The Luckin Coffee Scandal

Global-E Online provides a platform to enable direct-to-consumer cross-border e-commerce. The company aims to eliminate borders when it comes to online shopping. Listen closely this week as Brett and Ryan dive into what the company does and how they could improve in the future. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:18) Industry | (8:08) Management & Ownership | (9:42) Valuation | (11:19) Earnings | (13:02) Balance Sheet | (16:01) Our Analysis | (17:12) 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

1 Juli 202131min

This week we are joined by Maxx Chatsko to discuss investing in clean energy. The group discusses where the industry is at today and what is hype versus what is real. Listen in after the interview as Brett and Ryan cover their favorite topics from the week. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Maxx Chatsko on Twitter: https://twitter.com/7MaxxChatsko?s=20 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 Interview | (2:40) Interview Continued | (32:03) Show Notes | (56:30) 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

29 Juni 20211h 34min

Evolus is a performance beauty company. Evolus provides medical aesthetic products for physicians and patients across the United States. The company's sole product, Jeuveau, provides temporary improvement to aging marks. Listen closely 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://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:54) Industry | (8:54) Management & Ownership | (9:56) Valuation | (12:13) Earnings | (13:21) Balance Sheet | (15:04) Our Analysis | (17:05) 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

27 Juni 202138min

Ubiquiti develops internet technology designed for service providers, enterprises, and consumers. Essentially, the company produces the hardware that helps distribute high-capacity internet access. Listen in as Ian, Brett, and Ryan dive into the company and how it might grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:22) Industry | (6:45) Management & Ownership | (8:00) Valuation | (10:11) Earnings | (12:10) Balance Sheet | (13:52) Our Analysis | (16:22) 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

24 Juni 202141min

We are joined this week by Sleepwell Capital. We discuss Uhaul, Spotify, and the audio market as a whole. Listen in after the interview to hear about crypto, a new eye-catching direct listing, and Lordstown Motors. Let's go! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Sleepwell Capital on Twitter: https://twitter.com/SleepwellCap?s=20 Discover Sleepwell Capital's substack: https://sleepwell.substack.com/ 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 Interview | (3:14) Interview Continued | (47:53) Show Notes | (1:06:01) 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

22 Juni 20211h 37min

PayPal is a technology platform and digital payments company that offers digital and mobile payments for its users. If you feel a little confused, the company essentially allows businesses and individuals to transfer money in many different ways. Founded in 1998, PayPal has grown to one of the largest companies in the world. Listen closely as Brad, Brett, and Ryan dive into PayPal's business and where there may be room for growth. As always enjoy the show! Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308 Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:08) Industry | (8:10) Management & Ownership | (9:22) Valuation | (11:15) Earnings | (14:00) Balance Sheet | (15:58) Our Analysis | (17:08) 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

20 Juni 202143min

SharpSpring is a cloud-based marketing technology company. The company offers marketing automation, web tracking, lead scoring, and automated workflow. Listen in as Ian, Brett, and Ryan dive into what the company does and where they could grow from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Email us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:29) Industry | (6:40) Management & Ownership | (7:58) Valuation | (11:27) Earnings | (12:42) Balance Sheet | (14:44) Our Analysis | (17:43) 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

17 Juni 202142min

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_powell?s=20 Email Jamie Powell: jamie.powell@ft.com 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 Interview | (2:28) Interview Continued | (19:00) Show Notes | (50:12) 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

15 Juni 20211h 20min