FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
vendredi 2 octobre 2026 • Durée 01:09:15
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:06) Meta Poaches MongoDB CEO Ahead of Investor Day
(04:18) Nike Earnings & Strategy Review
(12:54) AI Agent Landscape & Funding Round Updates
(17:47) Muse, Agent Commerce, & Online Platform Moats
(29:06) "Compounders" Trading at Multi-Year Valuation Lows
(39:09) FICO's 72% Drawdown & Mortgage Scoring Overhaul
(51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield
(53:40) AI Bubble Watch: Burry's Puts & GPU Leverage
(58:19) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen
*****************************************************
Email us with any questions: chitchatmoneypodcast@gmail.com
Subscribe to our newsletter and join our FREE chat community: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns)
mercredi 30 septembre 2026 • Durée 01:17:07
On this episode of Chit Chat Stocks, Brett speaks with Jim Gillies from Motley Fool Canada on how to invest in hidden gems in 2026. We discuss:
(00:00) - Introduction
(00:58) - Reviewing Nelnet: Operations, the Huddle stake, and its Berkshire-esque qualities
(06:04) - Investing philosophy: Absolute vs. relative returns and Peter Lynch's portfolio accuracy principle
(10:48) - The impact of gold mining stocks on the TSX index performance
(14:47) - Analyzing Nelnet's dividend growth, cash-flowing assets, and conservative lending
(18:23) - Reviewing RCI Hospitality: Examining a portfolio loser and navigating corporate fraud
(24:27) - Reviewing International Petroleum: The Lundin family, share buybacks, and the Blackrod project
(34:39) - Portfolio strategy: How to manage massive winners and establish allocation limits
(40:02) - Checking in on winners: Re-evaluating Shopify's valuation and growth story
(45:27) - Reviewing Winmark: Franchise cash flows and capital allocation through special dividends
(51:10) - Reviewing TFS Financial: Boring mortgage lending and buying during bank panics
(57:10) - Jim's current watchlist: Auxly Cannabis Group (XLY), accelerating free cash flow
(01:02:31) - A bizarre microcap: Vitreous Glass (VCI), the "management avarice" thesis, and beating the S&P 500
(01:11:03) - Closing words, Dumbledore quotes, and where to follow Jim's work
Hidden Gems Canada: https://www.fool.ca/premium/
*****************************************************
Subscribe to our newsletter and join our interactive chat community, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
vendredi 25 septembre 2026 • Durée 01:04:31
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) - Introduction
(02:02) - Zeta Global (ZETA) Business Overview
(07:00) - Meta Muse and Consumer AI Agents
(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators
(13:32) - Google and Apple's Position in the AI Agent Space
(17:05) - Meta's Potential Take-Rate Monetization Model
(20:50) - Amazon's Resistance to AI Commerce Interfaces
(24:22) - The Threat of AI Agents to Uber Eats Advertising
(33:54) - Small Cap of the Week: CI&T (CINT)
(41:10) - Costco (COST) Growth and Valuation Multiples
(45:29) - Cava (CAVA) and the Danger of Restaurant Stocks
(51:46) - Adobe (ADBE) Sell Decision and Executive Turnover
(56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone"
(58:00) - AppLovin (APP) Shift and Episode Outro
Aria's YouTube: https://www.youtube.com/@QualityInvest5
*****************************************************
Subscribe to our newsletter and join our FREE chat community: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)
mercredi 23 septembre 2026 • Durée 01:03:59
On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss:
00:00 Introduction
02:11 How AI advancements threaten traditional software companies
04:02 In-house AI development and enterprise software risks
07:05 The outer harness and AI interface evolution in enterprises
11:47 Risks of AI model commodification and competitive dynamics
20:09 Impact of AI on marketplace and ad tech businesses
30:06 Future of Google, Apple, and Microsoft in AI era
40:00 Most at-risk software subsectors and niche markets
49:53 Beneficiaries and winners in the AI-driven software landscape
Speedwell's report: https://speedwellresearch.com/companies/
*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Nu Bank's Territorial Expansion; LVMH + Stocks At Cheapest Valuations Ever; Fed Hikes Interest Rates
vendredi 18 septembre 2026 • Durée 01:08:55
