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. -2 J

    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.

    1 h 5 min

  2. -4 J

    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.

    1 h 6 min

  3. 13 MARS

    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.

    1 h 5 min

  4. 11 MARS

    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.

    1 h 1 min

  5. 6 MARS

    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.

    1 h 5 min

  6. 4 MARS

    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

  7. 27 FÉVR.

    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.

    1 h 6 min

  8. 25 FÉVR.

    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 h
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À propos

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

Informations

  • Création
    Chit Chat Stocks
  • Années d’activité
    2018 - 2026
  • Épisodes
    764
  • Classification
    Tous publics
  • Copyright
    © Chit Chat Stocks
  • Site web de l’émission
    Chit Chat Stocks
  • Fournisseur

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