Chit Chat Stocks
825 episodes - English - Latest episode: about 14 hours ago - ★★★★ - 136 ratingsDiscussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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Episodes
This Beer Stock Is Trading At Its Cheapest Multiple In Years
July 03, 2024 08:00 - 1 hour - 56.4 MBOn this episode of Chit Chat Stocks, Brett gives a research report on Molson Coors (Ticker: TAP). We discuss: (00:00) Introduction and Inspiration to Look at Molson Coors (05:18) The Brands and Sales Drivers of Molson Coors (15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market (33:42) Management and Growth Strategy: Navigating the Changing Market (37:42) Improving the Financial Position (40:16) Capital Return Strategy (44:13) Valuation and Potential Forward Returns (...
Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN)
June 30, 2024 08:00 - 1 hour - 60.6 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:35) Volkswagen's Investment in Rivian (09:08) The Importance of Customer Support (16:57) Ferrari's Subscription Service (30:09) Considerations for Investing in Dynamic Markets (36:27) Introduction to Hammond Manufacturing Company Limited (41:28) Exploring Hammond's Financial Growth and Valuation (47:19) Discussion on Insider Trading and Frustrati...
Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders
June 26, 2024 08:00 - 1 hour - 60.2 MBOn this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss: (00:00) Introduction to the Nomad Investment Partnership and Nick Sleep (07:21) The Importance of Diversification in Investing (15:23) Exploring the Power of Scale Economies Shared (33:50) Evaluating Business Robustness with the Robustness Ratio (34:20) Analyzing Price-to-Value Ratio (36:55) Understanding...
10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0?
June 23, 2024 08:00 - 1 hour - 59.5 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:06) Nvidia's Rise and High Profit Margins (11:41) The Concentration of Overvaluation in the Market (26:50) The Need for New Management at Autodesk (31:39) Share Cannibals and Underperforming Companies (32:51) Successful Share Cannibals (36:07) The Importance of Non-Sexy Industries and Good Management (48:49) Rave Restaurant Group: A Potential Tur...
The Next Carvana? A Potential Cardlytics Stock Inflection With IndraStocks (CDLX)
June 19, 2024 08:00 - 57 minutes - 52.6 MBOn this episode of Chit Chat Stocks, we speak with IndraStocks on all things Cardlytics. We discuss: (02:30) The Rise and Fall of Cardlytics' Stock Price (07:06) Partnerships and the Importance of Scale (09:57) How Cardlytics Works: Providing Offers to Bank Customers (27:39) Financials and the Path to Profitability (28:03) Challenges of Building a Subscale Business (30:05) The Turnaround Story: Cutting Costs and Improving Profitability (32:42) The Potential of the American Express Par...
5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti
June 16, 2024 08:00 - 1 hour - 60.3 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts: YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQ Spotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq Apple Podcasts: https://podcasts.apple.com/us/podcast/the-jro-show/id1709504113 We discussed: (00:00) Introduction and Overview (03:13) The Role of Ego in ...
What Is Tesla Stock Worth Right Now? (TSLA)
June 12, 2024 08:00 - 58 minutes - 53.6 MBOn this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024. Check out 7investing: https://7investing.com/ (00:00) Intro (44:39) Elon Musk's Compensation and XAI Formation (53:14) Valuation and Future Prospects of Tesla ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Subs...
10 High Growth Software Stocks That Just Hit 52 Week Lows; Lululemon Update: Phantom Roaring Kitty? (LULU, SNOW, MDB)
June 09, 2024 08:00 - 1 hour - 60.6 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction (03:41) Analyzing Lululemon's Earnings and Market Challenges (11:29) The Mystery of Roaring Kitty's Involvement in GameStop (24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva Systems (27:58) Evaluating MongoDB, Paycom, and Paylocity as Potential Investments (34:20) Analyzing Software Stocks (55:17) Glitch in Ber...
Deere: A Wide Moat Stock Hiding In Plain Sight? With Best Anchor Stocks (Ticker: DE)
June 05, 2024 08:00 - 58 minutes - 53.6 MBSUBSCRIBE to Best Anchor Stocks: https://www.bestanchorstocks.com/ On this episode of Chit Chat Stocks, Brett and Ryan interview Leandro from Best Anchor Stocks on all things Deere & Co, the parent company of John Deere. They discuss: (00:00) Exploring John Deere's Business Segments and Market Position (04:49) The Role of Technology in Driving Growth for John Deere (11:10) Customer Relationships and International Presence (15:48) Historical Development and Industry Leadership (32:11) M...
