Chit Chat Money

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.

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.

(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.

On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:(00:00) Introduction(02:24) Understanding Uber's Revenue Streams(03:51) Geographic Diversification and Growth Opportunities(08:15) The Autonomous Vehicle Threat and Opportunity(30:17) Profitability of Uber Eats(31:03) Uber's Expansion into Grocery and Retail(33:36) Advertising Revenue: A Key to Profitability(37:43) Exploring Uber's Moonshot Projects(42:51) Uber's Investment Portfolio and Market Penetration(49:18) Valuation Insights and Future GrowthAria's Twitter: https://x.com/QualityInvest5Aria's YouTube: https://www.youtube.com/@QualityInvest5*****************************************************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.

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(01:15) The Software Apocalypse(21:36) AI and Software Development(30:30) Housing Market Insights(34:17) TripAdvisor: A Legacy Business in Transition(38:43) Viator Acquisition: A Strategic Move for Airbnb(44:38) TSMC's Growth and Market Position(52:34) Apple and Google's AI Partnership*****************************************************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.

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:(00:00) Introduction(01:59) Exploring the Defense budget increase(10:45) Leidos (Ticker: LDOS)(19:20) RTX Corp (Ticker: RTX)(25:25) CACI International (Ticker: CACI)(33:26) L3 Harris (Ticker: LHX)(36:11) BWXT Technologies (Ticker: BWXT)(42:18) Kratos Defense (Ticker: KTOS)(50:08) Black Sky Technologies (Ticker: BKSY)(54:24) Concluding thoughts on defense sector*****************************************************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.

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(00:56) Geopolitical Impacts on Investments(05:20) Venezuelan Economic Landscape and Investment Opportunities(11:04) S&P 500 Insights: Winners and Losers(28:36) Housing Market Dynamics and Institutional Investors(33:37) Small Cap of the Week: Owlet's Market Position(38:58) The Baby Economy and Market Trends(43:31) Defense Spending Insights(50:28) Streaming Wars: Netflix and Warner Bros(01:01:34) AI Bubble Watch: Funding and Future Prospects*****************************************************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.

On this episode of Chit Chat Stocks, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:(00:00) Introduction(03:58) Exploring Turning Point Brands: Company Overview(07:46) The Shift to Nicotine Pouches: Market Trends(09:28) High-Level Thesis: The Super Trend of Nicotine Pouches(13:56) Brand Strategies: FRE vs. ALP(16:44) Nearshoring Manufacturing: Impacts on Profitability(22:03) Brand Loyalty and Market Dynamics(25:51) The Zyn Shortage: Implications for Brand Loyalty(29:52) Market Dynamics and Brand Loyalty(35:02) Valuation Insights and Growth Projections(39:53) Risks and Challenges in the Nicotine Market(44:23) Comparative Analysis: Pouches vs. Vaping(51:16) Investment Strategy of Fraxinus Capital ManagementContact Capital Mindset: https://x.com/capital_mindset*****************************************************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.

On this episode of Chit Chat Stocks, we take a look back at our 2025 returns, we analyze last year's market predictions, and we make 6 new bold predictions for 2026. These include our takes on the overall economy, big tech, and stocks/sectors that we think could outperform or underperform. We discuss:(00:00) Introduction (11:55) Analyzing Our 2025 Investment Returns, including biggest winners and biggest losers(17:51) Reviewing last year's market predictions(30:12) Bold stock market predictions for 2026(53:06) Investment Goals for 2026*****************************************************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.

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 (01:42) Nike Earnings Analysis(14:04) Harbor Diversified Update(28:55) Alphabet's Acquisition of Intersect(40:13) Amazon's Advertising Potential(41:23) Comparing OpenAI to WeWork(44:40) OpenAI's Business Model Challenges(45:56) Boring Stocks That Outperform(52:11) Financial Charlatans of the Year(58:39) Cannabis Industry Insights(01:03:41) Long-Term Stock Picks*****************************************************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.

