Brett Schafer and Ryan Henderson

Chit Chat Stocks

Business EN ↓ 796 episodes

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

Author

Brett Schafer and Ryan Henderson

Category

Business

Podcast website

chitchatstocks.substack.com

Latest episode

Jul 10, 2026

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Episodes

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/_...

Coursera (COUR) | Deep Dive 18.04.2021

Coursera offers an educational platform where learners, educators, and institutions can connect across the globe. At the end of 2020, Coursera had approximately 77 million learners registered on the platform. Listen in as Brad, Brett, and Ryan discuss how the company operates and where Coursera could grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalph...

Pinterest (PINS) | Deep Dive 15.04.2021

Pinterest provides a visual discovery platform to its users. The Pinterest platform provides inspiration for many aspects of our lives, including recipes, home decor, and even DIY projects. Listen closely as Ian, Brett, and Ryan dive into where Pinterest could go from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his...

Autodesk, Procore, and Avid Technology with Luis Sanchez 13.04.2021

This week on Chit Chat Money we are joined by Luis Sanchez to discuss some incredibly exciting companies. During the interview we discuss Autodesk, Procore, and Avid Technology. Keep listening after the interview to hear Brett and Ryan's favorite stories from the week as well as other pressing news headlines. Let's go! Follow Luis Sanchez on Twitter: https://twitter.com/LuisVSanchez777?s=09 Subscr...

Olo (OLO) | Deep Dive 11.04.2021

Olo Inc provides a software-as-a-service for multi location restaurants such. The company has benefited from pandemic trends. As restaurants have been forced to pivot to digital ordering platforms, Olo was there to help. Listen in as Brad, Brett, and Ryan dive into the company and where it may grow from here. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/c...

GoPro (GPRO) | Deep Dive 08.04.2021

GoPro develops and markets action cameras and cloud-based subscription services. GoPro has had a rough run of it with the stock price almost hitting $100 after IPO and then falling to the single digits. Listen in as Ian, Brett, and Ryan dive into GoPro's history and its future growth opportunities. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Foll...

John Rotonti - Rethinking Value 06.04.2021

John Rotonti joins us for this week's episode where we cover current valuations as well as interesting innovations in the market. The group discusses semi-conductors and potential moats in the industry. Listen in after the interview for news from the week, Archegos blow-up, and even Spotify's most recent acquisition. Let's go! Follow John Rotonti on Twitter: https://twitter.com/JRogrow?s=20 Subscr...

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