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| Titre | Date | Durée | |
|---|---|---|---|
| FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ | 02 Oct 2026 | 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) | 30 Sep 2026 | 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 | 25 Sep 2026 | 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) | 23 Sep 2026 | 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 | 18 Sep 2026 | 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 | 16 Sep 2026 | 00:54:16 | |
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 | 11 Sep 2026 | 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) | 09 Sep 2026 | 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 | 04 Sep 2026 | 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) | 02 Sep 2026 | 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 | |||
| Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback | 28 Aug 2026 | 01:07:00 | |
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
(02:04) NVIDIA's Revenue Growth and Supply Commitments
(16:41) Meta's Legal Challenges and Regulatory Environment
(30:13) Software Earnings and Market Trends
(35:27) OpenAI Employee Departures
(38:20) AI Industry Valuations and Future Projections
(41:33) Apple App Store Growth Trends
(43:30) Intuit's Business and Investment Potential
(01:02:24) Wingstop's Valuation and Global Appeal
*****************************************************
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 | |||
| Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn) | 26 Aug 2026 | 01:12:02 | |
On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss:
(00:00) Introduction
(02:28) Initial thoughts and biases about the sector
(11:53) Marriott's business model and history
(25:50) Wynn Resorts: A luxury casino case study
(32:50) MGM Resorts: Transition to asset-light model
(43:53) Risks and challenges in the casino sector
(50:05) Future outlook for hotels and casinos
*****************************************************
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 | |||
| OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition? | 21 Aug 2026 | 01:05:25 | |
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
(01:58) Copart's Acquisition of CCC Intelligent Solutions
(08:04) Industry Trends and Market Headwinds
(09:22) AI Revenue Growth and Profitability
(13:07) Valuation and Profit Growth of Big Tech
(18:52) Future of Meta, Microsoft, Amazon, Google, and Nvidia
(22:00) Private Equity in Sports Franchises and Insurance
(30:07) Quantum Computing
*****************************************************
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 | |||
| Costar Group: A Fallen Compounder Down 70% From Highs (Ticker: CSGP) | 19 Aug 2026 | 01:06:23 | |
On this episode of Chit Chat Stocks, we dive into another Ryan Research episode covering Costar Group (Ticker: CSGP). We discuss:
(00:00) Introduction
(02:11) Founding of CoStar and Andy Florence's background
(12:32) Industry landscape and CoStar's monopoly in commercial real estate data
(19:37) Revenue growth, pricing power, and diversification
(22:29) Major acquisitions: Loopnet, Apartments.com, and Homes.com
(33:28) Competitive advantages and moat of CoStar
(41:41) Comparison with Zillow and industry moat
(49:25) Marketing spend, growth, and recent challenges
(55:13) Valuation, activist involvement, and future outlook
*****************************************************
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 | |||
| Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB | 14 Aug 2026 | 01:07:08 | |
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
(01:50) Bill Ackman's Netflix Investment
(10:00) Private Equity's Role in AI Infrastructure Funding
(12:02) Potential Software Take-Private Deals and Valuation Trends
(13:55) BBB Foods: A Mexican Retail Growth Story
(15:46) Airport Operator Diversification and Growth in Latin America
(17:48) Discussion on Banking Sector Earnings and Financial Stability
(20:14) Berkshire Hathaway's Stock Buyback and Capital Allocation
(28:02) Predictions on Next Potential 'Trade Desk' Stock
(31:56) Financial Results of Nu Bank and Growth in Mexico
(50:01) Walmart, Costco, and Latin American Retail Opportunities
(52:08) Sports Betting, Prediction Markets, and Investment Risks
*****************************************************
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 | |||
| Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS) | 12 Aug 2026 | 01:02:49 | |
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from TSOH Investing Research on the state of the media sector. We discuss:
(00:00) Introduction
(02:09) Major changes in the media sector over recent years
(08:12) Disney's current position
(12:51) The challenges and opportunities in sports
(22:40) Impacts of social media platforms on media consumption
(34:38) The influence of platforms like YouTube, TikTok, and Reels
(44:24) Netflix's content strategy, gaming, and future directions
(47:37) Netflix stock performance and valuation concerns
(55:41) Regulatory and competitive landscape in media mergers
TSOH Investing Research: https://thescienceofhitting.com/
*****************************************************
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 | |||
| SpaceX Earnings and Musk's $1 Trillion Update; Mega Earnings Round-Up $RELY $MELI $CPNG $PLTR + More | 07 Aug 2026 | 01:07:04 | |
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
(02:03) SpaceX's revenue projections and funding challenges
(15:08) Uber's recent earnings and growth metrics
(25:49) Trade Desk's earnings and market position
(28:57) Coupon's earnings, challenges, and future prospects
(33:45) Remitly's strong quarter and market position
(36:53) Google's AI talent loss and its impact
(50:04) Mercado Libre's growth, margins, and Latin American opportunity
(01:00:11) Michael Saylor's Bitcoin song
*****************************************************
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 | |||
| How To Find The Best Dividend Stocks | 05 Aug 2026 | 00:51:10 | |
On this episode of Chit Chat Stocks, Dave Ahern returns to the show to discuss dividend investing.