On this episode of Chit Chat Stocks, we pick three stocks for 2026. These could be longs, shorts, stocks we already own, stocks on the top of our watchlists, or stocks we simply like for the upcoming calendar year. We discuss:(00:00) Introduction (06:18) Stock 1(15:29) Stock 2(25:34) Stock 3(39:11) Stock 4(47:56) Stock 5(01:04:46) Stock 6*****************************************************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.

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(01:15) Meet new guest Aria Radnia(02:29) Diving into Uber: The Elevator Pitch(17:05) Transitioning to Coupang: The Data Breach Impact(28:36) Netflix's New Strategies: Podcasts and Gaming(44:11) Snap's New Monetization Strategy(52:20) Turning Point Brands: A Deep Dive(57:33) Lululemon's Earnings and Market Position(01:04:11) Bubble Watch: Current Market TrendsAria's Twitter: https://www.youtube.com/@QualityInvest5Aria's YouTube: https://x.com/QualityInvest5*****************************************************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.

On this episode of Chit Chat Stocks,  Ryan dissects Monday.com (Ticker: MNDY), concluding with his decision on whether to buy the stock or not. We discuss:(00:00) Introduction(03:37) Growth Metrics and Business Model(06:19) History(09:30) Understanding the Product and User Experience(12:20) Market Position and Competitive Landscape(15:16) Financial Analysis and Valuation Insights(33:28) Profit Margins and Stock-Based Compensation(43:25) The Stickiness of Software and Customer Retention(49:53) AI's Impact on Task Management Software(57:30) Management Dynamics and Company Valuation*****************************************************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.

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(00:28) Major News: Netflix's Bid for Warner Bros.(21:57) Listener Question: Multi-Bagger Investment Strategies(23:51) Identifying High-Potential Asymmetrical Bets(40:50) Analyzing Share Buybacks and Growth Prospects(42:53) Leadership Changes at Berkshire Hathaway(45:09 Speculations on Berkshire's Investment Strategy(47:56) Berkshire's Cash Reserves and Investment Dilemmas(51:24) Rapid Fire Earnings Review: Remitly and Adobe(58:48) Nintendo's Market Position and Future Prospects(01:02:08) SpaceX IPO Speculations and Market Implications*****************************************************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.

On this episode of Chit Chat Stocks, we talk with Abdul Al-Asaad, founder of Basic Capital. You may have seen this company and its viral introductory video on its debt-driven 401k product, which sparked heated debates across the financial world. So, we wanted to sit down and interview Abdul about what Basic Capital is actually doing. We discuss:(00:00) Introduction(06:27) Innovative Financing in the 401k Space(13:20) Understanding Debt Structures and Risk Management(20:19) Investment Strategies and Asset Allocation(30:41) Customizing Investment Strategies(31:28) Identifying the Ideal Customer(33:45) Understanding the 401k Landscape(37:04) Building a Product for Workers(38:47) Exploring Risk and Leverage(45:15) Basic Capital's Business Model(52:15) The Ideal Investment Portfolio*****************************************************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.

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(01:48) Dream Portfolio Game(03:05) Criteria for Selecting High-Growth Companies(06:17) Drafting the Best Companies at 15x Earnings(24:17) Final Picks and Honorable Mentions(30:39) Rick's Cabaret Collapse: A Cautionary Tale(37:22) Michael Burry's Insights on Stock-Based Compensation(44:30) Quality Stocks at Record-Low Valuations(50:25) Consumer Spending Black Friday(53:25) Meta's Reality Lab Spending Cuts*****************************************************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.

On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss:(00:00) Introduction(19:18) Focus on Infrastructure Investments(22:09) Case Study: GE Aerospace and Safran(27:39) Alphabet's Journey and Management Challenges(36:07) Evaluating Risk in Alphabet's Investment(44:41) Takeaways from Chris Hohn's Investment Strategy*****************************************************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.

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(21:42) Alphabet's Resurgence: The AI Narrative Shift(38:02) Amazon's Competitive Edge: A Moat Like No Other(39:50) Thanksgiving Turkey Characteristics in Companies(48:25) Legacy Companies and Market Disruption(50:55) Gratitude in the Investment World(53:57) Thanksgiving Leftovers: Companies to Watch(56:16) Black Friday Deals: Stocks to Consider(01:00:54) Zoom and Mercadolibre: Current Opportunities*****************************************************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.