The New Nifty Fifty; Texas Instruments Activist; Jaime Dimon "No Buybacks" (COST, CMG, JPM, CHWY)
June 02, 2024 08:00 - 1 hour - 59.8 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) The Return of the Nifty 50: Market Impact and Historical Parallels (07:30) Costco Valuation: High Prices and Long-Term Returns (30:00) Challenges in Financial Institutions: Share Repurchases and Market Dynamics (32:51) Insights into Kingsway Financial Services and Salesforce: Financial Performance and Market Dynamics (33:52) Navigating Investm...
Portfolio Rankings: What Stocks Are We Buying and Selling?
May 29, 2024 08:00 - 1 hour - 65.5 MBOn this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advantages, and potential risks of each company. They also discuss their concerns about management and the importance of trusting the management team. ...
Dutch Bros vs. Starbucks; Red Lobster Bankruptcy; Retail Consumer Recession? (ULTA, LULU + More)
May 26, 2024 08:00 - 1 hour - 61.5 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (03:14) Uncovering Corporate Malfeasance: The Red Lobster Bankruptcy (11:01) Retailers in Focus: Analyzing the Performance of Target and Lululemon (35:38) Target's Performance and Market Share (44:19) Dutch Bros vs. Starbucks: A Competitor Analysis (52:21) eDreams Subscription Service and Ryanair's Response (57:26) The Rabbit AI Scam and the Importan...
Why Ryan Is Buying This European Fintech Disruptor (WISE Stock Report)
May 22, 2024 14:01 - 1 hour - 64.2 MBOn this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss: (04:41) Wise: The Fintech and Remittance Disruptor (06:37) The Low-Cost Provider for Transfers (12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account (16:22) The Wise Platform: Plugging into the Payments Network (37:01) Customer Growth and Revenue Growth (39:57) Gross Margins and Cost Structure (43:49) Management and Proxy (47:12) Sh...
Roaring Kitty is BACK (maybe?); Executive Turmoil At Boston Omaha; Is Google Winning The AI War? (BOC, GOOG)
May 19, 2024 08:00 - 1 hour - 60.4 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction and Special Guest (02:30) Analyzing the Departure of Alex Rozek from Boston Omaha (06:34) Roaring Kitty and the Meme Stock Phenomenon (26:38) Defensive Investing: Evaluating Portfolio Allocations (32:05) Cautionary Signals in a Frothy Market (36:06) Updates in the AI Space: OpenAI and Google (43:53) Identifying Opportunities: Ho...
Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO)
May 15, 2024 08:00 - 1 hour - 62.1 MBOn this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss: - Portillo's founding and history - Why it went public and wants to expand nationally - Unit economics and return on invested capital - Is the stock cheap? - Do we trust management and gripes about private equity owners - Is Brett buying shares for his portfolio? ******...
Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable
May 12, 2024 08:00 - 1 hour - 59.9 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: Analyzing Match Group's Earnings 10 Stocks That Have Recently Achieved Profitability Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities Assessing Roblox: Revenue Growth, Shareholder Alignment, and Market Potential Plus plenty more during a busy earnings season. ***************************************************** Subsc...
Stanley Druckenmiller: The Investor That Beat Warren Buffett
May 08, 2024 08:00 - 1 hour - 65.5 MBOn this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing (35:28) Summary of Druckenmiller's Investment Philosophy (36:59) Being Asset Agnostic: Learning About Different Asset Classes (40:19) Thinki...
Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN)
May 05, 2024 08:00 - 1 hour - 60.3 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Warner Brothers Discovery (25:30) Uncertainties and Competitive Landscape in Streaming (33:26) Introduction and Discussion of PayPal (37:15) Analyzing PayPal's Earnings Report (44:50) Discussion of Match Group and Amazon's Competitive Advantages (52:07) The Potential of Stripe and Adyen (56:50...
The Art of Quality Stocks: Investing In The Best Companies to Outperform The Market
May 01, 2024 08:00 - 47 minutes - 43.2 MBOn this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett had the pleasure of delving into the book and how quality investing can work over the long term. We discuss: 00:00 Introduction and Background 06:06 The Importance of Return on Invested Capital (ROIC) 13:17 Avoiding Certain Industries 37:07 The Art of Quality Investing Compounding Quality ...
China's Enron Moment. Plus, Why Is Tesla Stock Rising? (TSLA)
April 28, 2024 08:00 - 1 hour - 62.9 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (09:19) The Cybertruck and Tesla's Future (25:57) The Best Business in Big Tech (36:12) Valuation of Visa and Mastercard (43:39) The Chinese Real Estate Bubble (53:14) The Impact of Higher Capital Gains Tax Rates ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: ...
