Chit Chat Stocks

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  • 4.3 (202)
  • Investing
  • Updated Semiweekly

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

  1. 1d ago

    BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)

    On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics: (00:00) Introduction (02:12) History and origins of Tiendas 3B (06:18) What does a typical store look like? (11:41) Market environment in Mexico versus developed countries (16:27) Store opportunity and growth potential in Mexico (21:58) Margins, scale, and cash flow analysis (26:19) Competitive landscape and market share (31:26) Valuation and future growth assumptions (45:06) Robotics (48:39) Supply chain and investment opportunities in robotics (55:17) Key takeaways on robotics and AI advancements Robotics report: https://www.bestanchorstocks.com/p/the-durable-winners-of-the-robot BBB Foods: https://www.bestanchorstocks.com/p/30-revenue-cagr-emerging-market-a ***************************************************** 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.  ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  2. 6d ago

    Lululemon's Continued Collapse; Broadcom and Cybersecurity Earnings; An Intriguing Small Cap $LULU

    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: 0:00 – Introduction 5:10 – Lululemon Earnings 16:20 – Palo Alto Networks Earnings 26:40 – Uber Layoffs & Autonomous Vehicle Investments 37:10 – Broadcom Earnings & AI Semiconductor Growth 44:15 – Adobe Leadership Changes & Micron Metrics 51:00 – CEO Mt. Rushmore Discussion ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  3. Sep 2

    10 Stocks Up More Than 100% This Year (Analyzing Winners)

    On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss: (00:00) Introduction (05:05) Virtu Financial: Market making and high-frequency trading (12:46) Stock 2: Modular housing for remote projects (19:48) Stock 3: Genomics tools and AI applications (25:46) Stock 4: Unified communications and market dynamics (33:59) Stock 5: Semiconductor industry and AI prospects (40:01) Stock 6: Workforce solutions and cyclical challenges (49:14) Stock 7: Luxury cruises in remote locations (54:01) Stock 9: Semiconductor testing for AI hardware (59:10) Stock 10: Cloud services for developers and AI growth ***************************************************** 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.  ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  4. Aug 28

    Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback

    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: (0:00) Introduction (02:04) NVIDIA's Revenue Growth and Supply Commitments (16:41) Meta's Legal Challenges and Regulatory Environment (30:13) Software Earnings and Market Trends (35:27) OpenAI Employee Departures (38:20) AI Industry Valuations and Future Projections (41:33) Apple App Store Growth Trends (43:30) Intuit's Business and Investment Potential (01:02:24) Wingstop's Valuation and Global Appeal ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  5. Aug 26

    Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn)

    On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss: (00:00) Introduction (02:28) Initial thoughts and biases about the sector (11:53) Marriott's business model and history (25:50) Wynn Resorts: A luxury casino case study (32:50) MGM Resorts: Transition to asset-light model (43:53) Risks and challenges in the casino sector (50:05) Future outlook for hotels and casinos ***************************************************** 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.  ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  6. Aug 21

    OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition?

    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 (01:58) Copart's Acquisition of CCC Intelligent Solutions (08:04) Industry Trends and Market Headwinds (09:22) AI Revenue Growth and Profitability (13:07) Valuation and Profit Growth of Big Tech (18:52) Future of Meta, Microsoft, Amazon, Google, and Nvidia (22:00) Private Equity in Sports Franchises and Insurance (30:07) Quantum Computing ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  7. Aug 19

    Costar Group: A Fallen Compounder Down 70% From Highs (Ticker: CSGP)

    On this episode of Chit Chat Stocks, we dive into another Ryan Research episode covering Costar Group (Ticker: CSGP). We discuss: (00:00) Introduction (02:11) Founding of CoStar and Andy Florence's background (12:32) Industry landscape and CoStar's monopoly in commercial real estate data (19:37) Revenue growth, pricing power, and diversification (22:29) Major acquisitions: Loopnet, Apartments.com, and Homes.com (33:28) Competitive advantages and moat of CoStar (41:41) Comparison with Zillow and industry moat (49:25) Marketing spend, growth, and recent challenges (55:13) Valuation, activist involvement, and future outlook ***************************************************** 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.  ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  8. Aug 14

    Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB

    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 (01:50) Bill Ackman's Netflix Investment (10:00) Private Equity's Role in AI Infrastructure Funding (12:02) Potential Software Take-Private Deals and Valuation Trends (13:55) BBB Foods: A Mexican Retail Growth Story (15:46) Airport Operator Diversification and Growth in Latin America (17:48) Discussion on Banking Sector Earnings and Financial Stability (20:14) Berkshire Hathaway's Stock Buyback and Capital Allocation (28:02) Predictions on Next Potential 'Trade Desk' Stock (31:56) Financial Results of Nu Bank and Growth in Mexico (50:01) Walmart, Costco, and Latin American Retail Opportunities (52:08) Sports Betting, Prediction Markets, and Investment Risks ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Hosts & Guests

4.3
out of 5
202 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
    Unknown
  • Years Active
    2018 - 2026
  • Episodes
    813
  • Rating
    Explicit
  • Show Website
    Chit Chat Stocks

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