The Luckin Coffee Scandal

Upstart is a cloud-based artificial intelligence lending platform. The company connects consumers to banks that are willing to lend. Upstart is trying to revolutionize the old credit score system. Listen closely as Brad, Brett, and Ryan dive into what exactly Upstart does and how they may fair in the future. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ 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 | (2:26) Industry | (10:31) Management & Ownership | (12:31) Valuation | (15:35) Earnings | (17:36) Balance Sheet | (19:25) Our Analysis | (21:14) 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

28 Mars 202145min

Five Below is a high-growth value retailer for tweens, teens, and others. The company operates over 1,000 locations and offers products in the price range of $1 to $5. Ian, Brett, and Ryan dive into what the company does, what the industry looks like, and how Five Below might perform going forward. As always 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 | (2:17) Industry | (6:03) Management & Ownership | (8:25) Valuation | (11:38) Earnings | (12:37) Balance Sheet | (13:42) Our Analysis | (15:42) 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

25 Mars 202143min

This week we welcome Brad and Ian to the show to discuss our best new ideas. Brett, Ryan, Brad, and Ian pitch one new investment idea each. Listen in closely as the group discusses 1847 Goedeker’s (GOED), Intellicheck (IDN), Procore (PCOR), and an intriguing ETF (MSO). Stay tuned for the second half where we cover the usual hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20 Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive 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 Interview | (3:12) Stories | (57:20) Hot Water | (1:09:20) Buy-Sell-Hold | (1:22:07) Anecdotal Evidence | (1:23:37) 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

23 Mars 20211h 31min

Callaway Golf Company designs, manufactures, and sells almost all things golf. From golf balls to clubs, driving ranges, Callaway does it all. Golf equipment makes up 62% of the companies operations and the rest is made up of Callaway apparel and Topgolf. Listen in as Brett, Ryan, and Brad analyze the company and where it may go from here. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ 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 | (3:12) Industry | (7:43) Management & Ownership | (10:26) Valuation | (12:41) Earnings | (14:32) Balance Sheet | (18:56) Our Analysis | (22:33) 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

21 Mars 202147min

Redfin is a technology-powered real estate brokerage. Redfin was started as the first map-based search. Redfin wants to bring as much value to the home buying or selling process that it can. Brett, Ryan, and Ian dive into the business fundamentals as well as discuss their thoughts on the business. As always, 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 | (2:17) 1:40 Industry | (9:33) 8:56 Management & Ownership | (12:35) 11:58 Valuation | (17:31) 16:54 Earnings | (20:11) 19:34 Balance Sheet | (22:03) 21:26 Our Analysis | (25:07) 24:30 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

18 Mars 202149min

Todd Wenning from Ensemble Capital joins Chit Chat Money this week. The group discusses different investment philosophies and the different ways they come across new investment ideas. Before the interview, Brett and Ryan share their favorite stories from the week. After the interview, Brett and Ryan discuss this week's hot water, buy-sell-hold, and anecdotal evidence. Let's Go! Follow Todd Wenning on Twitter: https://twitter.com/ToddWenning?s=20 Follow The Science of Hitting on Twitter: https://twitter.com/TSOH_Investing?s=20 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 Stories | (3:04) Fintwit | (25:20) Interview | (29:24) Hot Water | (1:17:15) Buy-Sell-Hold | (1:24:40) Anecdotal Evidence | (1:26:34) 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

16 Mars 20211h 32min

Ping Identity provides intelligent identity solutions. The idea is that each user within an organization is given a unique identity that can then allow them to access certain aspects of the organization. Ping Identity offers single sign-on, multi-factor authentication, security controls, and APIs. Brett, Ryan, and Brad dive into the potential Ping Identity might have going forward. As always enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ 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 | (2:27) Industry | (7:07) Management & Ownership | (10:44) Valuation | (12:54) Earnings | (13:50) Balance Sheet | (16:23) Our Analysis | (18:10) 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

14 Mars 202139min

Revolve Group operates as a type of online fashion retailer with operations that are driven by the rise of influencers. Revolve connects these fashion influencers, consumers, and all types of brands. Brett, Ryan, and Ian dive into the business and how it may perform in the future. 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 | (2:26) Industry | (7:28) Management & Ownership | (11:13) Valuation | (15:07) Earnings | (15:42) Balance Sheet | (18:45) Our Analysis | (23:17) 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

11 Mars 202143min