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 StocksInvesting Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports
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 StocksAn Inside Look At The Business of Golf
Today, the guys are talking to Bryan, a caddy on the Korn Ferry Tour who also doubles as an investment professional. His team just got promoted to the PGA Tour…
Chit Chat StocksWhy We Don't Own Coupang (CPNG)
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 #70: 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 StocksTransDigm (Ticker: TDG) with Lou Whiteman
TransDigm Group Incorporated (TDG) is a global aerospace manufacturing company that produces highly engineered components and systems for commercial and…
Chit Chat StocksWeWork (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…
Chit Chat StocksInvesting Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin?
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 StocksPlayboy (PLBY Group) with Rod Alzmann
PLBY Group, Inc. (PLBY) is a company that owns and operates a portfolio of lifestyle brands focused on the adult entertainment and pleasure products…
Chit Chat StocksLyft (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…
Chit Chat StocksInvesting Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update
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 StocksCAVA Group (Ticker: CAVA) with Alex Morris
CAVA Group Inc. (CAVA) is a fast-casual restaurant chain specializing in Mediterranean cuisine, with a focus on fresh and customizable meals, and has shown…
Chit Chat StocksPinterest (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…
Chit Chat StocksInvesting Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market
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 StocksFiserv (Ticker: FI) with Jacob Franklin
Fiserv Inc. (FI) is a global provider of financial services technology solutions, specializing in digital banking and payments for financial institutions…
Chit Chat StocksSoFi Technologies (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…
Chit Chat StocksInvesting Power Hour #66: Is Twitter Dead? Alcohol trends in America; Investing in CPG Brands
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 StocksAmazon (Ticker: AMZN) with Edward Chang
Amazon.com, Inc. (AMZN) is a multinational technology company that revolutionized e-commerce and expanded into various industries, offering a vast selection of…
Chit Chat StocksWhy We Don't Own Airbnb (Ticker: ABNB)
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 #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues
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 StocksApple (Ticker: AAPL) with Anirban Mahanti
Apple Inc. (AAPL) is a global technology leader renowned for its iconic consumer electronics, software, and digital services, commanding a dominant position in…
Chit Chat StocksVisa (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…
Chit Chat StocksInvesting Power Hour #64: $MMTLP Craziness; Treasuries over Equities? Value Spread at All-time High
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 Trade Desk (Ticker: TTD) with Kris from Potential Multibaggers
The Trade Desk Inc. (TTD) is a digital advertising platform that empowers advertisers with self-service tools to reach and engage target audiences across…
Chit Chat StocksBill.com (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…
Chit Chat StocksInvesting Power Hour #63: Fed Pause; $CAVA IPO Pop; Is Inflation Defeated?
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 StocksMastercard (Ticker: MA) with Matt Cochrane
Mastercard Incorporated (MA) is a global payment technology company that provides transaction processing services, enabling secure and convenient electronic…
Chit Chat StocksShift4 Payments (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…
Chit Chat StocksInvesting Power Hour #62: Apple Vision Pro; Binance & Coinbase In the Doghouse
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 StocksChemed (Ticker: CHE) with Chadd Garcia
Chemed Corporation (CHE) is a diversified company offering hospice and palliative care services through VITAS Healthcare, as well as plumbing and drain…
Chit Chat StocksPayPal (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…
Chit Chat StocksInvesting Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter?
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 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…
Chit Chat StocksWhy We Own Dropbox (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…
Chit Chat StocksInvesting Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman
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 StocksTFS Financial (Ticker: TFSL) with Jim Gillies
TFSL is a financial holding company that provides high-yield savings accounts and underwrites mortgages. Due to the recent banking panic and turmoil, shares…
Chit Chat StocksBoeing (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 737 MAX grounding…
Chit Chat StocksInvesting Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling?
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 StocksHirequest (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…
Chit Chat StocksRocket Lab (Ticker: RKLB) Not So Deep Dive
Rocket Lab (RKLB) is a space technology company that specializes in rocket launches and satellite development, and recently announced plans to develop a…
Chit Chat StocksInvesting Power Hour #58: Ban Bank Short Sales? Block/TIDAL Debacle; Inflation Update
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 StocksCopart (Ticker: CPRT) with Leandro From Best Anchor Stocks
Copart, Inc. (CPRT) is an online vehicle auction and remarketing company that provides a platform for buyers and sellers to transact vehicles, with a focus on…
Chit Chat StocksGeneral Dynamics (Ticker: GD) Not So Deep Dive
General Dynamics Corporation (GD) is a global aerospace and defense company that produces a range of products from business aviation to combat vehicles and has…
Chit Chat StocksInvesting Power Hour #57: Earnings Recap; Bitcoin Hyperinflation Bet; Shopify Exits Logistics
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 StocksGeneral Motors (Ticker: GM) with Travis Hoium
General Motors Company (GM) is a multinational corporation that designs, manufactures, and markets vehicles and vehicle parts, and has recently committed to…
Chit Chat StocksWhy We Own Nintendo (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…
Chit Chat StocksInvesting Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
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 StocksCrocs (Ticker: CROX) with Jacob Franklin
Crocs (CROX) designs and manufactures casual footwear, with strong pandemic demand but also faces supply chain disruptions and sustainability concerns. Listen…
Chit Chat StocksPepsiCo (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…
Chit Chat StocksInvesting Power Hour #55: Apple Savings; $TSLA + $NFLX Earnings; Taylor Swift and FTX
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 StocksAPi Group (Ticker: APG) with Ben Tewey
APi Group Corporation (APG) is a roll-up of safety inspection companies that provide services for fire, HVAC, and entry systems. Listen as Brett and Ryan ask…
Chit Chat StocksPhilip Morris International (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…
Chit Chat StocksInvesting Power Hour #54: $AMZN Annual Letter; Mario Movie Pops; Buffett in Japan
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksAlsea (Ticker: ALSEA) with Ian Bezek
Alsea operates fast food, cafeteria, casual food, casual fast food, and family restaurants in Latin America and Europe. The company franchises common franchise…
Chit Chat StocksMonster Beverage (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…
Chit Chat StocksInvesting Power Hour #53: Stripe Annual Letter; Deep Value in Colombia; $COST Comp Report
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksAltria Group and the US Tobacco Market (Ticker: MO) with Devin LaSarre
Altria (Ticker: MO) is a publicly traded company that owns major tobacco brands and is diversifying into alternative products and cannabis investments amid…
Chit Chat StocksWhy We Own Match Group (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…
Chit Chat StocksInvesting Power Hour #52: Will $AMZN Buy $AMC; Precarious Commercial RE; No Banking Crisis?
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksLegacy Housing (Ticker: LEGH) with WealthOrDie
Legacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory…
Chit Chat StocksSpark Networks (Ticker: LOV) Not So Deep Dive
Spark Networks (Ticker: LOV) is a publicly traded company that operates several online dating platforms, experiencing strong revenue growth amid the pandemic…