The State of the ~NICOTINE~ Industry With Devin LaSarre
April 24, 2024 08:00 - 1 hour - 63.4 MBOn this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in the Nicotine Industry (30:20) The Potential of Nicotine Pouches and Next-Gen Products (39:59) The Benefits of a Basket Approach for Investing in the Nicotine Sector (55:26) The Impact of ESG Mandates on the Nicotine Industry SUBSCRIBE to Devin's newsletter, Invariant: https://invariant.substack...
Will Starlink Crush the Competition? Plus, More Management Malfeasance
April 21, 2024 08:00 - 1 hour - 63.2 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings Report as a good omen for other stocks (01:05:14) The growth potential of the cloud computing industry ***************************************************** S...
Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio
April 17, 2024 08:00 - 1 hour - 71.1 MBOn this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover: (06:36) Finding Uncorrelated Stocks (35:22) Disqualifying a Company: Management, Moats, and Passion (45:35) Red Flags for Dishonest Management (59:41) Finding Hidden Gems in Different Sectors (01:08:46) Immersing Yourself in the Story of a Company You can find more of Jim's work at Hidden Gems Canada here: https://www.fo...
Celsius Energy Drinks, Meta Platforms, and Spotify Uncertainty With Alex Morris (CELH, META, SPOT)
April 14, 2024 08:00 - 1 hour - 62.7 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00) Spotify's Stock Performance and Future Prospects (55:23) Insights from the Piper Sandler Teen Survey (01:02:45) The Importance of Data and F...
10 Rapid Fire Stocks
April 10, 2024 08:00 - 1 hour - 69.1 MBOn this episode of the Chit Chat Stocks podcast, Brett and Ryan go through 10 rapid-fire stocks from listener-suggested tickers. We cover: (03:30) Nike (NKE) (26:12) Semrush (SEMR) (32:27) Confluent (CFLT) (38:27) HelloFresh (HFG) (47:02) Atkore (ATKR) (57:18) Starbucks (SBUX) (01:03:27) StoneX Group (SNEX) (01:08:04) Picking favorites + other stocks. Listen to the full episode to find out all 10 stocks we picked and our thoughts on the companies! **********************************...
Amazon's Most Powerful API
April 07, 2024 08:00 - 1 hour - 58.8 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Overview (02:59) Discussion on Spotify's Price Hikes (07:11) Proxy Battle at Disney (25:23) Comparing Financials of Nike and Lululemon (28:09) Considering the Risk-Reward Ratio in Apparel Investments (33:15) Potential Future Performance of Lululemon (34:01) The State of the Sports Apparel Industry (36:07) Ulta Beauty: A Promising Investmen...
GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO)
April 03, 2024 08:00 - 1 hour - 59.3 MBOn this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover: (00:00) Introduction to GoGo and its Misleading Name (03:02) Background and Financial History of GoGo0 (6:11) GoGo's Exclusive Spectrum and CEO Change (09:44) Sale of Commercial Operations and Financial Position (14:06) GoGo's Services for Business Jet Customers (31:29) Upgrade to 5G and Low Ear...
Long Bitcoin, Short MicroStrategy
March 31, 2024 08:00 - 1 hour - 61.9 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Sponsor (00:32) Overview of Topics (04:02) Hilarious Parody Buy Rating (05:13) Financials of Trump Media (07:45) Ludicrous Valuation of Trump Media (09:24) Sentencing of Sam Bankman-Fried (16:15) Winners in AI: Accenture? (31:36) Investments in AI Startups (33:05) Anthropic and Amazon Collaboration (34:32) Cloud Providers and AI (37:23)...
2 Stocks I Bought Last Month: Homebuilder Sector Analysis (DFH, NVR, DHI)
March 27, 2024 08:00 - 1 hour - 58.9 MBOn this episode of Chit Chat Stock, Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in 2024. We discuss: (00:00) Introduction and Excitement for Home Building Stocks (02:12) Factors that Increased Interest in Home Building Stocks (06:29 Factors that Made Home Building Stocks More Attractive (08:33) What Home Builders Do11:18Land Option vs Raw Land Strategy (13:34) Cash Flow Conversion and Inventory Turnover (26:56) NVR: Best-Run Home Builder (32...
What Happened to Super Micro Computer Stock? Plus, Our Takes on The DOJ Suing Apple (SMCI, AAPL)
March 24, 2024 08:00 - 1 hour - 59.7 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (03:09) Discussion on Super Micro Computer (SMCI) (15:08) Analysis of SMCI's Performance (29:08) Apple Lawsuit by the Department of Justice (32:09) Evaluation of the Apple Lawsuit (33:37) Regulating Apple's Power (35:11) Lawsuit and Impact on Apple (36:41) Impact on Apple's Financials (40:56) Nvidia's Keynote Speech (42:23) Nvidia's Arrogan...
