Shorting Hershey (Ticker: HSY) with Edwin Dorsey
The Hershey Company (HSY) is a renowned chocolate and confectionery manufacturer, well-known for its iconic brands, but facing the impact of changing consumer preferences and competition in the candy and snacking industry. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: https://chitchatmoney.substack.com/ Interested in more from Edwin Dorsey? https://x.com/StockJabber?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps Hershey | (2:29) Short Thesis | (13:26) Mr. Beast's Feastables | (25:13) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
16 Nov 202349min
MGM Resorts (Ticker: MGM) Not So Deep Dive
MGM Resorts International (MGM) is a leading global hospitality and entertainment company, with a diverse portfolio of resorts and casinos. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:04) Industry | (18:55) Management & Ownership | (26:00) Earnings | (31:33) Balance Sheet | (37:24) Valuation | (40:12) Our Analysis | (44:01) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
14 Nov 20231h 8min
Investing Power Hour #84: RIP WeWork; Nintendo's Latest Move; Coupang Earnings Breakdown
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
12 Nov 20231h 3min
Tractor Supply (Ticker: TSCO) with ValueStockGeek
Tractor Supply Company (TSCO) is a retail chain specializing in farm and ranch supplies, catering to the needs of rural communities, but also expanding into suburban markets and adjusting to evolving consumer trends. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: https://chitchatmoney.substack.com/ Interested in more from ValueStockGeek? https://x.com/ValueStockGeek?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps Tractor Supply Co | (2:42) Competitive Advantages | (24:35) What Can Go Wrong? | (31:19) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
9 Nov 202338min
British American Tobacco (Ticker: BTI) Not So Deep Dive
British American Tobacco plc (BTI) is a global tobacco and nicotine products company, operating in various markets, although it faces challenges related to declining smoking rates and regulatory pressures in the tobacco industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:15) Industry | (21:35) Management & Ownership | (27:17) Earnings | (33:40) Balance Sheet | (36:25) Valuation | (38:54) Our Analysis | (41:49) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
7 Nov 20231h 7min
Investing Power Hour #83: Munger Went on a Pod; $MTCH Earnings; What Went Wrong at Zillow?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ****************************** 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.
5 Nov 20231h 3min
We're Closing Arch Capital
This will be our final Arch Capital episode. We decided to close down our fund and return money to investors. Closing the fund will allow us to put more time and energy into Chit Chat Money. Nothing is changing with the podcast. Listen to this episode to learn about what it takes to set up and run a fund. Brett and Ryan go through what lessons they learned, what went well, and what did not. Enjoy the episode! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info ****************************** 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.
31 Okt 20231h
JRo Show - Interview with Dan O'Keefe
Our good friend John Rotonti interviews Dan O'Keefe. Listen to "The JRo Show" wherever you get your podcasts. 3:00 – Definition of value investing according to Dan 10:00 – Dan’s risk management and portfolio management philosophy 17:00 – when to sell a stock 22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis 32:00 – Dan describes his team’s equity research process including the reason for nurturing an absolute mindset, not a relative mindset 57:00 – How Dan spends his quiet time. 1:01:00 – How to be a global investor 1:07:00 – Dan thoughts on passively investing in the S&P 500 1:13:00 – the contradictory psychological profile needed to be a good investor.
30 Okt 20231h 15min
