How We Value a Business

How We Value a Business

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.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: chitchatmoneypodcast@gmail.com Timestamps Valuation Process | (1:38) AMC | (27:47) Pershing Square | (32:30) Bezos to Space | (36:24) Cable Cowboy | (40:53) Cure for Alzheimer's | (45:13) Bitcoin Conference | (46:53) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(727)

Fundamental Analysis: LiveRamp Holdings (RAMP)

Fundamental Analysis: LiveRamp Holdings (RAMP)

On this show we discuss LiveRamp Holdings. Find out why Brett gave it a rating of 7.5 and Ryan a rating of 8.0.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Apr 202023min

Fundamental Analysis: Real Real (REAL)

Fundamental Analysis: Real Real (REAL)

On this show we discuss the Real Real. Find out why Brett gave it a rating of 7.4 and Ryan a rating of 6.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Apr 202023min

The Luckin Coffee Scandal

The Luckin Coffee Scandal

This week we have an interview with author and speaker Anthony O'Neal, but before we get to that our hosts Ryan Henderson and Brett Schafer have their stories for the week. Ryan kicks things off discussing the Zoom Video debacle (1:10), and Brett covers the infamous Luckin Coffee scandal (11:39). After our news for the week, we have fintwit beef and an update on Davey the Day Trader (20:25). We have best selling author Anthony O'Neal on the show to discuss financial advice and debt situations for younger people (27:10). After the interview, as always, we have our Hot Water (57:20), FMK (1:05:01), and Anecdotal Evidence (1:06:05).  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Apr 20201h 11min

WallStreetBets founder Jaime Rogozinski

WallStreetBets founder Jaime Rogozinski

Jaime Rogozinski started WallStreetBets in an attempt to build a high-risk investing forum, but it took on a life of its own. Jaime has also written his own book chronicling his crazy ride titled "WallStreetBets: How Boomers Made the World's Biggest Casino for Millenials". Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Mar 202037min

Spotify Trailer

Spotify Trailer

A trailer for the show on Spotify (no need to listen if you already know how the show works). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Feb 20201min

Fundamental Analysis of McDonald's

Fundamental Analysis of McDonald's

Fundamental Analysis of McDonald's after their earnings report.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Feb 20198min

President and Co-founder of Coast Group of Companies Shawn Hoban

President and Co-founder of Coast Group of Companies Shawn Hoban

Hosts Brett Schafer and Ryan Henderson discuss Microsoft stealing the throne (0:49), and address the stock on their radar (2:30). We also have an interview with Co-founder and President of Coast Group of Companies (4:35) and discuss how he built his company from the ground up to $5 billion in assets. After the interview we play a little "Ain't calling you a truther" (35:00) and guess which article headlines are real or fake.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Des 201839min

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