Chit Chat Stocks

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

(00:28) Major News: Netflix's Bid for Warner Bros.

(21:57) Listener Question: Multi-Bagger Investment Strategies

(23:51) Identifying High-Potential Asymmetrical Bets

(40:50) Analyzing Share Buybacks and Growth Prospects

(42:53) Leadership Changes at Berkshire Hathaway

(45:09 Speculations on Berkshire's Investment Strategy

(47:56) Berkshire's Cash Reserves and Investment Dilemmas

(51:24) Rapid Fire Earnings Review: Remitly and Adobe

(58:48) Nintendo's Market Position and Future Prospects

(01:02:08) SpaceX IPO Speculations and Market Implications

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Subscribe to Emerging Moats Research: emergingmoats.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. 

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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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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we talk with Abdul Al-Asaad, founder of Basic Capital. You may have seen this company and its viral introductory video on its debt-driven 401k product, which sparked heated debates across the financial world.

So, we wanted to sit down and interview Abdul about what Basic Capital is actually doing. We discuss:

(00:00) Introduction

(06:27) Innovative Financing in the 401k Space

(13:20) Understanding Debt Structures and Risk Management

(20:19) Investment Strategies and Asset Allocation

(30:41) Customizing Investment Strategies

(31:28) Identifying the Ideal Customer

(33:45) Understanding the 401k Landscape

(37:04) Building a Product for Workers

(38:47) Exploring Risk and Leverage

(45:15) Basic Capital's Business Model

(52:15) The Ideal Investment Portfolio

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Sign up for our stock research service, Emerging Moats: emergingmoats.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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

(01:48) Dream Portfolio Game

(03:05) Criteria for Selecting High-Growth Companies

(06:17) Drafting the Best Companies at 15x Earnings

(24:17) Final Picks and Honorable Mentions

(30:39) Rick's Cabaret Collapse: A Cautionary Tale

(37:22) Michael Burry's Insights on Stock-Based Compensation

(44:30) Quality Stocks at Record-Low Valuations

(50:25) Consumer Spending Black Friday

(53:25) Meta's Reality Lab Spending Cuts

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

Subscribe to Emerging Moats Research: emergingmoats.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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss:

(00:00) Introduction

(19:18) Focus on Infrastructure Investments

(22:09) Case Study: GE Aerospace and Safran

(27:39) Alphabet's Journey and Management Challenges

(36:07) Evaluating Risk in Alphabet's Investment

(44:41) Takeaways from Chris Hohn's Investment Strategy

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Sign up for our stock research service, Emerging Moats: emergingmoats.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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

(21:42) Alphabet's Resurgence: The AI Narrative Shift

(38:02) Amazon's Competitive Edge: A Moat Like No Other

(39:50) Thanksgiving Turkey Characteristics in Companies

(48:25) Legacy Companies and Market Disruption

(50:55) Gratitude in the Investment World

(53:57) Thanksgiving Leftovers: Companies to Watch

(56:16) Black Friday Deals: Stocks to Consider

(01:00:54) Zoom and Mercadolibre: Current Opportunities

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

Subscribe to Emerging Moats Research: emergingmoats.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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

*****Apologies for some scratchy audio from Brett's mic on this episode*****

On this episode of Chit Chat Stocks, we dive into five international stocks (outside of the United States) on our radar for 2026. We discuss:

(00:00) Introduction

(03:22) Honorable Mentions and Market Insights

(03:52) Grupo Aeroportuario del Sur: A Case Study

(15:38) Grab Holdings: The Super App of Southeast Asia

(30:33) Hermes International: The Luxury Brand with Heritage

(39:54) Exploring the Digital Remittance Landscape

(41:37) Wise: A Game Changer in Money Transfers

(46:07) The Business Model of Wise

(50:51) Investing in Bolsa Mexicana de Valores

(57:05) Comparing Stock Exchanges: Mexico vs. the U.S.

(01:02:09) Final Thoughts and Stock Picks

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

Sign up for our stock research service, Emerging Moats: emergingmoats.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://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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

(22:56) Adobe's Acquisition of Semrush

(27:22) AI Winners vs. Losers: SaaS Valuation Divergence

(35:10) AI and Software Development: Enhancing Creativity

(38:20) Becton Dickinson: A Special Situation Investment

(39:27) Wix: Analyzing Growth and Market Position

(45:53) TeraVest: A Canadian Manufacturing Gem

(56:14) MicroStrategy Madness

(01:02:24) Hims and Hers: New Services and Market Potential

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

Subscribe to Emerging Moats Research: emergingmoats.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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian, Chilean, and Colombian stocks at the moment. We discuss:

(00:00) Introduction

(02:38) Argentina's Economic Landscape Post-Election

(05:02) Currency Challenges and Economic Recovery in Argentina

(07:39) Political Stability and Free Market Prospects in Argentina

(10:43) Spotlight on Corporacion America Airports (CAAP)

(21:16) Exploring Other Investment Opportunities in Argentina

(23:42) Political Climate and Investment Outlook in Chile

(27:29) Investment Strategies in Chile's Resource Sector

(29:18) Investing in Latin American Banks

(32:11) Political Catalysts and Industry Focus

(33:39) Challenges in Trading Colombian Stocks

(35:52) Colombian Market Recovery

(42:55) Understanding Currency Valuation

(47:07) The Impact of Currency Valuation on Argentina

(49:48) Future Political Trends in Latin America

(53:52) Opportunities in Latin American Markets

Ian's newsletter: https://ianbezek.substack.com/

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

Sign up for our stock research service, Emerging Moats: emergingmoats.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://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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

(00:59) Investing Insights from Japan

(02:23) Deep Dive into Remitly Earnings

(11:43) Fallen Angels: Stocks in Decline

(17:15) Monday.com: Earnings and Market Reaction

(23:50) Apple's Innovation and Market Position

(30:43) Sprouts Farmers Market: Investment Opportunity

(38:40) Exploring the 50-Year Mortgage

(44:47) Analyzing Coupang Earnings

(52:54) The Altman Interview

(01:01:01) Michael Burry's Short Bet

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

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.

We discuss:

(00:00) Introduction

(02:45) The AI Trade

(15:49) Missed Investment Opportunities

(22:04) Investing beyond AI

(25:19) What the market doesn't understand

(33:17) Understanding Stock Investment Theses and KPIs

(40:37) The Impact of Crypto Leverage on Market Dynamics

(42:21) Analyzing Portillo's: A Case Study in Value Investing

(44:28) Balancing Professional Life and Stock Research

(47:28) Long-Term Vision with Nelnet

(51:25) Favorite Financial Media and Learning Resources

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

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://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.

Learn more about your ad choices. Visit megaphone.fm/adchoices