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Chit Chat Money

To pay for CCM+ episodes, sign-up through this link: https://anchor.fm/chitchatmoney/subscribe. Uncover potential new investments by listening to Chit Chat Money. Every Thursday, we interview analysts on our "Deep Dive" episodes. On Sundays, we release our casual "Investing Power Hour" episodes. If you love our research, we'd recommend subscribing to Chit Chat Money Plus (CCM+). CCM+ is $5 a month and gives you access to our "Not So Deep Dive" stock research episodes along with our premium newsletter with our written research. You can sign-up directly through Apple Podcasts or Spotify.

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To pay for CCM+ episodes, sign-up through this link: https://anchor.fm/chitchatmoney/subscribe. Uncover potential new investments by listening to Chit Chat Money. Every Thursday, we interview analysts on our "Deep Dive" episodes. On Sundays, we release our casual "Investing Power Hour" episodes. If you love our research, we'd recommend subscribing to Chit Chat Money Plus (CCM+). CCM+ is $5 a month and gives you access to our "Not So Deep Dive" stock research episodes along with our premium newsletter with our written research. You can sign-up directly through Apple Podcasts or Spotify.

Dassault Systemes (Ticker: DASTY) Not So Deep Dive

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Dassault Systemes provides software solutions and services worldwide. The company's most popular product is SOLIDWORKS, which is a 3D design software. 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 Dassault Systemes. Enjoy the show!

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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

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Need more information? Check-out our Substack here: https://chitchatmoney.substack.com/

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Company Background | (3:07) 

Industry | (11:48) 

Management & Ownership | (14:29) 

Earnings | (20:28) 

Balance Sheet | (24:21) 

Valuation | (26:39) 

Our Analysis | (27:52) 

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.

Nov 01 2022

48mins

Play

Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings

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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 on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

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Oct 30 2022

1hr 2mins

Play

Why We Own Consorcio ARA (Ticker: ARA.MX)

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This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.

Consorcio ARA constructs and sells entry-level and middle-income residential housing developments in Mexico. The company was founded in 1977 in Mexico. Brett and Ryan dive through Consorcio ARA and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/

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Timestamps

Why we own Consorcio ARA (1:08)

Management (18:36)

Oct 28 2022

44mins

Play

Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)

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Subsea 7 delivers offshore projects and services for the energy industry worldwide. The company provides project management for heavy machinery offshore projects. This includes everything from design to installation.  Listen as Brett and Ryan ask Bob questions about the company, its business model, and valuation. Enjoy the show!

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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Interested to see more of Bob's work? Follow him on Twitter here: https://twitter.com/BobRobotti?s=20&t=CyIvo0ZEdvDVvNxruG_i3w

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Subsea 7 | (9:27)

Differentiation | (30:35)

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.

Oct 27 2022

1hr 11mins

Play

LGI Homes (Ticker: LGIH) Not So Deep Dive

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LGI Homes designs, constructs, and sells a variety of home types. The company sells entry-level homes, attached and detached homes, active adult homes, and luxury homes. At the end of the month, we will publish an Arch Capital episode that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of LGI Homes. Enjoy the show!

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus 

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Company Background | (2:53)

Industry | (10:26)

Management & Ownership | (11:41)

Earnings | (15:52)

Balance Sheet | (20:07)

Valuation | (23:36)

Our Analysis | (25:17)

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.

Oct 25 2022

48mins

Play

Investing Power Hour #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021

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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 on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

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Oct 23 2022

1hr 3mins

Play

Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU)

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Roku operates two segments, Platform and Player.  In other words, the company offers products and services in the television/streaming industry. Roku was founded in October 2002 in San Jose, California. Listen as Brett and Ryan ask Alex questions about the company, its business model, and valuation. 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/

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Alex's work? Follow him on Twitter here: https://twitter.com/TSOH_Investing?s=20&t=mFAJXmIT3_snJc9jSXdlkw
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Roku | (5:21)
International Expansion | (23:12)
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.

Oct 20 2022

54mins

Play

Dream Finders Homes (Ticker: DFH) Not So Deep Dive

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DFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of DFH. Enjoy the show!

Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus 

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Company Background | (1:31)

Industry | (10:22)

Management & Ownership | (12:23)

Earnings | (17:29)

Balance Sheet | (21:07)

Valuation | (26:50)

Our Analysis | (27:41)

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.

Oct 18 2022

42mins

Play

Investing Power Hour #28: PS5 Supply Explosion, $NFLX Ad Tier, Investors Regret $TWTR Deal

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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 on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

*****************************

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: Here

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Oct 16 2022

1hr 1min

Play

What Does Adobe's Next Decade Look Like? With Leandro from Best Anchor Stocks (Ticker: ADBE)

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Adobe operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The company recently acquired Figma, a collaborative design platform, for $20 billion. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!

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Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

******************************

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Interested to see more of Leandro's work? Follow him on Twitter here: https://twitter.com/Invesquotes?s=20&t=ANL_r8vtQfEea5vzrh1vWg

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Adobe | (4:20)

Industry | (16:12)

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.

