By Chit Chat Stocks
4.2
156156 ratings
The podcast currently has 870 episodes available.
On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss:
(00:00) Introduction to NMI Holdings and PMI Insurance
(06:29) The Evolution of Mortgage Insurance Post-2008
(11:22) NMI Holdings: A New Player in the Market
(16:11) Market Dynamics and NMI's Competitive Edge
(21:13) Risks and Key Performance Indicators for NMI Holdings
(31:07) Housing Market Dynamics and Anomalies
(40:30) Geographic Concentration and Market Focus
(46:54) Earnings Review and Business Performance
FOLLOW CAPITAL MINDSET: https://x.com/capital_mindset
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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
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Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
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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
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Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:29) Market Sentiment and Valuation Concerns
(06:20) Impressive Earnings Reports: Google and Rocket Lab
(09:21) Philip Morris and Spotify: Strong Performers
(12:33) AppLovin and Sprouts Farmers Market
(18:19) Axon and CAVA: Growth and Valuation Insights
(25:40) Remitly and Amazon: Strong Business Models
(30:30) 23andMe Saga: Leadership and Layoffs
(40:25) The Challenges of Drug Discovery
(41:20) The IPO Market Revival
(42:41) Exploring Audio Boom Group
(50:02) The Podcasting Business Model
(52:56) Athletes and Investment Trends
(57:35) Market Insights and Stock Picks
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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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, Brett outlines why he has purchased shares of Bolsa Mexicana de Valores, otherwise known as the Mexican stock exchange. We discuss:
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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:09) Amazon and Apple's Earnings Reports
(11:00) Nintendo's Earnings and Future Console Plans
(20:43) Uber's Financial Performance and Market Position
(31:48) Starbucks Strategy Shift
(32:41) Consumer Spending Trends
(35:10) Coupang Earnings Insights
(40:26) Small Cap of the Week: Yeti
(49:42) Celsius Earnings Review
(53:18) Perplexity's Funding Round
(58:09) Super Micro's Controversial History
*****************************************************
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 dive into controversial hedge fund manager Bill Ackman. Is he a great investor? The next Warren Buffett? Or overrated due to his salesmanship and media appearances. We dive into his investing philosophy, track record, and case studies, discussing:
(04:18) Bill Ackman's Background and Early Career
(07:17) The Rise and Fall of Gotham Partners
(10:16) Transition to Pershing Square Capital Management
(13:13) Performance Analysis of Pershing Square
(16:16) Investing Principles of Bill Ackman
(19:23) Case Study: The Herbalife Controversy
(31:26) Case Study: Valiant Pharmaceuticals
(41:02) Valiant Pharmaceuticals: Lessons Learned
(44:33) Chipotle: A Turnaround Success
(53:03) Lowe's: Strategic Management and Growth
(01:01:14) Current Holdings: Analyzing Ackman's Portfolio
(01:06:40) Conclusions: Insights from Ackman's Investment Journey
Tickers mentioned: HLF, CMG, LOW
*****************************************************
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:14) Navigating Quarterly Earnings Reports
(06:24) Deep Dive into Google's Earnings
(12:33) Tesla's Surprising Performance
(18:09) Restaurant Chains and Consumer Trends
(24:34) PayPal's Strong Report and Future Outlook
(30:49) PayPal's Performance and Market Sentiment
(31:49) Moatwatch: Analyzing Reddit's Growth Potential
(39:15) Housing Market Insights: DR Horton's Earnings Report
(44:57) Small Cap Spotlight: Simulation Plus
(50:46) Super Micro Computer: A Cautionary Tale
(55:13) Dropbox's Workforce Reduction and Market Position
(57:05) Visa's Earnings Report: Stability in a Mature Market
(59:40) Investing Philosophy: Price vs. Quality in Stock Selection
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss:
- The business model of an online gaming aggregator
- Relevant history
- Why Evolution has won and dominated the industry
- Why gaming operators don't leave Evolution and go in-house
- Direct competition
- Geographic expansion
- Cyberattacks and illegal streams
- Labor disputes and managing studios
- The complex regulation of the global online gaming market
- Management's capital allocation
- How to value Evolution AB stock
+ more!
Speedwell Research Website: https://speedwellresearch.com/
Speedwell Research Twitter: https://x.com/Speedwell_LLC
*****************************************************
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Follow The Rundown stock market podcast: https://open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:27) Uber and Expedia Acquisition Rumors
(06:21) Lyft's Financial Improvements
(12:35) Micro Cap Investment Strategies
(15:38) Philip Morris Earnings Review
(18:33) McDonald's E. Coli Outbreak Discussion
(21:40) Small Cap of the Week: ContextLogic (Wish)
(38:27) Context Logic's Strategic Shift
(46:02) Amazon's Employee Morale and Corporate Culture
(53:02) Boeing's Financial Struggles and Future Outlook
(58:37) Starbucks' Challenges and New Leadership
(01:04:13) Lucid Group's Disappointing Projections and Tesla's Earnings Predictions
Stocks mentioned: UBER, PM, MCD, SBUX, AMZN, LYFT
*****************************************************
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 go through 4 quality stocks we'd consider buying if they fell in price by 20% or more. We discuss:
(04:03) Defining Quality Stocks
(07:23) [Stock 1] Competitive Advantage
(13:21) [Stock 1] Growth Drivers
(20:19) Valuation and Price Target for [Stock 1]
(26:17) Ryan's Stock Pick 2
(38:41) [Stock 2] Market Position and Future Outlook
(40:39) Evaluating Competitive Advantages in Business
(42:21) [Stock 3]: A Deep Dive into AI
(57:53) [Stock 4] The Largest Home Builder's Strategy
*****************************************************
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:16) Tesla's RoboTaxi Event and AI Developments
(06:19) China's Economic Landscape and Investment Concerns
(12:34) NFTs and Market Comparisons
(15:27) LVMH and Luxury Brands in China
(20:27) Hidden Hundred Baggers: Uncovering Investment Gems
(31:44) LinkedIn Humor and Automated Responses
(32:47) Boeing's Financial Struggles
(34:46) TSMC vs Intel: Semiconductor Landscape
(36:14) ASML Earnings and Market Reactions
(41:14) Small Cap of the Week: Kelly Partners Group
(50:56) Wise's Q2 Trading Update and Market Positioning
*****************************************************
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
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
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 podcast currently has 870 episodes available.
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