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@ccm_brett
Brett Schafer
$17.5M follower assets
Investor and host of the Chit Chat Money podcast.
101 following714 followers
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Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/26/2023
Podcast: Investing Power Hour #51
This week's Investing Power Hour with special guests from the Smattering Podcast



YouTube
Investing Power Hour #51: $SQ Short Report; $COIN SEC Investigation With The Smattering Crew
#investing #finance Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommen...
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/23/2023
Interview: Is There Value in Arhaus? $ARHS
Today, we interviewd anonymous Twitter account Stranger Capital on the retailer Arhaus, which he believes has a better model long-term than popular stock $RH

Listen to the interview to find out why.


Apple Podcasts
‎Chit Chat Stocks: Arhaus (Ticker: ARHS) with Stranger Capital on Apple Podcasts
‎Show Chit Chat Stocks, Ep Arhaus (Ticker: ARHS) with Stranger Capital - Mar 23, 2023
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/21/2023
Podcast: Not So Deep Dive on Grindr Stock $GRND
Today to continue our dating app theme on Chit Chat Money we released a "Not So Deep Dive" on Grindr $GRND

The company has grown impressively with little marketing spend as it is the clear leader in LGBTQ dating, mainly for gay men.

There was a lot to like about this business model, however, management and governance left much to be desired

Listen/watch to find out why on this episode!


YouTube
Grindr Stock (Ticker: GRND) Not So Deep Dive
Grindr Inc. (GRND) operates the popular dating app for LGBTQ+ individuals, and has experienced a surge in user engagement amid the pandemic, but the company ...
Benjamin Tan
@consumeowntech03/21/2023
I listened to a podcast on dating apps and it was interesting to note the reason why $GRND users are shown 30+ profiles in grids, versus Tinder or Bumble with its swipe-left-swipe-right individual view. It is because of "urgency" and location-based decisioning that many $GRND users exhibit, compared to other users on other dating apps...all very true in the LGBTQ+ world, I have to say!
+ 1 comment
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/16/2023
Interview: Inflation, Q4 Earnings Sentiment, Supply Chains With Erik Mokoya
Today on Chit Chat Money we interviewed Erik Mokoya from @thetranscript on his big takeaways from Q4 earnings. At the Transcript newsletter, Erik reads numerous conference call transcripts every week, so he has a great perspective on what executives are thinking/doing at the moment.

Subscribe to the Transcript on Substack: https://thetranscript.substack.com/

Listen to our interview wherever you get your podcasts:


Apple Podcasts
‎Chit Chat Stocks: Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya on Apple Podcasts
‎Show Chit Chat Stocks, Ep Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya - Mar 16, 2023
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/09/2023
Interview: Pool Corporation $POOL With Simon Handrahan
Today we interviewed Simon Handrahan from "Margin of Safety Investing" to discuss Pool Corporation $POOL

The company is a leader in the space, has a long track record of steady growth, and strong ROIC. Listen in as we ask questions to Simon about the stock

(subscribe to his substack here: https://www.marginofsafetyinvesting.com/)


Apple Podcasts
‎Chit Chat Stocks: Pool Corporation (Ticker: POOL) with Simon Handrahan on Apple Podcasts
‎Show Chit Chat Stocks, Ep Pool Corporation (Ticker: POOL) with Simon Handrahan - Mar 9, 2023
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/07/2023
Why We Own Nelnet Stock $NNI
Today we released our recurring Arch Capital episode on Chit Chat Money covering Nelnet $NNI

The student loan originator turned diversified conglomerate has a fantastic track record of capital allocation, trustworthy management, and trades at a discounted share price. There's not much else I need to see before making an investment.

Listen/watch the show wherever you get your podcasts:


YouTube
Why We Own Nelnet Stock (Ticker: NNI)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episo...
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/06/2023
Mortgage rates are back above 7% again
This is an excerpt from our free Sunday Finds newsletter at Chit Chat Money: https://chitchatmoney.substack.com/p/sunday-finds-3-thoughts-from-last-fdb

'After dipping in late 2022 and early 2023, the average rate for 30-year mortgages in the United States shot up above 7% again this week:

> At the start of this year, with rates slightly lower, it appeared the housing market was starting to recover just in time for the traditionally busy spring season. But that recovery has now stalled, and rising rates are only part of the picture.

According to Redfin, this means the average mortgage payment is up 26% year-over-year and now sits at approximately $2,500 a month.

This is up from approximately $1,500 in 2020, meaning that new homebuyers are — on average — spending $1,000 more each month to finance their home purchases. That equates to $12,000 in extra shelter costs every year.

The median salary in the United States is $70,000. Doing some quick math, that means on average, new homebuyers are spending an extra 17% of their income to finance homes compared to 2020.

I sound like a broken record, but how does this eventually not have negative consequences?

I know, I know, I know, there is a huge chunk of the population that has fixed mortgage payments with interest rates below 5% that they will have no problem paying off. I’m not talking about them.
There is a consistent flow of new people who want to buy homes every month. Unless home prices fall or these people suddenly start making 20% more in salary each year, this demographic is going to have significantly less disposable income to spend on entertainment, travel, and other discretionary items."
post media
CNBC
Mortgage rates jump back over 7% as inflation fears drive yields higher
Growing fears that inflation is not cooling off are pushing bond yields higher. Mortgage rates loosely follow the yield on the U.S. 10-year Treasury.
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/05/2023
Berkshire's Top 5 Capital Allocation Decisions
Here's my list for the most important investments Berkshire has made (can't get cute and say "Ajit" either)

No particular order...

  • Apple
  • General Re (timing is important)
  • Coca-Cola
  • American Express
  • National Indemnity

What are your picks
Dave Ahern
@ifb_podcast03/05/2023
Great choices, I would offer in no order:

See’s Candies
BNSF
National Indeminity
General Re
MidAmerican Energy
+ 7 comments
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/05/2023
Investing Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Letter to Shareholders
On this week's power hour we brought on the founder of MyWallSt Emmet Savage to discuss building a digital financial business. We also discussed Buffett's 2022 annual letter

Listen wherever you get your pods:


Spotify
Investing Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Annual Letter
Listen to this episode from Chit Chat Stocks on Spotify. The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. 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/ Interested in more info like this from Emmett: https://charging-and-fearless.beehiiv.com/subscribe?utm_source=chitchatmoney&utm_medium=referral&utm_campaign=promo ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** 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.
Brett Schafer's avatar
Brett Schafer
$17.5MFollowers
@ccm_brett03/02/2023
Interview: DexCom with Nick Sciple $DXCM
Today on Chit Chat Money we released our weekly interview. This one was with Nick Sciple covering Dexcom $DXCM

Company has grown its revenue by 2,500% in the last 10 years, don't think I need anything else to entice you to listen. This is a fascinating business in a fascinating market

Listen wherever you get your pods


Apple Podcasts
‎Chit Chat Stocks: DexCom (Ticker: DXCM) with Nick Sciple on Apple Podcasts
‎Show Chit Chat Stocks, Ep DexCom (Ticker: DXCM) with Nick Sciple - Mar 2, 2023
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