Back
Explore every episode of the podcast Chit Chat Stocks
Dive into the complete episode list for Chit Chat Stocks. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 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 | |||
| 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 | |||
| Will Stablecoins Kill Visa? Plunging Alcohol Stocks; Exciting Space Stock IPOs (BFB, V, MA, CRCL) | 20 Jun 2025 | 01:03:59 | |
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed:
(02:31) Exploring Stable Coins
(05:39) Benefits and Downsides of Stable Coins
(11:33) The Future of Payment Processing
(17:47) Market Implications for Visa and MasterCard
(22:16) Investing Perspectives on Stable Coins
(26:35) Current Market Opportunities and Trends
(37:04) Whiskey Market Dynamics
(48:39) Market Bubbles and Pre-Revenue Companies
(01:00:28) The Future of Space and Defense Investments
FOLLOW INVESTING UNSCRIPTEDApple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302
Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo
YouTube: https://www.youtube.com/@InvestingUnscripted
Newsletter: https://investingunscripted.beehiiv.com/
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 Real Brokerage: The Fastest Growing Company We've EVER Covered On The Podcast (Ticker: REAX) | 18 Jun 2025 | 01:03:01 | |
In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss:
(00:00) Introduction to [X company]
(04:01) Understanding Traditional Real Estate Commissions
(07:33) The Disruptive Business Model of [X company]
(13:39) Exploring Ancillary Services and Their Potential
(23:45) Innovations in financial services
(34:14) Real Estate Brokerage Insights
(39:07) Competitive Landscape in Real Estate
(43:44) Understanding the MLM Debate
(48:23) Management and Leadership Evaluation
(49:52) Valuation and Future Earnings Potential
(57:58) Final Thoughts and Investment Decisions
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Did AI Kill Adobe? Meta's $14 Billion Talent Acquisition; Remittance Legislation Threat $RELY $WISE | 13 Jun 2025 | 01:03:22 | |
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:
(03:20) Exploring the Remittance Market
(06:26) The Impact of Taxation on Remittances
(09:37) Warner Brothers Discovery's Strategic Split
(12:38) Meta's AI Acquisition and Market Positioning
(35:40) OpenAI and Google Cloud Collaboration
(41:58) The Future of AI and Profitability
(43:29) Adobe's Earnings and Competitive Landscape
(50:08) RoboTaxis: The Future of Transportation
(01:00:55) Upcoming IPOs and Market Trends
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks) | 11 Jun 2025 | 01:04:09 | |
On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss:
(02:55) Who is Joel Greenblatt?
(08:34) Gotham Capital's Performance
(11:36) Special Situations Investing
(12:34) Understanding Spin-Offs
(19:30) Mergers and Arbitrage
(23:35) Bankruptcies and Restructurings
(32:35) Recapitalizations, Options, and Leaps
(36:19) Understanding the Little Book: Quality Stocks at Cheap Prices
(41:11) Screening for Value: EV to EBIT and ROIC
(49:13) The Magic Formula: Combining Quality and Value
(57:59) Lessons from Joel Greenblatt: Complexity and Homework
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Trump/Musk Breakup + Tesla Fallout; $LULU Earnings Reaction; What Is Up With Nuclear Energy Stocks? | 06 Jun 2025 | 01:01:35 | |
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:
(10:26) Exploring Undervalued Stocks
(26:29) Investment Strategies and Market Trends
(31:40) The Limitations of 401(k) Investment Options
(33:44) Exploring Companies with Pricing Power
(38:02) Consumer Pricing Power: A Deeper Dive
(41:11) Analyzing Lululemon's Earnings
(44:11) Wise vs. Remitly: The Future of Money Transfers
(50:14) The Rise of Nuclear Energy Stocks
(55:46) Dollar General and Economic Indicators
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS) | 04 Jun 2025 | 01:04:45 | |
On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS).
Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. What is so special about AST SpaceMobile?
