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

June 05 Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $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
(03:22) Google's $85 Billion Equity Raise
(09:11) Comparing Meta and Google: Future Prospects
(12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison
(15:11) Trouble in FinTech Paradise: MasterCard and Visa
(18:58) Celsius Stock
(21:43) Wise Group and Regulatory Investigations
(36:55) The Impact of AI on Financial Data Companies
(40:25) Evaluating Ratings Agencies and Their Future
(42:29) Concerns Over Index Fund Integrity
(44:39) SpaceX's AI Revenue Projections and Market Reactions
(47:29) Analyzing BlackRock Coffee Bar's Market Position
(51:05) Lululemon's Growth Challenges and Market Dynamics
(54:59) Victoria's Secret's Brand Revival vs. Lululemon's Struggles
(58:55) Diageo's Turnaround Potential in a Tough Market

*****************************************************
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 7 min
June 03 Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson
On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss:
(00:00) Introduction
(03:44) The AI Narrative and Duolingo's Position
(06:38) Understanding Duolingo's Business Model
(09:42) Growth and User Engagement Strategies
(12:45) Challenges and Market Dynamics
(15:54) Valuation and Financial Performance
(18:53) Management and Future Outlook
(29:43) Rocket Lab
(36:49) Strategic Acquisitions and Growth Plans
(40:37) Financial Strategies and Market Positioning
(45:46) Valuation Insights and Market Expectations
(50:17) Comparing Rocket Lab and SpaceX
7investing: ⁠https://7investing.com/⁠
*****************************************************
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
58 min
May 29 Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM
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) Salesforce Earnings and Buyback Program
(09:06) State of the Korean Markets
(12:22) Verra Mobility's Earnings and Market Reaction
(17:57) Discussion on DRAM ETF and Memory Stocks
(26:56) Ferrari's First Electric Car Launch
(37:02) Anthropic's Unprecedented Growth
(42:53) Costco's Consistent Performance
(46:48) Celsius and the Competitive Energy Drink Market
(50:40) Mitek Systems and Autodesk Earnings
(55:28) NBA Players Entering the Tech Space
(01:00:55) OpenAI's Financial Challenges

*****************************************************
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.
*********************************************************************
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
May 27 What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)
On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss:

(00:00) Introduction
(02:58) Bill Ackman
(10:15) Berkshire Hathaway
(18:59) Akre Capital
(27:13) Druckenmiller
(41:05) Pat Dorsey
(54:40) Value Act
(01:03:27) Research Ideas and Final Takeaways

*****************************************************
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 9 min
May 22 EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB
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
(02:59) Financial Overview of SpaceX
(06:12) Revenue Streams and Business Segments
(09:16) Elon Musk's Compensation Package
(12:03) Starlink's Growth and Profitability
(18:15) Concerns and Red Flags in Financials
(22:04) Market Valuation and Investor Sentiment
(24:58) Related Party Transactions and Governance
(27:51) Final Thoughts and Predictions
(38:01) Navigating Musk's Business Moves
(40:00) Insights from Constellation Software's Shareholder Meeting
(44:53) Wix's Earnings and Market Reactions
(49:11) Airbnb's Growth and Booking Trends
(50:56) Intuit's Market Challenges and Stock Performance
(54:51) Nvidia's Impressive Growth and Valuation Dilemma
(57:57) New Bank's Performance and Market Position

*****************************************************
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.
*********************************************************************
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
May 20 MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)
On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss:

(00:00) Introduction
(03:15) The Importance of Indexes and Benchmarking
(06:12) Challenges in Building and Maintaining Indexes
(09:25) Revenue Generation and Business Model of MSCI
(12:19) The Role of AI in Index Management
(15:22) Future Growth and Market Trends for MSCI
(31:33) The Role of MSCI in the ETF Market
(33:43) Growth Potential and Market Trends
(35:01) Competitive Advantages of MSCI
(40:44) Comparing Moats: Stock Exchanges vs. Index Providers
(45:50) Valuation Insights and Future Projections
(51:52) Investment Decisions and Market Considerations

*****************************************************
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
59 min
May 15 Dissecting 10 Small Cap Stocks (DUOL, BILL, And?)
No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format.

*****************************************************
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 10 min
May 13 (ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio
On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others.

(03:59) Remitly
(12:33) Adobe
(17:59) Alphabet
(22:39) Wise
(29:38) Airbnb
(35:23) Grupo Aeroportuario del Centro Norte
(38:59) Wix
(43:17) Amazon
(47:21) Coupang
(51:07) Autodesk
(53:08) Taiwan Semiconductor
(56:04) Corporacion America Airports
(59:06) Adyen

*****************************************************
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 25% off any 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 11 min
May 08 Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG
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
(03:10) Ryan Cohen and GameStop's Controversial Moves
(06:03) Nano Nuclear Energy x Super Micro Computer
(09:21) Remitly's Strong Earnings Report
(12:19) Coupang's Mixed Performance
(16:12) Uber's Earnings and Market Position
(22:01) Grab's Resilience Amid Regulatory Challenges
(26:06) The Impact of SpaceX IPO on Market Dynamics
(29:47) Pinterest's Aggressive Buyback Strategy
(42:47) The State of Online Dating Apps
(45:41) Earnings Reports and Company Valuations
(52:19) Cerebras and the Semiconductor Landscape
(56:07) Palantir's Growth 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.
*********************************************************************
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
May 06 SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman
On this episode of Chit Chat Stocks, we bring on guest Lou Whiteman from the Motley Fool to discuss the future of the space and defense sectors. We discuss:

(00:00) Introduction
(03:27) Market Dynamics
(06:42) Government Spending
(09:47) Understanding SpaceX's Business Model
(12:43) Valuation Challenges and Market Comparisons
(15:37) The Future of Starlink and Competition
(25:09) Investing in Space: The Elon Musk Factor
(28:25) Rocket Lab: The One-Stop Shop for Space
(33:58) Navigating the Defense and Space Sectors
(40:54) Emerging Opportunities in Space Defense Tech
(43:26) Understanding the Long-Term Dynamics of Defense Stocks

*****************************************************
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
51 min