Chit Chat Stocks

By Chit Chat Stocks

What's Chit Chat Stocks about?

Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.

Download our free app to listen on your phone

Chit Chat Stocks episodes:

04.24.2024
The State of the ~NICOTINE~ Industry With Devin LaSarre
On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in the Nicotine Industry (30:20) The Potential of Nicotine Pouches and...
04.21.2024
Will Starlink Crush the Competition? Plus, More Management Malfeasance
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings...
04.17.2024
Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio
On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover: (06:36) Finding Uncorrelated Stocks (35:22) Disqualifying a Company: Management, Moats, and Passion (45:35) Red Flags...
04.14.2024
Celsius Energy Drinks, Meta Platforms, and Spotify Uncertainty With Alex Morris (CELH, META, SPOT)
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth...
04.10.2024
10 Rapid Fire Stocks
On this episode of the Chit Chat Stocks podcast, Brett and Ryan go through 10 rapid-fire stocks from listener-suggested tickers. We cover: (03:30) Nike (NKE) (26:12) Semrush (SEMR) (32:27) Confluent (CFLT) (38:27) HelloFresh (HFG) (47:02) Atkore (ATKR) (57:18) Starbucks (SBUX) (01:03:27) StoneX Group (SNEX) (01:08:04) Picking favorites + other...
04.07.2024
Amazon's Most Powerful API
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Overview (02:59) Discussion on Spotify's Price Hikes (07:11) Proxy Battle at Disney (25:23) Comparing Financials of Nike and Lululemon (28:09) Considering the Risk-Reward...
04.03.2024
GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO)
On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover: (00:00) Introduction to GoGo and...
03.31.2024
Long Bitcoin, Short MicroStrategy
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Sponsor (00:32) Overview of Topics (04:02) Hilarious Parody Buy Rating (05:13) Financials of Trump Media (07:45) Ludicrous Valuation of Trump Media (09:24) Sentencing of...
03.27.2024
2 Stocks I Bought Last Month: Homebuilder Sector Analysis (DFH, NVR, DHI)
On this episode of Chit Chat Stock, Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in 2024. We discuss: (00:00) Introduction and Excitement for Home Building Stocks (02:12) Factors that Increased Interest in Home Building Stocks (06:29 Factors...
03.24.2024
What Happened to Super Micro Computer Stock? Plus, Our Takes on The DOJ Suing Apple (SMCI, AAPL)
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (03:09) Discussion on Super Micro Computer (SMCI) (15:08) Analysis of SMCI's Performance (29:08) Apple Lawsuit by the Department of Justice (32:09) Evaluation of...
03.20.2024
The Best Investor In Britain? How Terry Smith Beats The Market With Quality Stocks
On this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through: (00:00) Introduction and Background (02:19) Buy Right and Sit Tight (03:18) Don't Over Diversify (04:16) About Terry Smith (08:55)...
03.17.2024
7 Best Share Cannibals
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (00:31) Upcoming Topics (03:30) Introduction to Share Cannibals (08:18) Discussion on Lowe's (09:20) Discussion on Apple (16:23) Discussion on RH (20:49) Discussion on Home Depot (21:49)...
03.13.2024
Our Bet on the Next Berkshire Hathaway
In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schafer discuss Nelnet, a small-cap conglomerate based in Nebraska. They compare Nelnet to Berkshire Hathaway and delve into the different segments of Nelnet's business, including Nelnet Business Services, Nelnet...
03.10.2024
Why Is Apple Stock Falling? (AAPL)
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Ray Dalio Tweet (02:48) Discussion on Costco (06:01) Earnings, Tweets, and IAC0 (8:52) Tech Sector Revenue Growth and NASDAQ 100 Total Return (12:52)...
03.06.2024
Is Coupang Stock Really The Next Amazon? (Ticker: CPNG)
On this episode of Chit Chat Stocks, Brett and Ryan bring on Drew from Speedwell Research to discuss Coupang. The three go through an in-depth discussion around the e-commerce retailer and all the important topics investors will want to know....
03.03.2024
15 High Quality Small Caps; Reddit, WeBull, and the Rebubble; Celsius Stock Rips Again $CELH
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Ryan's small-cap quality screener - Reddit and Webull IPOs: is it the full rebubble? - Celsius can't stop growing at 100% - Is Bumble...
02.28.2024
Why This Beauty Company Soared 600% In Less Than TWO Years (ELF Stock Report)
