads as potential shorts. Listen as Brett and Ryan ask George questions about…
Chit Chat StocksDollar Tree (Ticker: DLTR) Not So Deep Dive
Dollar Tree, Inc. (DLTR) is a well-known discount retail chain offering a variety of products at the one-dollar price point, serving budget-conscious shoppers…
Chit Chat StocksInvesting Power Hour #80: Ozempic Losers; Juicy Details From FTX Trial; Analyzing CEO Resignations
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksTexas Instruments (Ticker: TXN) with Andrew Sather and Dave Ahern
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…
Chit Chat StocksDollar General (Ticker: DG) Not So Deep Dive
Dollar General Corporation (DG) is a leading discount retailer offering a wide range of everyday essentials at affordable prices, with a vast store network…
Chit Chat StocksInvesting Power Hour #79: SBF and Michael Lewis; Spotify Audiobooks; Google Pixel Gains Share
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksPresenting: The JRo Show With John Rotonti
John Rotonti is a seasoned investor and contributor known for his insightful analysis to investors around the world. He has just launched a podcast called "The…
Chit Chat StocksWhy We Like Adyen Stock (But Aren’t Buying Shares Today)
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…
Chit Chat StocksThe JRo Show: Interview with Bill Nygren
Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s…
Chit Chat StocksInvesting Power Hour #78: AI Bubble Is Back; FTC Thinks $AMZN Is a Monopoly; $500 For Tinder???
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksFloor & Decor (Ticker: FND) with Drew Cohen
Floor & Decor Holdings, Inc. (FND) is a specialty retailer of hard surface flooring and related accessories, known for its extensive product selection and…
Chit Chat StocksHawaiian Air (Ticker: HA) Not So Deep Dive
Hawaiian Holdings, Inc. (HA) is the parent company of Hawaiian Airlines, a prominent carrier serving travelers to and from Hawaii, although it faces challenges…
Chit Chat StocksInvesting Power Hour #77: Lesson From Big Buffett Buys; Tobacco Debate; IPO Market Opening Up?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksSoFi (Ticker: SOFI) with Brad Freeman
SoFi Technologies, Inc. (SOFI) is a fintech company offering a broad range of financial services, including lending, investing, and banking solutions, with a…
Chit Chat StocksRoyal Caribbean (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…
Chit Chat StocksInvesting Power Hour #76: $AMZN Vertical Integration; Ranking Dumb Acquisitions; Instacart IPO
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksMurphy USA (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…
Chit Chat StocksRyanair (Ticker: RYAAY) Not So Deep Dive
Ryanair Holdings (RYAAY) is a major European low-cost airline, celebrated for its no-frills approach and expansive route network, while also facing regulatory…
Chit Chat StocksInvesting Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksNutanix (Ticker: NTNX) with Sean Emory
Nutanix, Inc. (NTNX) is a technology company that provides cloud computing software and services, offering solutions for hyper-converged infrastructure and…
Chit Chat StocksWhy We Own Sprouts Farmers Market (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…
Chit Chat StocksInvesting Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksUlta (Ticker: ULTA) with Ethan Tucker
Ulta Beauty, Inc. (ULTA) is a major cosmetics and beauty retailer, thriving on a devoted customer base and industry trends, but facing competition and changing…
Chit Chat StocksDiscover Financial (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…
Chit Chat StocksInvesting Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksPaylocity (Ticker: PCTY) with Andrew Marshall
Paylocity Holding Corporation (PCTY) provides cloud-based payroll and HR software, streamlining workforce management for businesses in a competitive market…
Chit Chat StocksLowe's (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…
Chit Chat StocksInvesting Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a…
Chit Chat StocksVeriSign (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…
Chit Chat StocksAutoZone (Ticker: AZO) Not So Deep Dive
AutoZone, Inc. (AZO) is a retailer specializing in automotive parts and accessories, with a vast network of stores serving do-it-yourself and professional…