Episodes
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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(01:02) Terry Smith's letter(24:16) Microsoft's layoffs at Xbox(40:21) Samsung earnings and industry outlook(44:27) AI lab profitability metrics and bubble watch(46:24) Blue Origin's valuation(48:32) Satellite industry and capital cycle considerations(54:58) Listener questions(01:00:10) Coca-Cola's bottling vs. beverage company performance*****************************************************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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On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss:(00:00) Introduction(05:52) Understanding Copart's Business Model(14:32) Competition in the Vehicle Remarketing Industry(29:36) Understanding Market Dynamics and Natural Disasters(31:44) International Expansion(33:28) Management Changes(39:04) Market Share Challenges(45:05) Valuation(50:23) Investment Decision*****************************************************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
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Missing episodes?
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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
(01:30) Meta's Cloud Business Announcement
(16:46) Investing in Automotive: The Case of Renault
(21:17) Nike's Struggles in the Market
(28:17) Rocket Lab's Acquisition and the Space Economy
(39:55) The Semiconductor Sector: Opportunities and Risks
(47:56) Restaurant Investments: Jersey Mike's
(51:08) Small Cap Insights and Market Trends
(54:03) Humorous Stock Market Insights and Misconceptions
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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 -
On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss:
(00:00) Introduction
(01:21) Accenture
(10:43) Netflix
(16:19) Nike
(22:37) Stock 4
(28:14) Stock 5
(34:42) Stock 6
(42:21) Stock 7
(47:52) Stock 8
(53:16) Stock 9
(58:23) Stock 10
(01:02:44) Rapid Fire Picks
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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 -
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) Micron Madness: Earnings and Expectations
(10:02) The AI Chip War: OpenAI's Custom Chip Announcement
(17:32) Meta's New Ventures: Prediction Markets and Glasses
(31:49) Meta's Capital Allocation and Market Comparisons
(32:08) Lime's IPO and Business Model Insights
(36:38) MicroStrategy's Bitcoin Strategy and Market Impact
(42:03) The Future of MicroStrategy and Bitcoin's Viability
(45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies
(52:41) Researching Industries and Competitors
(56:11) Wise's Business Performance and Market Positioning
*****************************************************
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 -
On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss:
(00:00) Introduction
(02:57) Rupert's Background and the SpaceX IPO
(06:04) Understanding the Lockup Period for SpaceX
(09:04) Market Dynamics and Capital Raising Trends
(11:52) The Impact of Indices on Market Valuations
(15:03) Hyperscalers and Their Capital Raising Strategies
(17:51) The Future of AI IPOs and Market Sentiment
(34:40) The Role of AI in Market Valuations
(38:17) Understanding Addressable Market in IPOs
(46:34) Navigating Bull Markets and Historical Context
(50:17) Retail Investors and the IPO Process
Blind Squirrel Macro: https://www.blindsquirrelmacro.com/p/its-line-in-the-sand-time-dario?r=9ef2u&utm_campaign=post&utm_medium=web&triedRedirect=true
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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 -
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
(01:17) Roku's Acquisition by Fox Corporation
(10:09) TripAdvisor's Sale of The Fork to American Express
(20:55) Exploring the Denmark Index and Investment Opportunities
(34:19) Accenture's Dividend Yield and Cash Flow Stability
(35:49) Fiserv Executive Departures and Investor Concerns
(41:17) Small Cap of the Week: Spectra Systems
(47:09) Legacy Education: A Healthcare Roll-Up Opportunity
(51:00) Salesforce's Acquisition of Fin
(56:14) Snap's New AR Glasses: A Critical Look
(01:01:10) Autodesk: Evaluating Investment Potential
*****************************************************
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 -
On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss:
(00:00) Introduction
(03:43) Understanding business model
(09:38) Competitive Landscape
(12:35) Unique Country Focus
(15:58) Growth Drivers: Total Payment Volume and Customer Acquisition
(18:53) Addressing the Muddy Waters Short Report
(33:00) Valuation
(39:46) Risks and Challenges in Investment
(45:10) Growth potential
(56:40) Final Thoughts and Resources
James's Substack: https://rockandturner.substack.com/
James's book: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1
*****************************************************
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 -
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
(01:47) Fintech Sell-Off: Analyzing Market Trends
(13:05) Apple Worldwide Developer Conference: Key Takeaways
(22:42) Wix Restructuring: Implications for Investors
(29:48) Nintendo Direct: Anticipation and Concerns
(35:37) High-Quality Companies Trading Below 15 Times Earnings
(39:47) Listener Questions and Investment Strategies
(45:05) Contrarian Investment Ideas
(47:52) SpaceX and OpenAI IPO Predictions
(51:59) Market Bubble Watch and Predictions
(56:43) World Cup Betting 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss:
(00:00) Introduction
(02:48) Chuck Akre's Unconventional Journey to Investing
(06:36) Akre Capital Management's Performance and Transition
(10:57) The Three-Legged Stool Investment Philosophy
(16:50) Case Studies: American Tower and Private Equity Investments
(35:03) Trimming Positions and Opportunity Costs
(36:46) Case Study: O'Reilly Automotive's Reinvestment Moat
(42:45) Constellation Software: A Long-Term Holding
(51:16) Akre's Portfolio Performance and the SaaS Pivot
(57:59) Lessons from Akre Capital Management
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 -