*****Apologies for some scratchy audio from Brett's mic on this episode*****On this episode of Chit Chat Stocks, we dive into five international stocks (outside of the United States) on our radar for 2026. We discuss:(00:00) Introduction(03:22) Honorable Mentions and Market Insights(03:52) Grupo Aeroportuario del Sur: A Case Study(15:38) Grab Holdings: The Super App of Southeast Asia(30:33) Hermes International: The Luxury Brand with Heritage(39:54) Exploring the Digital Remittance Landscape(41:37) Wise: A Game Changer in Money Transfers(46:07) The Business Model of Wise(50:51) Investing in Bolsa Mexicana de Valores(57:05) Comparing Stock Exchanges: Mexico vs. the U.S.(01:02:09) Final Thoughts and Stock Picks*****************************************************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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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(22:56) Adobe's Acquisition of Semrush(27:22) AI Winners vs. Losers: SaaS Valuation Divergence(35:10) AI and Software Development: Enhancing Creativity(38:20) Becton Dickinson: A Special Situation Investment(39:27) Wix: Analyzing Growth and Market Position(45:53) TeraVest: A Canadian Manufacturing Gem(56:14) MicroStrategy Madness(01:02:24) Hims and Hers: New Services and Market 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.

On this episode of Chit Chat Stocks, Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian, Chilean, and Colombian stocks at the moment. We discuss:(00:00) Introduction (02:38) Argentina's Economic Landscape Post-Election(05:02) Currency Challenges and Economic Recovery in Argentina(07:39) Political Stability and Free Market Prospects in Argentina(10:43) Spotlight on Corporacion America Airports (CAAP)(21:16) Exploring Other Investment Opportunities in Argentina(23:42) Political Climate and Investment Outlook in Chile(27:29) Investment Strategies in Chile's Resource Sector(29:18) Investing in Latin American Banks(32:11) Political Catalysts and Industry Focus(33:39) Challenges in Trading Colombian Stocks(35:52) Colombian Market Recovery(42:55) Understanding Currency Valuation(47:07) The Impact of Currency Valuation on Argentina(49:48) Future Political Trends in Latin America(53:52) Opportunities in Latin American MarketsIan's newsletter: https://ianbezek.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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(00:59) Investing Insights from Japan(02:23) Deep Dive into Remitly Earnings(11:43) Fallen Angels: Stocks in Decline(17:15) Monday.com: Earnings and Market Reaction(23:50) Apple's Innovation and Market Position(30:43) Sprouts Farmers Market: Investment Opportunity(38:40) Exploring the 50-Year Mortgage(44:47) Analyzing Coupang Earnings(52:54) The Altman Interview(01:01:01) Michael Burry's Short Bet*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.We discuss:00:00 Introduction02:45 The AI Trade15:49 Missed Investment Opportunities22:04 Investing beyond AI25:19 What the market doesn't understand33:17 Understanding Stock Investment Theses and KPIs40:37 The Impact of Crypto Leverage on Market Dynamics42:21 Analyzing Portillo's: A Case Study in Value Investing44:28 Balancing Professional Life and Stock Research47:28 Long-Term Vision with Nelnet 51:25 Favorite Financial Media and Learning Resources*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we speak with Dave Ahern of the Investing For Beginners Podcast. We discuss how Nubank has come to dominate the online banking space in Latin America. We explore their innovative digital banking model, growth strategies in Brazil and Mexico, potential expansion into other Latin American markets, and the implications of applying for a U.S. banking license.(03:22) Understanding NuBank's Business Model(06:08) Growth Strategies in Brazil(10:30) Expansion Potential in Mexico(16:34) Future Expansion in Latin America(22:37) Why NuBank applied for a U.S. Banking License(25:47) Exploring Growth Beyond Financial Services(31:43) Management Insights: David Velez and His Leadership(36:56) Valuation and Growth ProjectionsVALUE SPOTLIGHT: https://einvestingforbeginners.com/value-spotlight-newsletter/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: ⁠https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Get up to 40% off Nov. 26th - Dec. 1st with our link: https://portseido.com/?fpr=ryan63⁠ *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss:(00:00) Why have an investment checklist?(06:13) Questions to ask in the research process(19:02) Flexibility in Investment Analysis(23:30) Overriding the Checklist: Real-World Examples(28:46) Identifying Generational Investment Themes(29:44) The Industrial Revolution and AI's Role(36:36) Valuation in the Investment Process(47:49) Portfolio Management StrategiesJRo's Notes: https://lastbastion.com/author/jro/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: ⁠https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: ⁠https://portseido.com/?fpr=ryan63⁠ *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST.*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:(00:00) Introduction(02:00) Amazon's AI Strategy and Anthropic Relationship(10:14) Google's Competitive Edge in AI(19:26) Meta's AI Monetization Strategies(28:24) Microsoft's Azure and AI Workloads(32:10) Understanding Neo Clouds and Their Impact(36:01) Nvidia's Strategic Moves and Circular Accounting(40:12) The Depreciation Dilemma of GPUs(52:19) OpenAI's Future and Financial Strategies(57:56) Predictions for AI Leaders by 2030UNCOVER ALPHA: https://www.uncoveralpha.