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/ 

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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. 

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

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.

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:

(02:58) Costco's Earnings and Business Model Insights

(05:53) Exploring Quantum Computing Stocks

(12:09) The Taco Trade and Tariff Discussions

(18:59) FICO's Regulatory Challenges and Market Impact

(29:56) Luxury Market Dynamics: Hermes vs. LVMH

(34:27) Emerging Companies and Market Trends

(40:07) Nvidia's Earnings and Market Position

(50:10) Disruption in the Remittance Space

(55:51) Align Technology

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

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 Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss:

(06:54) Understanding Robinhood's Business Model

(13:27) The Gamification of Investing

(17:30) Robinhood's Evolution and Recent Developments

(24:30) Future of Robinhood: Banking and Investment Integration

(30:24) Robinhood's Market Strategy and Growth Areas

(33:21) Diversification of Revenue Streams(35:35) Competition in the Brokerage Space

(39:38) Tokenization and Blockchain Innovations

(44:30) Leadership and Management Evaluation

(47:06) Valuation Challenges and Long-Term Growth

(51:10) Risks and Challenges Ahead

(53:06) Asymmetric Investing Explained

Travis's Twitter: ⁠https://x.com/TravisHoium⁠

Asymmetric Investing: ⁠https://asymmetric-investing.beehiiv.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.

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:

(03:11) AI Disruption in Business

(18:46) The Concept of Digital Lawn Mowers

(26:11) Identifying Companies at Risk of Disruption

(31:02) AI's Impact on Commoditized Supply

(34:40) Match Group and Buyback Strategies

(39:53) Palantir's Growth Potential and Market Positioning

(47:27) Michael Burry's Investment Strategies and Market Predictions

(50:43) CoreWeave's Business Model and Financial Viability

(55:19) Bond Market Trends and Economic Implications

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

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 goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss:

(03:10) The Genesis of Instacart

(07:20) Building the Marketplace Network

(11:08) Understanding the Transaction Mechanics

(22:04) Monetization Strategies and Advertising

(27:14) Competitive Landscape and Market Positioning

(33:08) Consumer Behavior and App Segmentation

(41:42) Management Changes and Leadership Concerns

(51:14) Financial Projections and Growth Outlook

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

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:

(02:27) Exploring Nu Bank's Growth and Market Potential

(09:04) Instacart's Business Model and Market Position

(16:50) Airbnb's New Services and Market Strategy

(33:41) Challenges Facing UnitedHealth and Industry Insights

(36:05) UnitedHealth's Turmoil and Market Reactions

(41:21) Bubble Watch: Basic Capital's Risky Leverage

(48:39) Earnings Insights and Market Trends

(57:57) AI in Commerce: Trusting Technology for Purchases

(01:01:34) Chime's IPO: A Potential Investment Opportunity

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

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 and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss:

(06:31) Understanding Airbnb's Business Model and Take Rate

(09:05) Growth Opportunities: Short, Medium, and Long-Term

(17:41) Speculative Future: The Super App Concept

(23:36) Competitive Landscape: Airbnb vs. Booking and Expedia

(27:54) Understanding Booking's Business Model

(34:03) The Super App Concept and Its Challenges

(41:31) Valuation Insights and Margin Expansion Potential

(45:36) The Importance of Leadership and Design in Airbnb

(48:35) Potential Risks and Future Challenges for Airbnb

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

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:

(03:52) 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.