Chit Chat Stocks

Chit Chat Stocks
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Chit Chat Stocks

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.

  1. 1 DAY AGO

    Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM)

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:37) Capital Expenditures and AI Investments (24:16) Match Group's New CEO and Stock Purchase (27:29) Philip Morris Earnings and Future Outlook (35:37) Meta's Performance and Alphabet's Misunderstanding (39:40) Google's Cloud Growth and Investment Thesis (44:11) Marketing Strategies and Brand Perception (48:15) Bubble Watch: SoftBank's Ambitious AI Project (52:43) Spotlight on Crocs: A Future Small Cap? (59:53) Netflix's Entry into Podcasting and Content Strategy ***************************************************** JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* 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  ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/ ********************************************************************* 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 4m

  2. 5 DAYS AGO

    Michael Burry: The Ultimate Deep Value Investor

    On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss: (03:32) Michael Burry's Early Life and Career (07:25) Investment Strategy and Philosophy (13:26) Case Studies: Masaba Holdings (30:12) Case Studies: Industrious Pachoco (40:21) The Rise of Michael Burry (41:45) Understanding the Big Short Bet (45:29) Burry's Strategy and Risk Management (54:50) Investor Reactions and Burry's Communication (58:22) Burry's Performance and Market Comparison (01:01:55) Current Holdings and Investment Strategy (01:03:54) Key Takeaways from Michael Burry's Approach ***************************************************** JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more. ********************************************************************* 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:⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/ ********************************************************************* 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

  3. 9 FEB

    Palantir's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT)

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:20) Tariff Monday and Market Reactions (09:33) The Apple Dilemma: Growth vs. Valuation (21:33) Earnings Roundup: Best and Worst Reports (26:05) Spotify's Exceptional Earnings Report (34:06) Palantir's Impressive Growth and Valuation Concerns (38:01) Evaluating Stock Valuations and Market Trends (39:27) The Rise of Scams and Fraud in Finance (41:34) Meta's Performance and Future Prospects (47:13) Analyzing Poor Earnings Reports (53:33) Disney's Struggles and Market Position (59:0)7 The Competitive Landscape of Entertainment (01:00:32) Challenges Facing Electronic Arts and Gaming Industry (01:03:06) PayPal's Market Position and Future Outlook ***************************************************** JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* 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  ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link:⁠https://bluechippersclub.com/ ********************************************************************* 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

  4. 5 FEB

    The Future of Nvidia Stock (Ticker: NVDA) With Wall Street Wildlife

    On this episode of Chit Chat Stocks, we are joined by Krzysztof and Luke from the Wall Street Wildlife Podcast to discuss Nvidia. We discuss: (04:21) The AI Paradigm Shift and Nvidia's Role (07:28) Understanding Nvidia's Market Dominance (10:20) Competitive Landscape: Who's Challenging Nvidia? (13:27) The Importance of Nvidia's Culture and Innovation (16:39) The Role of TSMC in Nvidia's Success (19:24) Future Demand and Market Potential for AI (22:22) Conclusion: Nvidia's Position in the AI Landscape (35:03) The Accelerating Power of AI (37:04) Nvidia's Blackwell System and Market Demand (40:40) Long-Term Vision vs. Short-Term Goals (47:16) The Shift from CPUs to GPUs (50:05) Understanding Nvidia's Moat (54:19) Nvidia's Unique Culture and Work Ethic (58:15) Succession Planning and Future Risks (01:01:43) Potential Risks and Market Cyclicality Listen to Wall Street Wildlife Podcast on YouTube, Spotify, and Apple Podcasts:https://open.spotify.com/show/27AqyYq2a8KOwse0KyO8iz ***************************************************** JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more. ********************************************************************* 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:⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link:⁠https://bluechippersclub.com/ ********************************************************************* 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. 2 FEB

    Q4 Earnings Talk (ASML, AXP, LVMH); Bonds Are Cheaper Than Stocks; Learning From Our Best and Worst Investments