The episode did not disappoint. We discuss:
(04:00) Understanding AST's Vision and Technology
(07:13) Identifying Market Opportunities and Historical Context
(09:59) Technological Differentiation and Competitive Landscape
(12:15) Addressable Market and Potential Applications
(15:09) Concerns and Viability of Technology
(17:44) First Responder Market and Emergency Connectivity
(33:23) The Financial Landscape of First Responders' Connectivity
(35:19) Demand Dynamics and Strategic Partnerships
(37:44) Consumer Demand and Coverage Challenges
(41:02) The Business Model and Consumer Engagement
(44:26) Satellite Economics and Operational Viability
(48:22) Skepticism and the Future of AST
(50:53) Valuation Challenges and Pre-Mortem Considerations
Crossroads Capital: https://www.crossroadscap.io/
10West Advisors: https://www.10westadvisors.com/
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs? | 30 May 2025 | 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:
(02:58) Costco's Earnings and Business Model Insights
(05:53) Exploring Quantum Computing Stocks
(12:09) The Taco Trade and Tariff Discussions
(18:59) FICO's Regulatory Challenges and Market Impact
(29:56) Luxury Market Dynamics: Hermes vs. LVMH
(34:27) Emerging Companies and Market Trends
(40:07) Nvidia's Earnings and Market Position
(50:10) Disruption in the Remittance Space
(55:51) Align Technology
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Does Robinhood Stock Have 10x Potential? With Travis Hoium (Ticker: HOOD) | 28 May 2025 | 00:55:25 | |
On this episode of Chit Chat Stocks, we speak with Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss:
(06:54) Understanding Robinhood's Business Model
(13:27) The Gamification of Investing
(17:30) Robinhood's Evolution and Recent Developments
(24:30) Future of Robinhood: Banking and Investment Integration
(30:24) Robinhood's Market Strategy and Growth Areas
(33:21) Diversification of Revenue Streams(35:35) Competition in the Brokerage Space
(39:38) Tokenization and Blockchain Innovations
(44:30) Leadership and Management Evaluation
(47:06) Valuation Challenges and Long-Term Growth
(51:10) Risks and Challenges Ahead
(53:06) Asymmetric Investing Explained
Travis's Twitter: https://x.com/TravisHoium
Asymmetric Investing: https://asymmetric-investing.beehiiv.com/
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Bond Market Collapse; Stocks Disrupted By AI; Michael Burry's New Big Short? Whacky Palantir Math $PLTR | 23 May 2025 | 01:04:13 | |
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:
(03:11) AI Disruption in Business
(18:46) The Concept of Digital Lawn Mowers
(26:11) Identifying Companies at Risk of Disruption
(31:02) AI's Impact on Commoditized Supply
(34:40) Match Group and Buyback Strategies
(39:53) Palantir's Growth Potential and Market Positioning
(47:27) Michael Burry's Investment Strategies and Market Predictions
(50:43) CoreWeave's Business Model and Financial Viability
(55:19) Bond Market Trends and Economic Implications
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART) | 21 May 2025 | 01:00:47 | |
On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss:
(03:10) The Genesis of Instacart
(07:20) Building the Marketplace Network
(11:08) Understanding the Transaction Mechanics
(22:04) Monetization Strategies and Advertising
(27:14) Competitive Landscape and Market Positioning
(33:08) Consumer Behavior and App Segmentation
(41:42) Management Changes and Leadership Concerns
(51:14) Financial Projections and Growth Outlook
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART) | 16 May 2025 | 01:04:07 | |
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:
(02:27) Exploring Nu Bank's Growth and Market Potential
(09:04) Instacart's Business Model and Market Position
(16:50) Airbnb's New Services and Market Strategy
(33:41) Challenges Facing UnitedHealth and Industry Insights
(36:05) UnitedHealth's Turmoil and Market Reactions
(41:21) Bubble Watch: Basic Capital's Risky Leverage
(48:39) Earnings Insights and Market Trends
(57:57) AI in Commerce: Trusting Technology for Purchases
(01:01:34) Chime's IPO: A Potential Investment Opportunity
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB) | 14 May 2025 | 00:53:29 | |
On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss:
(06:31) Understanding Airbnb's Business Model and Take Rate
(09:05) Growth Opportunities: Short, Medium, and Long-Term
