Chit Chat Stocks

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 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 newslett...

The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best bro...

Altria Group, Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio, grappling with challenges stemming from declining smoking rates, increased regulatory scrutiny, and its efforts to pivot toward reduced-risk products. Listen as Brett gives a pitch on the company and Ryan provides feedback and critiques. Enjoy the show! ****************************** Chit Chat Money is prese...

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 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:⁠...

Haypp Group operates as an online retailer of tobacco-free nicotine pouches and snus products in Sweden, Norway, the rest of Europe, the United States, and internationally. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in...

Diageo (DEO) is a multinational alcoholic beverage company, known for its extensive portfolio of well-known brands, but facing challenges from shifts in consumer preferences and the impact of regulatory changes on the alcohol industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat M...

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 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:⁠⁠⁠⁠⁠...

The old rules of thumb don't work for this housing market. Lance walks us through why he believes this and what he is seeing in the housing data across the United States. Listen as Brett and Ryan ask questions about the industry. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠ibkr.com/info⁠⁠⁠ **...

Smith & Wesson Brands, Inc. (SWBI) is a prominent firearms manufacturer, recognized for its iconic brand, but operating in an industry that faces ongoing debates around gun control legislation and regulatory changes. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money is presented b...

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 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:⁠⁠⁠⁠⁠ htt...

The Hershey Company (HSY) is a renowned chocolate and confectionery manufacturer, well-known for its iconic brands, but facing the impact of changing consumer preferences and competition in the candy and snacking industry. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Chit Chat Money is presented by In...

MGM Resorts International (MGM) is a leading global hospitality and entertainment company, with a diverse portfolio of resorts and casinos. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠ib...

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 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://...

Tractor Supply Company (TSCO) is a retail chain specializing in farm and ranch supplies, catering to the needs of rural communities, but also expanding into suburban markets and adjusting to evolving consumer trends. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Chit Chat Money is presented by Interact...

British American Tobacco plc (BTI) is a global tobacco and nicotine products company, operating in various markets, although it faces challenges related to declining smoking rates and regulatory pressures in the tobacco industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money i...

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 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://chitc...

This will be our final Arch Capital episode. We decided to close down our fund and return money to investors. Closing the fund will allow us to put more time and energy into Chit Chat Money. Nothing is changing with the podcast. Listen to this episode to learn about what it takes to set up and run a fund. Brett and Ryan go through what lessons they learned, what went well, and what did not. Enjoy...

Our good friend John Rotonti interviews Dan O'Keefe. Listen to "The JRo Show" wherever you get your podcasts. 3:00 – Definition of value investing according to Dan 10:00 – Dan’s risk management and portfolio management philosophy 17:00 – when to sell a stock 22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis 32:00 – Dan describes his team’s eq...

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 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://chitchatmo...

Andrew from the "Yet Another Value Blog" joins the show to discuss merger arbitrage investing and why he thinks now could be a great time to be using this strategy. Listen as Brett and Ryan ask Andrew questions about his experience in merger arb. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠ibk...

Dollarama Inc. (DOL.TO) is a Canadian dollar store retail chain known for offering a wide range of affordable products, serving budget-conscious consumers across Canada. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DLMAF. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage i...

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 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...

Upslope Capital Management is a long/short fund focused on identifying frauds and fads as potential shorts. Listen as Brett and Ryan ask George questions about how to identify shorts and how to properly manage a short portfolio. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info *********...

Dollar Tree, Inc. (DLTR) is a well-known discount retail chain offering a variety of products at the one-dollar price point, serving budget-conscious shoppers across its vast network of stores, although it contends with challenges posed by competition in the retail industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of DLTR. Enjoy the show! *********...

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 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.substa...