On this episode of Chit Chat Stocks, Brett performs a research report on ELF Beauty. The stock is up over 600% in the last two years and has actually outperformed Nvidia since the start of 2022. We discuss: - ELF's founding -...
02.25.2024
$NVDA Is King Again; A Credit Card Mega Merger; Underrated Network Effects; A Rivian Bankruptcy?
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $NVDA crushing earnings again: Is this the top? - Capital One wants to buy Discover Financial - What are the best and underrated...
02.21.2024
Is Boeing Stock Finally a Buy? (Ticker: BA)
On this episode of Chit Chat Stocks, we try to figure out what went wrong at Boeing with the Motley Fool's Lou Whiteman. We discuss: - How Boeing's culture change led to its downfall - Whether the company can fix itself - Is...
02.18.2024
IPH #98: Pat Dorsey Moat Categories; $LYFT Earnings Typ0; Sam Altman is doing WHAT???
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Pat Dorsey's 4 moat categories (plus examples) - Lyft's earnings snafu and whether it was purposeful - Sam Altman's wild semiconductor ambitions - Is...
02.14.2024
5 Stocks We'd Buy Right Now
On this episode of Chit Chat Stocks, we analyze five different stocks we would buy at today's prices. For each company, we discuss: - Background info - What has impacted recent earnings/share price performance - Why we think there is an opportunity...
02.11.2024
IPH #97: $ARM Short Squeeze; a New Sports Bundle; Is Big Tech Still Cheap???
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $ARM's stock going through a short squeeze? - The new sports streaming bundle: will anyone sign up? - Earnings, earnings, earnings - Adam Neumann...
02.07.2024
Booking Holdings Stock Report (Ticker: BKNG)
On this episode of Chit Chat Stocks, Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares!). We discuss: - Why Booking Holdings...
02.04.2024
IPH #96: Elon Loses $50 billion; Alphabet and Match Group Earnings; Avoiding the Macro Doom Porn
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elon's $50 billion pay package getting voided in court - Alphabet's blow-out earnings report - Match Group's hit-or-miss Q4 earnings - Avoiding the allure of macro doom porn ***************************************************** Options are...
01.31.2024
Netflix Stock and The End of The Streaming Wars (Ticker: NFLX)
On this episode of Chit Chat Stocks, we welcome on Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management to discuss: - Netflix's Q4 earnings - It's foray into sports entertainment with the WWE deal - The...
01.28.2024
IPH #95: $TSLA Stock Collapses; A $NFLX Spiffy Pop; Are Mexican Stocks Cheap???
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - $TSLA earnings and the stock drop - $NFLX spiffy pop for David Gardner - A list of cheap Mexican Stocks - Winners and losers, including the pastor who got...
01.24.2024
Hims & Hers Stock Report (Ticker: HIMS)
On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate: - Why HIMS has grown so quickly - Do they have any emerging competitive advantages? - Thoughts on the founder, proxy statement,...
01.21.2024
IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - JetBlue Unable to Acquire Spirit Airlines - Delta's Q4 Earnings - Elon's new pay package - Reading some hedge fund quarterly letters - Funny finance memes from this week + much...
01.17.2024
The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)
On this episode of Chit Chat Money, we discuss: Norbert Lou’s Famous NVR investment His unique portfolio concentration How he started his hedge fund Punch Card Management ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: https://twitter.com/chitchatmoney Follow us on Substack:...
01.14.2024
IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elliott Management taking a big stake in Match Group - $AMZN Layoffs and new technology development - Ryan's group of underfollowed wide moat businesses - Boeing's new 737 Max...
01.10.2024
Is The World's Largest Hedge Fund a Scam? Investigating Ray Dalio and Bridgewater Associates
No, Bridgewater Associates is not a fraud. But it may be misleading the public. After reading The Fund, hosts Brett Schafer and Ryan Henderson thought listeners would love to know more about the secretive hedge fund with $100 billion in...
01.07.2024
IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - The iRobot/Amazon Merger Arbitrage - Our Mt. Rushmore of Management Teams - Sectors we like for 2024 - The impossibility of knowing whether a bubble is ending - The most...
01.03.2024
2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!
