Chit Chat Stocks

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:

(03:28) Macy's Financial Mismanagement

(08:30) Performance of Small Caps

(14:31) Nerdy and Insider Buying Trends

(20:30) Market Trends and Meme Coins

(25:30) CrowdStrike Earnings Analysis

(32:24) Mexican Stock Market Concerns

(34:31) Impact of Peso Decline on Mexican Stocks

(40:27) Meme Coins and Market Bubbles

(49:27) Investment Strategies in a Bubble Market

(55:37) Spotlight on Kraken Robotics

(01:06:19) Future Insights and Market Predictions

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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 and join our chat community: ⁠https://chitchatstocks.substack.com/ 

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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.

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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 

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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, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss:

(00:00) Introduction to Kelly Partners Group

(07:36) Current Business Model and Strategy

(12:01) Understanding the Partner-Owner-Driver Model

(17:42) Industry Durability and Growth Potential

(23:51) Valuation Considerations and Market Positioning

(39:10) International Expansion and Market Opportunities

(43:20) Comparing Kelly Partners Group to Constellation Software

(49:31) Management Insights and Team Dynamics

(55:31) Valuation Challenges and Future Projections

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

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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.

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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 

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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.

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

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:

(04:26) Tech Earnings and Market Sentiment

(11:15) Regulatory Challenges for Big Tech

(17:26) Insights from 13F Filings

(23:21) Buffett's Cash Management and Future Strategies

(29:15) NMI Holdings and Investment Strategies

(33:50) Understanding Earnings Multiples

(35:19) Navigating Frothy Markets

(36:17) The Streaming Wars: A Closer Look

(44:32) Market Valuations and Portfolio Adjustments

(47:49) MicroStrategy's Bitcoin Strategy

(57:10) Small Cap of the Week: Potbelly Corporation

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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/ 

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

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

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On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss:

(00:00) Introduction to NMI Holdings and PMI Insurance

(06:29) The Evolution of Mortgage Insurance Post-2008

(11:22) NMI Holdings: A New Player in the Market

(16:11) Market Dynamics and NMI's Competitive Edge

(21:13) Risks and Key Performance Indicators for NMI Holdings

(31:07) Housing Market Dynamics and Anomalies

(40:30) Geographic Concentration and Market Focus

(46:54) Earnings Review and Business Performance

FOLLOW CAPITAL MINDSET: https://x.com/capital_mindset

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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/ 

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

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.

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

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

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:

(03:29) Market Sentiment and Valuation Concerns

(06:20) Impressive Earnings Reports: Google and Rocket Lab

(09:21) Philip Morris and Spotify: Strong Performers

(12:33) AppLovin and Sprouts Farmers Market

(18:19) Axon and CAVA: Growth and Valuation Insights

(25:40) Remitly and Amazon: Strong Business Models

(30:30) 23andMe Saga: Leadership and Layoffs

(40:25) The Challenges of Drug Discovery

(41:20) The IPO Market Revival

(42:41) Exploring Audio Boom Group

(50:02) The Podcasting Business Model

(52:56) Athletes and Investment Trends

(57:35) Market Insights and Stock Picks

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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/ 

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

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:

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On this episode of Chit Chat Stocks, Brett outlines why he has purchased shares of Bolsa Mexicana de Valores, otherwise known as the Mexican stock exchange. We discuss:

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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/ 

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

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.

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

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

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:

(03:09) Amazon and Apple's Earnings Reports

(11:00) Nintendo's Earnings and Future Console Plans

(20:43) Uber's Financial Performance and Market Position

(31:48) Starbucks Strategy Shift

(32:41) Consumer Spending Trends

(35:10) Coupang Earnings Insights

(40:26) Small Cap of the Week: Yeti

(49:42) Celsius Earnings Review

(53:18) Perplexity's Funding Round

(58:09) Super Micro's Controversial History

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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/ 

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

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

On this episode of Chit Chat Stocks, we dive into controversial hedge fund manager Bill Ackman. Is he a great investor? The next Warren Buffett? Or overrated due to his salesmanship and media appearances. We dive into his investing philosophy, track record, and case studies, discussing:

(04:18) Bill Ackman's Background and Early Career

(07:17) The Rise and Fall of Gotham Partners

(10:16) Transition to Pershing Square Capital Management

(13:13) Performance Analysis of Pershing Square

(16:16) Investing Principles of Bill Ackman

(19:23) Case Study: The Herbalife Controversy

(31:26) Case Study: Valiant Pharmaceuticals

(41:02) Valiant Pharmaceuticals: Lessons Learned

(44:33) Chipotle: A Turnaround Success

(53:03) Lowe's: Strategic Management and Growth

(01:01:14) Current Holdings: Analyzing Ackman's Portfolio

(01:06:40) Conclusions: Insights from Ackman's Investment Journey

Tickers mentioned: HLF, CMG, LOW

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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/ 

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

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.

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

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

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:

(03:14) Navigating Quarterly Earnings Reports

(06:24) Deep Dive into Google's Earnings

(12:33) Tesla's Surprising Performance

(18:09) Restaurant Chains and Consumer Trends

(24:34) PayPal's Strong Report and Future Outlook

(30:49) PayPal's Performance and Market Sentiment

(31:49) Moatwatch: Analyzing Reddit's Growth Potential

(39:15) Housing Market Insights: DR Horton's Earnings Report

(44:57) Small Cap Spotlight: Simulation Plus

(50:46) Super Micro Computer: A Cautionary Tale

(55:13) Dropbox's Workforce Reduction and Market Position

(57:05) Visa's Earnings Report: Stability in a Mature Market

(59:40) Investing Philosophy: Price vs. Quality in Stock Selection

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

On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss:

- The business model of an online gaming aggregator

- Relevant history

- Why Evolution has won and dominated the industry

- Why gaming operators don't leave Evolution and go in-house

- Direct competition

- Geographic expansion

- Cyberattacks and illegal streams

- Labor disputes and managing studios

- The complex regulation of the global online gaming market

- Management's capital allocation

- How to value Evolution AB stock

+ more!

Speedwell Research Website: https://speedwellresearch.com/

Speedwell Research Twitter: https://x.com/Speedwell_LLC

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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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Follow The Rundown stock market podcast: https://open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG

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.

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

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