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 #51: $SQ Short Report; $COIN SEC Investigation With The Smattering Crew
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 StocksArhaus (Ticker: ARHS) with Stranger Capital
Arhaus is a private home furnishings retailer that offers a range of high-quality and sustainably sourced furniture, decor, and accessories for homes and…
Chit Chat StocksGrindr (Ticker: GRND) Not So Deep Dive
Grindr Inc. (GRND) operates the popular dating app for LGBTQ+ individuals, and has experienced a surge in user engagement amid the pandemic, but the company…
Chit Chat StocksInvesting Power Hour #50: Silicon Valley Bank Collapse; MSFT vs. GOOG AI War; Are Banks Investable?
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 StocksInflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya
In this episode, we'll be diving into the current stock market earnings season and other topics Erik Mokoya has been reading about for The Transcript. Listen…
Chit Chat StocksBumble (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…
Chit Chat StocksInvesting Power Hour #49: Capital Gains Taxes, Altria Buys NJOY, & Sony’s Weak Dispute
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 StocksPool Corporation (Ticker: POOL) with Simon Handrahan
POOL Corporation (POOL) is the world's largest wholesale distributor of swimming pools and related backyard products, serving over 120,000 customers in North…
Chit Chat StocksWhy We Own Nelnet (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…
Chit Chat StocksInvesting Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Annual Letter
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 StocksDexCom (Ticker: DXCM) with Nick Sciple
DexCom (DXCM) is a leading medical device company that develops and commercializes continuous glucose monitoring (CGM) systems for patients with diabetes…
Chit Chat StocksAmerican Express (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…
Chit Chat StocksInvesting Power Hour #47: Walmart Smells a Recession; Coinbase Earnings; Microsoft/ATVI Update
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 StocksThe Banking Industry with John Maxfield
The banking industry plays a crucial role in the stock market, as banks often form a significant portion of many investment portfolios. As a highly regulated…
Chit Chat StocksBlock (Ticker: SQ) Not So Deep Dive
Block, formerly known as Square, is a financial services and digital payments company that provides mobile payment solutions and other financial services to…
Chit Chat StocksInvesting Power Hour #46: Earnings Roundup; Munger Off the Cuff; Housing Update
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 StocksFICO (Ticker: FICO) with Buyback Capital
FICO or Fair Isaac Corporation, develops analytic, software, and data decisioning technologies and services. The company's products and services help…
Chit Chat StocksMarketAxess (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…
Chit Chat StocksInvesting Power Hour #45: $MSFT Coming for Google; Affirm Layoffs; $UBER Earnings
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 StocksAllison Transmission with Rod Alzmann (Ticker: ALSN)
Allison Transmission Holdings Inc. (Ticker: ALSN) is an American manufacturer of automatic transmissions and hybrid propulsion systems for commercial vehicles…
Chit Chat StocksWhy 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…
Chit Chat StocksInvesting Power Hour #44: FANMAG vs. Berkshire; Rebubble Stocks; Munger on Crypto
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksHow Wise Is Disrupting The Cross-Border Payments Market, with Luke Hallard (Ticker: WISE)
Wise provides cross-border money transfer services for personal and business customers. The company was founded in 2010 and is based in London, UK. Listen as…
Chit Chat StocksSalesforce (Ticker: CRM) Not So Deep Dive
Salesforce provides customer relationship management technology. Customer Relationship Management (CRM) is a strategy and technology used to manage and improve…
Chit Chat StocksInvesting Power Hour #43: Hindenburg Exposes Adani; Personal Finance Questions; AR/VR Busts Again
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksIs Big Lots a Deep Value Gem? With David Katunaric (Ticker: BIG)
Big Lots is a retail chain that sells a wide variety of discounted home goods. The company was founded in 1967 and is headquartered in Columbus, Ohio. Listen…
Chit Chat StocksMeta Platforms (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…
Chit Chat StocksInvesting Power Hour #42: $NFLX Earnings Reaction; Cigarette Volume Trends; Stagnating Tik-Tok
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksNavigating Deep Value Microcaps and Altisource Asset Management (Ticker: AAMC) with Jeff Moore
Altisource Asset Management operates an alternative lending company that provides liquidity and capital to institutional investors across the United States…
Chit Chat StocksAmazon (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…
Chit Chat StocksInvesting Power Hour #41: Exodus at Salesforce; Taiwan Semi Earnings; Amazon's Shopify Killer?