(00:00) Introduction
(01:25) How Dave Got Started with Dividends
(02:52) Lessons Learned from 15 Years of Dividend Investing
(08:41) Growth in Dividend Stocks and Organic Growth Expectations
(13:51) Why Pepsi Might Be a Value Trap
(27:45) Why Visa and Mastercard Are Ideal Dividend Growers
(33:24) The Power of Dividend Growth and Reinvestment
(41:10) The Myth of Beating the Index and Focus on Lifestyle Funding
(43:45) One dividend stock on his radar
(48:36) Key Takeaways
Dividend School: https://www.dividend.school/
Dave's YouTube page: https://www.youtube.com/@dividend.school
*****************************************************
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*********************************************************************
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 | |||
| Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up | 31 Jul 2026 | 01:05:42 | |
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
(02:31) AI Hedge Fund 'Situational Awareness' Sells Major Holdings
(14:44) Amazon's Impressive Quarterly Results and Growth Drivers
(17:10) Google Cloud and Cloud Revenue Growth Insights
(21:52) Microsoft Earnings: Cloud, Office, and Gaming Performance
(26:36) Korean Market Volatility and Degenerate Trading Culture
(35:01) Robinhood's Prediction Markets and Trading Incentives
(40:21) Meta's Earnings: Spending, AI, and Metaverse Investments
(50:23) Luxury Goods Earnings: Hermes, Ferrari, and LVMH
(59:25) Insider Trading and Political Connections in Stocks
(01:01:21) NVIDIA's Support for OpenAI and Data Center Projects
(01:02:06) Market Bubble Indicators and Blow-Off Tops
*****************************************************
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 | |||
| David Tepper: The Bounce Back King (Hedge Fund Legend) | 29 Jul 2026 | 00:55:20 | |
On this episode of Chit Chat Stocks, Brett and Ryan continue their study of super investors by looking at David Tepper. We discuss:
(00:00) Introduction
(07:40) Founding of Appaloosa and initial investment philosophy
(10:01) Tepper's track record and notable returns
(18:48) Case study: Russian 1998 financial crisis
(24:09) Investing during the Enron and dot-com busts
(32:07) The GFC rebound: Tepper's boldest move
(40:22) Recent macro bets: China
(46:19) Lessons from Tepper's investment approach and philosophy
(52:29) Portfolio overview
*****************************************************
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*********************************************************************
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 | |||
| Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun | 24 Jul 2026 | 01:06:47 | |
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
(01:23) Google's Earnings
(16:42) Uber's Acquisition of Delivery Hero
(28:35) Netflix Earnings: Growth, Content, and AI
(39:06) Intel's Revenue Growth and CapEx
(45:10) Lockheed Martin's Defense Orders and Market Signals
(49:20) Market Top Indicators and Investment Strategies
(52:44) Reddit's Data Deal and AI Content Sources
(55:18) Bubble Watch
*****************************************************
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 | |||
| 6 Hidden AI Winners | 22 Jul 2026 | 00:54:22 | |
On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today.
