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:

(03:00) Figma's IPO and Market Position

(13:10) Tesla's Delivery Numbers and Market Challenges

(28:03) Robinhood's Tokenized Trading and Market Implications

(30:59) Understanding OpenAI Tokens and Their Implications

(33:30) Concerns Over Special Purpose Vehicles and Investor Rights

(36:47) The Role of AI in Workforce Dynamics

(37:55) AI Hiring Trends and Scandals

(42:07) The Impact of AI on Company Hiring Practices

(46:29) The Race for AI Talent and Its Financial Implications

(51:56) Evaluating AI Hype: Over or Under?

(59:30) Coupang's New AI Cloud Initiative

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

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Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. 

Subscribe Today: https://thescienceofhitting.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 

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

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 speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss:

(00:00) Introduction to IPOs and Misfit Alpha

(02:15) CoreWeave: Business Model and Market Position (CRWV)

(12:40) Chime Financial: Disrupting Traditional Banking (CHYM_

(32:39) E-Toro Group: A Global Brokerage Perspective (ETOR)

(37:37) Opportunities in the European Market

(42:52) Understanding Circle's Business Model (CRCL)

(53:47) The Advantages of Stablecoins

(58:01) Ranking Investment Interests

(01:02:07) Lessons for Investors in IPOs

SUBCSRIBE TO MISFIT ALPHA: https://www.misfitalpha.com/chitchat

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

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 

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

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:

(03:38) The Evolution of AI and Its Impact

(08:10) Identifying Opportunities and Risks in AI

(12:42) The Future of Equity Research with AI

(19:08) Market Reactions and Business Models

(25:58) Hims and Hers: A Case Study in Market Fragility

(34:08) Constellation Software: Investment Insights

(40:27) Understanding Human Incentives in Business

(45:13) Abercrombie & Fitch: A Brand Revival Story

(50:24) The Future of Autonomous Vehicles and Robo-Taxis

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

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 

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

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 dive into four stocks led by founders, and why these companies are so successful in creating value for shareholders. We discuss:

(02:57) Spotify: A Case Study in Founder Leadership

(14:51) Meta Platforms: The Evolution of a Founder-Led Giant

(31:51) Nvidia: A Founder’s Vision and Strategy

(47:04) Wise: The Future of International Transfers

This episode is brought to you by the Inside Owner Index: https://www.youtube.com/watch?v=MSD8Msi7qcY&t=1s

INSIDER OWNER WEBSITE: https://insideownership.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. 

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

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 

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

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. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed:

(02:31) Exploring Stable Coins

(05:39) Benefits and Downsides of Stable Coins

(11:33) The Future of Payment Processing

(17:47) Market Implications for Visa and MasterCard

(22:16) Investing Perspectives on Stable Coins

(26:35) Current Market Opportunities and Trends

(37:04) Whiskey Market Dynamics

(48:39) Market Bubbles and Pre-Revenue Companies

(01:00:28) The Future of Space and Defense Investments

FOLLOW INVESTING UNSCRIPTEDApple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302

Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo

YouTube: https://www.youtube.com/@InvestingUnscripted

Newsletter: https://investingunscripted.beehiiv.com/

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

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 

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

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.

In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss:

(00:00) Introduction to [X company]

(04:01) Understanding Traditional Real Estate Commissions

(07:33) The Disruptive Business Model of [X company]

(13:39) Exploring Ancillary Services and Their Potential

(23:45) Innovations in financial services

(34:14) Real Estate Brokerage Insights

(39:07) Competitive Landscape in Real Estate

(43:44) Understanding the MLM Debate

(48:23) Management and Leadership Evaluation

(49:52) Valuation and Future Earnings Potential

(57:58) Final Thoughts and Investment Decisions

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

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 

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

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:

(03:20) Exploring the Remittance Market

(06:26) The Impact of Taxation on Remittances

(09:37) Warner Brothers Discovery's Strategic Split

(12:38) Meta's AI Acquisition and Market Positioning

(35:40) OpenAI and Google Cloud Collaboration

(41:58) The Future of AI and Profitability

(43:29) Adobe's Earnings and Competitive Landscape

(50:08) RoboTaxis: The Future of Transportation

(01:00:55) Upcoming IPOs and Market 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, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss:

(02:55) Who is Joel Greenblatt?

(08:34) Gotham Capital's Performance

(11:36) Special Situations Investing

(12:34) Understanding Spin-Offs

(19:30) Mergers and Arbitrage

(23:35) Bankruptcies and Restructurings

(32:35) Recapitalizations, Options, and Leaps

(36:19) Understanding the Little Book: Quality Stocks at Cheap Prices

(41:11) Screening for Value: EV to EBIT and ROIC

(49:13) The Magic Formula: Combining Quality and Value

(57:59) Lessons from Joel Greenblatt: Complexity and Homework

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

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:

(10:26) Exploring Undervalued Stocks

(26:29) Investment Strategies and Market Trends

(31:40) The Limitations of 401(k) Investment Options

(33:44) Exploring Companies with Pricing Power

(38:02) Consumer Pricing Power: A Deeper Dive

(41:11) Analyzing Lululemon's Earnings

(44:11) Wise vs. Remitly: The Future of Money Transfers

(50:14) The Rise of Nuclear Energy Stocks

(55:46) Dollar General and Economic Indicators

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

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 speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS).

Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. What is so special about AST SpaceMobile?

The episode did not disappoint. We discuss:

(04:00) Understanding AST's Vision and Technology

(07:13) Identifying Market Opportunities and Historical Context

(09:59) Technological Differentiation and Competitive Landscape

(12:15) Addressable Market and Potential Applications

(15:09) Concerns and Viability of Technology

(17:44) First Responder Market and Emergency Connectivity

(33:23) The Financial Landscape of First Responders' Connectivity

(35:19) Demand Dynamics and Strategic Partnerships

(37:44) Consumer Demand and Coverage Challenges

(41:02) The Business Model and Consumer Engagement

(44:26) Satellite Economics and Operational Viability

(48:22) Skepticism and the Future of AST

(50:53) Valuation Challenges and Pre-Mortem Considerations

Crossroads Capital: https://www.crossroadscap.io/

10West Advisors: https://www.10westadvisors.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.