(17:41) Speculative Future: The Super App Concept
(23:36) Competitive Landscape: Airbnb vs. Booking and Expedia
(27:54) Understanding Booking's Business Model
(34:03) The Super App Concept and Its Challenges
(41:31) Valuation Insights and Margin Expansion Potential
(45:36) The Importance of Leadership and Design in Airbnb
(48:35) Potential Risks and Future Challenges for Airbnb
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO) | 09 May 2025 | 01:06:15 | |
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:
(03:52) Warren Buffett's Retirement Announcement
(11:02) Berkshire Hathaway's Future Leadership and Investment Strategy
(13:40) Apple vs. Google: The Search Engine Battle
(23:02) Apple's In-App Purchase Controversy
(28:53) Coupang's Earnings Report and Growth Strategy
(37:06) Remitly's Performance and Competitive Landscape
(38:25) Uber's Financial Performance and Market Position
(41:30) Waymo's Impact on Uber's Future
(45:25) Portillo's Earnings and Growth Potential
(51:18) Remitly's Market Position and Growth Prospects
(56:23) Earnings Reports: Highlights and Lowlights
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| 4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH) | 07 May 2025 | 01:02:56 | |
On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss:
(03:13) Stock 1: A Hidden Gem in Automotive
(21:34) Stock 2: The Backbone of Small Banks
(33:53) Understanding Roll-Up Strategies and Their Effectiveness
(39:39) Stock 3: Pest Control
(47:37) Stock 4: A Hidden Gem in Interconnect Products
(56:39) Key Takeaways from Successful Companies and Their Strategies
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!) | 02 May 2025 | 01:04:56 | |
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:
(03:18) Microsoft's Performance and Cloud Growth
(15:14) Amazon's Earnings and Market Position
(24:45) Apple's Challenges and Market Dynamics
(33:11) Economic Indicators and Consumer Behavior
(35:27) Fast Food Trends and Consumer Choices
(37:22) The Impact of Ozempic on Food Spending
(39:38) The Future of Starbucks and McDonald's
(41:41) Sprouts Farmers Market: A Success Story
(43:27) Spotify's Growth and Market Position
(54:42) Airbnb vs. Booking Holdings: A Comparative Analysis
(01:00:32) Mexican Airports and Travel Trends
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive | 30 Apr 2025 | 00:56:12 | |
On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:
(03:33) The History and Evolution of IBKR
(10:51) Understanding IBKR's Platform and User Experience
(12:23) Growth and Market Share of IBKR
(14:48) Personal Investing Journey and Transition to IBKR
(21:52) Management Culture and Organizational Structure
(28:23) Competitive Dynamics and Future Growth Potential
(30:41) IBKR's Global Growth Potential
(33:06) Tracking Account Growth as a Metric
(35:03) Competitive Advantages of IBKR
(35:26) Understanding IBKR's Culture and Management
(38:38) Navigating the Competitive Landscape
(40:51) Valuation Insights and Financial Metrics
(49:42) Investment Decisions and Future Outlook
(53:29) Macro Trends and Their Impact on IBKR
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG) | 24 Apr 2025 | 01:05:04 | |
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:
(01:27) Tesla Earnings: A Controversial Quarter
(14:50) Alphabet Earnings: Growth and AI Integration
(26:52) Philip Morris: Transitioning to Smoke-Free Products
(33:38) Exploring Nathan's Famous: A Small Cap Opportunity
(38:57) Chipotle Earnings: A Personal Anecdote
(44:36) Nintendo Pre-Orders: High Demand and Market Potential
(54:48) Market Sentiment: The Impact of Political Events
(59:04) Nelnet's Financial Moves: A Positive Outlook
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND) | 23 Apr 2025 | 01:03:05 | |
On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss:
(12:45) Understanding Grindr's Unique Value Proposition
(24:19) Monetization Strategies and Revenue Growth
(31:56) Future Prospects and Advertising Opportunities
(32:25) Navigating Risks in Dating App Development
(35:34) User Growth and Revenue Insights
(37:04) Understanding Grindr's Unique Market Position
(46:30) Financial Health and Capital Returns
(53:44) Identifying Risks and Management Challenges
SUBSCRIBE TO BUYBACK CAPITAL: https://buybackcapital.substack.com/
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes | 18 Apr 2025 | 01:02:57 | |
New release time! We are releasing the Power Hours Friday mornings going forward.
