Chit Chat Stocks

Chit Chat Stocks
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  • 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. 17 HR AGO

    Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)

    On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss: (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) Leadership Transition and Its Implications (28:29) Cultural Impact and Decentralization in Business (29:04) AI's Influence on Acquisition Strategies (31:48) Valuation Metrics and Market Perception (35:51) Stock Buyback? (43:11) The Unique Culture of Constellation Software Speedwell Research: https://speedwellresearch.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.

    51 min

  2. 5 DAYS AGO

    Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG

    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 (01:09) The Software Stock Meltdown (04:51) Valuations and Market Reactions (13:46) Amazon Earnings Analysis (19:17) Alphabet's earnings (27:34) The AI Landscape (38:41) Bitcoin's Volatility and Market Sentiment (48:15) SpaceX and XAI Merger Discussion (57:30) Quick Hits: Earnings and Market Trends ***************************************************** 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 9m

  3. 4 FEB

    Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)

    On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss: (00:00) Introduction (01:57) Understanding Sezzle's Business Model (03:35) The Appeal of Buy Now Pay Later (05:50) Sezzle's Unique Position in the Market (09:24) Sezzle's Business History and Stock Performance (13:00) Keys to Sezzle's Profitability (15:21) Merchant Preferences and Sezzle's Strategy (17:50) The State of the BNPL Industry (21:20) Personal Insights on BNPL vs. Credit Cards (26:34) Understanding Sezzle's Financial Growth (27:01) Sezzle's Financial Performance and Growth Strategy (31:30) Sezzle's Future: Market Positioning and Consumer Trends (36:36) User Experience and App Functionality (38:53) Valuation Insights and Growth Potential (44:18) Risks and Challenges in the BNPL Market (49:54) Misconceptions About Sezzle and BNPL Manu Invests: https://manuinvests.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.

    56 min

  4. 30 JAN

    Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME

    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 (01:37) Microsoft's Earnings Breakdown (04:18) CapEx and Cloud Commitments (10:08) Meta's Earnings (12:38) Tesla's Earnings (28:18) Investments in AI (33:59) The State of the Automotive Market (36:04) Tesla's Valuation and Future Prospects (40:33) The Musk Empire and Its Financial Maneuvering (43:23) ASML's Growth and Market Position (46:14) GameStop and Michael Burry's Investment Philosophy (50:50) Small Cap Insights: Vital Farms (55:03) The Surge of Silver and Gold Prices (01:03:58) Meme Stocks and Market Speculation ***************************************************** 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 7m

  5. 28 JAN

    Bill Miller: The Bitcoin and Amazon Billionaire

    On this episode of Chit Chat Stocks, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss: (00:00) Introduction (03:40) Bill Miller's Unique Investment Style and Background (07:51) Case Study 1: Dell Computer (18:28) Case Study 2: The Great Financial Crisis and Major Missteps (30:22) Case Study 3: Amazon (47:27) Case study 4: Bitcoin (53:59) Lessons from Bill Miller's Investment Philosophy ***************************************************** 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.

    59 min

  6. 23 JAN

    SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play

    (We talk about SpaceX at the very end of the episode) 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 (04:46) Analyzing Wise's Impressive Earnings (14:56) Intel's Role in the AI Era (25:35) Interactive Brokers: A Business Powerhouse (33:46) Netflix's Strategic Shifts in Streaming (40:31) Netflix's Strategic Moves and Content Integration (45:31) Advertising Revenue and Market Dynamics (50:09) Exploring a new micro cap (01:03:26) PayPal's Acquisition ***************************************************** 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 10m

  7. 21 JAN

    Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)

    On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss: (00:00) Introduction (02:24) Understanding Uber's Revenue Streams (03:51) Geographic Diversification and Growth Opportunities (08:15) The Autonomous Vehicle Threat and Opportunity (30:17) Profitability of Uber Eats (31:03) Uber's Expansion into Grocery and Retail (33:36) Advertising Revenue: A Key to Profitability (37:43) Exploring Uber's Moonshot Projects (42:51) Uber's Investment Portfolio and Market Penetration (49:18) Valuation Insights and Future Growth Aria's Twitter: https://x.com/QualityInvest5 Aria's YouTube: https://www.youtube.com/@QualityInvest5 ***************************************************** 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.

    59 min

  8. 16 JAN

    Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge

    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) The Software Apocalypse (21:36) AI and Software Development (30:30) Housing Market Insights (34:17) TripAdvisor: A Legacy Business in Transition (38:43) Viator Acquisition: A Strategic Move for Airbnb (44:38) TSMC's Growth and Market Position (52:34) Apple and Google's AI Partnership ***************************************************** 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 7m
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Hosts & Guests

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
    753
  • Rating
    Clean
  • Copyright
    © Chit Chat Stocks
  • Show Website
    Chit Chat Stocks

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