Chit Chat Stocks

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:

(02:58) Oracle's AI Potential and Earnings Outlook

(06:51) Snowflake's Caution on AI Spending

(12:38) Boeing's Union Strike and Production Challenges

(20:25) Alaska and Hawaiian Airlines Merger

(25:41) Uber and Waymo's Partnership

(35:22) Small Cap of the Week: Dave, Inc.

(47:59) Amazon's Return to Office Policy

(55:47) Emerging Markets and Global Investment Perspectives

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On this episode of Chit Chat Stocks, we talk with Simon Erickson from 7investing about Rocket Lab stock. We discuss:

(04:25) Understanding Rocket Lab's Business Model

(09:05) The Neutron Rocket: A Game Changer

(13:36) Comparing Rocket Lab and SpaceX

(21:24) Government Contracts and Defense Opportunities

(24:42) Exploring the Spacecraft Segment

(28:34) Future of Space Data and Services

(33:08) Management Team and SPAC Insights

(42:28) Risks and Concerns for Investors

(46:06) Potential Upside and Valuation of Rocket Lab

7investing: https://7investing.com/

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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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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: ⁠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 YouTube channel at 1:30 PM EST. This week we discussed:

(03:25) Recession Fears in the Banking Sector

(04:32) Weak Numbers in the Retail Industry

(06:38) The Potential Impact of Waymo on Uber and Lyft

(13:51) The Bear Case for Google

(26:30) The Upcoming iPhone Event and AI Technology

(36:11) The AI iPhone: A Game-Changer

(36:54) The Declining Upgrade Rate for iPhones

(38:01) Seven Industry Leaders at New 52-Week Lows

(39:43) Grocery Outlet Bargain Market: Low Prices and Expansion Potential

(52:37) Upcoming Episodes: Celsius, EV Stocks, and Rocket Lab

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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

(NOTE: for video watchers, Brett's power went out at the end of the video)

On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium from Asymmetric Investing. They discuss:

(02:19) Exploring Asymmetric Investing and the Challenges of the Automotive Industry

(07:43) Analyzing Rivian's Business Model and Potential for Success

(21:35) The Rise of Plug-in Hybrids and Stagnant Electric Vehicle Demand

(27:43) Tesla's Price Cuts and the Implications for Demand

(43:17) Supply and Demand Dynamics

(44:37) China's EV Supply and US Tariffs

(46:25) The Future of the EV Sector and Investment Opportunities

(49:40) Challenges Faced by Charging Companies

(51:08) Characteristics to Look for in EV Companies

Follow Travis!

Twitter: https://x.com/TravisHoium

YouTube: https://www.youtube.com/@asymmetricinvesting

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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: ⁠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:

(04:49) The Importance of Reviews for Show Growth

(08:43) Founder Mode and the Challenges Faced by Airbnb

(09:38) Exploring Dividend Growers: Attractive Yields and Consistent Growth

(19:27) OTC Markets Group: A Small Cap with a Potential Moat

(19:54) CME Group: A Wide Moat Business in the Derivatives Market

(28:12) The Drop in Celsius Stock Price and the Competitive Energy Drink Market

(31:49) Managing Expectations for High Valuation Stocks

(32:49) The Performance of Celsius Holdings and Dollar Tree

(45:41) Supermicro Computer's Response to a Short Seller Report

(55:50) The Nature of OpenAI as a Nonprofit Organization

(58:30) The Risks and Rewards of Investing in OpenAI

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

On this episode of Chit Chat Stocks, Brett goes through a report on the next stock he is buying and why:

(04:35) History and Business Model

(09:16) Product and User Experience

(16:15) Business Model and Unit Economics

(23:45) Growth Strategy and Marketing

(30:07) Management and Trust

(33:08) Motivated Management and Growth Potential

(34:22) Financial Projections and Revenue Growth

(37:59) Competitive Advantage and Moat Expansion

(49:09) Risks to Watch

(52:23) Confidence in Growth Potential

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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/ 

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

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

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:

(03:26) Discussion on Super Microcomputer

(09:46) Acquisition of Seven and I Holdings

(19:14) Microsoft's Reporting Changes

(31:13) Carl Icahn's SEC Charge

(39:25) Nerdy: Small Cap of the Week

(40:25) Collapse of Pinduoduo's Stock

(41:19) Analyzing Revenue Growth Slowdown

(47:13) The Risks of Investing in Chinese Stocks

(49:07) The Uncertain Future of Tesla's Full Self-Driving

(50:06) The Performance and Concerns of Retail Companies

(58:14) Updates on GoGo and ARK Innovation ETF

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

On this episode of Chit Chat Stocks, we discuss Peter Lynch's investing strategy and what we can learn from the legendary investor. Topics include:

(04:19) Beating the Market with Common Sense: Lynch's Focus on Growth and Earnings

(08:28) Lynch's Replicable Approach and Process

(13:36) Letting Winners Run: The Power of Long-Term Growth

(28:08) Identifying Companies Before Their Growth Stage

(33:52) The Attributes Lynch Looks for in a Stock

(42:35) Staying Alert and Paying Attention to the World Around You

(44:36) Letting Your Winners Run

(1:00:40) Using the PEG Ratio for Valuation

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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/ 

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

Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

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 were joined by special guest Paul Cerro to discuss:

(04:44) Hims & Hers: Flying Too Close to the Sun

(11:58) The Risk of Regulation in the Healthcare Space

(17:08) The Value Proposition of Hims & Hers in the Healthcare Industry

(23:55) Hims & Hers' Competitive Advantage in Telehealth

(33:34) Earnings Reports and Future Growth Potential

(35:52) Navigating Uncertainty and Understanding Market Indicators

(38:56) The Challenges and Opportunities for Lululemon and Celsius

(42:28) Finding Hidden Gems in Less-Covered Names

(45:53) The Value of Long-Term Optimism in Investing

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

On this episode of Chit Chat Stocks, Ryan discusses two software stocks he bought in August of 2024. Listen to find out the two companies and why he now owns them!

(02:41) First Stock: A Leading Provider of Human Capital Management Software

(34:20) Stock Two: An Online Visibility Management Platform

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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/ 

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

Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

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