The Best Investor In Britain? How Terry Smith Beats The Market With Quality Stocks
March 20, 2024 08:00 - 1 hour - 67.2 MBOn this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through: (00:00) Introduction and Background (02:19) Buy Right and Sit Tight (03:18) Don't Over Diversify (04:16) About Terry Smith (08:55) Margin of Safety (16:14) Fundsmith Performance (26:09) Criteria for Good Companies (32:57) Businesses Resilient to Change (39:55) Do Performance Fees Work? (41:36) Fee Structures and Performance Fees (44:...
7 Best Share Cannibals
March 17, 2024 08:00 - 1 hour - 59.1 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (00:31) Upcoming Topics (03:30) Introduction to Share Cannibals (08:18) Discussion on Lowe's (09:20) Discussion on Apple (16:23) Discussion on RH (20:49) Discussion on Home Depot (21:49) Discussion on Murphy's USA (25:36) Qualities of a Share Cannibal (32:24) Discussion on Palantir CEO Interview (34:30) Investing in Palantir (38:02) Silic...
Our Bet on the Next Berkshire Hathaway
March 13, 2024 08:00 - 1 hour - 71.1 MBIn this episode of Chit Chat Stocks, Ryan Henderson and Brett Schafer discuss Nelnet, a small-cap conglomerate based in Nebraska. They compare Nelnet to Berkshire Hathaway and delve into the different segments of Nelnet's business, including Nelnet Business Services, Nelnet Diversified Services (Loan Servicing), NFS (Nelnet Financial Services), and the Solar Business. They provide insights into the performance, challenges, and potential value of each segment. The conversation covers the valu...
Why Is Apple Stock Falling? (AAPL)
March 10, 2024 09:00 - 1 hour - 59.9 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Ray Dalio Tweet (02:48) Discussion on Costco (06:01) Earnings, Tweets, and IAC0 (8:52) Tech Sector Revenue Growth and NASDAQ 100 Total Return (12:52) Apple's Decline and Alphabet's Potential (39:14) Frustration with Google's conference calls (40:16) Question from the chat: If you could buy only one company to hold forever, what would it be?...
Is Coupang Stock Really The Next Amazon? (Ticker: CPNG)
March 06, 2024 09:00 - 1 hour - 61.4 MBOn this episode of Chit Chat Stocks, Brett and Ryan bring on Drew from Speedwell Research to discuss Coupang. The three go through an in-depth discussion around the e-commerce retailer and all the important topics investors will want to know. We discuss: (00:00) Introduction to Coupang and Speedwell Research (03:13) Overview of Coupang's Business (06:27) Management and Leadership at Coupang (09:03) Review of Coupang's Performance in 2023 (12:35) Revenue Growth and Membership Growth (26...
15 High Quality Small Caps; Reddit, WeBull, and the Rebubble; Celsius Stock Rips Again $CELH
March 03, 2024 09:00 - 1 hour - 59.4 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Ryan's small-cap quality screener - Reddit and Webull IPOs: is it the full rebubble? - Celsius can't stop growing at 100% - Is Bumble stock a buy? + much more ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on...
Why This Beauty Company Soared 600% In Less Than TWO Years (ELF Stock Report)
February 28, 2024 09:00 - 54 minutes - 50 MBOn this episode of Chit Chat Stocks, Brett performs a research report on ELF Beauty. The stock is up over 600% in the last two years and has actually outperformed Nvidia since the start of 2022. We discuss: - ELF's founding - Why it has gained so much market share - Why the stock was a bargain in 2022 - Valuation analysis and expectations embedded in the stock - Would Brett buy shares today? ***************************************************** Subscribe to our YouTube channel: https:...
$NVDA Is King Again; A Credit Card Mega Merger; Underrated Network Effects; A Rivian Bankruptcy?
February 25, 2024 09:00 - 1 hour - 59.7 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $NVDA crushing earnings again: Is this the top? - Capital One wants to buy Discover Financial - What are the best and underrated network effect companies? - Will Rivian file for bankruptcy? ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/c...
Is Boeing Stock Finally a Buy? (Ticker: BA)
February 21, 2024 09:00 - 54 minutes - 49.4 MBOn this episode of Chit Chat Stocks, we try to figure out what went wrong at Boeing with the Motley Fool's Lou Whiteman. We discuss: - How Boeing's culture change led to its downfall - Whether the company can fix itself - Is the current CEO the right person to lead this company? - Its troubling balance sheet - Competitive threats in commercial aviation - Ripple effects across the entire aerospace market ***************************************************** Subscribe to our YouTube ch...
