Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

July 10 Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:02) Terry Smith's letter
(24:16) Microsoft's layoffs at Xbox
(40:21) Samsung earnings and industry outlook
(44:27) AI lab profitability metrics and bubble watch
(46:24) Blue Origin's valuation
(48:32) Satellite industry and capital cycle considerations
(54:58) Listener questions
(01:00:10) Coca-Cola's bottling vs. beverage company performance

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Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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 08 Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)
On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss:

(00:00) Introduction
(05:52) Understanding Copart's Business Model
(14:32) Competition in the Vehicle Remarketing Industry
(29:36) Understanding Market Dynamics and Natural Disasters
(31:44) International Expansion
(33:28) Management Changes
(39:04) Market Share Challenges
(45:05) Valuation
(50:23) Investment Decision

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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 1 min
July 03 Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:30) Meta's Cloud Business Announcement
(16:46) Investing in Automotive: The Case of Renault
(21:17) Nike's Struggles in the Market
(28:17) Rocket Lab's Acquisition and the Space Economy
(39:55) The Semiconductor Sector: Opportunities and Risks
(47:56) Restaurant Investments: Jersey Mike's
(51:08) Small Cap Insights and Market Trends
(54:03) Humorous Stock Market Insights and Misconceptions

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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
July 01 Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More)
On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss:

(00:00) Introduction
(01:21) Accenture
(10:43) Netflix
(16:19) Nike
(22:37) Stock 4
(28:14) Stock 5
(34:42) Stock 6
(42:21) Stock 7
(47:52) Stock 8
(53:16) Stock 9
(58:23) Stock 10
(01:02:44) Rapid Fire Picks

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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
June 26 Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:09) Micron Madness: Earnings and Expectations
(10:02) The AI Chip War: OpenAI's Custom Chip Announcement
(17:32) Meta's New Ventures: Prediction Markets and Glasses
(31:49) Meta's Capital Allocation and Market Comparisons
(32:08) Lime's IPO and Business Model Insights
(36:38) MicroStrategy's Bitcoin Strategy and Market Impact
(42:03) The Future of MicroStrategy and Bitcoin's Viability
(45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies
(52:41) Researching Industries and Competitors
(56:11) Wise's Business Performance and Market Positioning

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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 4 min
June 24 The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market
On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss:

(00:00) Introduction
(02:57) Rupert's Background and the SpaceX IPO
(06:04) Understanding the Lockup Period for SpaceX
(09:04) Market Dynamics and Capital Raising Trends
(11:52) The Impact of Indices on Market Valuations
(15:03) Hyperscalers and Their Capital Raising Strategies
(17:51) The Future of AI IPOs and Market Sentiment
(34:40) The Role of AI in Market Valuations
(38:17) Understanding Addressable Market in IPOs
(46:34) Navigating Bull Markets and Historical Context
(50:17) Retail Investors and the IPO Process

Blind Squirrel Macro: https://www.blindsquirrelmacro.com/p/its-line-in-the-sand-time-dario?r=9ef2u&utm_campaign=post&utm_medium=web&triedRedirect=true
*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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
52 min
June 19 Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:17) Roku's Acquisition by Fox Corporation
(10:09) TripAdvisor's Sale of The Fork to American Express
(20:55) Exploring the Denmark Index and Investment Opportunities
(34:19) Accenture's Dividend Yield and Cash Flow Stability
(35:49) Fiserv Executive Departures and Investor Concerns
(41:17) Small Cap of the Week: Spectra Systems
(47:09) Legacy Education: A Healthcare Roll-Up Opportunity
(51:00) Salesforce's Acquisition of Fin
(56:14) Snap's New AR Glasses: A Critical Look
(01:01:10) Autodesk: Evaluating Investment Potential

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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
June 17 Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)
On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss:

(00:00) Introduction
(03:43) Understanding business model
(09:38) Competitive Landscape
(12:35) Unique Country Focus
(15:58) Growth Drivers: Total Payment Volume and Customer Acquisition
(18:53) Addressing the Muddy Waters Short Report
(33:00) Valuation
(39:46) Risks and Challenges in Investment
(45:10) Growth potential
(56:40) Final Thoughts and Resources

James's Substack: https://rockandturner.substack.com/

James's book: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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
June 12 SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:47) Fintech Sell-Off: Analyzing Market Trends
(13:05) Apple Worldwide Developer Conference: Key Takeaways
(22:42) Wix Restructuring: Implications for Investors
(29:48) Nintendo Direct: Anticipation and Concerns
(35:37) High-Quality Companies Trading Below 15 Times Earnings
(39:47) Listener Questions and Investment Strategies
(45:05) Contrarian Investment Ideas
(47:52) SpaceX and OpenAI IPO Predictions
(51:59) Market Bubble Watch and Predictions
(56:43) World Cup Betting Insights

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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
June 10 Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?)
On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss:

(00:00) Introduction
(02:48) Chuck Akre's Unconventional Journey to Investing
(06:36) Akre Capital Management's Performance and Transition
(10:57) The Three-Legged Stool Investment Philosophy
(16:50) Case Studies: American Tower and Private Equity Investments
(35:03) Trimming Positions and Opportunity Costs
(36:46) Case Study: O'Reilly Automotive's Reinvestment Moat
(42:45) Constellation Software: A Long-Term Holding
(51:16) Akre's Portfolio Performance and the SaaS Pivot
(57:59) Lessons from Akre Capital Management

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Check out Value Spotlight: Stockwriteup.com
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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