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:
(03:51) Netflix Earnings Report Analysis
(13:33) Impact of Tariffs on Big Tech
(18:10) TSMC's Growth and Market Position
(25:23) Boeing's Challenges and American Express Performance
(33:27) Economic Implications and Investor Awareness
(36:32) Tariffs and Market Reactions
(40:03) Luxury Brands and Economic Resilience
(44:24) Interactive Brokers: A Compounder in Focus
(52:41) ASML's Strategic Buybacks and Future Growth
(57:18) OpenAI's Social Network: A New Frontier?
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers) | 16 Apr 2025 | 00:58:57 | |
Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss:
(00:00) Introduction to Li Lu: The Mysterious Investor
(04:45) Li Lu's Fascinating Background and Early Life
(09:35) The Formation of Himalaya Capital and Investment Philosophy
(14:26) Investment Strategies: Balancing Patience and Activity
(16:59) Key Investment Principles from Li Lu
(22:50) Case Study: Timberland Investment
(29:52) Case Study: BYD - A Defining Investment
(33:40) Investing Insights: BYD vs Timberland
(35:41) The Rise of Mu Tai: A Cultural Staple
(42:39) Macro Perspectives: Li Lu on China
(48:39) Lessons from Li Lu: Value Investing Principles
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On | 10 Apr 2025 | 01:04:33 | |
We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning.
On this episode, we discuss:
(03:36) Portfolio Impacts of Tariffs
(06:32) Direct and Secondary Effects on Companies
(09:23) Market Reactions and Predictions
(12:29) Analyzing Company Resilience
(15:29) Investment Strategies Amidst Uncertainty
(18:23) Sector-Specific Impacts
(21:29) Recent Portfolio Changes
(24:21) Final Thoughts on Market Trends
(34:38) Shifting Focus: The Importance of Timely Analysis
(35:21) Airbnb: Growth Potential and Market Positioning
(40:25) Philip Morris: Evaluating Investment Decisions
(43:08) Google: A Steady Performer in a Volatile Market
(51:52) The Impact of Tariffs on Global Trade
(57:33) Tesla: Demand Challenges and Future Outlook
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI) | 09 Apr 2025 | 00:56:10 | |
On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:
(03:33) Historical Overview of S&P Global
(11:44) Business Segments of S&P Global
(12:47) The Ratings Segment and Its Moat
(18:52) Software and Market Intelligence
(24:46) Commodities and Mobility Segments
(30:59) Evaluating S&P Global's Valuation
(32:17) Understanding the S&P 500 Index
(34:25) S&P Global's Revenue Growth and Margins
(37:25) Corporate Culture and Management Structure
(43:59) Assessing the Moat of S&P Global
(47:31) Valuation and Financial Projections
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned? | 06 Apr 2025 | 01:04:55 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:15) Elon Musk's Business Moves
(06:21) AI Developments and Industry Dynamics
(09:38) SoftBank and OpenAI Partnership
(12:38) Dollar Tree's Strategic Shift
(18:24) Spotify vs. Music Labels
(31:45) Market Movements and IPO Insights
(33:48) Trevor Milton's Controversial Comeback
(40:04) Rocket Company's Ambitious Acquisitions
(46:00) Tesla's Delivery Dilemma
(52:53) Turning Point Brands and Nicotine Pouches
(55:31) Nintendo Switch 2: Nostalgia Meets Innovation
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP) | 02 Apr 2025 | 00:50:17 | |
On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss:
(00:00) Introduction to MedPace Holdings
(10:51) Understanding the CRO Business Model
(21:54) Medpace's Unique Positioning and Growth
(33:05) Industry Trends and Future Outlook
(42:16) Leadership and Company Culture
(47:52) Valuation and Investment Considerations
MEDPACE MEMO: https://lvsadvisory.com/wp-content/uploads/2025/02/LVS-Advisory-Medpace-Memo.pdf
LVS ADVISORY WEBSITE: https://lvsadvisory.com/
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
