Chit Chat Stocks

Chit Chat Stocks

By Chit Chat StocksBusinessInvesting
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Chit Chat Stocks episodes

  • Launching a Quality Portfolio From Scratch With John Rotonti

    On this episode of Chit Chat Stocks, guestJohn Rotonti dives deep into his investment research approach, the types of companies he’s looking to own, and how he plans to allocate capital after launching his upcoming portfolio.John is a portfolio manager at Bastion Fiduciary and is slated to launch the Industrial & Infrastructure portfolio later this month. 


    (5:20) What fund is John launching?

    (21:20) The types of companies John is looking for in his portfolio

    (25:15) Should you care about broad market sentiment when launching a fund?

    (32:25) How much cash will John launch with?

    (44:00) What kind of companies is John looking for?

    (56:35) The characteristics of “High Terminal Value” companies

    (1:12:08) John’s obsession with investing. Where does his passion come from?


    John Rotonti Twitter:https://x.com/JRogrow 

    Bastion Fiduciary:https://lastbastion.com/ 

    Fund Managers that have outperformed the S&P 1500:https://www.spglobal.com/spdji/en/research-insights/spiva/ 


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

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

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

    Sign-up for a bond account at⁠⁠ ⁠Public.com/chitchatstocks⁠⁠⁠ 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our⁠⁠⁠ Fee Schedule⁠⁠⁠. 

    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

    Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with⁠⁠⁠ fixed income⁠⁠⁠ and⁠⁠⁠ fractional bonds⁠⁠⁠. See⁠⁠⁠ Bond Account Disclosures⁠⁠⁠ to learn more.

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

    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 

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

    Sign up for YellowBrick Investing to track the best investing pitches across the internet:⁠⁠⁠joinyellowbrick.com/chitchat⁠⁠⁠

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


    Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in week...

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

    1 hr 24 min
  • 5 Stock Market Predictions For 2025

    On this special episode of Chit Chat Stocks, Ryan and Brett analyze their best and worst stocks from 2024, review last year’s hot takes, and offer some bold market predictions for 2025.


    (4:45) Our best and worst performing stocks in 2024.  

    (16:10) Reviewing our 2024 hot takes. 

    (32:33) 5 Stock Market Predictions for 2025

    (47:30) Can Apple hold its valuation for 2025?

    (52:10) Uber v. AirBnB Bet

    (57:03) Berkshire v. Big Tech Bet

    (1:01:15) Our Favorite Podcast Episodes from 2024


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


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


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


    Sign-up for a bond account at⁠ ⁠Public.com/chitchatstocks⁠⁠ 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our⁠⁠ Fee Schedule⁠⁠. 

    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

    Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with⁠⁠ fixed income⁠⁠ and⁠⁠ fractional bonds⁠⁠. See⁠⁠ Bond Account Disclosures⁠⁠ to learn more.


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


    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 


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


    Sign up for YellowBrick Investing to track the best investing pitches across the internet:⁠⁠joinyellowbrick.com/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.

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

    1 hr 9 min
  • High Tide: A Cannabis Stock Dominating the Canadian Market (Ticker: HITI)

    On this episode of Chit Chat Stocks, Brett dives into a research report on High Tide (Ticker: HITI), a Canadian cannabis retailer. We discuss:



    (4:05) What is High Tide?

    (6:40) How High Tide became the market share leader in Canada

    (17:20) Rolling out a successful paid membership in the cannabis category.

    (29:07) Canna Cabanna's long-term growth potential

    (45:34) Does High Tide have a moat?

    (48:45) Is the stock cheap?


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


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


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


    Sign-up for a bond account at⁠ ⁠Public.com/chitchatstocks⁠⁠ 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our⁠⁠ Fee Schedule⁠⁠. 

    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

    Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with⁠⁠ fixed income⁠⁠ and⁠⁠ fractional bonds⁠⁠. See⁠⁠ Bond Account Disclosures⁠⁠ to learn more.


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


    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 


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


    Sign up for YellowBrick Investing to track the best investing pitches across the internet:⁠⁠joinyellowbrick.com/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.

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

    1 hr 2 min
  • 4 Stocks To Hide In During A Stock Market Bubble (OTCM, BTI, ALSEA, DG)

    On this episode of Chit Chat Stocks, we go through 4 stocks we’d like to own if a stock market bubble were to pop.

    (3:01) Are we in a market bubble today?

    (10:10) [Stock 1]: A superb dividend yield with little correlation to the broad market.

    (21:40) [Stock 2]: An international compounder trading at a wonderful price.

    (37:25) [Stock 3]: The truly “countercyclical” business.

    (51:51) [Stock 4]: A beaten down long-term winner.


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


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


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


    Sign-up for a bond account at ⁠Public.com/chitchatstocks⁠ 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our⁠ Fee Schedule⁠. 

    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

    Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with⁠ fixed income⁠ and⁠ fractional bonds⁠. See⁠ Bond Account Disclosures⁠ to learn more.


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


    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 


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


    Sign up for YellowBrick Investing to track the best investing pitches across the internet:⁠joinyellowbrick.com/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.

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

    1 hr 13 min
  • Uber vs. Waymo; Match Group's New Dividend; Time to Invest in Argentina? (MTCH, UBER, CAAP, GOOG)

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:


    (01:31) Uber's Controversial Landscape

    (04:16) Waymo's Rise and Its Impact on Uber

    (12:33) The Future of Autonomous Vehicles

    (25:40) Market Dynamics and Investor Sentiment

    (29:58) SoftBank's $100 Billion Investment

    (32:41) Adam Newman's New Venture: Flow

    (33:32) Funding Trends in AI and Cloud Investments

    (35:10) Exploring the Match Group Investor Day

    (40:42) Tinder's Decline and Future Prospects

    (47:10) Small Cap of the Week: Auckland Airport

    (57:09) Emerging Markets: Investing in Argentina

    (01:00:39) Market Bubble Update and Enron Coin


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

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

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

    Sign-up for a bond account atPublic.com/chitchatstocks 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. 

    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

    Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.

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

    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 

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

    Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/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.

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

    1 hr 8 min
  • The Future of Artificial Intelligence (AI) and Cloud Computing With Shawn Wang (OpenAI, Google, + More)

    On this episode of Chit Chat Stocks, Ryan and Brett speak to Shawn Wang of Latent Space, who is an expert and on the ground working in the AI start-up space. We discuss:


    (00:00) Introduction to AI and Cloud Computing

    (02:21) Expertise in AI and Foundation Models

    (04:43) Changes in Cloud Revenue Growth

    (06:45) The Cost of AI Infrastructure

    (10:36) The Landscape of AI Startups

    (14:09) Building Moats in AI

    (15:45) Evaluating Major AI Players

    (16:41) OpenAI's Current Standing

    (20:10) First Mover Advantage in AI

    (25:48) Google's AI Strategy and Challenges

    (32:51) Meta's AI Transformation

    (36:59) Amazon and Microsoft's AI Strategies

    (40:16) Startup Spending and Growth Justification

    (43:02) The Risks and Challenges of AI Investment

    (46:27) Cost Reduction and the Future of AI Training

    (49:22) The Rise of AI Engineers

    (54:46) Autonomous Agents and Their Impact

    (01:01:22) The Future of Robotics and AI Integration

    (01:05:400 Industries Affected by AI Advancements


    SUBSCRIBE TO LATENT SPACE:https://www.latent.space/


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

    JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/ 

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

    Sign-up for a bond account atPublic.com/chitchatstocks 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.

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

    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 

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

    Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/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.

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

    1 hr 11 min
  • Google's Quantum Breakthrough; Uber Stock's 29% Drawdown; General Motors Ends Robotaxi Efforts (AMZN, GM, GOOG,)

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:


    (02:42) Google's Quantum Computing Breakthrough

    (11:36) General Motors Shuts Down Self-Driving Ambitions

    (19:54) The Innovator's Dilemma in Tech Companies

    (22:25) Gemini 2.0 and AI Commercialization

    (31:54) Amazon's New Car Shopping Venture

    (36:55) Amazon's Innovations and Challenges

    (38:26) The TikTok Dilemma: Ban or Sale?

    (40:04) The Impact of China on US Companies

    (42:41) Small Cap of the Week: Parker Vision

    (49:31) Investor Insights: Learning from the Greats

    (58:12) Kroger and Albertsons: The Blocked Merger

    (01:01:56) Navigating Tariffs and Trade Relations

    (01:04:55) Nintendo's Future in Theme Parks

    *****************************************************
    JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
    *********************************************************************
    Sign-up for a bond account at Public.com/chitchatstocks
    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
    Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
    *********************************************************************
    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
    *********************************************************************
    Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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 ⁠bluechippersclub.com⁠ and hit apply!

    *********************************************************************
    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 8 min
  • DAVID GARDNER: Finding The Next Nvidia With Rule Breaker Investing (NVDA, AMZN, NFLX, MELI)

    On this episode of Chit Chat Stocks, Brett and Ryan dive into David Gardner's investing philosophy. Gardner has produced 20%+ returns for over 20 years with a strategy that anyone can run, no matter how small of an investor you are. We discuss:


    (00:00) Introduction to David Gardner and The Motley Fool

    (07:07) Understanding Rule Breaker Stocks

    (12:12) Characteristics of Rule Breaker Stocks

    (28:26) Tactics for Managing a Rule Breaker Portfolio

    (42:10) The Importance of Higher Purpose in Business

    (43:58) Portfolio Management Strategies

    (45:34) The Value of Long-Term Investments

    (48:42) Highlighting Successful Investments: Amazon and Nvidia

    (55:57) The Evolution of Netflix as a Disruptor

    (58:57) Mercado Libre: A Case Study in Disruption

    (01:01:48) Evaluating David Gardner's Investment Returns

    (01:04:50) Lessons from David Gardner's Investment Philosophy

    (01:11:01) Identifying Today's Rule Breakers



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

    JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ 

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

    Sign-up for a bond account at Public.com/chitchatstocks 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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

    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 bluechippersclub.com and hit apply!

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

    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 

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

    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.

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

    1 hr 17 min
  • 8 Fastest Growing (and Profitable) Software Companies; Amazon's New Supercomputer; Enron Coin (AMZN)

    The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:


    (03:35) The Enron Coin Phenomenon

    (09:06) Market Reactions and Consumer Behavior

    (09:39) Fast-Growing Software Companies

    (16:51) Exploring Mexican Companies and Investment Opportunities

    (24:41) Intel's Leadership Changes and Future Prospects

    (30:42) Small Cap of the Week: PubMatic

    (36:39) Understanding Advertising Cycles and Investment Opportunities

    (41:36) The Role of Supply and Demand Platforms in Advertising

    (42:41) Amazon's Supercomputer and AI Strategy

    (48:50) Supermicrocomputer's Controversial Audit Findings

    (53:10) Salesforce's Revenue Growth and Market Position

    (58:02) Chewy's Business Model and Market Challenges

    (01:01:22) Consumer Spending Trends and Dollar Store Resilience


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

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

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

    Sign-up for a bond account at Public.com/chitchatstocks 

    A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. 

    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

    Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.

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

    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 

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

    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.

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

    1 hr 5 min
  • Meta Platforms: The Future of Zuckerberg's Empire (AI, Smart Glasses, + More) With Rihard Jarc (Ticker: META)

    On this episode of Chit Chat Stocks, we speak with company expert Rihard Jarc on Meta Platforms (Ticker: META). We discuss:


    (00:00) Introduction to Meta Platforms

    (02:20) The Surge of Meta's Stock

    (05:19) Core Business Performance: Facebook, WhatsApp, and Instagram

    (18:14) Instagram's Evolution and Competition

    (27:07) Artificial Intelligence and Monetization Strategies

    (35:22) Meta's Infrastructure and AI Revenue Opportunities

    (37:38) AI's Role in Advertising and Customer Engagement

    (39:37) Ray-Ban Smart Glasses: A New Era of Wearable Tech

    (43:37) Meta's Competitive Edge Against Google

    (47:03) Strategic Investments: Meta's Subsea Cable Initiative

    (51:49) Work Culture and Leadership at Meta

    (56:15) The Metaverse: Current Status and Future Prospects

    (01:00:44) Stock Outlook: Meta's Future in the Market


    RIHARD'S BLOG: https://www.uncoveralpha.com/


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    1 hr 9 min

About Chit Chat Stocks

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A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

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