Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH)

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

This week on Chit Chat Money we bring on The Science of Hitting and Francisco Olivera to discuss Spotify. As many of you may know, Spotify is an audio streaming platform. Before the discussion, Brett and Ryan share their favorite stories from the week. Stay tuned after the discussion to hear this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Francisco Olivera on Twitter: https://twitter.com/FrancoOlivera?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 | (2:50) Fintwit | (22:33) Interview | (29:36) Hot Water | (1:50:04) Buy-Sell-Hold | (2:00:01) Anecdotal Evidence | (2:01:38) 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

9 Mars 20212h 7min

Tattooed Chef is a plant-based food company that produces and distributes frozen foods. Originally an importer of Italian vegetables, Tattooed Chef now sources its own food and creates recipes for its consumer base. Listen in as Brett, Ryan, and Brad cover how the company has done and the future prospects. 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 | (2:16) Industry | (4:57) Management & Ownership | (6:54) Valuation | (9:00) Earnings | (10:14) Balance Sheet | (13:19) Our Analysis | (14:55) 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

7 Mars 202133min

Evolution Gaming provides live casino solutions to gaming operators. Mostly in Europe and North America, Evolution Gaming runs casino tables that are then streamed live so that users can start placing their bets. Brett, Ryan, and Ian analyze the business and dive into the potential of the company. 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 | (1:48) Industry | (6:06) Management & Ownership | (9:00) Valuation | (11:41) Earnings | (12:51) Balance Sheet | (14:58) Our Analysis | (18:45) 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

4 Mars 202142min

This week we are joined by Investment Talk to discuss Matchgroup, PayPal, and much more. Before the discussion, Brett and Ryan share their favorite stories from the week including Warren Buffett and Walmart. Stay tuned after the interview to hear about this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Investment Talk on Twitter: https://twitter.com/InvestmentTalkk?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 | (3:28) Fintwit | (23:11) Interview | (31:55) Hot Water | (1:39:29) Buy-Sell-Hold | (1:48:15) Anecdotal Evidence | (1:51:19) 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

2 Mars 20211h 59min

Seven & I Holdings is the Japanese parent company of the popular convenience store chain 7-Eleven. Popular for its signature Slurpee product, the 7-Elevens in japan are seen as more modern than the convenience stores in the United States. Enjoy the show! Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Email us: chitchatmoneypodcast@gmail.com 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 Feb 202125min

Palantir Technologies is a software company that specializes in large data analytics. Palantir offers customizable data solutions that allow companies with large data collections to find trends and discover new patterns that may not have been found otherwise. Brett, Ryan, and Ian dive into what the company does and how it may perform over time. 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 | (2:03) Industry | (8:08) Management & Ownership | (10:18) Valuation | (14:34) Earnings | (15:45) Balance Sheet | (18:15) Our Analysis | (21:51) 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 Feb 202141min

This week Brett and Ryan welcome Auri Hughes onto the show. The three talk about COVID's effect on Etsy's business. They also discuss Ferrari and how the business might grow from here. After the interview, Brett and Ryan discuss this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go! Follow Auri Hughes on Twitter: https://twitter.com/Auri_Invest?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 | (2:13) Fintwit | (19:40) Interview | (25:42) Hot Water | (1:08:00) Buy-Sell-Hold | (1:12:45) Anecdotal Evidence | (1:15:22) 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

23 Feb 20211h 23min