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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 with special guest Travis Hoium:(00:00) Introduction(04:00) Tesla Earnings and EV Market Analysis(10:12) Opportunities in the EV Space: Lyft and Uber(12:45) General Motors and Rivian: Financial Insights(20:25) Hims and Hers: Disruption in Healthcare(32:08) Emerging Asymmetric Stocks: On and Crocs(34:16) Conclusion and Final Thoughts(37:16) Google's AI Dominance: Competitive Advantages and Future Outlook(47:54) Bubbles vs. Asymmetric Stocks: Understanding Investment Risks(55:45) MGM: A Case Study in Asymmetric Growth OpportunitiesAsymmetric Investing YouTube: https://www.youtube.com/@asymmetricinvestingNewsletter: https://asymmetric-investing.beehiiv.com/Autopilot: https://marketplace.joinautopilot.com/landing/3126/772780*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, we speak with Michael Fritzell of Asian Century Stocks. We discuss why investors should consider investing in Asia, and then go through a case study of a cheap stock he has covered on the newsletter. (00:00) Introduction (03:41) Investing in Asia: Opportunities and Risks(07:16) Stock case study(17:09) Investing in airports(31:28) Managing the macro(34:30) India's Manufacturing Challenges and Growth Prospects(43:23) Investing in Asia: Common Mistakes and Insights(48:25) Opportunities in the Philippines(53:11) Capital Returns and Investment Strategies(56:50) Currency Risks in Asian Markets(01:00:25) Changes in Japanese Corporate GovernanceASIAN CENTURY STOCKS: https://www.asiancenturystocks.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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(02:02) Earnings Season Insights(05:49) Taiwan Semiconductor's Performance(11:45) Growth Stock Discussion Begins(18:02) Top Growth Stocks (41:41) Cash Levels and Market Sentiment(43:31) Interactive Brokers: A High-Margin Business(48:07) Gold and Silver: Trends and Considerations(53:09) JP Morgan's Strategic Investments(01:00:38) Bubble Watch: Fermi and Energy Stocks(01:03:01) Analyzing Ferrari's Growth Potential*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss:(00:00) Introduction(01:48) History(09:24) Business model(18:00) Competition Landscape: (24:23) Competitive advantage(31:30) Financial Performance(32:28) User Growth Trends and Insights(37:39) Advertising Dynamics: Services vs. Retail(40:35) Financial Performance and Margin Expansion(50:54) Management Trust and Compensation Concerns(55:26) Why Ryan is buying the stock*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(0:00) Introduction*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss:(00:00) Introduction(03:28) Early Life and Influences(09:14) Quantum Fund(12:39) Investment Philosophy and Position Sizing(19:27) Understanding Reflexivity in Markets(28:02) Case Study: Breaking the Bank of England(34:42) The Mechanics of Currency Devaluation(39:23) Soros' Bet Against the Thai Baht(44:47) Current Currency Crises: Lessons from Argentina(50:30) Soros' Investment Philosophy and Strategies(55:50) Lessons Learned from Soros' Approach*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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 (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market Position(14:09) The Emergence of the Texas Stock Exchange(22:58) Never Sell Stocks: Criteria and Personal Picks(44:47) Spotify's Leadership Transition and Its Implications(48:21) Project Kuiper: Amazon's Ambitious Venture(51:58) Portillo's: A Fresh Perspective on a Struggling Stock(52:52) Electronic Arts: The Largest Leveraged Buyout Ever(58:23) Bill Ackman's Shareholder Letter Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(05:12) Opendoor(31:37) Portillo's Value Degen Substack: https://unemployedvaluedegen.substack.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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 (02:26) AI Boom and Market Implications(08:35) Electricity Consumption and AI(16:43) Drafting Future Share Cannibals(21:09) Criteria for Selecting Share Cannibals(41:39) Mark Leonard's Legacy and Constellation Software(47:10) Yelp's Business Model and Market Position(53:15) Compass's Disruption in Real Estate(59:14) Listener Questions *****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) A New Player in Defense(10:47) Innovations in Subsea Technology(19:44) Product Categories and Market Applications(22:02) Competitive Landscape and Market Positioning(28:04) Regulatory Challenges and Industry Barriers(32:54) Building Trust in Defense Contracts(36:44) Anduril's Disruption in Defense Tech(38:50) Competitive Analysis(42:06) Future Growth Prospects (46:59) Management Insights and Leadership Transition(53:53) Financial Projections and Market Positioning*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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(01:06) Nvidia's Strategic Investment in Intel(03:08) The Semiconductor Supply Chain Dilemma(10:21) The Future of Intel and TSMC(22:21) Airbnb's Growth Strategies and Advertising(31:57) Mark Zuckerberg's $600 Billion Commitment(36:31) Mortgage Payment Searches and Economic Indicators(40:48) Federal Reserve's Interest Rate Decisions(52:46) Fraud Watch: Trevor Milton and RCI Hospitality(01:04:49) Remitly's New Subscription Model and Market Strategy*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss:(00:00) Introduction (01:55) Brett's Portfolio Performance (10:01) Ryan's Portfolio Performance (15:59) Analysis of Top Positions(21:54) Best Buys and Future Considerations(49:30) Stocks on the Chopping Block(58:44) Watchlist Stocks *****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://www.portseido.com/?fpr=ryan63*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:(00:00) Introduction(02:06) Analyzing Chipotle's Performance(11:04) Duolingo's Disruption Concerns(19:39) AI Infrastructure and OpenAI's Cash Burn(31:50) Emerging Players in AI: Nebius(34:22) Shorting Stocks: Risks and Strategies(37:13) Exploring Cybersecurity Stocks(47:14) Gambling.com: A Marketing Agency in Online Gambling(47:43) The Internet of Things: SamSara's Business Model(49:51) Rubrik: Cybersecurity and Business Resilience(55:06) Bubble Watch: The State of AI and Market Speculation*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

