Chit Chat Stocks

Chit Chat Stocks
  • 4.4 (7)
  • INVESTING
  • UPDATED TWICE WEEKLY

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

  1. 12 HR AGO

    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 6m

  2. 5 DAYS AGO

    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 5m

  3. 11 MAR

    Stock Exchanges: The Best Businesses In The World? (4 Case Studies)

    On this episode of Chit Chat Stocks, Brett and Ryan have a lengthy discussion on stock exchanges and what makes them great businesses. We discuss: (00:00) Introduction (03:51) Understanding the Stock Exchange Business Model (06:50) Revenue Streams of Stock Exchanges (15:44) Case Study: London Stock Exchange $LSE (18:27) Case Study: Warsaw Stock Exchange $GPW (32:54) Poland's Economic Surge and Stock Market Performance (42:22) The Mexican Stock Exchange $BOLSAA (50:40) Philippine Stock Exchange Warsaw company name: Giełda Papierów Wartościowych w Warszawie ***************************************************** 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 1m

  4. 6 MAR

    Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Anthropic's Revenue Surge (07:13) Insider Buying (13:18) Berkshire Hathaway's Stock (23:05) Real Brokerage Earnings Review (30:15) Small Cap of the Week (39:58) Wix's Financial Engineering and Growth (44:57) The Future of E-commerce Stocks (51:52) Michael Burry and Adobe (57:00) Appreciating Capital Losses ***************************************************** 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 5m

  5. 4 MAR

    Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)

    On this episode of Chit Chat Stocks, we bring back recurring guest Leandro from Best Anchor Stocks for an update on Nintendo (Ticker: NTDOY). We discuss: (00:00) Introduction (01:56) Nintendo's Transition to Switch 2 (03:39) Reasons Behind Stock Price Decline (06:33) Memory Chip Costs (10:19) Nintendo's Software Strategy and Future Plans (20:58) Non-Gaming Aspects and IP Monetization (28:30) The Legacy of Shigeru Miyamoto (30:51) Valuation (34:44) Capital Returns: Buybacks and Dividends (40:38) Tariff Risks and Market Dynamics (45:25) Nintendo vs. Roblox: The Future of Gaming (50:57) Earnings Durability and Business Resilience (53:46) Misunderstandings About Nintendo's Business Model Best Anchor Stocks: https://www.bestanchorstocks.com/ Complimentary article on Deere: https://www.bestanchorstocks.com/p/deere-cultivating-technology ***************************************************** 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.

    57 min

  6. 27 FEB

    AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (03:10) Reflections on Past Episodes and Stock Pitches (06:25) Analyzing Guest Contributions and Insights (09:25) Best and Worst Investment Calls (12:03) AI Doomsday Report and Market Reactions (15:14) Disruption in Delivery Services and Market Dynamics (19:00) The Role of Loyalty in Business Models (22:18) Block's Layoffs and AI's Impact on Employment (25:02) Mercado Libre's Earnings Report and Future Prospects (42:39) Coupang: Navigating Challenges and Opportunities (50:00) Badger Meter: A Deep Dive into Water Management (56:37) Cartel Activity in Mexico: Impacts on Travel and Business (01:02:45) AI Subscriptions ***************************************************** 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 6m

  7. 25 FEB

    Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment) $STZ

    On this episode of Chit Chat Stocks, Ryan goes through a research report on Constellation Brands (Ticker: STZ), the brewer and distributor of major Mexican beer brands in the United States. We discuss: (00:00) Introduction (02:28) The History of Constellation Brands (11:49) Decade of Expansion and Growth (18:55) Divesting Non-Core Assets (24:13) Market Share Gains and Demographic Trends (33:34) The Decline of Beer Consumption (37:37) Economic Factors Impacting Beer Sales (40:16) Capital Expenditure and Future Growth (44:00) Evaluating Total Returns and Future Projections (48:34) Sustainable Pricing Power in the Beer Industry (53:48) Investment Decisions and Market Outlook SPECIAL EPISODE SPONSOR, PORTSEIDO: https://www.portseido.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.

    1 hr

  8. 20 FEB

    Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM

    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 (04:29) Airbnb's Growth and Strategy (16:16) Remitly's Performance and CEO Transition (25:25) AI in Software: A Discussion (32:40) Quality Stocks Watchlist (37:02) Adyen's Activist Letter (43:55) Reddit's Business Model and Market Position (49:46) The Wall of Worry in Software Companies (51:45) Berkshire Hathaway's Strategic Moves (55:53) DoorDash and the Laziness Economy (01:00:49) Robinhood's New Venture Fund ***************************************************** 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 5m
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Hosts & Guests

Ratings & Reviews

4.4
out of 5
7 Ratings

About

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

Information

  • Creator
    Chit Chat Stocks
  • Years Active
    2018 - 2026
  • Episodes
    763
  • Rating
    Clean
  • Copyright
    © Chit Chat Stocks
  • Show Website
    Chit Chat Stocks
  • Provider

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