*****************************************************
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 | |||
| Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN | 17 Jul 2026 | 01:04:35 | |
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
(01:55) ASML's Earnings
(04:53) Adyen's Annual Report and Shareholder Questions
(10:58) OpenAI's Legal Challenges and Hardware Developments
(15:03) Bank earnings
(24:56) Stripe, PayPal, and Payment Industry Dynamics
(29:55) Tech Leadership on social media
(35:05) Crypto, NFTs, and Regulatory Environment
(40:01) Home Buying Trends and Market Reflections
(49:58) Interest Rates, Inflation, and Demographics
(55:01) Share issuance issue
*****************************************************
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 | |||
| A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS | 15 Jul 2026 | 01:12:09 | |
On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss:
(00:00) Introduction
(04:04) What Is a Semiconductor? Basic Explanation and Analogy
(15:11) History
(19:54) Industry Cycles, Leading Companies, and Market Dynamics
(30:09) Case Study: ASML and EUV Lithography Machines
(38:03) Case Study: Taiwan Semiconductor (TSMC) and Advanced Nodes
(53:00) Cadence Design Systems and Semiconductor Software
(01:08:13) Listener Questions
*****************************************************
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 | |||
| Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI | 10 Jul 2026 | 01:04:17 | |
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
(01:02) Terry Smith's letter
(24:16) Microsoft's layoffs at Xbox
(40:21) Samsung earnings and industry outlook
(44:27) AI lab profitability metrics and bubble watch
(46:24) Blue Origin's valuation
(48:32) Satellite industry and capital cycle considerations
(54:58) Listener questions
(01:00:10) Coca-Cola's bottling vs. beverage company performance
*****************************************************
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 | |||
| Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT) | 08 Jul 2026 | 01:00:06 | |
On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss:
(00:00) Introduction
(05:52) Understanding Copart's Business Model
(14:32) Competition in the Vehicle Remarketing Industry
(29:36) Understanding Market Dynamics and Natural Disasters
(31:44) International Expansion
(33:28) Management Changes
(39:04) Market Share Challenges
(45:05) Valuation
(50:23) Investment Decision
*****************************************************
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 | |||
| Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB | 03 Jul 2026 | 01:02:43 | |
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
(01:30) Meta's Cloud Business Announcement
(16:46) Investing in Automotive: The Case of Renault
(21:17) Nike's Struggles in the Market
(28:17) Rocket Lab's Acquisition and the Space Economy
(39:55) The Semiconductor Sector: Opportunities and Risks
(47:56) Restaurant Investments: Jersey Mike's
(51:08) Small Cap Insights and Market Trends
(54:03) Humorous Stock Market Insights and Misconceptions
*****************************************************
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 | |||
| Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More) | 01 Jul 2026 | 01:07:57 | |
On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss:
(00:00) Introduction
(01:21) Accenture
(10:43) Netflix
(16:19) Nike
(22:37) Stock 4
(28:14) Stock 5
(34:42) Stock 6
(42:21) Stock 7
(47:52) Stock 8
(53:16) Stock 9
(58:23) Stock 10
(01:02:44) Rapid Fire Picks
*****************************************************
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 | |||
| Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR | 26 Jun 2026 | 01:03:55 | |
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
(01:09) Micron Madness: Earnings and Expectations
(10:02) The AI Chip War: OpenAI's Custom Chip Announcement
(17:32) Meta's New Ventures: Prediction Markets and Glasses
(31:49) Meta's Capital Allocation and Market Comparisons
(32:08) Lime's IPO and Business Model Insights
(36:38) MicroStrategy's Bitcoin Strategy and Market Impact
(42:03) The Future of MicroStrategy and Bitcoin's Viability
(45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies
(52:41) Researching Industries and Competitors
(56:11) Wise's Business Performance and Market Positioning
*****************************************************
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 | |||
| The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market | 24 Jun 2026 | 00:52:00 | |
On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss:
(00:00) Introduction
(02:57) Rupert's Background and the SpaceX IPO
(06:04) Understanding the Lockup Period for SpaceX