You'll want to listen to this one. We discuss:(00:00) Introduction(05:19) Navigating the Dotcom bust(10:00) The Entrepreneurial Mindset in Investing(16:29) Investing books misleading investors(21:30) Understanding Rule Breaker Investing(27:59) Building a Rule Breaker portfolio(28:36) The Habits of a Rule Breaker Investor(32:57) Portfolio management and position sizing(38:53) The Psychology of Holding Stocks(43:15) Learning from Mistakes in Investing(54:12) The Snap Test: A Mindset Shift for InvestorsDavid's new book: https://www.amazon.com/Rule-Breaker-Investing-Stocks-Lasting/dp/1804091219*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.

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 (02:01) Google's Favorable Court Ruling(12:40) C3 AI's Disappointing Quarter(17:26) Lululemon's Earnings Report(28:08) Drafting the Top 10 Widest Moats*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, Ryan gives a research report on SoFi Technologies (Ticker: SOFI). We discuss:(00:00) Introduction (01:38) SoFi's Emergence as a Leading Neo Bank(03:27) The Evolution of SoFi: From Peer-to-Peer Lending to Full-Service Bank(10:41) SoFi's Competitive Advantages in the Banking Sector(34:36) Understanding SoFi's Revenue Streams and Loan Portfolio(48:52) Valuation Insights and Future Outlook for SoFi*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.

