Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Typical duration
66 min
per episode

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Chit Chat Stocks episodes

August 18, 2024 Google Is a Monopoly; Starbucks Steals Chipotle's Top Dog; 6 Stocks With Insider Buys (GOOG, CMG)
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:
Introduction and Weekly News
Antitrust Litigation and the Potential Breakup of Google
CEO Poaching: Starbucks and Chipotle
Highest Stocks on the Watchlist
Bumble's Stock Price Decline and Management Concerns
Future Small Cap of the Week: Bumble
The Concerns and Future of the Dating App Industry
Exploring Perion Network as an Advertising Technology Company
Nelnet's Share Repurchases and the Potential of 5G
Insider Buying Activity in Various Companies
Gogo and the Potential Impact of 5G and the Galileo Satellite
Tickers discussed: GOOG, BMBL, SBUX, CMG, DIS
*****************************************************
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: ⁠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 7 min
August 14, 2024 Should You Buy Mexican Stocks? (ALSEA, AGUA, PAC, OMAB)
On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country.

SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/

FOLLOW Ian on Twitter: https://x.com/irbezek

Chapters

The Mexican Election and Expectations for the New Administration
Foreign Direct Investment and Nearshoring in Mexico
Investment Ideas: Airports and Grupo Rotoplas
Margin Expansion and Pricing Power of Mexican Companies
Capital Allocation and Dividend Policy of Mexican Companies
The Privatization of Airports in Mexico
A Fast-Food Franchise Operator in Mexico
Understanding the Changing Dynamics of the Mexican Market
Consumer-Related Companies as Investment Opportunities in Mexico

Tickers discussed: AGUA, ALSEA, ASR, PAC, OMAB
*****************************************************
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:

Learn more about your ad choices. Visit megaphone.fm/adchoices
56 min
August 11, 2024 9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil? (ABNB, CPNG)
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:

Introduction and Market Turmoil
Warren Buffett's Apple Position
Impact of Interest Rate Cuts
Effects of a Recession on Real Estate
Flash Crash and Market Volatility
Measuring a Company's Buyback Capabilities

Tickers discussed: CPNG, ABNB, PTLO, UBER, AMZN, AAPL

*****************************************************
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: ⁠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 6 min
August 07, 2024 Why I Own Nintendo Stock: Round Two (NTDOY)
On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about:

(07:04) The History of Nintendo and its Business Model
(12:19) The Durability of Nintendo's Active Users
(21:14) The Potential Impact of the New Nintendo Switch Console
(31:39) Growing Conviction in Other Entertainment Segments
(33:07) The Impact of the Super Mario Movie
(34:07) Future Movies and Franchise Sales
(35:33) Theme Parks as a Future Revenue Source
(37:30) Key Factors in Nintendo's Thesis
(39:22) The Need for Capital Returns
(43:37) Undervalued Stock
(51:33) Risk of a Hardware Flop

Round 1: https://chitchatstocks.substack.com/p/why-we-own-nintendo-stock-ticker

Tickers discussed: NTDOY
*****************************************************
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 ...

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 2 min
August 05, 2024 Earnings Season Winners and Losers (MCD, MSFT, MTCH, SFM, And More!)
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:

(03:08) Challenges in the Fast Food Industry: McDonald's and Starbucks
(11:07) The AI Bubble: Microsoft's Higher AI Capex Spending
(19:24) Struggles in the Online Dating Market: Match Group's Tinder
(19:54) Stocks That Dropped on Earnings: Dexcom, Universal Music Group, ASML, Caring, Lamb Weston, Burberry Group
(26:13) The Market's Reaction to Earnings: Potential Buying Opportunities
(35:33) Smoke Capital's Small-Cap Stock Recommendation
(37:08) Analyzing Sprouts Farmers Market's Performance
(48:01) Assessing PayPal's Earnings Report
(52:59) Portfolio Management Strategies and Ethics in Short Selling
(56:18) The Potential of Align Technology and the Andrew Left Controversy

*****************************************************
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
1 hr 8 min
July 31, 2024 4 Top Stocks On Our Watchlist This Earnings Season (GOOG, SPOT, NFLX, AXP)
On this episode of Chit Chat Stocks, Brett and Ryan each pick two stocks they are following closely this earnings season. Find out what price they would buy shares:

(02:26) Netflix: Challenges, Resilience, and Growth Prospects
(21:17) Alphabet: Strong Performance in Google Search, YouTube, and Google Cloud
(38:06) American Express: Leading Credit Card Issuer and Payments Network
(42:14) Spotify: Global Leader in Audio Streaming
(46:46) Ranking the Stocks

Tickers discussed: NFLX, GOOG, GOOGL, SPOT, AXP

*****************************************************
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
1 hr 14 min
July 28, 2024 CrowdStrike In Turmoil; Earnings Galore (GOOG, SPOT, TSLA); What Stock Was The Fattest Pitch?
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) Earnings Reports and IT Outage
(11:01) The Balanced Housing Market and the Appeal of Homebuilders
(25:51) Small Cap Stock Pick: Haypp Group
(31:47) Utilizing Yellow Brick for Investment Research
(33:23) Haypp Group's Success and SEO Landscape
(35:35) Analyzing Haypp Group and Philip Morris Financials
(36:06) Identifying 'Fat Pitches' in Investing
(52:06) Evaluating Amazon's Devices Business
(59:26) Assessing Visa's Earnings and Growth Potential
*****************************************************
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
1 hr 5 min
July 24, 2024 Fake Dividends? Finding The Truth About Blackstone's BREIT With Phil Bak (Ticker: BX)
On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss:

(00:00) Introduction and Background
(02:32) Misconceptions about REITs
(04:29) Armada Investors: A Quantitative Approach
(07:46) HAUS: Pure Play Exposure to Residential Real Estate
(12:10) REAL: A Multi-Factor Approach to Real Estate Investing
(15:27) The BREIT Controversy
(30:53) The Issues with BREIT: Elevated NAV, Redemptions, and Fake Dividends
(37:15) Strategies to Address the BREIT Situation: Selling Properties and Raising New Money
(40:25) The Material Impact of BREIT on Blackstone
(45:10) The Logic of the BREIT Structure: Promising Liquidity in Illiquid Assets
(47:42) The Importance of Understanding the Risks of Private Market Real Estate

FIND MORE OF PHIL's WORK

https://philbak.substack.com/

https://www.armadainvestors.com/

https://x.com/philbak1

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

Learn more about your ad choices. Visit megaphone.fm/adchoices
53 min
July 21, 2024 6 Industry Leaders at 52 Week Lows; Bank and Brokerage Earnings; a Curious Stripe Investment
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) Earnings Season Kickoff: Banks and Brokerages
(06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors
(09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps
(18:06) Industry Leaders at 52-Week Lows: John Deere, McDonald's, Paycom, Nike, Winnebago, and Brown-Forman
(33:00) Introduction and Discussion of Brokerages
(35:02) Comparison of Orion and Brokerages
(42:47) Discussion of Public Investing
(43:50) Small Cap of the Week: IZEA Worldwide
(51:08) Discussion of Ally Earnings
(56:47) Overview of Big Banks' Net Interest Income
(1:03:22) Discussion of the Celsius Scandal
(1:04:23) Upcoming Events: Netflix Earnings and Big Tech Reports

*****************************************************
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
1 hr 7 min
July 17, 2024 What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)
On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io.

Braden's Twitter/X: https://x.com/BradoCapital

Canadian Investor: https://thecanadianinvestorpodcast.com/

They discuss:

Chapters

(00:00) Introduction and Background
(04:32) Braden's Investment Approach
(07:31) The Concentration in Constellation Software
(22:00) Understanding Brookfield Corporation
(28:02) Exploring Braden's Stock Portfolio
(32:20) Opportunities in Small-Cap Stocks and Fintech
(32:36) Terravest: A Serial Acquirer in Manufacturing and Distribution
(37:19) Challenges and Surprises in Building a Software Business
(45:17) Misconceptions About Software Stocks
(48:53) The Importance of Efficient Operations in Software Companies

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