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:26) DeepSeek and Its Implications (16:28) Earnings Season Insights (30:16) Market Predictions and Future Outlook (33:14) Bubble Watch: Market Trends and Anecdotes (38:56) Small Cap of the Week: Cakebox's Growth Potential (44:34) Stock Performance Insights: Ups and Downs (52:11) American Express Earnings and Economic Indicators (57:35) Celsius and Competitive Positioning in Energy Drinks (01:01:34) Equity Risk Premium: Caution in Current Markets ***************************************************** JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* 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  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link:⁠https://bluechippersclub.com/ ********************************************************************* 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 6m

  6. 29 JAN

    I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings) Ticker: OMAB

    On this episode of Chit Chat Stocks, Brett gives a pitch on Grupo Aeroportuario del Centro Norte (Ticker: OMAB), an airport operator in northern and central Mexico. We discuss: (00:00) Introduction to Grupo Aeroportario del Centro Norte (OMAB) (05:37) Understanding OMAB's Business Model and Operations (11:36) Government Relationship and Contractual Framework (16:21) Revenue Generation and Financial Performance (21:32) Competitive Advantages and Return on Investment (31:10) Challenges in Mexico City and Airport Management (33:22) Monterrey's Rise as a Key Airport (37:36) The Future of Domestic Air Travel (43:07) Valuing OMAB: A Local Monopoly (48:07) Investment Risks and Market Dynamics ***************************************************** JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more. ********************************************************************* 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:⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link:⁠https://bluechippersclub.com/ ********************************************************************* 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

  7. 26 JAN

    Project Stargate; IBKR and Netflix Earnings: Brett's Bubble Watch; Time to Buy Bumble and Grindr?

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:30) Anecdotal Insights from Texas (06:39) Netflix Earnings and Subscriber Growth (12:26) Exploring Netflix's Future Strategies (18:25) IBKR Earnings and Market Dynamics (24:32) Bubble Watch: Signs of Market Sentiment (30:17) Cultural Reflections on Investing (34:05) Introduction to Sponsors and Community Engagement (35:39) Small Cap of the Week: Rev Group Analysis (41:59) Project Stargate: AI Infrastructure Investment (50:28) Nintendo Switch 2: Anticipated Release and Market Impact (54:54) Dating Apps: Bumble and Grindr Investment Insights *****************************************************JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********************************************************************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 *********************************************************************Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link:⁠https://bluechippersclub.com/ *********************************************************************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 5m

  8. 22 JAN

    Buffett and Munger Unscripted: Lessons From Berkshire Hathaway With Alex Morris

    On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new bookBuffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.They discuss: (02:55) Inspiration Behind the Book (05:04) Target Audience for the Book (06:59) Compiling Insights from Annual Meetings (09:40) Repetitive Themes in Buffett and Munger's Talks (11:43) Favorite Timeframes of Meetings (13:17) Key Lessons from the Book (13:46) Incentive Structures in Business (21:09) Continual Learning as an Investor (24:36) Avoiding Difficult Decisions (28:10) Lessons Learned About Buffett and Munger (30:28) Understanding Buffett and Munger's Philosophy (33:43) Applying Lessons from Buffett and Munger (35:08) The Debate on Diversification vs. Concentration (37:14) Interpreting Investment Styles and Risk (40:18) Exploring TSOH Investment Research (46:01) Future Coverage and Insights on Companies BUY THE BOOK OUT NOW:https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804090670 TSOH Investing Research Service:https://thescienceofhitting.com/ ***************************************************** JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more. ********************************************************************* 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:⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link:⁠https://bluechippersclub.com/ ********************************************************************* 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
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Hosts & Guests

About

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.

Information

  • Creator
    Chit Chat Stocks
  • Years Active
    2018 - 2025
  • Episodes
    651
  • Rating
    Clean
  • Copyright
    © Chit Chat Stocks
  • Show Website
    Chit Chat Stocks

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