Chit Chat Stocks

Chit Chat Stocks
  • 5.0 (2)
  • INVESTING
  • 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. 1 DAY AGO

    Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

    On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss: (00:00) Introduction (11:23) Zoom's Business Model Evolution (20:50) AI Integrations (26:36) Anthropic Investment (32:18) AI's Dominance Over Software (39:09) The Impact of COVID on Zoom's Growth (42:25) Zoom's Pricing Power and Market Position (45:48) Capital Returns and Buyback Strategies (51:40) Valuation (55:31) Misunderstandings About Zoom's Business Model FOUNDATIONAL EQUITIES ETF: https://avoryfunds.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.

    1h 1m

  2. 6 DAYS AGO

    Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?

    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 (03:02) Analyzing Monday.com (11:04) Big Tech and AI: Alphabet's Bond Issuance (21:32) Value Play or Value Trap (36:32) AI Disruption in Consulting (41:13) Earnings Insights: Oscar and Spotify (53:31) The Rise and Fall of Tai Lopez (59:11) Listener Questions and Market Insights ***************************************************** 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 5m

  3. 11 FEB

    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

  4. 6 FEB

    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

  5. 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

  6. 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

  7. 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

  8. 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
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Hosts & Guests

Ratings & Reviews

5
out of 5
2 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
    Chit Chat Stocks
  • Years Active
    2018 - 2026
  • Episodes
    755
  • Rating
    Clean
  • Copyright
    © Chit Chat Stocks
  • Show Website
    Chit Chat Stocks

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