*********************************************************************
FinChat.io is the complete stock research platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans? | 30 Mar 2025 | 01:05:37 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:13) IPO Market Insights
(06:19) Collateralized Burrito Obligations Explained
(09:24) Klarna's Financials and Business Model
(12:34) eToro's Public Offering and Business Model
(15:26) Nike's Struggles in the Market
(18:14) Brand Power in the Digital Age
(33:49) Skechers and Apparel Market Insights
(37:43) Boeing's Surprising NJAD Contract Win
(44:32) Michael Saylor's Bitcoin Controversy
(49:01) Small Cap of the Week: Ashtead Technology
(56:47) Berkshire Hathaway's Performance and Future
*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/*********************************************************************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 Holdings: The Best Fintech Stock In The World? (Ticker: NU) | 26 Mar 2025 | 01:10:27 | |
On this episode of Chit Chat Stocks, Brett gives a research report on Nu Holdings (ticker: NU). We discuss:
(04:08) The Founding Story of Nu Holdings
(07:31) Personal Anecdotes and User Experience in Banking
(11:53) Management Team and Leadership Insights
(18:44) Business Model Overview of Nu Holdings
(31:12) Geographic Opportunities: Brazil and Mexico
(38:39) Nu Holdings' Growth Strategy in Mexico
(42:44) Competitive Landscape and Market Dynamics
(53:19) Navigating the Credit Cycle and Economic Risks
(58:41) Future Financial Projections and Valuation Concerns
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| 5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More) | 23 Mar 2025 | 01:05:47 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(04:16) Google's Major Acquisition of Wiz
(20:19) Stocks at Their Lowest Valuations
(30:38) Evaluating Hyperscalers: Amazon, Google, Meta, Microsoft
(33:11( The Wild Card of Nvidia
(34:14) Exploring Small Cap Investments
(35:11) Diving into Herc Holdings
(45:27) Michael Saylor's Controversial Speech
(52:19) The Future of Crypto Trading
(56:02) CoreWeave IPO: A Bubble Watch
(58:27) Honoring a Frugal CEO's Legacy
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 Magic of MercadoLibre With Brian Stoffel (Ticker: MELI) | 19 Mar 2025 | 00:52:55 | |
On this episode of Chit Chat Stocks, we talk with Brian Stoffel from Stock Investing Mentor on all things MercadoLibre (ticker: MELI). We discuss:
(04:22) The Evolution of Mercado Libre's Business Model
(07:21) Competitive Landscape: Mercado Libre vs. Amazon
(10:34) E-commerce Penetration in Latin America
(13:22) The Role of Mercado Pago in E-commerce
(16:33) Challenges and Opportunities in Latin America
(19:48) Mercado Libre's FinTech Advantage
(22:29) Understanding Mercado Libre's Credit Portfolio
(29:08) Explosive Growth and Strategic Expansion
(33:12) Navigating Competition in Fintech
(39:18) Understanding Anti-Fragility in Business
(47:29) Evaluating Future Risks and Opportunities
STOCK INVESTING MENTOR: https://www.stockinvestingmentor.com/
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| 14 Growth Stocks In a 30% Drawdown; Delta's Dire Warning; Did Buffett Call The Top? (RELY, DAL, BRK) | 16 Mar 2025 | 01:02:58 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:41) Analyzing Short Reports and Company Trustworthiness
(16:28) Concerns from the Short Report
(21:14) Market Turmoil and Stock Performance
(25:15) Recession Impacts on Holdings
(34:25) Delta Airlines: Revenue Forecasts and Market Reactions
(36:37) Impact of Government Changes on Financial Results
(40:15) American Express: Valuation and Market Position
(42:36) Spotlight on Perion Network: A Unique Investment Opportunity
(47:45) Bubble Watch: Market Valuations and Investment Strategies
(56:09) CoreWeave: AI Startup and IPO Speculations
