Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

January 24, 2024 Hims & Hers Stock Report (Ticker: HIMS)
On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate:

- Why HIMS has grown so quickly
- Do they have any emerging competitive advantages?
- Thoughts on the founder, proxy statement, and management team
- Whether they benefit from the innovator's dilemma
- Modeling out financials through 2026
- Red flags with customer reviews
- Whether Brett is buying the stock today
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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
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Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠
*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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1 hr 13 min
January 21, 2024 IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:

- JetBlue Unable to Acquire Spirit Airlines
- Delta's Q4 Earnings
- Elon's new pay package
- Reading some hedge fund quarterly letters
- Funny finance memes from this week

+ much more
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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
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Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠
*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠
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Disclosure: Chit Chat Money 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
January 17, 2024The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)
On this episode of Chit Chat Money, we discuss:
Norbert Lou’s Famous NVR investment

His unique portfolio concentration

How he started his hedge fund Punch Card Management

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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/

*********************************************************************
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠
*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠
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Disclosure: Chit Chat Money 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
January 14, 2024 IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:

- Elliott Management taking a big stake in Match Group
- $AMZN Layoffs and new technology development
- Ryan's group of underfollowed wide moat businesses
- Boeing's new 737 Max debacle with Alaska Air

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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
*********************************************************************
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠
*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠
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Disclosure: Chit Chat Money 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
January 10, 2024 Is The World's Largest Hedge Fund a Scam? Investigating Ray Dalio and Bridgewater Associates
No, Bridgewater Associates is not a fraud. But it may be misleading the public. After reading The Fund, hosts Brett Schafer and Ryan Henderson thought listeners would love to know more about the secretive hedge fund with $100 billion in AUM. In this episode, we discuss:

- What is Bridgewater Associates?
- Who is Ray Dalio?
- What story does he tell about his fund?
- What is truly going on at Bridgewater
- The dystopian principles
- Why the fund has suffered in the last decade
- Personal thoughts on Dalio, Bridgewater, and the book

We highly recommend reading the book in full: https://www.amazon.com/Fund-Bridgewater-Associates-Unraveling-Street/dp/1250276934

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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
*********************************************************************
Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠
*********************************************************************
Disclosure: Chit Chat Money 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 15 min
January 07, 2024 IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:

- The iRobot/Amazon Merger Arbitrage
- Our Mt. Rushmore of Management Teams
- Sectors we like for 2024
- The impossibility of knowing whether a bubble is ending
- The most unassailable businesses in the world

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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
*********************************************************************

Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠
*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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Disclosure: Chit Chat Money 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
January 03, 2024 2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!
Happy New Year! On this episode of Chit Chat Money, we discuss:

- Changing the name of the podcast
- Changing our release schedule
- Our favorite podcast episodes from 2023
- Brett and Ryan's hot takes for 2024

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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured
Follow us on Twitter/X: https://twitter.com/chitchatmoney
Follow us on Substack: https://chitchatmoney.substack.com/
*********************************************************************

Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney

*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account

*********************************************************************
Disclosure: Chit Chat Money 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 15 min
December 31, 2023 IPH #91: 2023 End of Year Ask Us Anything
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Subscribe to our newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
13:54
32:09

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1 hr 9 min
December 28, 2023 A Shifting Advertising Technology Landscape With BWG Strategy
The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad fraud, and the need to adapt to evolving regulations and technological advancements. Listen as Brett and Ryan ask questions about the industry. Enjoy the show!
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Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠
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Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠⁠⁠
Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠
Want more from Brad: https://x.com/BLyons151?s=20
More more Justin: https://www.linkedin.com/in/justin-taylor-ruiss/
More on BWG Strategy: https://bwgstrategy.com/
Contact us: [email protected]
Timestamps
What is Ad Tech? | (6:30)
What is a Publisher? | (19:25)
Changes | (44:03)
Disclosure: Chit Chat Money 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
December 26, 2023 Hermes International (Ticker: HESAY) Not So Deep Dive
Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura of exclusivity while addressing challenges in the luxury retail sector and evolving consumer demands. Listen as Brett and Ryan break down the company and its industry. Enjoy the show!
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Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠⁠⁠
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠
Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠
Contact us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠
Timestamps
Company Background | (3:49)
Industry | (17:42)
Management & Ownership | (23:51)
Earnings | (26:49)
Balance Sheet | (28:51)
Valuation | (32:00)
Our Analysis | (32:48)
Disclosure: Chit Chat Money 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
59 min