(09:04) Market Dynamics and Capital Raising Trends
(11:52) The Impact of Indices on Market Valuations
(15:03) Hyperscalers and Their Capital Raising Strategies
(17:51) The Future of AI IPOs and Market Sentiment
(34:40) The Role of AI in Market Valuations
(38:17) Understanding Addressable Market in IPOs
(46:34) Navigating Bull Markets and Historical Context
(50:17) Retail Investors and the IPO Process
Blind Squirrel Macro: https://www.blindsquirrelmacro.com/p/its-line-in-the-sand-time-dario?r=9ef2u&utm_campaign=post&utm_medium=web&triedRedirect=true
*****************************************************
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 | |||
| Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks | 19 Jun 2026 | 01:04:43 | |
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
(01:17) Roku's Acquisition by Fox Corporation
(10:09) TripAdvisor's Sale of The Fork to American Express
(20:55) Exploring the Denmark Index and Investment Opportunities
(34:19) Accenture's Dividend Yield and Cash Flow Stability
(35:49) Fiserv Executive Departures and Investor Concerns
(41:17) Small Cap of the Week: Spectra Systems
(47:09) Legacy Education: A Healthcare Roll-Up Opportunity
(51:00) Salesforce's Acquisition of Fin
(56:14) Snap's New AR Glasses: A Critical Look
(01:01:10) Autodesk: Evaluating Investment Potential
*****************************************************
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 | |||
| Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO) | 17 Jun 2026 | 01:02:02 | |
On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss:
(00:00) Introduction
(03:43) Understanding business model
(09:38) Competitive Landscape
(12:35) Unique Country Focus
(15:58) Growth Drivers: Total Payment Volume and Customer Acquisition
(18:53) Addressing the Muddy Waters Short Report
(33:00) Valuation
(39:46) Risks and Challenges in Investment
(45:10) Growth potential
(56:40) Final Thoughts and Resources
James's Substack: https://rockandturner.substack.com/
James's book: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1
*****************************************************
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 | |||
| SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX | 12 Jun 2026 | 01:05:03 | |
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:47) Fintech Sell-Off: Analyzing Market Trends
(13:05) Apple Worldwide Developer Conference: Key Takeaways
(22:42) Wix Restructuring: Implications for Investors
(29:48) Nintendo Direct: Anticipation and Concerns
(35:37) High-Quality Companies Trading Below 15 Times Earnings
(39:47) Listener Questions and Investment Strategies
(45:05) Contrarian Investment Ideas
(47:52) SpaceX and OpenAI IPO Predictions
(51:59) Market Bubble Watch and Predictions
(56:43) World Cup Betting Insights
*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices | |||
| Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?) | 10 Jun 2026 | 01:05:22 | |
On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss:
(00:00) Introduction
(02:48) Chuck Akre's Unconventional Journey to Investing
(06:36) Akre Capital Management's Performance and Transition
(10:57) The Three-Legged Stool Investment Philosophy
(16:50) Case Studies: American Tower and Private Equity Investments
(35:03) Trimming Positions and Opportunity Costs
(36:46) Case Study: O'Reilly Automotive's Reinvestment Moat
(42:45) Constellation Software: A Long-Term Holding
(51:16) Akre's Portfolio Performance and the SaaS Pivot
(57:59) Lessons from Akre Capital Management
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX | 05 Jun 2026 | 01:06:12 | |
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
(03:22) Google's $85 Billion Equity Raise
(09:11) Comparing Meta and Google: Future Prospects
(12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison
(15:11) Trouble in FinTech Paradise: MasterCard and Visa
(18:58) Celsius Stock
(21:43) Wise Group and Regulatory Investigations
(36:55) The Impact of AI on Financial Data Companies
(40:25) Evaluating Ratings Agencies and Their Future
(42:29) Concerns Over Index Fund Integrity
(44:39) SpaceX's AI Revenue Projections and Market Reactions
(47:29) Analyzing BlackRock Coffee Bar's Market Position
(51:05) Lululemon's Growth Challenges and Market Dynamics
(54:59) Victoria's Secret's Brand Revival vs. Lululemon's Struggles
(58:55) Diageo's Turnaround Potential in a Tough Market
*****************************************************
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 | |||
| Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson | 03 Jun 2026 | 00:57:21 | |
On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss:
(00:00) Introduction
(03:44) The AI Narrative and Duolingo's Position
(06:38) Understanding Duolingo's Business Model
