Chit Chat Stocks

By Chit Chat StocksBusiness Investing

Favorites
94
Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

October 27, 2024 Uber Acquisition Talks; Philip Morris Breakout; McDonald's Stock Plunge (UBER, PM, MCD, SBUX, AMZN, LYFT)
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:

(03:27) Uber and Expedia Acquisition Rumors
(06:21) Lyft's Financial Improvements
(12:35) Micro Cap Investment Strategies
(15:38) Philip Morris Earnings Review
(18:33) McDonald's E. Coli Outbreak Discussion
(21:40) Small Cap of the Week: ContextLogic (Wish)
(38:27) Context Logic's Strategic Shift
(46:02) Amazon's Employee Morale and Corporate Culture
(53:02) Boeing's Financial Struggles and Future Outlook
(58:37) Starbucks' Challenges and New Leadership
(01:04:13) Lucid Group's Disappointing Projections and Tesla's Earnings Predictions

Stocks mentioned: UBER, PM, MCD, SBUX, AMZN, LYFT
*****************************************************
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 advis...

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 8 min
October 23, 2024 4 Quality Stocks We'd Buy On a 20% Drop (ABNB, AMZN, GOOG, DHI)
On this episode of Chit Chat Stocks, we go through 4 quality stocks we'd consider buying if they fell in price by 20% or more. We discuss:

(04:03) Defining Quality Stocks
(07:23) [Stock 1] Competitive Advantage
(13:21) [Stock 1] Growth Drivers
(20:19) Valuation and Price Target for [Stock 1]
(26:17) Ryan's Stock Pick 2
(38:41) [Stock 2] Market Position and Future Outlook
(40:39) Evaluating Competitive Advantages in Business
(42:21) [Stock 3]: A Deep Dive into AI
(57:53) [Stock 4] The Largest Home Builder's Strategy

*****************************************************
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
1 hr 17 min
October 20, 2024 7 Hidden 100 Baggers; ASML Bookings Disaster; Tesla's Toothless Cybercab (ASML, TSLA, TSM, LVMUY)
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:

(03:16) Tesla's RoboTaxi Event and AI Developments
(06:19) China's Economic Landscape and Investment Concerns
(12:34) NFTs and Market Comparisons
(15:27) LVMH and Luxury Brands in China
(20:27) Hidden Hundred Baggers: Uncovering Investment Gems
(31:44) LinkedIn Humor and Automated Responses
(32:47) Boeing's Financial Struggles
(34:46) TSMC vs Intel: Semiconductor Landscape
(36:14) ASML Earnings and Market Reactions
(41:14) Small Cap of the Week: Kelly Partners Group
(50:56) Wise's Q2 Trading Update and Market Positioning

*****************************************************
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
1 hr 3 min
October 16, 2024 2 Small-Cap Grocery Stocks with Big Upside Potential (GO, SFM)
On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss:

(04:27) Exploring Grocer 1: Business Model and Growth
(07:21) Grocer 1: Historical Performance and Management Changes
(10:16) Financial Metrics and Stock Performance
(13:27) Valuation and Future Projections for Grocer 1
(16:18) Introduction to Grocer 2: Business Model and Market Position
(19:17) Resilience and Competitive Advantage
(22:19) Franchise Model and Supply Chain Strategy
(36:30) Market Position and Sourcing Strategy
(44:51) Growth Ambitions and Management Insights
(54:01) Valuation and Investment Considerations
(59:48 Risks and Future Outlook

*****************************************************
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
1 hr 7 min
October 13, 2024 Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:

(03:39) Pepsi Earnings Analysis
(06:15) Concerns Over Beverage Industry Trends
(09:20) Impact of New Brands on Legacy Companies
(12:14) Transition to Restaurant Industry Insights
(15:41) Qualities of a Well-Run Restaurant
(18:26) Cost Control and Management Incentives
(21:36) Comparative Analysis: Chipotle vs. Texas Roadhouse
(24:32) Unit Growth and Market Expansion Strategies
(27:27) Portillo's: A Case Study
(30:25) Conclusion and Future Outlook
(33:24) Restaurant Growth and Market Dynamics
(35:10) Top Restaurant Investments
(36:39) Metrics for Scaling Restaurants
(39:05) Denny's Corporation Analysis
(44:28) Challenges for Legacy Restaurant Brands
(47:10) Short Reports and Stock Analysis
(52:31) Visa Antitrust Case Discussion
(55:24) Earnings Season Anticipations

*****************************************************
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...

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 5 min
October 09, 2024 Am I Buying Celsius Stock? (Ticker: CELH)
On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss:

(12:59) The Energy Drink Market Landscape
(24:35) Celsius's Competitive Edge and Challenges
(36:34) The Pepsi Partnership: A Game Changer
(45:59) International Expansion: Opportunities and Risks
(01:01:54) Valuation Insights and Future Outlook

Stocks discussed: MNST, CELH, PEP
*****************************************************
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
1 hr 11 min
October 06, 2024 Buffett's Big Bet; Nike's Dismal Earnings; Why Are Mercadolibre and Nu Bank Winning? (NKE, BRK, STNE, MELI, NU)
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:

(03:20) Berkshire Hathaway Energy Investments
(13:42) Brazil's Credit Upgrade and New Bank
(27:30) Nike Earnings and Market Position
(33:20) Small Cap of the Week: Gen Restaurant Group
(47:37) Port Strike and Its Economic Implications
(56:55) Boeing's Equity Raise and Market Strategy

*****************************************************
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
1 hr 3 min
October 02, 2024 The State of The Semiconductor Market With Chip Stock Investor (NVDA, TSM, ASML, INTC, AVGO, and More!)
On this episode of Chit Chat Stocks, we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss:

(02:57) Overview of the Semiconductor Market Cycle
(04:50) The Impact of AI on Semiconductor Spending
(08:55) Beneficiaries of Accelerated Computing
(13:35) Power Management in Semiconductor Technology
(14:57) ASML's Dominance in Lithography
(17:46) NVIDIA's Competitive Position in the Market
(24:00) Alternatives to NVIDIA's GPUs
(32:25) Hyperscalers and Custom Chip Design
(35:59) Geopolitical Risks and TSMC Investment
(43:43) Intel's Future and Market Position
(47:12) Identifying Well-Managed Semiconductor Firms
(49:45) Long-Term Investment Strategies in Cyclical Industries
(52:43) Future Opportunities Beyond AI in Semiconductors
(55:59) Electrification and Its Impact on Semiconductor Demand
(58:58) The Underrated Potential of Broadcom and Qualcomm

FOLLOW THE CHIP STOCK INVESTOR CHANNEL: https://www.youtube.com/@chipstockinvestor

*****************************************************
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
1 hr 2 min
September 29, 2024 Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH)
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:

(00:00) Introduction to Financial Markets and Weekly Updates
(03:25) Visa's Legal Challenges and Market Impact
(06:14) Exploring LVMH and Market Valuations
(09:32) Boeing's Union Strike and Financial Struggles
(16:24) Todd Combs and Geico's Management Controversies
(26:27) China's Economic Challenges and Market Responses
(39:26) SoundHound AI: A Small Cap Analysis
(51:25) Closing Thoughts and Market Reflections
*****************************************************
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
1 hr 9 min
September 25, 2024 PAT DORSEY: Buy Wide Moat Stocks (Investing in Competitive Advantages)
On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss:

(11:02) Exploring Intangible Assets
(24:32) The Importance of Switching Costs
(33:53) Unpacking Network Effects
(46:58) Economies of Scale and Cost Advantages
(54:05) Analyzing Pat Dorsey's Portfolio
(01:05:12) Key Takeaways from Pat Dorsey

*****************************************************
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: ⁠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 13 min