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.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: chitchatstocks.substack.com

Autor

Brett Schafer and Ryan Henderson

Kategoria

Business

Strona podcastu

chitchatstocks.substack.com

Ostatni odcinek

23 paź 2026

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Odcinki

Bentley Systems (Ticker: BSY) Not So Deep Dive 15.11.2022

Bentley Systems provides infrastructure engineering software solutions across the globe. For those of us that may not be engineers, the company's software provides solutions for buildings that are stationary. 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 prospec...

Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast 13.11.2022

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 Subscribe to our newsletter: https://chitchatmoney.s...

Why eDreams Is Winning in European Travel (Ticker: EDR) with Chadd Garcia 10.11.2022

eDreams operates as an online travel company in Europe. The company offers deals for flights, hotels, and other travel needs. eDreams was founded in 1999 in Silicon Valley. Listen as Brett and Ryan ask Chadd 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...

ANSYS (Ticker: ANSS) Not So Deep Dive 08.11.2022

ANSYS designs engineering simulation software and services for a variety of industries. The company's software allows engineers to test whether or not ideas/products would be viable in the real world. 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 AN...

Investing Power Hour #31: Q3 Earnings Season, Betting on Cloud, What Price is $META a Buy? 06.11.2022

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 becomin...

Is IAC Undervalued? With Ramneek Kundra (Ticker: IAC) 03.11.2022

InterActiveCorp (IAC) operates as a media and internet company. The company operates various companies across many different industries. IAC was founded in 1995 and is headquartered in New York City. Listen as Brett and Ryan ask Ramneek questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscr...

BONUS Episode! Biotech + Semiconductors With 7investing 02.11.2022

On the 1st of every month, 7investing publishes its seven best investment ideas. Brett, Ryan, Simon, and Krzysztof discuss the craze of the market. Listen in to hear where some hidden gems might be found in the current economic conditions. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscript...

Dassault Systemes (Ticker: DASTY) Not So Deep Dive 01.11.2022

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! *****************...

Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings 30.10.2022

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 becomin...

Why We Own Consorcio ARA (Ticker: ARA.MX) 28.10.2022

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...

Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC) 27.10.2022

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! ***************************** Interested in becoming a member of 7inv...

LGI Homes (Ticker: LGIH) Not So Deep Dive 25.10.2022

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! N...

Investing Power Hour #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021 23.10.2022

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 becomin...

Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU) 20.10.2022

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? Subscr...

Dream Finders Homes (Ticker: DFH) Not So Deep Dive 18.10.2022

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 prospec...

Investing Power Hour #28: PS5 Supply Explosion, $NFLX Ad Tier, Investors Regret $TWTR Deal 16.10.2022

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 becomin...

What Does Adobe's Next Decade Look Like? With Leandro from Best Anchor Stocks (Ticker: ADBE) 13.10.2022

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! ***************************** Interested in becoming a member of 7investing? Subscribe wit...

Zillow (Ticker: Z) Not So Deep Dive 11.10.2022

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, financial...

Investing Power Hour #27: Successful $TWTR Arbitrage, $POSH Acquisition, Mt. Rushmore of Buybacks 09.10.2022

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 becomin...

IDT Corporation: A Spinoff Machine (Ticker: IDT) with Rich Howe 06.10.2022

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 li...

NVR (NVR) | Not So Deep Dive 04.10.2022

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...

Investing Power Hour #26: $GOOG Drops Stadia, Making money vs. Being Right, Is Housing Doomed? 02.10.2022

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 becomin...

Why We Own Electronic Arts (Ticker: EA) 30.09.2022

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 ou...

Ally Financial: A Share Cannibal With a Growing Deposit Base (Ticker: ALLY) with Jacob Franklin 29.09.2022

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! *****...

Rovio Entertainment (ROVIO) | Not So Deep Dive 27.09.2022

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...

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