590 episodes

Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.

Chit Chat Stocks Chit Chat Stocks

    • Business
    • 4.1 • 149 Ratings

Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.

    What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)

    What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)

    On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io.



    Braden's Twitter/X: https://x.com/BradoCapital



    Canadian Investor: https://thecanadianinvestorpodcast.com/



    They discuss:



    Chapters



    (00:00) Introduction and Background

    (04:32) Braden's Investment Approach

    (07:31) The Concentration in Constellation Software

    (22:00) Understanding Brookfield Corporation

    (28:02) Exploring Braden's Stock Portfolio

    (32:20) Opportunities in Small-Cap Stocks and Fintech

    (32:36) Terravest: A Serial Acquirer in Manufacturing and Distribution

    (37:19) Challenges and Surprises in Building a Software Business

    (45:17) Misconceptions About Software Stocks

    (48:53) The Importance of Efficient Operations in Software Companies





    *****************************************************

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks 

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks 

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/ 

    *********************************************************************

    Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

    *********************************************************************

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw 

    *********************************************************************

    Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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
    Index Funds vs. High Yield Savings; Another Small Cap Stock Up 10x; Would You Buy Airline Stocks?

    Index Funds vs. High Yield Savings; Another Small Cap Stock Up 10x; Would You Buy Airline Stocks?

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:


    (03:39) Discussion on Exponential Fitness

    (11:15) Exploring Investment Strategies for Heroic Returns

    (20:11) Comparing S&P 500 Index Fund and High-Yield Savings Account

    (28:17) Assessing the Growth Potential of Portillo's

    (31:10) Insights into Ulta Beauty's Customer Experience

    (35:58) Introduction to Fitlife Brands

    (37:13) Turnaround and Acquisition Strategy of Fitlife Brands

    (42:24) Investing in Airlines: Delta, Alaska, and Ryanair

    (52:44) Adyen: A Well-Run Payment Processing Company

    (57:07) Global Payments: An Incumbent Player in the Payment Processing Industry



    *****************************************************
    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks
    Follow us on Substack: ⁠https://chitchatstocks.substack.com/
    *********************************************************************
    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
    Supporting documentation for any claims will be furnished upon request.
    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
    *********************************************************************
    FinChat.io is The Complete Stock Research Platform for fundamental investors.
    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw
    *********************************************************************
    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 4 min
    [INVESTING UNSCRIPTED] Bestselling Author of The Warren Buffett Way: Robert Hagstrom

    [INVESTING UNSCRIPTED] Bestselling Author of The Warren Buffett Way: Robert Hagstrom

    {{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}}



    YouTube: https://www.youtube.com/@InvestingUnscripted/videos

    Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo

    Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302



    This is an episode from the Investing Unscripted Podcast. Enjoy this special episode!



    *****************************************************************




    Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of the 30th anniversary edition to discuss the book, his thoughts on Buffett, investing, Berkshire Hathaway, and a lot more.

    Companies mentioned: BRK.A, BRK.B

    ******************************************

    To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

    ******************************************

    Email: investingunscripted@gmail.com

    Twitter: @InvestingPod

    Check out our YouTube channel for more content:

    https://www.youtube.com/@InvestingUnscripted

    ******************************************

    Investing Unscripted is brought to you by Public.com*

    *Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

    *****************************************

    Find the 2024 Portfolio Contest here:

    https://tinyurl.com/2024contest

    Find the 2023 Portfolio Contest here:

    https://tinyurl.com/Smatterfolio2023

    • 57 min
    Why I Own This Boring 100 Bagger Stock (Ticker: ORLY)

    Why I Own This Boring 100 Bagger Stock (Ticker: ORLY)

    On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss:



    (00:00) Introduction

    (02:21) O'Reilly Automotive: A Specialty Retailer

    (04:40) Customer Segments: DIY and Pros

    (07:56) The Power of O'Reilly's Supply Chain Advantage

    (11:08) Unit Economics and Sales Performance

    (22:03) Industry Trends: More Cars, Older Vehicles

    (25:58) The Risk of Electric Vehicles to O'Reilly

    (27:19) The Long-Term Threat of Electric Vehicles

    (27:48) A Consistent Capital Allocation Strategy

    (29:18) Acquisitions: Adding Locations and Increasing Sales

    (30:16) The Buyback Program: Driving Earnings Per Share Growth

    (37:57) A Strong Corporate History and Culture

    (46:13) Competitive Advantages: A Robust Digital Catalog and More

    (48:59) Valuation: Reasonable and Predictable

    (52:10) The Risk of Electric Vehicles and O'Reilly's Adaptability



    *****************************************************

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks 

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks 

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/ 

    *********************************************************************

    Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

    *********************************************************************

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw 

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    • 55 min
    Nike In Turmoil; 5 Small Cap Stocks Up 100% This Year; What Is Your Circle of Competence? (NKE)

    Nike In Turmoil; 5 Small Cap Stocks Up 100% This Year; What Is Your Circle of Competence? (NKE)

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:



    (00:00) Introduction and Agenda

    (02:57) Discussion on Nike's Underwhelming Quarter

    (15:51) Ryan's Small Cap Pick of the Week: Nobility Homes

    (33:18) Analysis of Sezzle

    (36:25) Introduction and Discussion of Small-Cap Stocks

    (38:05) Defining the Circle of Competence and Preferred Industries

    (40:20) Exploring the Challenges and Opportunities of Micro-Cap Stocks

    (47:22) Advantages of Large-Cap Stocks and Market Stability





    *****************************************************

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks 

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks 

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/ 

    *********************************************************************

    Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

    *********************************************************************

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw 

    *********************************************************************

    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 5 min
    This Beer Stock Is Trading At Its Cheapest Multiple In Years

    This Beer Stock Is Trading At Its Cheapest Multiple In Years

    On this episode of Chit Chat Stocks, Brett gives a research report on Molson Coors (Ticker: TAP). We discuss:



    (00:00) Introduction and Inspiration to Look at Molson Coors

    (05:18) The Brands and Sales Drivers of Molson Coors

    (15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market

    (33:42) Management and Growth Strategy: Navigating the Changing Market

    (37:42) Improving the Financial Position

    (40:16) Capital Return Strategy

    (44:13) Valuation and Potential Forward Returns

    (49:13) Risks and Uncertainties

    (50:11) Final Thoughts and Buying Decision





    *****************************************************

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks 

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks 

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/ 

    *********************************************************************

    Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

    *********************************************************************

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw 

    *********************************************************************

    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 1 min

Customer Reviews

4.1 out of 5
149 Ratings

149 Ratings

JohnInBruges ,

Fun listening

Really like hearing their podcast. They make stock investing interesting.

fillmorea ,

Chit Chat Podcast

I have been listening to podcast for a year. Recently the podcast has improved. Keep it up!

Trips0311 ,

High value analysis!

Ryan and Brett’s deep dives are high high value. They go the extra mile to learn about the company and the lands scape in depth which is a rare find.
Highly recommend for any investor.

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