Chit Chat Stocks

Chit Chat Stocks
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A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

  1. HÁ 1 DIA

    Rebuilding Our Portfolios From Scratch (Stocks We'd Buy Today) - PODCAST

    On this episode of Chit Chat Stocks, Ryan and Brett look at a fun listener question: What would you own if you had to start over your portfolio with stocks you've never owned before? We discuss: (00:00) Introduction (02:48) Rebuilding Portfolios: The Challenge (06:52) Wix (13:37) Amazon (19:48) Uber (32:32) Nu Bank (39:38) Grupo Pacifico Airports (43:29) Grupo Sureste Airports (49:01) Grab (56:09) Leidos Corporation (58:30) American Express (01:04:58) Hagerty Try Portseido and analyze your portfolio performance: portseido.com/?fpr=ryan63 ***************************************************** 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.

    1h 12min

  2. HÁ 6 DIAS

    Private Credit Drawdown; Ackman's Latest Antics; Nike's Outlook; Tesla's Delivery Woes $NKE $TSLA

    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 (05:23) Exploring Alternative Asset Managers (15:26) Nike's Earnings (21:08) Bill Ackman's Controversial Strategies (39:06) Nicotine Pouches and Market Competition (40:59) Universal Music Group: Valuation and Future Prospects (44:03) Tesla's Production and Delivery Challenges (48:57) Asian Market Investments and ETF Strategies (52:00) SpaceX IPO and Market Implications (57:13) NASDAQ Changes and Retail Investor Impact ********************************** 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.

    1h 3min

  3. 1 DE ABR.

    The Widest Moat Stock That No One Talks About

    On this episode of Chit Chat Stocks, we dive into another Ryan Research episode, covering a stock with a wide moat and long runway to grow. We discuss: (00:00) Introduction (01:58) The Unique Advantages (16:05) Technological Superiority and Automation (25:38) Profitability and Business Strategy (30:25) Future Growth and Market Positioning (33:33) Competitive Advantages in Trading Platforms (41:02) Global Market Access and Its Value (46:27) Expansion Opportunities for Interactive Brokers (53:27) Understanding Valuation and Market Structure ***************************************************** Sign up for our stock research service, 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.

    1h 4min

  4. 27 DE MAR.

    SpaceX's Imminent IPO; Meta's Lawsuit Implications; Opportunity In Luxury Stocks?

    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 (03:06) Luxury Stocks: Analyzing the Drawdown (12:31) Fundrise Innovation Fund: A New Venture in Private Tech (30:16) Grab's Expansion into Taiwan: Strategic Acquisition (42:28) Autonomous Vehicles and Delivery Efficiency (50:07) Small Cap Spotlight: Loar Holdings (55:16) Meta's New Legal Challenges ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* 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.

    1h 4min

  5. 25 DE MAR.

    He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today

    On this episode of Chit Chat Stocks, we speak with Rod Alzmann, an individual investor, about one of his latest stock purchases. We discuss: (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Rod's full analysis: https://rodalzmann.substack.com/ ***************************************************** Sign up for our stock research service, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    1h

  6. 20 DE MAR.

    SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection

    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 (02:19) Analyzing the SoFi Short Report (13:07) SoFi's Response and Shareholder Concerns (26:33) Uber's Autonomous Vehicle Partnerships (33:11) Trade Desk's Controversies and Market Position (38:18) Bumble's decline (41:45) Micron's Earnings Surprise (46:29) Nvidia's AI Revenue Projections (51:10) OpenAI's Strategic Shift ***************************************************** 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.

    1h 5min

  7. 18 DE MAR.

    Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)

    On this episode of Chit Chat Stocks, we dive into another super investor series covering Marathon Asset Management, a fund that has been around for decades, investing through a framework called Capital Cycle Theory. We discuss: (00:00) Introduction (02:46) Understanding the Investment Philosophy (05:19) The History and Performance of Marathon (11:07) Capital Cycle Theory Explained (19:50) The Evolution of Earnings Reports (21:37) Case Study: The Telecom Bubble (27:15) Management's Role in Capital Cycles (31:55) Insights from Capital Returns (36:34) Investment Strategies in Capital Cycles (39:04) Beer Industry Consolidation and Investment Opportunities (43:32) Sustainable Returns in the Semiconductor Sector (51:09) Portfolio Insights and Market Dynamics (56:44) Lessons Learned from Marathon Asset Management ***************************************************** Sign up for our stock research service, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    1h 6min

  8. 13 DE MAR.

    Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap

    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 (03:17) Adobe Earnings and CEO Transition (06:06) Dollar General's Performance and Market Indicators (09:07) Oil Prices and Economic Implications (12:05) NIO's Market Position and Growth Potential (15:20) Oracle's Business Model Transformation and Risks (35:33) Amazon's Debt Strategy and Its Implications (40:16) Salesforce's Buyback Strategy: Risky or Reasonable? (43:55) Analyzing Kelly Partners Group's Performance (52:39) The Collapse of GoEasy: Lessons in Lending (01:02:21) Nintendo's New Game and Market Impact ***************************************************** 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.

    1h 5min
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Sobre

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

Informações

  • Criado por
    Chit Chat Stocks
  • Anos de atividade
    2018 - 2026
  • Episódios
    769
  • Classificação
    Livre
  • Copyright
    © Chit Chat Stocks
  • Site do podcast
    Chit Chat Stocks

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