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksCan Interactive Brokers Thrive With High Interest Rates? A Deep Dive with Luis V. Sanchez (Ticker: IBKR)
Interactive Brokers operates as an automated electronic broker worldwide. The company serves institutional and individual customers through approximately 150…
Chit Chat StocksMicrosoft (Ticker: MSFT) Not So Deep Dive
Microsoft operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The company was founded in 1975 and…
Chit Chat StocksInvesting Power Hour #40: $AMZN Fires 18,000 People, $MSFT and ChatGPT, $TSLA Delivery Numbers
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksThe State of the Cloud in 2023 with Shawn Wang
The "Cloud" in its simplest form refers to servers with data stored on them and those servers can be accessed over the internet. Many companies like Amazon…
Chit Chat StocksArch Capital Episode: Why We Own Wix (Ticker: WIX)
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 #39: 2022 Year in Review, 2023 Bold Predictions
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted…
Chit Chat StocksMoody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski
Moody's Corporation (Ticker: MCO) is an integrated risk assessment firm that operates through two segments: Moody's Investors Service and Moody's Analytics…
Chit Chat StocksBigCommerce (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…
Chit Chat StocksInvesting Power Hour #38: FTX Employees Flip on SBF; YouTube gets NFL Sunday Ticket; Is Tesla Toast?
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion…
Chit Chat StocksCan Anyone Buy a Small Business? With Paul Cerro
Paul Cerro is the CEO of Cedar Grove Capital. As he joins us today, Paul describes the transition that he is making with his investing decisions. Paul is…
Chit Chat StocksSquarespace (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…
Chit Chat StocksBONUS Episode! 7investing Year in Review Covering Tesla, Amazon, Illumina + More
In this episode, we review many different companies that have made significant moves during the year. 7investing joins to give their incredibly well-researched…
Chit Chat StocksInvesting Power Hour #37: FTX Testimony, State of Video Games, Private Equity Software Investments
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion…
Chit Chat StocksIs Blackstone a Misunderstood Compounder? With John Rotonti (Ticker: BX)
Blackstone Inc. is an alternative asset management firm. The company is the largest alternative asset manager in the world and the largest real estate investor…
Chit Chat StocksGoDaddy (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…
Chit Chat StocksInvesting Power Hour #36: Holiday Spending Data, $TSM Bets Big on AZ, BREIT Halts Redemptions
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion…
Chit Chat StocksDoes Pacifico Airports Have an Impenetrable Moat? (Ticker: PAC) with Ian Bezek
Pacifico Airports manages, operates, and develops airports primarily in Mexico's Pacific region. The company's revenue is made through contracts, parking…
Chit Chat StocksMercadoLibre (Ticker: MELI) Not So Deep Dive
MercadoLibre operates an eCommerce platform primarily in Latin America. The company enables businesses, merchants, and individuals to list merchandise and…
Chit Chat StocksWhy 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…
Chit Chat StocksInvesting Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion…
Chit Chat StocksWhy Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)
Digital Turbine delivers a mobile growth platform for advertisers, publishers, carriers, and device original equipment manufacturers. The company offers all…
Chit Chat StocksPTC (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 1985 and is headquartered in Boston…
Chit Chat StocksInvesting Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion…
Chit Chat StocksLeatt Corporation (Ticker: LEAT) with Deep Sail Capital
Leatt Corporation develops and distributes personal protective equipment for participants in motorsports and leisure activities. The company produces helmets…
Chit Chat StocksProcore (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…
Chit Chat StocksInvesting Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion…
Chit Chat StocksZoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)
Zoom Video Communications is most well known for its video conferencing product that became popular during the pandemic. The company offers more than just a…
Chit Chat StocksBentley 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…
Chit Chat StocksInvesting Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion…