Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

September 18 Nu Bank's Territorial Expansion; LVMH + Stocks At Cheapest Valuations Ever; Fed Hikes Interest Rates
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
(02:23) NuBank's US Market Entry
(21:38) Stocks Trading Near Historic Lows
(23:12) Valuations of Consumer and Retail Stocks
(34:34) Interest Rate Outlook and Bond Market
(41:02) AI Regulation and Industry Slowdown
(50:12) Small Cap of the Week Performances
(52:38) Listener Questions
(01:00:02) Luxury Brands and Market Valuations

*****************************************************
Subscribe to our newsletter and join our FREE chat community: 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
1 hr 9 min
September 16 Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America
On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:

(00:00) Introduction
(03:51) The Brazilian Lending Market
(07:06) Inter's Growth & NuBank Comparison
(10:08) The Brazilian Credit Market
(14:42) Impact of the Brazilian Election
(17:56) Inter's Credit Portfolio
(20:40) Inter's Valuation & Earnings Multiple
(28:10) Local Currency Government Bonds in Brazil and Mexico
(31:40) Pair Trade: Long Airports vs. Short Airlines
(36:00) Mercado Libre (MELI) & the Lending Environment
(40:50) Argentina's Upcoming Election & Economic Outlook
(44:29) Colombia's Election Shift & Investment Opportunities
(49:59) Colombian Airport Operator Exposure

Ian's newsletter: https://ianbezek.substack.com/
*****************************************************
Subscribe to our newsletter and join our FREE chat community: 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
55 min
September 11 Stocks At 52-Week Lows; Meta's Agentic AI Push; 2 Under-Followed Small Caps
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
(01:14) Robinhood's Stock Tokenization Initiative
(13:05) Oura Ring's IPO and Health Tech Market
(22:32) Stocks Hitting 52 Week Lows and Market Cyclicality
(25:49) Vici Properties and Vegas Market Outlook
(28:27) Autozone and Builders First Source Analysis
(38:30) Listener Questions and Small Cap of the Week
(47:26) Small Cap Spotlight: NMI Holdings
(55:36) Watches of Switzerland and Luxury Market
(58:09) Meta's AI Agent and Future of AI Assistants
(01:00:48) Market Leaders and Tech Giants in AI

*****************************************************
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
1 hr 6 min
September 09 BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)
On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics:

(00:00) Introduction
(02:12) History and origins of Tiendas 3B
(06:18) What does a typical store look like?
(11:41) Market environment in Mexico versus developed countries
(16:27) Store opportunity and growth potential in Mexico
(21:58) Margins, scale, and cash flow analysis
(26:19) Competitive landscape and market share
(31:26) Valuation and future growth assumptions
(45:06) Robotics
(48:39) Supply chain and investment opportunities in robotics
(55:17) Key takeaways on robotics and AI advancements

Robotics report: https://www.bestanchorstocks.com/p/the-durable-winners-of-the-robot

BBB Foods: https://www.bestanchorstocks.com/p/30-revenue-cagr-emerging-market-a

*****************************************************
Subscribe to our newsletter, 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
1 hr 5 min
September 04 Lululemon's Continued Collapse; Broadcom and Cybersecurity Earnings; An Intriguing Small Cap $LULU
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:

0:00 – Introduction
5:10 – Lululemon Earnings
16:20 – Palo Alto Networks Earnings
26:40 – Uber Layoffs & Autonomous Vehicle Investments
37:10 – Broadcom Earnings & AI Semiconductor Growth
44:15 – Adobe Leadership Changes & Micron Metrics
51:00 – CEO Mt. Rushmore Discussion

*****************************************************
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
1 hr 2 min
September 02 10 Stocks Up More Than 100% This Year (Analyzing Winners)
On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss:

(00:00) Introduction
(05:05) Virtu Financial: Market making and high-frequency trading
(12:46) Stock 2: Modular housing for remote projects
(19:48) Stock 3: Genomics tools and AI applications
(25:46) Stock 4: Unified communications and market dynamics
(33:59) Stock 5: Semiconductor industry and AI prospects
(40:01) Stock 6: Workforce solutions and cyclical challenges
(49:14) Stock 7: Luxury cruises in remote locations
(54:01) Stock 9: Semiconductor testing for AI hardware
(59:10) Stock 10: Cloud services for developers and AI growth

*****************************************************
Subscribe to our newsletter, 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
1 hr 10 min
August 28 Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback
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:

(0:00) Introduction
(02:04) NVIDIA's Revenue Growth and Supply Commitments
(16:41) Meta's Legal Challenges and Regulatory Environment
(30:13) Software Earnings and Market Trends
(35:27) OpenAI Employee Departures
(38:20) AI Industry Valuations and Future Projections
(41:33) Apple App Store Growth Trends
(43:30) Intuit's Business and Investment Potential
(01:02:24) Wingstop's Valuation and Global Appeal

*****************************************************
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
1 hr 7 min
August 26 Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn)
On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss:

(00:00) Introduction
(02:28) Initial thoughts and biases about the sector
(11:53) Marriott's business model and history
(25:50) Wynn Resorts: A luxury casino case study
(32:50) MGM Resorts: Transition to asset-light model
(43:53) Risks and challenges in the casino sector
(50:05) Future outlook for hotels and casinos

*****************************************************
Subscribe to our newsletter, 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
1 hr 13 min
August 21 OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition?
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
(01:58) Copart's Acquisition of CCC Intelligent Solutions
(08:04) Industry Trends and Market Headwinds
(09:22) AI Revenue Growth and Profitability
(13:07) Valuation and Profit Growth of Big Tech
(18:52) Future of Meta, Microsoft, Amazon, Google, and Nvidia
(22:00) Private Equity in Sports Franchises and Insurance
(30:07) Quantum Computing

*****************************************************
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
1 hr 6 min
August 19 Costar Group: A Fallen Compounder Down 70% From Highs (Ticker: CSGP)
On this episode of Chit Chat Stocks, we dive into another Ryan Research episode covering Costar Group (Ticker: CSGP). We discuss:

(00:00) Introduction
(02:11) Founding of CoStar and Andy Florence's background
(12:32) Industry landscape and CoStar's monopoly in commercial real estate data
(19:37) Revenue growth, pricing power, and diversification
(22:29) Major acquisitions: Loopnet, Apartments.com, and Homes.com
(33:28) Competitive advantages and moat of CoStar
(41:41) Comparison with Zillow and industry moat
(49:25) Marketing spend, growth, and recent challenges
(55:13) Valuation, activist involvement, and future outlook

*****************************************************
Subscribe to our newsletter, 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
1 hr 7 min