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:23) NuBank's US Market Entry
(21:38) Stocks Trading Near Historic Lows
(23:12) Valuations of Consumer and Retail Stocks
(34:34) Interest Rate Outlook and Bond Market
(41:02) AI Regulation and Industry Slowdown
(50:12) Small Cap of the Week Performances
(52:38) Listener Questions
(01:00:02) Luxury Brands and Market Valuations
*****************************************************
Subscribe to our newsletter and join our FREE chat community: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America
mercredi 16 septembre 2026 • Durée 54:16
On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:
(00:00) Introduction
(03:51) The Brazilian Lending Market
(07:06) Inter's Growth & NuBank Comparison
(10:08) The Brazilian Credit Market
(14:42) Impact of the Brazilian Election
(17:56) Inter's Credit Portfolio
(20:40) Inter's Valuation & Earnings Multiple
(28:10) Local Currency Government Bonds in Brazil and Mexico
(31:40) Pair Trade: Long Airports vs. Short Airlines
(36:00) Mercado Libre (MELI) & the Lending Environment
(40:50) Argentina's Upcoming Election & Economic Outlook
(44:29) Colombia's Election Shift & Investment Opportunities
(49:59) Colombian Airport Operator Exposure
Ian's newsletter: https://ianbezek.substack.com/
*****************************************************
Subscribe to our newsletter and join our FREE chat community: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks At 52-Week Lows; Meta's Agentic AI Push; 2 Under-Followed Small Caps
vendredi 11 septembre 2026 • Durée 01:05:22
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:14) Robinhood's Stock Tokenization Initiative
(13:05) Oura Ring's IPO and Health Tech Market
(22:32) Stocks Hitting 52 Week Lows and Market Cyclicality
(25:49) Vici Properties and Vegas Market Outlook
(28:27) Autozone and Builders First Source Analysis
(38:30) Listener Questions and Small Cap of the Week
(47:26) Small Cap Spotlight: NMI Holdings
(55:36) Watches of Switzerland and Luxury Market
(58:09) Meta's AI Agent and Future of AI Assistants
(01:00:48) Market Leaders and Tech Giants in AI
*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)
mercredi 9 septembre 2026 • Durée 01:04:47
On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics:
(00:00) Introduction
(02:12) History and origins of Tiendas 3B
(06:18) What does a typical store look like?
(11:41) Market environment in Mexico versus developed countries
(16:27) Store opportunity and growth potential in Mexico
(21:58) Margins, scale, and cash flow analysis
(26:19) Competitive landscape and market share
(31:26) Valuation and future growth assumptions
(45:06) Robotics
(48:39) Supply chain and investment opportunities in robotics
(55:17) Key takeaways on robotics and AI advancements
Robotics report: https://www.bestanchorstocks.com/p/the-durable-winners-of-the-robot
BBB Foods: https://www.bestanchorstocks.com/p/30-revenue-cagr-emerging-market-a
*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Lululemon's Continued Collapse; Broadcom and Cybersecurity Earnings; An Intriguing Small Cap $LULU
vendredi 4 septembre 2026 • Durée 01:01:34
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
0:00 – Introduction
5:10 – Lululemon Earnings
16:20 – Palo Alto Networks Earnings
26:40 – Uber Layoffs & Autonomous Vehicle Investments
37:10 – Broadcom Earnings & AI Semiconductor Growth
44:15 – Adobe Leadership Changes & Micron Metrics
51:00 – CEO Mt. Rushmore Discussion
*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Stocks Up More Than 100% This Year (Analyzing Winners)
mercredi 2 septembre 2026 • Durée 01:09:26
On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss:
(00:00) Introduction
(05:05) Virtu Financial: Market making and high-frequency trading
(12:46) Stock 2: Modular housing for remote projects
(19:48) Stock 3: Genomics tools and AI applications
(25:46) Stock 4: Unified communications and market dynamics
(33:59) Stock 5: Semiconductor industry and AI prospects
(40:01) Stock 6: Workforce solutions and cyclical challenges
(49:14) Stock 7: Luxury cruises in remote locations
(54:01) Stock 9: Semiconductor testing for AI hardware
(59:10) Stock 10: Cloud services for developers and AI growth
*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Podcasts Similaires Basées sur le Contenu
Découvrez des podcasts liées à Chit Chat Stocks. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
