By Chit Chat Stocks
4.1
148148 ratings
The podcast currently has 836 episodes available.
On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss:
(00:00) Introduction and Background
(02:32) Misconceptions about REITs
(04:29) Armada Investors: A Quantitative Approach
(07:46) HAUS: Pure Play Exposure to Residential Real Estate
(12:10) REAL: A Multi-Factor Approach to Real Estate Investing
(15:27) The BREIT Controversy
(30:53) The Issues with BREIT: Elevated NAV, Redemptions, and Fake Dividends
(37:15) Strategies to Address the BREIT Situation: Selling Properties and Raising New Money
(40:25) The Material Impact of BREIT on Blackstone
(45:10) The Logic of the BREIT Structure: Promising Liquidity in Illiquid Assets
(47:42) The Importance of Understanding the Risks of Private Market Real Estate
FIND MORE OF PHIL's WORK
https://philbak.substack.com/
https://www.armadainvestors.com/
https://x.com/philbak1
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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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Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
*********************************************************************
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/?lmref=J3bklw
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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:
(00:00) Earnings Season Kickoff: Banks and Brokerages
(06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors
(09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps
(18:06) Industry Leaders at 52-Week Lows: John Deere, McDonald's, Paycom, Nike, Winnebago, and Brown-Forman
(33:00) Introduction and Discussion of Brokerages
(35:02) Comparison of Orion and Brokerages
(42:47) Discussion of Public Investing
(43:50) Small Cap of the Week: IZEA Worldwide
(51:08) Discussion of Ally Earnings
(56:47) Overview of Big Banks' Net Interest Income
(1:03:22) Discussion of the Celsius Scandal
(1:04:23) Upcoming Events: Netflix Earnings and Big Tech Reports
On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io.
Braden's Twitter/X: https://x.com/BradoCapital
Canadian Investor: https://thecanadianinvestorpodcast.com/
They discuss:
Chapters
(00:00) Introduction and Background
(04:32) Braden's Investment Approach
(07:31) The Concentration in Constellation Software
(22:00) Understanding Brookfield Corporation
(28:02) Exploring Braden's Stock Portfolio
(32:20) Opportunities in Small-Cap Stocks and Fintech
(32:36) Terravest: A Serial Acquirer in Manufacturing and Distribution
(37:19) Challenges and Surprises in Building a Software Business
(45:17) Misconceptions About Software Stocks
(48:53) The Importance of Efficient Operations in Software Companies
*****************************************************
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/
*********************************************************************
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
*********************************************************************
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/?lmref=J3bklw
*********************************************************************
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:
(03:39) Discussion on Exponential Fitness
(11:15) Exploring Investment Strategies for Heroic Returns
(20:11) Comparing S&P 500 Index Fund and High-Yield Savings Account
(28:17) Assessing the Growth Potential of Portillo's
(31:10) Insights into Ulta Beauty's Customer Experience
(35:58) Introduction to Fitlife Brands
(37:13) Turnaround and Acquisition Strategy of Fitlife Brands
(42:24) Investing in Airlines: Delta, Alaska, and Ryanair
(52:44) Adyen: A Well-Run Payment Processing Company
(57:07) Global Payments: An Incumbent Player in the Payment Processing Industry
{{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}}
YouTube: https://www.youtube.com/@InvestingUnscripted/videos
Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo
Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302
This is an episode from the Investing Unscripted Podcast. Enjoy this special episode!
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Companies mentioned: BRK.A, BRK.B
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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
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Email: [email protected]
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
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Investing Unscripted is brought to you by Public.com*
*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
https://tinyurl.com/Smatterfolio2023
On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss:
(00:00) Introduction
(02:21) O'Reilly Automotive: A Specialty Retailer
(04:40) Customer Segments: DIY and Pros
(07:56) The Power of O'Reilly's Supply Chain Advantage
(11:08) Unit Economics and Sales Performance
(22:03) Industry Trends: More Cars, Older Vehicles
(25:58) The Risk of Electric Vehicles to O'Reilly
(27:19) The Long-Term Threat of Electric Vehicles
(27:48) A Consistent Capital Allocation Strategy
(29:18) Acquisitions: Adding Locations and Increasing Sales
(30:16) The Buyback Program: Driving Earnings Per Share Growth
(37:57) A Strong Corporate History and Culture
(46:13) Competitive Advantages: A Robust Digital Catalog and More
(48:59) Valuation: Reasonable and Predictable
(52:10) The Risk of Electric Vehicles and O'Reilly's Adaptability
*****************************************************
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/
*********************************************************************
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
*********************************************************************
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/?lmref=J3bklw
*********************************************************************
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 YouTube channel at 1:30 PM EST. This week we discussed:
(00:00) Introduction and Agenda
(02:57) Discussion on Nike's Underwhelming Quarter
(15:51) Ryan's Small Cap Pick of the Week: Nobility Homes
(33:18) Analysis of Sezzle
(36:25) Introduction and Discussion of Small-Cap Stocks
(38:05) Defining the Circle of Competence and Preferred Industries
(40:20) Exploring the Challenges and Opportunities of Micro-Cap Stocks
(47:22) Advantages of Large-Cap Stocks and Market Stability
*****************************************************
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/
*********************************************************************
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
*********************************************************************
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/?lmref=J3bklw
*********************************************************************
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 gives a research report on Molson Coors (Ticker: TAP). We discuss:
(00:00) Introduction and Inspiration to Look at Molson Coors
(05:18) The Brands and Sales Drivers of Molson Coors
(15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market
(33:42) Management and Growth Strategy: Navigating the Changing Market
(37:42) Improving the Financial Position
(40:16) Capital Return Strategy
(44:13) Valuation and Potential Forward Returns
(49:13) Risks and Uncertainties
(50:11) Final Thoughts and Buying Decision
*****************************************************
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/
*********************************************************************
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
*********************************************************************
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/?lmref=J3bklw
*********************************************************************
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 YouTube channel at 1:30 PM EST. This week we discussed:
(03:35) Volkswagen's Investment in Rivian
(09:08) The Importance of Customer Support
(16:57) Ferrari's Subscription Service
(30:09) Considerations for Investing in Dynamic Markets
(36:27) Introduction to Hammond Manufacturing Company Limited
(41:28) Exploring Hammond's Financial Growth and Valuation
(47:19) Discussion on Insider Trading and Frustrating Management Teams
(55:16) The Effectiveness of Dividend and Share Repurchase Strategies
*****************************************************
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/
*********************************************************************
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
*********************************************************************
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/?lmref=J3bklw
*********************************************************************
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 discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss:
(00:00) Introduction to the Nomad Investment Partnership and Nick Sleep
(07:21) The Importance of Diversification in Investing
(15:23) Exploring the Power of Scale Economies Shared
(33:50) Evaluating Business Robustness with the Robustness Ratio
(34:20) Analyzing Price-to-Value Ratio
(36:55) Understanding the Robustness Ratio
(40:16) The Importance of Capital Allocation
(44:37) The Power of Patience and Holding Winners
Nomad Letters: https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf
*****************************************************
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/
*********************************************************************
Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.
Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Supporting documentation for any claims will be furnished upon request.
If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
*********************************************************************
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/?lmref=J3bklw
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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