Chit Chat Stocks

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.

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

Investing Unscripted is a podcast that asks the questions that matter to investors. You can listen to it wherever you get your podcasts.

Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo

Apple: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302

YouTube: https://www.youtube.com/@InvestingUnscripted/featured

Below, you'll find the show notes from a recent episode.

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Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, who many of you may know from his regular appearances on our YouTube channel with Jason, has made it his mission to share those winners with the world.
This week, Jeff and Jason chat with Tyler about the multi-year research project he's been on that led him to these obscure, overlooked winners that Tyler calls "misfits," and the creation of his newsletter, Misfit Alpha.  We talk through Tyler's process for finding them, what he's learned, and some examples of massive winners that have compounded for decades, yet remain relatively unknown.
Looking for more of Tyler's work? Find him at:
https://www.misfitalpha.com/
Threads & Twitter: @misfitalpha
Interested in joining Misfit Alpha? Tyler is offering Investing Unscripted listeners a 20% discount: https://www.misfitalpha.com/unscripted
Companies mentioned: AJG, BCPC, COST, DHR, GOOG, GOOGL, ITIC, JMIA, TSLA
We would love feedback on the show. Share with us at:
Email: [email protected]
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
Find the 2023 Smattering Portfolio here:
https://tinyurl.com/Smatterfolio2023

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

Spotify Technology (SPOT) is a leading music streaming platform that has transformed the way people consume music globally but faces challenges from competition in the crowded streaming market and the ongoing evolution of the music industry's business models. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. 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/⁠⁠⁠⁠

Interested in more from Jeremy Deal? ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Jeremy_Deal?s=20⁠⁠

Contact us: [email protected]

Timestamps

Spotify | (3:28)

Podcasts | (16:13)

Radio | (35:21)

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

Ferrari N.V. (RACE) is a renowned luxury sports car manufacturer, balancing exclusivity with evolving consumer preferences and environmental concerns in the competitive automotive market. 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 | (3:12)

Luxury | (24:35)

Ownership | (35:26)

Earnings | (36:48)

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

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/⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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.

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

RH (formerly Restoration Hardware) is a luxury home furnishings retailer known for its high-end products and innovative design, but it contends with challenges in the retail sector and the impact of economic fluctuations on consumer spending in the home decor market. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. 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/⁠⁠⁠

Interested in more from Paul Cerro? ⁠⁠⁠⁠https://x.com/paulcerro?s=20⁠

Contact us: [email protected]

Timestamps

RH | (5:46)

Where's the Growth | (20:40)

Scale | (38:29)

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

LVMH is a multinational conglomerate known for its luxury brands in fashion, cosmetics, and spirits, navigating a dynamic market with a focus on innovation and adapting to evolving consumer preferences in the high-end goods sector. 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 | (4:30)

Industry | (18:53)

Corporate Structure | (30:39)

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

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/⁠⁠⁠⁠⁠⁠⁠⁠

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

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.

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

The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its valuation. Enjoy the show!

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

Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠

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

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/⁠⁠⁠⁠

Best Anchor Stocks Substack: ⁠⁠⁠⁠⁠⁠⁠https://substack.com/@bestanchorstocks

Best Anchor Stocks Twitter: https://twitter.com/Invesquotes

Best Anchor Stocks Seeking Alpha: https://seekingalpha.com/checkout?service_id=mp_1399&affiliate_suffix=BestAnchorStocks

Best Anchor Stocks piece on Hermes: https://www.bestanchorstocks.com/p/hermes-186-years-of-history-guide

Sleepwell Capital Substack: https://sleepwell.substack.com/

Sleepwell Capital thread on Rolex: https://twitter.com/SleepwellCap/status/1713733764914815222

Contact us: [email protected]

Timestamps

What is Luxury? | (3:46)

Examples | (12:17)

Ferrari | (27:47)

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

Altria Group, Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio, grappling with challenges stemming from declining smoking rates, increased regulatory scrutiny, and its efforts to pivot toward reduced-risk products. Listen as Brett gives a pitch on the company and Ryan provides feedback and critiques. Enjoy the show!

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

Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠

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

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 | (3:43)

Stock Analysis | (16:27)

Competitive Advantages | (26:27)

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