Chit Chat Stocks

In this year's predictions, we discuss our predictions for 2022 as well as reflect on our predictions from last year. Listen closely as we laugh at our previous predictions and reveal our ideas for the new year. Enjoy the show! Special promotion through the end of 2021: Subscribe to 7investing with the code "money" and get $100 off your annual subscription: https://7investing.com/subscribe/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: [email protected] Timestamps Reflection | (3:05) 2022 Predictions | (17:45) 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

We are joined by Luis Sanchez, the founder of LVS Advisory. We discuss Moneygram, which is a money transfer company headquartered in Dallas, Texas. Luis brings his expert knowledge of Moneygram for a great discussion regarding the history and future of the company. Enjoy the show! Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device. Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128 Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Luis's work? Follow him on Twitter: https://twitter.com/LuisVSanchez777?s=20 Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Contact us: [email protected] Timestamps Discovery | (3:16) The Business | (8:02) Further Questions | (35:41) 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

Olo Inc provides a software-as-a-service for multi location restaurants such. The company has benefited from pandemic trends. As restaurants have been forced to pivot to digital ordering platforms, Olo was there to help. Listen in as Brad, Brett, and Ryan dive into the company and where it may 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: [email protected] Timestamps Company Background | (4:30) Industry | (9:24) Management & Ownership | (14:14) Valuation | (17:17) Earnings | (18:18) Balance Sheet | (21:16) 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

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: [email protected] 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

Bumble is an application-based dating app. On Bumble female users have the power to make the first connection or contact unlike many of the other application-based dating platforms. Enjoy this week's Deep Dive. 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 Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Company Background | (2:04) Industry | (6:08) Management & Ownership | (8:30) Valuation | (11:20) Earnings | (14:24) Balance Sheet | (17:08) Competitive Advantages | (19:24) Growth Opportunities | (22:24) Highlights & Lowlights | (27:48) More or Less Interested | (36:08) Learn more about your ad choices. Visit megaphone.fm/adchoices