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

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JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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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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

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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 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

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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 Investors

David'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.