(09:42) Growth and User Engagement Strategies
(12:45) Challenges and Market Dynamics
(15:54) Valuation and Financial Performance
(18:53) Management and Future Outlook
(29:43) Rocket Lab
(36:49) Strategic Acquisitions and Growth Plans
(40:37) Financial Strategies and Market Positioning
(45:46) Valuation Insights and Market Expectations
(50:17) Comparing Rocket Lab and SpaceX
7investing: https://7investing.com/
*****************************************************
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 | |||
| Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM | 29 May 2026 | 01:05:15 | |
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
(01:17) Salesforce Earnings and Buyback Program
(09:06) State of the Korean Markets
(12:22) Verra Mobility's Earnings and Market Reaction
(17:57) Discussion on DRAM ETF and Memory Stocks
(26:56) Ferrari's First Electric Car Launch
(37:02) Anthropic's Unprecedented Growth
(42:53) Costco's Consistent Performance
(46:48) Celsius and the Competitive Energy Drink Market
(50:40) Mitek Systems and Autodesk Earnings
(55:28) NBA Players Entering the Tech Space
(01:00:55) OpenAI's Financial Challenges
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More) | 27 May 2026 | 01:08:12 | |
On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss:
(00:00) Introduction
(02:58) Bill Ackman
(10:15) Berkshire Hathaway
(18:59) Akre Capital
(27:13) Druckenmiller
(41:05) Pat Dorsey
(54:40) Value Act
(01:03:27) Research Ideas and Final Takeaways
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB | 22 May 2026 | 01:05:20 | |
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
(02:59) Financial Overview of SpaceX
(06:12) Revenue Streams and Business Segments
(09:16) Elon Musk's Compensation Package
(12:03) Starlink's Growth and Profitability
(18:15) Concerns and Red Flags in Financials
(22:04) Market Valuation and Investor Sentiment
(24:58) Related Party Transactions and Governance
(27:51) Final Thoughts and Predictions
(38:01) Navigating Musk's Business Moves
(40:00) Insights from Constellation Software's Shareholder Meeting
(44:53) Wix's Earnings and Market Reactions
(49:11) Airbnb's Growth and Booking Trends
(50:56) Intuit's Market Challenges and Stock Performance
(54:51) Nvidia's Impressive Growth and Valuation Dilemma
(57:57) New Bank's Performance and Market Position
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI) | 20 May 2026 | 00:58:55 | |
On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss:
(00:00) Introduction
(03:15) The Importance of Indexes and Benchmarking
(06:12) Challenges in Building and Maintaining Indexes
(09:25) Revenue Generation and Business Model of MSCI
(12:19) The Role of AI in Index Management
(15:22) Future Growth and Market Trends for MSCI
(31:33) The Role of MSCI in the ETF Market
(33:43) Growth Potential and Market Trends
(35:01) Competitive Advantages of MSCI
(40:44) Comparing Moats: Stock Exchanges vs. Index Providers
(45:50) Valuation Insights and Future Projections
(51:52) Investment Decisions and Market Considerations
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| Dissecting 10 Small Cap Stocks (DUOL, BILL, And?) | 15 May 2026 | 01:09:50 | |
No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format.
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| (ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio | 13 May 2026 | 01:10:58 | |
On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others.
(03:59) Remitly
(12:33) Adobe
(17:59) Alphabet
(22:39) Wise
(29:38) Airbnb
(35:23) Grupo Aeroportuario del Centro Norte
(38:59) Wix
(43:17) Amazon
(47:21) Coupang
(51:07) Autodesk
(53:08) Taiwan Semiconductor
(56:04) Corporacion America Airports
(59:06) Adyen
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 25% off any 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 | |||
| Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG | 08 May 2026 | 01:05:55 | |
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
(03:10) Ryan Cohen and GameStop's Controversial Moves
(06:03) Nano Nuclear Energy x Super Micro Computer
(09:21) Remitly's Strong Earnings Report
(12:19) Coupang's Mixed Performance
(16:12) Uber's Earnings and Market Position
(22:01) Grab's Resilience Amid Regulatory Challenges
(26:06) The Impact of SpaceX IPO on Market Dynamics
(29:47) Pinterest's Aggressive Buyback Strategy
(42:47) The State of Online Dating Apps
(45:41) Earnings Reports and Company Valuations
(52:19) Cerebras and the Semiconductor Landscape
(56:07) Palantir's Growth and Market Positioning
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman | 06 May 2026 | 00:50:33 | |
On this episode of Chit Chat Stocks, we bring on guest Lou Whiteman from the Motley Fool to discuss the future of the space and defense sectors. We discuss:
(00:00) Introduction
(03:27) Market Dynamics
