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:

(03:52) Warren Buffett's Retirement Announcement

(11:02) Berkshire Hathaway's Future Leadership and Investment Strategy

(13:40) Apple vs. Google: The Search Engine Battle

(23:02) Apple's In-App Purchase Controversy

(28:53) Coupang's Earnings Report and Growth Strategy

(37:06) Remitly's Performance and Competitive Landscape

(38:25) Uber's Financial Performance and Market Position

(41:30) Waymo's Impact on Uber's Future

(45:25) Portillo's Earnings and Growth Potential

(51:18) Remitly's Market Position and Growth Prospects

(56:23) Earnings Reports: Highlights and Lowlights

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

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. 

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

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

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

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss:

(03:13) Stock 1: A Hidden Gem in Automotive

(21:34) Stock 2: The Backbone of Small Banks

(33:53) Understanding Roll-Up Strategies and Their Effectiveness

(39:39) Stock 3: Pest Control

(47:37) Stock 4: A Hidden Gem in Interconnect Products

(56:39) Key Takeaways from Successful Companies and Their Strategies

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

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. 

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

FinChat.io is the complete stock research platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat 

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

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:

(03:18) Microsoft's Performance and Cloud Growth

(15:14) Amazon's Earnings and Market Position

(24:45) Apple's Challenges and Market Dynamics

(33:11) Economic Indicators and Consumer Behavior

(35:27) Fast Food Trends and Consumer Choices

(37:22) The Impact of Ozempic on Food Spending

(39:38) The Future of Starbucks and McDonald's

(41:41) Sprouts Farmers Market: A Success Story

(43:27) Spotify's Growth and Market Position

(54:42) Airbnb vs. Booking Holdings: A Comparative Analysis

(01:00:32) Mexican Airports and Travel Trends

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

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. 

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

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

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

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:

(03:33) The History and Evolution of IBKR

(10:51) Understanding IBKR's Platform and User Experience

(12:23) Growth and Market Share of IBKR

(14:48) Personal Investing Journey and Transition to IBKR

(21:52) Management Culture and Organizational Structure

(28:23) Competitive Dynamics and Future Growth Potential

(30:41) IBKR's Global Growth Potential

(33:06) Tracking Account Growth as a Metric

(35:03) Competitive Advantages of IBKR

(35:26) Understanding IBKR's Culture and Management

(38:38) Navigating the Competitive Landscape

(40:51) Valuation Insights and Financial Metrics

(49:42) Investment Decisions and Future Outlook

(53:29) Macro Trends and Their Impact on IBKR

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

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. 

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

FinChat.io is the complete stock research platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat 

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

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:

(01:27) Tesla Earnings: A Controversial Quarter

(14:50) Alphabet Earnings: Growth and AI Integration

(26:52) Philip Morris: Transitioning to Smoke-Free Products

(33:38) Exploring Nathan's Famous: A Small Cap Opportunity

(38:57) Chipotle Earnings: A Personal Anecdote

(44:36) Nintendo Pre-Orders: High Demand and Market Potential

(54:48) Market Sentiment: The Impact of Political Events

(59:04) Nelnet's Financial Moves: A Positive Outlook

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

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. 

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

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

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

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss:

(12:45) Understanding Grindr's Unique Value Proposition

(24:19) Monetization Strategies and Revenue Growth

(31:56) Future Prospects and Advertising Opportunities

(32:25) Navigating Risks in Dating App Development

(35:34) User Growth and Revenue Insights

(37:04) Understanding Grindr's Unique Market Position

(46:30) Financial Health and Capital Returns

(53:44) Identifying Risks and Management Challenges

SUBSCRIBE TO BUYBACK CAPITAL: https://buybackcapital.substack.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. 

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

FinChat.io is the complete stock research platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat 

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

New release time! We are releasing the Power Hours Friday mornings going forward.

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:

(03:51) Netflix Earnings Report Analysis

(13:33) Impact of Tariffs on Big Tech

(18:10) TSMC's Growth and Market Position

(25:23) Boeing's Challenges and American Express Performance

(33:27) Economic Implications and Investor Awareness

(36:32) Tariffs and Market Reactions

(40:03) Luxury Brands and Economic Resilience

(44:24) Interactive Brokers: A Compounder in Focus

(52:41) ASML's Strategic Buybacks and Future Growth

(57:18) OpenAI's Social Network: A New Frontier?

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

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. 

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

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

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

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss:

(00:00) Introduction to Li Lu: The Mysterious Investor

(04:45) Li Lu's Fascinating Background and Early Life

(09:35) The Formation of Himalaya Capital and Investment Philosophy

(14:26) Investment Strategies: Balancing Patience and Activity

(16:59) Key Investment Principles from Li Lu

(22:50) Case Study: Timberland Investment

(29:52) Case Study: BYD - A Defining Investment

(33:40) Investing Insights: BYD vs Timberland

(35:41) The Rise of Mu Tai: A Cultural Staple

(42:39) Macro Perspectives: Li Lu on China

(48:39) Lessons from Li Lu: Value Investing Principles

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

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. 

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

FinChat.io is the complete stock research platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat 

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning.

On this episode, we discuss:

(03:36) Portfolio Impacts of Tariffs

(06:32) Direct and Secondary Effects on Companies

(09:23) Market Reactions and Predictions

(12:29) Analyzing Company Resilience

(15:29) Investment Strategies Amidst Uncertainty

(18:23) Sector-Specific Impacts

(21:29) Recent Portfolio Changes

(24:21) Final Thoughts on Market Trends

(34:38) Shifting Focus: The Importance of Timely Analysis

(35:21) Airbnb: Growth Potential and Market Positioning

(40:25) Philip Morris: Evaluating Investment Decisions

(43:08) Google: A Steady Performer in a Volatile Market

(51:52) The Impact of Tariffs on Global Trade

(57:33) Tesla: Demand Challenges and Future Outlook

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

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. 

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

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

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

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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

On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:

(03:33) Historical Overview of S&P Global

(11:44) Business Segments of S&P Global

(12:47) The Ratings Segment and Its Moat

(18:52) Software and Market Intelligence

(24:46) Commodities and Mobility Segments

(30:59) Evaluating S&P Global's Valuation

(32:17) Understanding the S&P 500 Index

(34:25) S&P Global's Revenue Growth and Margins

(37:25) Corporate Culture and Management Structure

(43:59) Assessing the Moat of S&P Global

(47:31) Valuation and Financial Projections

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

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. 

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

FinChat.io is the complete stock research platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat 

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

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

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

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