Brett Schafer and Ryan Henderson

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.

Besuch unbedingt die Website des Podcasts und unterstütze die Macher: chitchatstocks.substack.com

Autor

Brett Schafer and Ryan Henderson

Kategorie

Business

Podcast-Website

chitchatstocks.substack.com

Neueste Folge

26. Okt 2026

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Micro Bubbles & Meme Stocks - Jamie Powell 15.06.2021

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 interview to hear Brett and Ryan discuss their favorite stories including Netflix and Spotify. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Jamie Powell on Twitter: https://twitter.com/ajb_powe...

AppHarvest (APPH) | Deep Dive 13.06.2021

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 located in Morehead, Kentucky because of the specific climate needs. Listen in as Brad, Brett, and Ryan dive into what the company does and where they could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https...

Corsair (CRSR) | Deep Dive 10.06.2021

Corsair is officially named Corsair Gaming, Inc. The company designs, markets, and distributes gaming and streaming peripherals, components, and systems to its customers. Based out of Fremont, California Corsair was incorporated in 1994. Listen in as Ian, Brett, and Ryan dive into what the company does and where they may grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM":...

How We Value a Business 08.06.2021

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. After the break, Brett and Ryan discuss the top stories from the week, including AMC, Bezos, and bitcoin. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www...

Vimeo (VMEO) | Deep Dive 06.06.2021

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 ability to sell their works directly to their audiences. Listen in as the team dives into what Vimeo does and where it can grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?serv...

Formula One (FWONA) | Deep Dive 03.06.2021

Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship races. Officially Formula One Group is a subsidiary of Liberty Media Corporation. Listen in as Ian, Brett, and Ryan dive into what the company does and where it could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian...

Roku, Fubo, & ConnectedTV - Rick Munarriz 01.06.2021

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 their favorite stories from the week including new SPACs, Amazon stories, and even Apple events. Let's go! Follow Rick Munarriz on Twitter: https://twitter.com/Market?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/...

UiPath (PATH) | Deep Dive 30.05.2021

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 a recent IPO with an intriguing business. Listen closely as Brad, Brett, and Ryan dive into the company's history and where it could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/chec...

CarParts.com (PRTS) | Deep Dive 27.05.2021

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 customers. Started in 1995, CarParts.com is headquartered in Torrance, California. Listen in as Ian, Brett, and Ryan dive into what the company does and how the company can grow from here. Enjoy the show! Subscribe to 7 Investing with the c...

Coupang, Sea Limited, & Investing in Southeast Asia - Eugene Ng 25.05.2021

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 hear Brett and Ryan discuss Buffett's investing approach, the new ByteDance CEO, and even some cryptocurrencies. Let's go! Follow Eugene Ng on Twitter: https://twitter.com/EugeneNg_VCap?s=20 Subscribe to 7 Investing with the code "CCM": https:/...

Wish (WISH) | Deep Dive 23.05.2021

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 Wish platform connects merchants with consumers at competitively low prices. Listen closely as Brad, Brett, and Ryan dive into what the company does and how they can grow from here. As always enjoy the show! Subscribe to Potential Multibagg...

GoodRx (GDRX) | Deep Dive 20.05.2021

GoodRx Holdings provides information to its customers to help them compare prices and save money on their prescription medications. The company is aiming to make high-quality healthcare more affordable. Listen in as Ian, Brett, and Ryan dive into what the company does and what GoodRx's future may look like. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscr...

Top 10 Moats of All Time 18.05.2021

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 week. Listen closely to learn about anything you may have missed from the financial world this week. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube...

Afterpay (APT) | Deep Dive 16.05.2021

Afterpay (OTC: AFTPY) is an Australian technology firm that offers payment solutions. The company partners with merchants to offer customers the ability to buy now and pay later. Listen in as Brad, Brett, and Ryan dive into how the company operates and how Afterpay can grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_130...

Embracer Group (EMBRACB) | Deep Dive 13.05.2021

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 States, and other countries. Embracer is known for going out and acquiring interesting video games in order to roll them up into their current offerings. Listen closely as Ian, Brett, and Ryan dive into the history of Embracer Group and whe...

Anirban Mahanti - Cloud Adoption & Capitalism Without Capital 11.05.2021

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 what capitalism without capital means. Listen in after the interview to hear Brett and Ryan discuss today's show notes and everything else from this week. Let's go! Follow Anirban Mahanti on Twitter: https://twitter.com/7amahanti?s=20 Subsc...

Grab (GRAB) | Deep Dive 09.05.2021

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 delivery, shopping, and even investing. Grab is attempting to let users have access to everything on their phones. Listen in as Ian, Brett, and Ryan dive into what the company does and how it may grow from here. As always enjoy the show! Subscribe...

Jumia (JMIA) | Deep Dive 06.05.2021

Jumia owns and operates an e-commerce business across multiple market segments. Jumia operates an online marketplace, a shipment/logistics business, and even maintains its own payment platform. Listen in as Ian, Brett, and Rayn dive into what the company does and where it could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ia...

Jake Taylor - A Call From Munger & the Role of Solitude 04.05.2021

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 explains how that has carried over into his investment career. Listen in after the interview to hear Brett and Ryan's show notes, including their comments on the annual Berkshire meeting. Let's go! Follow Jake Taylor on Twitter: https://twitter....

ThredUp (TDUP) | Deep Dive 02.05.2021

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 throwaway fashion culture. Listen in as Brad, Brett, and Ryan dive into the company's background as well as what growth factors may impact ThredUp. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?s...

Squarespace (SQSP) | Deep Dive 29.04.2021

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 website creation. Listen in as Ian, Brett, and Ryan dive into what Squarespace does and how the company can perform going forward. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian an...

Jon Bathgate - Optionality & Resiliency 27.04.2021

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 after the interview to hear Brett and Ryan share their favorite stories from the week. Let's go! Follow Jon Bathgate on Twitter: https://twitter.com/jbathgate?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ S...

Coupang (CPNG) | Deep Dive 25.04.2021

Coupang operates an e-commerce business primarily in South Korea. With South Korea's dense population Coupang is able to provide phenomenal delivery times because the company has a logistics center within 7 miles of 70% of the population. Listen closely as Brad, Brett, and Ryan discuss the company's background and where Coupang can grow from here. As always enjoy the show! Subscribe to Potential M...

Poshmark (POSH) | Deep Dive 22.04.2021

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 close attention as Ian, Brett, and Ryan dive into the company's history and what growth opportunities may lie ahead. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his...

Mohawk Group - Asher Delug, Sean Emory, and Jonah Lupton 20.04.2021

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 structure. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week and more. Let's go! Follow Asher Delug on Twitter: https://twitter.com/asherdelug?s=20 Follow Sean Emory on Twitter: https://twitter.com/_...

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