(06:42) Government Spending
(09:47) Understanding SpaceX's Business Model
(12:43) Valuation Challenges and Market Comparisons
(15:37) The Future of Starlink and Competition
(25:09) Investing in Space: The Elon Musk Factor
(28:25) Rocket Lab: The One-Stop Shop for Space
(33:58) Navigating the Defense and Space Sectors
(40:54) Emerging Opportunities in Space Defense Tech
(43:26) Understanding the Long-Term Dynamics of Defense Stocks
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL | 01 May 2026 | 01:04:39 | |
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
(02:24) Alphabet's Impressive Performance
(09:31) Apple's Revenue Growth and Challenges
(15:00) Amazon's Strong Results and Market Position
(21:35) Depreciation Trends in Big Tech
(24:36) Reddit's Revival and Monetization Potential
(29:48) Starbucks' Recovery and Market Strategies
(32:55) Earnings Insights: Visa and American Express Growth
(36:57) Real Brokerage and Remax Merger Analysis
(42:18) Defense Budget and Autonomous Warfare Investments
(46:02) Market Reactions to Earnings Reports
(57:41) Consumer Trends: Fast Food vs. Grocery Performance
(01:01:45) Future Watchlist: Companies to Keep an Eye On
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?) | 29 Apr 2026 | 00:53:48 | |
On this episode of Chit Chat Stocks, Brett and Ryan go through another "superinvestor" by studying Howard Marks and his approach to the debt investing markets. We discuss:
(00:00) Introduction
(10:12) Understanding investing philosophy
(15:24) Case Studies: The Great Financial Crisis and Inter Milan Investment
(30:13) Navigating the COVID-19 Panic: Airline Investments
(36:25) The TORM Case Study: A Debt-to-Equity Success
(41:59) Key Takeaways from Howard Marks' Investment Philosophy
(46:21) AI and Private Credit: Future Considerations
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger? | 24 Apr 2026 | 01:06:52 | |
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
(01:15) Tim Cook's Legacy at Apple
(08:20) ServiceNow's Earnings and AI Focus
(11:28) Software Sector and Valuation Concerns
(13:29) CEO Changes and Market Implications
(18:41) Intel's Earnings and Semiconductor Outlook
(24:09) Philip Morris and Tobacco Market Trends
(30:53) Regulatory Risks in Nicotine and Tobacco
(38:26) American Express: Stability and Pricing Power
(44:24) Tesla Earnings and Narrative Control
(53:13) Market Speculation: Tesla and SpaceX Merger
(57:52) Small Cap of the Week: Zeta Global
(01:00:50) Enterprise Software and AI Risks
(01:02:31) Avis Meme Stock
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| Is Wix Stock Too Cheap To Ignore? (Ticker: WIX) | 22 Apr 2026 | 01:03:44 | |
On this episode of Chit Chat Stocks, we speak with new guest M.V. Cunha, going over a full breakdown of Wix stock. We discuss:
(00:00) Introduction
(08:14) Understanding why Wix is down
(17:36) Financial Engineering Moves
(18:56) Q4 Results and Business Performance
(24:05) AI Disruption Risks
(31:13) The Rise of Base 44
(40:58) Wix's Resilience Against AI Disruption
(48:24) Valuation Insights and Market Perception of Wix
Manuel's substack: https://mvcinvesting.substack.com/
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity | 17 Apr 2026 | 01:08:32 | |
We officially announce our transition to building an AI Neo Cloud.
(00:00) Introduction
(03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon
(06:10) Taiwan Semiconductor and ASML Earnings
(12:07) Hermes
(18:20) Coupang's AI Investments
(24:49) PayPal's Market Position
(30:58) Stock-Based Compensation and Its Impact on Software Companies
(37:40) Netflix Earnings and Strategic Shifts
(43:14) Consulting Industry Insights and Trends
(49:13) Amazon's Satellite Acquisition and Market Implications
(55:45) OpenAI Losing Market Share
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
| Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications | 15 Apr 2026 | 00:56:29 | |
On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium of Asymmetric Investing about how peptides could impact the future of healthcare and what that means for the opportunity in Hims & Hers stock. We discuss:
(00:00) Introduction
(01:56) Understanding Peptides
(09:02) The Economic Impact of Peptides
(11:19) Pharmaceutical Companies and Peptide Development
(13:40) The Future of Personalized Medicine
(16:59) Regulatory Landscape and Government Influence
(22:16) Industries Affected by the Peptide Boom
(26:59) The Incentive Structure of Healthcare
(30:22) Disruption in the Healthcare Industry
(32:19) The Hims and Hers Saga
(38:24) Management and Future Opportunities
(50:47) Asymmetric Investing
Asymmetric Investing: https://www.youtube.com/@asymmetricinvesting
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 | |||
© My Podcast Data · Projet indépendant · Données issues d'Apple & Spotify