Chit Chat Stocks

Chit Chat Stocks

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

  1. 1 HARI LALU

    Our 6 Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth

    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 (02:02) Earnings Season Insights (05:49) Taiwan Semiconductor's Performance (11:45) Growth Stock Discussion Begins (18:02) Top Growth Stocks (41:41) Cash Levels and Market Sentiment (43:31) Interactive Brokers: A High-Margin Business (48:07) Gold and Silver: Trends and Considerations (53:09) JP Morgan's Strategic Investments (01:00:38) Bubble Watch: Fermi and Energy Stocks (01:03:01) Analyzing Ferrari's Growth Potential ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

    1j 7m
  2. 3 HARI LALU

    Yelp: A Forgotten Small-Cap Stock I’m Buying Today (Ticker: YELP)

    On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss: (00:00) Introduction (01:48) History (09:24) Business model (18:00) Competition Landscape: (24:23) Competitive advantage (31:30) Financial Performance (32:28) User Growth Trends and Insights (37:39) Advertising Dynamics: Services vs. Retail (40:35) Financial Performance and Margin Expansion (50:54) Management Trust and Compensation Concerns (55:26) Why Ryan is buying the stock ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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  ********************************************************************* Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Try it for free today: https://portseido.com/?fpr=ryan63  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    1j 1m
  3. 10 OKT

    Value Play vs. Value Trap; Bezos on AI Bubble; OpenAI's Wild Ambitions; Brett's New Stock Buy

    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 (02:14) Bezos and AI bubbles (10:20) The AI Infrastructure Boom: Opportunities and Risks (18:28) Value Plays vs. Value Traps (36:58) Argentina update (40:55) Pepsi's Earnings (45:55) Delta Airlines (48:47) Brett's new stock (53:57) Rapid Fire Stock Analysis (01:01:53) Underappreciated Sectors in the Market ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

    1j 6m
  4. 8 OKT

    George Soros: The Investing Legend Who Broke The Bank of England

    On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss: (00:00) Introduction (03:28) Early Life and Influences (09:14) Quantum Fund (12:39) Investment Philosophy and Position Sizing (19:27) Understanding Reflexivity in Markets (28:02) Case Study: Breaking the Bank of England (34:42) The Mechanics of Currency Devaluation (39:23) Soros' Bet Against the Thai Baht (44:47) Current Currency Crises: Lessons from Argentina (50:30) Soros' Investment Philosophy and Strategies (55:50) Lessons Learned from Soros' Approach ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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  ********************************************************************* Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Try it for free today: https://portseido.com/?fpr=ryan63  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    1j 2m
  5. 3 OKT

    Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG

    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 (01:13) AI and E-commerce: Shopify's Partnership with OpenAI (07:25) Nike's Earnings Report: Challenges and Market Position (14:09) The Emergence of the Texas Stock Exchange (22:58) Never Sell Stocks: Criteria and Personal Picks (44:47) Spotify's Leadership Transition and Its Implications (48:21) Project Kuiper: Amazon's Ambitious Venture (51:58) Portillo's: A Fresh Perspective on a Struggling Stock (52:52) Electronic Arts: The Largest Leveraged Buyout Ever (58:23) Bill Ackman's Shareholder Letter Insights ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

    1j 7m
  6. 1 OKT

    Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO

    On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss: (00:00) Introduction (02:25) The Appeal of Small Cap Investments (05:12) Opendoor (31:37) Portillo's Value Degen Substack: https://unemployedvaluedegen.substack.com/ ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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  ********************************************************************* Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Try it for free today: https://portseido.com/?fpr=ryan63  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    1j 8m
  7. 26 SEP

    6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software)

    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 (02:26) AI Boom and Market Implications (08:35) Electricity Consumption and AI (16:43) Drafting Future Share Cannibals (21:09) Criteria for Selecting Share Cannibals (41:39) Mark Leonard's Legacy and Constellation Software (47:10) Yelp's Business Model and Market Position (53:15) Compass's Disruption in Real Estate (59:14) Listener Questions ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

    1j 5m
  8. 24 SEP

    Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle

    On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss: (00:00) Introduction (06:02) A New Player in Defense (10:47) Innovations in Subsea Technology (19:44) Product Categories and Market Applications (22:02) Competitive Landscape and Market Positioning (28:04) Regulatory Challenges and Industry Barriers (32:54) Building Trust in Defense Contracts (36:44) Anduril's Disruption in Defense Tech (38:50) Competitive Analysis (42:06) Future Growth Prospects (46:59) Management Insights and Leadership Transition (53:53) Financial Projections and Market Positioning ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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  ********************************************************************* Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Try it for free today: https://portseido.com/?fpr=ryan63 ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    1j 5m

Perihal

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

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