The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(03:02) Analyzing Monday.com

(11:04) Big Tech and AI: Alphabet's Bond Issuance

(21:32) Value Play or Value Trap

(36:32) AI Disruption in Consulting

(41:13) Earnings Insights: Oscar and Spotify

(53:31) The Rise and Fall of Tai Lopez

(59:11) Listener Questions and Market Insights

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Subscribe to Emerging Moats Research: 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: 

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 

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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.

On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:

(00:00) Introduction

(03:50) Understanding Constellation Software's Business Model

(06:40) The Bear Case: AI Disruption and Market Concerns

(15:45) Acquisition Strategy

(19:45) Leadership Transition and Its Implications

(28:29) Cultural Impact and Decentralization in Business

(29:04) AI's Influence on Acquisition Strategies

(31:48) Valuation Metrics and Market Perception

(35:51) Stock Buyback?

(43:11) The Unique Culture of Constellation Software

Speedwell Research: https://speedwellresearch.com/

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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

(01:09) The Software Stock Meltdown

(04:51) Valuations and Market Reactions

(13:46) Amazon Earnings Analysis

(19:17) Alphabet's earnings

(27:34) The AI Landscape

(38:41) Bitcoin's Volatility and Market Sentiment

(48:15) SpaceX and XAI Merger Discussion

(57:30) Quick Hits: Earnings and Market Trends

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

Subscribe to Emerging Moats Research: emergingmoats.com 

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

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

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

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 

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

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

On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:

(00:00) Introduction

(01:57) Understanding Sezzle's Business Model

(03:35) The Appeal of Buy Now Pay Later

(05:50) Sezzle's Unique Position in the Market

(09:24) Sezzle's Business History and Stock Performance

(13:00) Keys to Sezzle's Profitability

(15:21) Merchant Preferences and Sezzle's Strategy

(17:50) The State of the BNPL Industry

(21:20) Personal Insights on BNPL vs. Credit Cards

(26:34) Understanding Sezzle's Financial Growth

(27:01) Sezzle's Financial Performance and Growth Strategy

(31:30) Sezzle's Future: Market Positioning and Consumer Trends

(36:36) User Experience and App Functionality

(38:53) Valuation Insights and Growth Potential

(44:18) Risks and Challenges in the BNPL Market

(49:54) Misconceptions About Sezzle and BNPL

Manu Invests: https://manuinvests.substack.com/

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

Sign up for our stock research service, Emerging Moats: emergingmoats.com 

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

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

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

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 

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

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

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 Growth

Aria's Twitter: https://x.com/QualityInvest5

Aria'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.