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| We Force Ranked Our Personal Portfolios (CPNG, RELY, PM, OMAB, PAC + More!) | 12 Mar 2025 | 01:11:23 | |
On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss:
(03:46) Ranking Stocks: Methodology and Approach
(05:15) Stock Analysis: Semrush and Autodesk
(07:38) Ally Financial: Challenges and Future Outlook
(11:31) Middle of the Pack: Adobe, O'Reilly, and More
(18:06) Top Stocks: Amazon, Nelnet, and Alphabet
(29:33) Exciting Opportunities: Grupo Aeroportario and Coupang
(33:05) Home Builders and Consumer Trends: D.R. Horton
(36:12) Philip Morris: A Bulletproof Investment
(37:52) Investing in Remitly: A Digital Remittance Leader
(41:00) Investment Ranking Methodology: A Structured Approach
(41:55) Gogo: Analyzing Market Position and Future Potential
(45:45) Philip Morris: Navigating the Tobacco Landscape
(47:49) Nintendo: Anticipating the Switch 2 and Market Dynamics
(51:37) Mexican Stock Exchange: Opportunities and Challenges
(53:33) Portillo's: Turnaround Strategy and Market Expansion
(56:43) Pacifico Airports: Growth in Mexican Aviation
(59:22) Coupang: E-commerce Growth and Competitive Advantages
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG) | 09 Mar 2025 | 01:05:17 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:16) Analyzing Google's Stock Performance
(14:38) Waymo's Growth and Future Potential
(20:29) CoreWeave's Impressive Growth and IPO Discussion
(31:24) Navigating Market Dynamics and Investment Strategies
(33:25) Target's Earnings and Consumer Confidence Challenges
(37:10) Rocket Lab's Ambitious Journey in Space
(45:50) Boston Omaha: A Controversial Investment Landscape
(57:31) Nu Holdings: The Fintech Frontier in Latin America
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| INVESTING UNSCRIPTED: Back To Basics | 08 Mar 2025 | 01:06:42 | |
Today, we bring you an episode from our friends at the Investing Unscripted Podcast. This episode is titled "Back to Basics." We hope you give it a listen.
FOLLOW THE INVESTING UNSCRIPTED PODCAST WHEREVER YOU GET YOUR PODCASTS
Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo
Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302
YouTube Page: https://www.youtube.com/@InvestingUnscripted
------------------------------------------------------------
Jason and Jeff discuss the importance of revisiting the fundamentals of investing as we enter the new year. They highlight why it's crucial to know your financial goals, understand what you own, and make informed decisions about buying and selling stocks.
01:34 Back to Basics: Investing Fundamentals
02:06 Listener Engagement and Feedback
04:38 The Importance of Financial Goals
08:05 Understanding Your Investments
18:19 Goals vs. Incentives in Investing
37:14 Personal Investing Journey and Mistakes
40:43 Market Trends and Stock Performance
44:06 Basics of Buying and Selling Stocks
47:45 Challenges and Decisions in Stock Investing
52:50 The Art of Selling Stocks
Companies mentioned: AAPL, BOC, CRWD, MELI, NVDA, ZS
*********************************
To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
*******************************
Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted
*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule).
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.
*
Learn more about your ad choices. Visit megaphone.fm/adchoices | |||
| Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI) | 05 Mar 2025 | 01:09:55 | |
On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss:
(03:31) Overview of Nelnet's Business Model
(08:43) Financial Services Segment Analysis
(24:01) Nelnet Business Services: A High-Quality Business
(39:40) Investments and Future Prospects
(40:10) Understanding Hudl's Market Position
(48:27) Allo Communications: Growth and Challenges
(56:04) Solar Energy Ventures: Risks and Opportunities
(01:01:30) What is the stock worth today?
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO) | 02 Mar 2025 | 01:04:37 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:18) Celsius Acquisition and Market Dynamics
(06:26) Coupang Earnings and Growth Potential
(15:29) Costco Valuation Insights
(24:24) Comparing Booking Holdings and Airbnb
(32:42) Airbnb's Growth Potential
(35:52) Comparing Portillo's and CAVA Earnings
(43:20) AppLovin's Controversial Business Practices
(51:37) Bubble Watch: Market Trends and Insights
(59:04) Remitly's Business Model and Future Prospects
*****************************************************
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Mastering Microcap Investing With Whit Huguley of River Oaks Capital | 26 Feb 2025 | 01:14:28 | |
On this episode of Chit Chat Stocks, we talk with Whit Huguley of River Oaks Capital on all things microcap investing. We discuss:
(11:01) The Importance of Due Diligence
(21:41) Idea Generation and Research Process
(32:42) Suggestive Investing and Capital Allocation
(37:58) Understanding Margin of Safety in Micro Caps
(39:01) The Importance of Suggestive Investing
(43:54) Innovative Food Holdings: A Case Study
(49:00) Management Impact on Microcap Success
(01:03:16) Navigating Portfolio Management and Position Sizing
RIVER OAKS CAPITAL WEBSITE: https://www.riveroaks-capital.com/
*****************************************************
JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Buffett's Beer Investment; Airbnb's Blockbuster Earnings; 13F Buys and Sells (ABNB, STZ + More!) | 23 Feb 2025 | 01:04:24 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:14) Investor Sentiment: Fear and Greed Index
(06:28) Analyzing Super Investor Buys and Sells
(09:28) The Case of Chinese Stocks: Pinduoduo and Others
(12:37) Earnings Reports and Company Valuations
(15:15) Bill Ackman and the Hedge Fund Landscape
(18:19) Seth Klarman and Ferguson Enterprises
(21:25) Berkshire Hathaway's Recent Moves
(24:25) SiriusXM: A Melting Ice Cube?
(32:14) Airbnb Earnings Analysis
(34:58) Airbnb's Localization Strategy and Market Growth
(38:50) Evaluating Airbnb's Future Potential
(45:41) The Meme Coin Controversy
(50:32) Super Micro Computer's Earnings and Risks
(56:04) Peloton: A Case Study in Business Viability
*****************************************************
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE) | 19 Feb 2025 | 01:00:14 | |
On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:
(03:20) Adobe's Historical Performance and Business Model
(08:40) Understanding Adobe's Product Segments
(16:10) Pricing Power and Customer Retention
(17:55) The Impact of AI on Adobe's Business
(32:01) Evaluating Adobe's Competitive Moat
(34:59) The Risks of Switching Platforms
(36:26) The Threat of Point Solutions to Adobe
(38:06) Market Dynamics and Competitive Landscape
(39:58) Valuation and Earnings Growth Projections
(43:08) Analyzing Adobe's Financial Metrics
(49:19) Investment Strategy and Position Sizing
(53:44) Monitoring Performance and Future Outlook
*****************************************************
JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM) | 16 Feb 2025 | 01:04:46 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(04:37) Capital Expenditures and AI Investments
(24:16) Match Group's New CEO and Stock Purchase
(27:29) Philip Morris Earnings and Future Outlook
(35:37) Meta's Performance and Alphabet's Misunderstanding
(39:40) Google's Cloud Growth and Investment Thesis
(44:11) Marketing Strategies and Brand Perception
(48:15) Bubble Watch: SoftBank's Ambitious AI Project
(52:43) Spotlight on Crocs: A Future Small Cap?
(59:53) Netflix's Entry into Podcasting and Content Strategy
*****************************************************
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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 | |||
| Michael Burry: The Ultimate Deep Value Investor | 12 Feb 2025 | 01:10:14 | |
On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:
(03:32) Michael Burry's Early Life and Career
(07:25) Investment Strategy and Philosophy
(13:26) Case Studies: Masaba Holdings
(30:12) Case Studies: Industrious Pachoco
(40:21) The Rise of Michael Burry
(41:45) Understanding the Big Short Bet
(45:29) Burry's Strategy and Risk Management
(54:50) Investor Reactions and Burry's Communication
(58:22) Burry's Performance and Market Comparison
(01:01:55) Current Holdings and Investment Strategy
(01:03:54) Key Takeaways from Michael Burry's Approach
*****************************************************
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
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's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT) | 09 Feb 2025 | 01:07:38 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(04:20) Tariff Monday and Market Reactions
(09:33) The Apple Dilemma: Growth vs. Valuation
(21:33) Earnings Roundup: Best and Worst Reports
(26:05) Spotify's Exceptional Earnings Report
(34:06) Palantir's Impressive Growth and Valuation Concerns
(38:01) Evaluating Stock Valuations and Market Trends
(39:27) The Rise of Scams and Fraud in Finance
(41:34) Meta's Performance and Future Prospects
(47:13) Analyzing Poor Earnings Reports
(53:33) Disney's Struggles and Market Position
(59:0)7 The Competitive Landscape of Entertainment
(01:00:32) Challenges Facing Electronic Arts and Gaming Industry
(01:03:06) PayPal's Market Position and Future Outlook
*****************************************************
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
*********************************************************************
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 | |||
| The Future of Nvidia Stock (Ticker: NVDA) With Wall Street Wildlife | 05 Feb 2025 | 01:07:34 | |
On this episode of Chit Chat Stocks, we are joined by Krzysztof and Luke from the Wall Street Wildlife Podcast to discuss Nvidia. We discuss:
(04:21) The AI Paradigm Shift and Nvidia's Role
(07:28) Understanding Nvidia's Market Dominance
(10:20) Competitive Landscape: Who's Challenging Nvidia?
(13:27) The Importance of Nvidia's Culture and Innovation
(16:39) The Role of TSMC in Nvidia's Success
(19:24) Future Demand and Market Potential for AI
(22:22) Conclusion: Nvidia's Position in the AI Landscape
(35:03) The Accelerating Power of AI
(37:04) Nvidia's Blackwell System and Market Demand
(40:40) Long-Term Vision vs. Short-Term Goals
(47:16) The Shift from CPUs to GPUs
(50:05) Understanding Nvidia's Moat
(54:19) Nvidia's Unique Culture and Work Ethic
(58:15) Succession Planning and Future Risks
(01:01:43) Potential Risks and Market Cyclicality
Listen to Wall Street Wildlife Podcast on YouTube, Spotify, and Apple Podcasts:https://open.spotify.com/show/27AqyYq2a8KOwse0KyO8iz
*****************************************************
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
*********************************************************************
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 | |||
| Q4 Earnings Talk (ASML, AXP, LVMH); Bonds Are Cheaper Than Stocks; Learning From Our Best and Worst Investments | 02 Feb 2025 | 01:06:49 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:
(03:26) DeepSeek and Its Implications
(16:28) Earnings Season Insights
(30:16) Market Predictions and Future Outlook
(33:14) Bubble Watch: Market Trends and Anecdotes
(38:56) Small Cap of the Week: Cakebox's Growth Potential
(44:34) Stock Performance Insights: Ups and Downs
(52:11) American Express Earnings and Economic Indicators
(57:35) Celsius and Competitive Positioning in Energy Drinks
(01:01:34) Equity Risk Premium: Caution in Current Markets
*****************************************************
JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
*********************************************************************
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 | |||
| I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings) Ticker: OMAB | 29 Jan 2025 | 00:56:54 | |
On this episode of Chit Chat Stocks, Brett gives a pitch on Grupo Aeroportuario del Centro Norte (Ticker: OMAB), an airport operator in northern and central Mexico. We discuss:
(00:00) Introduction to Grupo Aeroportario del Centro Norte (OMAB)
(05:37) Understanding OMAB's Business Model and Operations
(11:36) Government Relationship and Contractual Framework
(16:21) Revenue Generation and Financial Performance
(21:32) Competitive Advantages and Return on Investment
(31:10) Challenges in Mexico City and Airport Management
(33:22) Monterrey's Rise as a Key Airport
(37:36) The Future of Domestic Air Travel
(43:07) Valuing OMAB: A Local Monopoly
(48:07) Investment Risks and Market Dynamics
*****************************************************
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
*********************************************************************
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