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 (01:27) Deep Dive into Nvidia's Earnings(10:34) The Importance of Federal Reserve Independence(21:50) Market Reactions and Future Predictions(29:06) Autodesk Earnings and Market Implications(31:38) Autodesk's Financial Performance and Management Challenges(35:29) New Bank's Growth and Market Positioning(40:47) Mercado Libre's Competitive Landscape and Growth Prospects(44:26) Corporacion America Airports: A Low-Risk Investment Opportunity(50:24) Boston Beer Company: Navigating the Alcohol Market(54:12) Identifying Companies with Pricing Power*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss:(03:37) Dev Kantesaria's Unique Background(06:20) Investment Philosophy and Approach(09:23) Portfolio Analysis and Key Metrics(12:38) Case Study: Fair Isaac Corporation (FICO)(32:20) Unlocking Pricing Power: The FICO Case Study(37:25) S&P Global: A Long-Term Investment Perspective(44:14) Valley Forge Fund Performance: Analyzing Returns(50:24) Key Takeaways from Kantesaria's Investment Philosophy(56:33) AI and Investment Uncertainty: A Cautionary Perspective*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.

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:(01:05) Intel Nationalization and Government Involvement(10:01) Zoom Earnings Review and Market Position(15:37) Super Investors: 13F Season Insights(27:52) Warren Buffett's Investment in United Health(34:58) Buffett's Influence and Retirement(41:00) Chamath's SPAC Ventures(45:57) AI Innovations and Market Reactions(53:56) Growth Stocks Turning Profitable(01:02:40) Retail Roundup: Trends and Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss:(02:55) Rocket Lab's Methodical Approach to Space(05:14) The Neutron Rocket: A Game Changer?(08:47) Financial Implications of Neutron's Launch(15:42) Acquisitions and Strategic Growth(19:13) The Balance of Launch Services and Space Systems(24:31) Rocket Lab's Strategic Shift in Satellite Manufacturing(25:24) The Importance of Neutron for Satellite Constellations(26:46) Understanding the Competitive Landscape in Space(29:19) Growth Drivers for Rocket Lab's Future(30:58) Government Contracts and the Haste Program(34:25) Financial Projections and Free Cash Flow(36:55) Price Targets and Portfolio Management(40:55) Future Outlook for Rocket Lab in 2035(44:05) Exploring Moon and Mars Missions7investing: https://7investing.com/*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.

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:(02:58) AI's Impact on Software Companies(11:52) Trends in Alcohol Consumption(21:02) Amazon's Grocery Delivery and Instacart's Challenges(30:41) Cava's Earnings and Restaurant Industry Trends(36:14) Analyzing Restaurant Performance Amid Economic Challenges(39:58) Insider Buys(44:29) The Hot IPO Market: Opportunities and Risks(48:25) Bubble Watch: Signs of Market Euphoria(50:50) Adyen's Growth Challenges in a Competitive Landscape(56:19) CoreWeave's Risky Bet*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss:(03:48) The History of Dave: From SPAC to Recovery(08:56) Understanding the Business Model: Micro Lending Explained(16:15) Competition and Market Positioning: Who Does Dave Compete With?(16:54) Operational Structure: Partner Banks and Expenses(22:08) Future Outlook: Pricing Models and Growth Potential(26:17) Assessing Risks and Opportunities for Dave(30:15) Market Potential and Growth Projections(34:36) Management Integrity and Company Culture(37:10) Navigating Bankruptcy Risks and Financial Health(39:50) Capital Allocation Strategies(42:36) Valuation Insights and Market MisunderstandingsCapital Mindset: https://www.youtube.com/@CapitalMindset*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.

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:(02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis(12:19) Figma IPO: Valuation and Market Implications(28:38) Remitly's Growth Amidst Market Challenges(34:21) Evaluating Growth Potential in Stocks(36:26) Innovations in Digital Finance and Remitly's Strategy(41:00) Airbnb's Market Position and Growth Challenges(50:52) Coupang's Expansion and Competitive Landscape(57:43) OpenAI's Valuation and Market Dynamics*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.