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
(03:22) Google's $85 Billion Equity Raise
(09:11) Comparing Meta and Google: Future Prospects
(12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison
(15:11) Trouble in FinTech Paradise: MasterCard and Visa
(18:58) Celsius Stock
(21:43) Wise Group and Regulatory Investigations
(36:55) The Impact of AI on Financial Data Companies
(40:25) Evaluating Ratings Agencies and Their Future
(42:29) Concerns Over Index Fund Integrity
(44:39) SpaceX's AI Revenue Projections and Market Reactions
(47:29) Analyzing BlackRock Coffee Bar's Market Position
(51:05) Lululemon's Growth Challenges and Market Dynamics
(54:59) Victoria's Secret's Brand Revival vs. Lululemon's Struggles
(58:55) Diageo's Turnaround Potential in a Tough Market
*****************************************************
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 -
On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss:
(00:00) Introduction
(03:44) The AI Narrative and Duolingo's Position
(06:38) Understanding Duolingo's Business Model
(09:42) Growth and User Engagement Strategies
(12:45) Challenges and Market Dynamics
(15:54) Valuation and Financial Performance
(18:53) Management and Future Outlook
(29:43) Rocket Lab
(36:49) Strategic Acquisitions and Growth Plans
(40:37) Financial Strategies and Market Positioning
(45:46) Valuation Insights and Market Expectations
(50:17) Comparing Rocket Lab and SpaceX
7investing: https://7investing.com/
*****************************************************
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 -
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
(01:17) Salesforce Earnings and Buyback Program
(09:06) State of the Korean Markets
(12:22) Verra Mobility's Earnings and Market Reaction
(17:57) Discussion on DRAM ETF and Memory Stocks
(26:56) Ferrari's First Electric Car Launch
(37:02) Anthropic's Unprecedented Growth
(42:53) Costco's Consistent Performance
(46:48) Celsius and the Competitive Energy Drink Market
(50:40) Mitek Systems and Autodesk Earnings
(55:28) NBA Players Entering the Tech Space
(01:00:55) OpenAI's Financial Challenges
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 -
On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss:
(00:00) Introduction
(02:58) Bill Ackman
(10:15) Berkshire Hathaway
(18:59) Akre Capital
(27:13) Druckenmiller
(41:05) Pat Dorsey
(54:40) Value Act
(01:03:27) Research Ideas and Final Takeaways
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 -
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
(02:59) Financial Overview of SpaceX
(06:12) Revenue Streams and Business Segments
(09:16) Elon Musk's Compensation Package
(12:03) Starlink's Growth and Profitability
(18:15) Concerns and Red Flags in Financials
(22:04) Market Valuation and Investor Sentiment
(24:58) Related Party Transactions and Governance
(27:51) Final Thoughts and Predictions
(38:01) Navigating Musk's Business Moves
(40:00) Insights from Constellation Software's Shareholder Meeting
(44:53) Wix's Earnings and Market Reactions
(49:11) Airbnb's Growth and Booking Trends
(50:56) Intuit's Market Challenges and Stock Performance
(54:51) Nvidia's Impressive Growth and Valuation Dilemma
(57:57) New Bank's Performance and Market Position
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 -
On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss:
(00:00) Introduction
(03:15) The Importance of Indexes and Benchmarking
(06:12) Challenges in Building and Maintaining Indexes
(09:25) Revenue Generation and Business Model of MSCI
(12:19) The Role of AI in Index Management
(15:22) Future Growth and Market Trends for MSCI
(31:33) The Role of MSCI in the ETF Market
(33:43) Growth Potential and Market Trends
(35:01) Competitive Advantages of MSCI
(40:44) Comparing Moats: Stock Exchanges vs. Index Providers
(45:50) Valuation Insights and Future Projections
(51:52) Investment Decisions and Market Considerations
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 -
No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format.
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 -
On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others.
(03:59) Remitly
(12:33) Adobe
(17:59) Alphabet
(22:39) Wise
(29:38) Airbnb
(35:23) Grupo Aeroportuario del Centro Norte
(38:59) Wix
(43:17) Amazon
(47:21) Coupang
(51:07) Autodesk
(53:08) Taiwan Semiconductor
(56:04) Corporacion America Airports
(59:06) Adyen
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 25% off any 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 -
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
(03:10) Ryan Cohen and GameStop's Controversial Moves
(06:03) Nano Nuclear Energy x Super Micro Computer
(09:21) Remitly's Strong Earnings Report
(12:19) Coupang's Mixed Performance
(16:12) Uber's Earnings and Market Position
(22:01) Grab's Resilience Amid Regulatory Challenges
(26:06) The Impact of SpaceX IPO on Market Dynamics
(29:47) Pinterest's Aggressive Buyback Strategy
(42:47) The State of Online Dating Apps
(45:41) Earnings Reports and Company Valuations
(52:19) Cerebras and the Semiconductor Landscape
(56:07) Palantir's Growth and Market Positioning
*****************************************************
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.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
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 -
On this episode of Chit Chat Stocks, we bring on guest Lou Whiteman from the Motley Fool to discuss the future of the space and defense sectors. We discuss:
(00:00) Introduction
(03:27) Market Dynamics
(06:42) Government Spending
(09:47) Understanding SpaceX's Business Model
(12:43) Valuation Challenges and Market Comparisons
(15:37) The Future of Starlink and Competition
(25:09) Investing in Space: The Elon Musk Factor
(28:25) Rocket Lab: The One-Stop Shop for Space
(33:58) Navigating the Defense and Space Sectors
(40:54) Emerging Opportunities in Space Defense Tech
(43:26) Understanding the Long-Term Dynamics of Defense Stocks
*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
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Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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