Happy New Year! On this episode of Chit Chat Money, we discuss: - Changing the name of the podcast - Changing our release schedule - Our favorite podcast episodes from 2023 - Brett and Ryan's hot takes for 2024 ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow...
12.31.2023
IPH #91: 2023 End of Year Ask Us Anything
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel...
12.28.2023
A Shifting Advertising Technology Landscape With BWG Strategy
The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad fraud, and the need to adapt to evolving regulations and technological advancements. Listen...
12.26.2023
Hermes International (Ticker: HESAY) Not So Deep Dive
Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura of exclusivity while addressing challenges in the luxury retail sector and evolving consumer demands. Listen as Brett and Ryan...
12.24.2023
IPH #90: Coupang Rescues Farfetch; Buying Quality At a Reasonable Price; Selling Winners Early
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel...
12.22.2023
Investing Unscripted: Misfit Alpha
Investing Unscripted is a podcast that asks the questions that matter to investors. You can listen to it wherever you get your podcasts. Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 YouTube: https://www.youtube.com/@InvestingUnscripted/featured Below, you'll find the show notes from a recent episode. ************************************************************* Everyone wants to find those...
12.21.2023
The Future of Spotify (Ticker: SPOT) with Jeremy Deal
Spotify Technology (SPOT) is a leading music streaming platform that has transformed the way people consume music globally but faces challenges from competition in the crowded streaming market and the ongoing evolution of the music industry's business models. Listen as...
12.19.2023
Ferrari (Ticker: RACE) Not So Deep Dive
Ferrari N.V. (RACE) is a renowned luxury sports car manufacturer, balancing exclusivity with evolving consumer preferences and environmental concerns in the competitive automotive market. Listen as Brett and Ryan break down the company and its industry. Enjoy the show! ****************************** Chit Chat...
12.17.2023
IPH #89: Investing Through Another Bubble; Ranking Magnificent Seven Stocks; Update On China
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel...
12.14.2023
RH (Formerly Restoration Hardware, Ticker: RH) with Paul Cerro
RH (formerly Restoration Hardware) is a luxury home furnishings retailer known for its high-end products and innovative design, but it contends with challenges in the retail sector and the impact of economic fluctuations on consumer spending in the home decor...
12.12.2023
LVMH Moët Hennessy Louis Vuitton (Ticker: LVMUY) Not So Deep Dive
LVMH is a multinational conglomerate known for its luxury brands in fashion, cosmetics, and spirits, navigating a dynamic market with a focus on innovation and adapting to evolving consumer preferences in the high-end goods sector. Listen as Brett and Ryan...
12.10.2023
IPH #88: $SPOT Rips After Layoffs; Alaska Air Acquiring Hawaiian Air; $25 Bil Goodwill Impairment???
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel...
12.07.2023
The State of the Luxury Industry With Sleepwell Capital And Leandro From Best Anchor Stocks
The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its...
12.05.2023
Is Brett Buying Altria Group Stock? (Ticker: MO)
Altria Group, Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio, grappling with challenges stemming from declining smoking rates, increased regulatory scrutiny, and its efforts to pivot toward reduced-risk products. Listen as Brett gives a pitch...
12.03.2023
IPH #87: Celebrating the Life of Charlie Munger
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel...
11.30.2023
A Stock to Play the Nicotine Pouch Trend? With Spencer Cibelli
Haypp Group operates as an online retailer of tobacco-free nicotine pouches and snus products in Sweden, Norway, the rest of Europe, the United States, and internationally. Listen as Brett and Ryan ask questions about the company, its business model, and...
11.28.2023
Diageo (Ticker: DEO) Not So Deep Dive
Diageo (DEO) is a multinational alcoholic beverage company, known for its extensive portfolio of well-known brands, but facing challenges from shifts in consumer preferences and the impact of regulatory changes on the alcohol industry. Listen closely as Brett and Ryan...
11.26.2023
IPH #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto?
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel...