IPH #98: Pat Dorsey Moat Categories; $LYFT Earnings Typ0; Sam Altman is doing WHAT???
February 18, 2024 09:00 - 1 hour - 58.5 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Pat Dorsey's 4 moat categories (plus examples) - Lyft's earnings snafu and whether it was purposeful - Sam Altman's wild semiconductor ambitions - Is TopGolf Callaway turning into a shitco? ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/c...
5 Stocks We'd Buy Right Now
February 14, 2024 09:00 - 1 hour - 60.7 MBOn this episode of Chit Chat Stocks, we analyze five different stocks we would buy at today's prices. For each company, we discuss: - Background info - What has impacted recent earnings/share price performance - Why we think there is an opportunity today - Major risks and/or why we'd sell ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow ...
IPH #97: $ARM Short Squeeze; a New Sports Bundle; Is Big Tech Still Cheap???
February 11, 2024 09:00 - 1 hour - 58 MBThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $ARM's stock going through a short squeeze? - The new sports streaming bundle: will anyone sign up? - Earnings, earnings, earnings - Adam Neumann is BACK - Is big tech still cheap? (no, really) ***************************************************** Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry addi...
Booking Holdings Stock Report (Ticker: BKNG)
February 07, 2024 09:00 - 1 hour - 64.8 MBOn this episode of Chit Chat Stocks, Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares!). We discuss: - Why Booking Holdings became the largest travel company in the world - What are their new initiatives? How do they plan to grow? - Competing with Airbnb and Expedia - A "frenemy" relationship with Google - Valuation analysis ***************************************************** Subscribe t...
IPH #96: Elon Loses $50 billion; Alphabet and Match Group Earnings; Avoiding the Macro Doom Porn
February 04, 2024 09:00 - 1 hour - 55.1 MBThe Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elon's $50 billion pay package getting voided in court - Alphabet's blow-out earnings report - Match Group's hit-or-miss Q4 earnings - Avoiding the allure of macro doom porn ***************************************************** Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suit...
Netflix Stock and The End of The Streaming Wars (Ticker: NFLX)
January 31, 2024 09:00 - 1 hour - 71.7 MBOn this episode of Chit Chat Stocks, we welcome on Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management to discuss: - Netflix's Q4 earnings - It's foray into sports entertainment with the WWE deal - The financial implications of the password-sharing crackdown and the new advertising tier - The company's goals in video games - The stock's valuation today + more You can find more of their work here: - https://twitter.com/TSOH_Invest...
IPH #95: $TSLA Stock Collapses; A $NFLX Spiffy Pop; Are Mexican Stocks Cheap???
January 28, 2024 09:00 - 1 hour - 57.8 MBThe Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - $TSLA earnings and the stock drop - $NFLX spiffy pop for David Gardner - A list of cheap Mexican Stocks - Winners and losers, including the pastor who got his followers in a crypto scam - Hilarious small-cap corporate governance ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: ht...
Hims & Hers Stock Report (Ticker: HIMS)
January 24, 2024 09:00 - 1 hour - 63 MBOn this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate: - Why HIMS has grown so quickly - Do they have any emerging competitive advantages? - Thoughts on the founder, proxy statement, and management team - Whether they benefit from the innovator's dilemma - Modeling out financials through 2026 - Red flags with customer reviews - Whether Brett is buying the stock today ************************************************...
IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?
January 21, 2024 09:00 - 1 hour - 59 MBThe Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - JetBlue Unable to Acquire Spirit Airlines - Delta's Q4 Earnings - Elon's new pay package - Reading some hedge fund quarterly letters - Funny finance memes from this week + much more ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: https://twitter.com/chitchatmoney Follow us on ...
The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)
January 17, 2024 09:00 - 1 hour - 61.2 MBOn this episode of Chit Chat Money, we discuss: Norbert Lou’s Famous NVR investment His unique portfolio concentration How he started his hedge fund Punch Card Management ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: https://twitter.com/chitchatmoney Follow us on Substack: https://chitchatmoney.substack.com/ *************************************************************...
IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
January 14, 2024 09:00 - 1 hour - 59.2 MBThe Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elliott Management taking a big stake in Match Group - $AMZN Layoffs and new technology development - Ryan's group of underfollowed wide moat businesses - Boeing's new 737 Max debacle with Alaska Air ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: https://twitter.com/chitchatmoney...