Oct 13 2022

57mins

Play

Zillow (Ticker: Z) Not So Deep Dive

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Zillow is more than just the most visited real estate website in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Zillow. Enjoy the show!

Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus 

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Company Background | (3:40)

Industry | (12:40)

Management & Ownership | (16:25)

Valuation | (19:24)

Earnings | (21:10)

Balance Sheet | (24:49)

Our Analysis | (27:06)

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.

Oct 11 2022

56mins

Play

Investing Power Hour #27: Successful $TWTR Arbitrage, $POSH Acquisition, Mt. Rushmore of Buybacks

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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 on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

******************************

Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

*****************************

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: Here

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Oct 09 2022

1hr 2mins

Play

IDT Corporation: A Spinoff Machine (Ticker: IDT) with Rich Howe

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IDT operates through three segments: Fintech; net2phone-UCaaS (Unified Communications as a Service); and Traditional Communications. Listen as Brett and Ryan ask Rich questions about the company, its business model, and valuation. 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/

******************************

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Interested to see more of Rich's work? Follow him on Twitter here: https://twitter.com/stockspinoffss?s=20&t=Ctb-8VAJVaLAAnlf8UtA6Q

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

IDT | (3:25)

Net2phone | (23:35)

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.

Oct 06 2022

48mins

Play

NVR (NVR) | Not So Deep Dive

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NVR is a homebuilder in the United States. The company has two segments: Homebuilding and Mortgage Banking. The company has a unique strategy in its homebuilding process that your hosts cover in the first portion of this episode. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of NVR. Enjoy the show!

Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus 

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Company Background | (2:10)

Industry | (12:30)

Management & Ownership | (15:27)

Earnings | (20:03)

Balance Sheet | (23:41)

Valuation | (26:17)

Our Analysis | (29:17)

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.

Oct 04 2022

53mins

Play

Investing Power Hour #26: $GOOG Drops Stadia, Making money vs. Being Right, Is Housing Doomed?

Podcast cover
Read more

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 on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

******************************

Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/

*****************************

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: Here

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Oct 02 2022

1hr 10mins

Play

Why We Own Electronic Arts (Ticker: EA)

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This is an Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.

Electronic Arts (EA) develops and distributes games, content, and services. The company markets its products through digital distribution and retail channels. Brett and Ryan dive through EA and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/

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If you can't access this episode, you may want to subscribe to CCM+. Sign-up directly through Spotify or Apple Podcasts for $5 a month. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check out our launch newsletter: Here

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Timestamps

Why we own EA (1:18)

Competitive Advantages (22:46)

Sep 30 2022

54mins

Play

Ally Financial: A Share Cannibal With a Growing Deposit Base (Ticker: ALLY) with Jacob Franklin

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Ally Financial offers various digital financial products and services to consumer, commercial, and corporate customers. The company operates through four segments: Automotive Finance Operations, Insurance Operations, Mortgage Finance Operations, and Corporate Finance Operations. Listen as Brett and Ryan ask Jacob questions about the company, its business model, and valuation. Enjoy the show!

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This episode is 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: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128

Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android

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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial:  https://streamrg.co/CCM

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Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Interested to see more of Strat's work? Follow him on Seeking Alpha here: https://seekingalpha.com/author/jacob-franklin

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Ally Financial | (3:50)

Auto Lending | (13:47)

Bear Case | (30:04)

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.

Sep 29 2022

49mins

Play

Rovio Entertainment (ROVIO) | Not So Deep Dive

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Rovio Entertainment creates, develops, and publishes mobile games. The company is most popular for creating Angry Birds. Rovio was founded in 2003 in Finland. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Electronic Arts. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Rovio Entertainment. Enjoy the show!

Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus 

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Company Background | (1:50)

Industry | (12:12)

Management & Ownership | (15:30)

Earnings | (20:23)

Balance Sheet | (22:17)

Valuation | (24:08)

Our Analysis | (25:42)

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.

Sep 27 2022

48mins

Play

Investing Power Hour #25: $BYND COO Gets Nosey, $IAC SOTP, Is the Gig Economy Screwed?

Podcast cover
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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 on a variety of investing topics.

You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney

Follow the show on Twitter: https://twitter.com/chitchatmoney

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This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more.

*****************************

This episode is 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: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128

Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android

*****************************

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: Here

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Sep 25 2022

1hr 4mins

Play

Is Build-A-Bear Workshop Stuffed With Value? With Strat Becker (Ticker: BBW)

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Build-A-Bear is well known for its retail shops where customers can create their own plush toy animals. The company operates through three segments: Direct-to-Consumer, Commercial, and International Franchising. Listen as Brett and Ryan ask Strat questions about the company, its business model, and valuation. Enjoy the show!

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This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial:  https://streamrg.co/CCM

*****************************

This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more.

******************************

Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe

Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus

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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Interested to see more of Strat's work? Subscribe to his free newsletter: https://dueyourdiligence.substack.com/?utm_source=substack&utm_medium=web&utm_campaign=substack_profile&utm_source=%2Fprofile%2F65757048-strat-becker&utm_medium=reader2

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Build-A-Bear  | (4:41)

eCommerce | (13:38)

Investors | (24:49)

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.

Sep 22 2022

42mins

Play

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