What's Chit Chat Stocks about?

Download our free app to listen on your phone

Chit Chat Stocks episodes:

The State of the ~NICOTINE~ Industry With Devin LaSarre

Will Starlink Crush the Competition? Plus, More Management Malfeasance

Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio

Celsius Energy Drinks, Meta Platforms, and Spotify Uncertainty With Alex Morris (CELH, META, SPOT)

10 Rapid Fire Stocks

Amazon's Most Powerful API

GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO)

Long Bitcoin, Short MicroStrategy

2 Stocks I Bought Last Month: Homebuilder Sector Analysis (DFH, NVR, DHI)

What Happened to Super Micro Computer Stock? Plus, Our Takes on The DOJ Suing Apple (SMCI, AAPL)

The Best Investor In Britain? How Terry Smith Beats The Market With Quality Stocks

7 Best Share Cannibals

Our Bet on the Next Berkshire Hathaway

Why Is Apple Stock Falling? (AAPL)

Is Coupang Stock Really The Next Amazon? (Ticker: CPNG)

15 High Quality Small Caps; Reddit, WeBull, and the Rebubble; Celsius Stock Rips Again $CELH

Why This Beauty Company Soared 600% In Less Than TWO Years (ELF Stock Report)

$NVDA Is King Again; A Credit Card Mega Merger; Underrated Network Effects; A Rivian Bankruptcy?

Is Boeing Stock Finally a Buy? (Ticker: BA)

IPH #98: Pat Dorsey Moat Categories; $LYFT Earnings Typ0; Sam Altman is doing WHAT???

5 Stocks We'd Buy Right Now

IPH #97: $ARM Short Squeeze; a New Sports Bundle; Is Big Tech Still Cheap???

Booking Holdings Stock Report (Ticker: BKNG)

IPH #96: Elon Loses $50 billion; Alphabet and Match Group Earnings; Avoiding the Macro Doom Porn

Netflix Stock and The End of The Streaming Wars (Ticker: NFLX)

IPH #95: $TSLA Stock Collapses; A $NFLX Spiffy Pop; Are Mexican Stocks Cheap???

Hims & Hers Stock Report (Ticker: HIMS)

IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?

The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)

IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?

Is The World's Largest Hedge Fund a Scam? Investigating Ray Dalio and Bridgewater Associates

IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999?

2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!

IPH #91: 2023 End of Year Ask Us Anything

A Shifting Advertising Technology Landscape With BWG Strategy

Hermes International (Ticker: HESAY) Not So Deep Dive

IPH #90: Coupang Rescues Farfetch; Buying Quality At a Reasonable Price; Selling Winners Early

Investing Unscripted: Misfit Alpha

The Future of Spotify (Ticker: SPOT) with Jeremy Deal

Ferrari (Ticker: RACE) Not So Deep Dive

IPH #89: Investing Through Another Bubble; Ranking Magnificent Seven Stocks; Update On China

RH (Formerly Restoration Hardware, Ticker: RH) with Paul Cerro

LVMH Moët Hennessy Louis Vuitton (Ticker: LVMUY) Not So Deep Dive

IPH #88: $SPOT Rips After Layoffs; Alaska Air Acquiring Hawaiian Air; $25 Bil Goodwill Impairment???

The State of the Luxury Industry With Sleepwell Capital And Leandro From Best Anchor Stocks

Is Brett Buying Altria Group Stock? (Ticker: MO)

IPH #87: Celebrating the Life of Charlie Munger

A Stock to Play the Nicotine Pouch Trend? With Spencer Cibelli

Diageo (Ticker: DEO) Not So Deep Dive

IPH #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto?