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

March 27 SpaceX's Imminent IPO; Meta's Lawsuit Implications; Opportunity In Luxury 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
(03:06) Luxury Stocks: Analyzing the Drawdown
(12:31) Fundrise Innovation Fund: A New Venture in Private Tech
(30:16) Grab's Expansion into Taiwan: Strategic Acquisition
(42:28) Autonomous Vehicles and Delivery Efficiency
(50:07) Small Cap Spotlight: Loar Holdings
(55:16) Meta's New Legal 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.
*********************************************************************
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
March 25 He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today
On this episode of Chit Chat Stocks, we speak with Rod Alzmann, an individual investor, about one of his latest stock purchases. We discuss:

(00:00) Introduction
(00:57) Why is [X Stock] down 97%?
(02:10) Historical context and sector-wide decline
(04:05) Company-specific deterioration factors
(05:32) Impact of federal law and tax issues
(06:59) Financial health and cash position
(11:30) Regulatory risks and potential de-scheduling
(15:49) Virginia legislation and market opportunity
(20:46) Potential acquisition scenarios
(24:09) Board engagement and governance signals
(29:10) Treasury management and cash utilization
(34:26) Board communications and shareholder rights
(36:44) Risks to the business and downside scenarios
(40:56) Stock valuation and intrinsic value
(43:45) Market cycle and supply-demand dynamics
(50:29) Market interest and short-selling activity
(53:55) What investors are missing about the stock
(56:31) Summary and closing thoughts

Rod's full analysis: https://rodalzmann.substack.com/

*****************************************************
Sign up for our stock research service, 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 2 min
March 20 SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection
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
(02:19) Analyzing the SoFi Short Report
(13:07) SoFi's Response and Shareholder Concerns
(26:33) Uber's Autonomous Vehicle Partnerships
(33:11) Trade Desk's Controversies and Market Position
(38:18) Bumble's decline
(41:45) Micron's Earnings Surprise
(46:29) Nvidia's AI Revenue Projections
(51:10) OpenAI's Strategic Shift

*****************************************************
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 8 min
March 18 Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)
On this episode of Chit Chat Stocks, we dive into another super investor series covering Marathon Asset Management, a fund that has been around for decades, investing through a framework called Capital Cycle Theory. We discuss:

(00:00) Introduction
(02:46) Understanding the Investment Philosophy
(05:19) The History and Performance of Marathon
(11:07) Capital Cycle Theory Explained
(19:50) The Evolution of Earnings Reports
(21:37) Case Study: The Telecom Bubble
(27:15) Management's Role in Capital Cycles
(31:55) Insights from Capital Returns
(36:34) Investment Strategies in Capital Cycles
(39:04) Beer Industry Consolidation and Investment Opportunities
(43:32) Sustainable Returns in the Semiconductor Sector
(51:09) Portfolio Insights and Market Dynamics
(56:44) Lessons Learned from Marathon Asset Management

*****************************************************
Sign up for our stock research service, 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 9 min
March 13 Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap
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
(03:17) Adobe Earnings and CEO Transition
(06:06) Dollar General's Performance and Market Indicators
(09:07) Oil Prices and Economic Implications
(12:05) NIO's Market Position and Growth Potential
(15:20) Oracle's Business Model Transformation and Risks
(35:33) Amazon's Debt Strategy and Its Implications
(40:16) Salesforce's Buyback Strategy: Risky or Reasonable?
(43:55) Analyzing Kelly Partners Group's Performance
(52:39) The Collapse of GoEasy: Lessons in Lending
(01:02:21) Nintendo's New Game and Market Impact

*****************************************************
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 8 min
March 11 Stock Exchanges: The Best Businesses In The World? (4 Case Studies)
On this episode of Chit Chat Stocks, Brett and Ryan have a lengthy discussion on stock exchanges and what makes them great businesses. We discuss:

(00:00) Introduction
(03:51) Understanding the Stock Exchange Business Model
(06:50) Revenue Streams of Stock Exchanges
(15:44) Case Study: London Stock Exchange $LSE
(18:27) Case Study: Warsaw Stock Exchange $GPW
(32:54) Poland's Economic Surge and Stock Market Performance
(42:22) The Mexican Stock Exchange $BOLSAA
(50:40) Philippine Stock Exchange

Warsaw company name: Giełda Papierów Wartościowych w Warszawie

*****************************************************
Sign up for our stock research service, 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 4 min
March 06 Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves
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) Anthropic's Revenue Surge
(07:13) Insider Buying
(13:18) Berkshire Hathaway's Stock
(23:05) Real Brokerage Earnings Review
(30:15) Small Cap of the Week
(39:58) Wix's Financial Engineering and Growth
(44:57) The Future of E-commerce Stocks
(51:52) Michael Burry and Adobe
(57:00) Appreciating Capital Losses

*****************************************************
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 8 min
March 04 Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)
On this episode of Chit Chat Stocks, we bring back recurring guest Leandro from Best Anchor Stocks for an update on Nintendo (Ticker: NTDOY). We discuss:

(00:00) Introduction
(01:56) Nintendo's Transition to Switch 2
(03:39) Reasons Behind Stock Price Decline
(06:33) Memory Chip Costs
(10:19) Nintendo's Software Strategy and Future Plans
(20:58) Non-Gaming Aspects and IP Monetization
(28:30) The Legacy of Shigeru Miyamoto
(30:51) Valuation
(34:44) Capital Returns: Buybacks and Dividends
(40:38) Tariff Risks and Market Dynamics
(45:25) Nintendo vs. Roblox: The Future of Gaming
(50:57) Earnings Durability and Business Resilience
(53:46) Misunderstandings About Nintendo's Business Model

Best Anchor Stocks: https://www.bestanchorstocks.com/

Complimentary article on Deere: https://www.bestanchorstocks.com/p/deere-cultivating-technology

*****************************************************
Sign up for our stock research service, 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
February 27 AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH
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) Reflections on Past Episodes and Stock Pitches
(06:25) Analyzing Guest Contributions and Insights
(09:25) Best and Worst Investment Calls
(12:03) AI Doomsday Report and Market Reactions
(15:14) Disruption in Delivery Services and Market Dynamics
(19:00) The Role of Loyalty in Business Models
(22:18) Block's Layoffs and AI's Impact on Employment
(25:02) Mercado Libre's Earnings Report and Future Prospects
(42:39) Coupang: Navigating Challenges and Opportunities
(50:00) Badger Meter: A Deep Dive into Water Management
(56:37) Cartel Activity in Mexico: Impacts on Travel and Business
(01:02:45) AI Subscriptions

*****************************************************
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 9 min
February 25 Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment) $STZ
On this episode of Chit Chat Stocks, Ryan goes through a research report on Constellation Brands (Ticker: STZ), the brewer and distributor of major Mexican beer brands in the United States. We discuss:

(00:00) Introduction
(02:28) The History of Constellation Brands
(11:49) Decade of Expansion and Growth
(18:55) Divesting Non-Core Assets
(24:13) Market Share Gains and Demographic Trends
(33:34) The Decline of Beer Consumption
(37:37) Economic Factors Impacting Beer Sales
(40:16) Capital Expenditure and Future Growth
(44:00) Evaluating Total Returns and Future Projections
(48:34) Sustainable Pricing Power in the Beer Industry
(53:48) Investment Decisions and Market Outlook

SPECIAL EPISODE SPONSOR, PORTSEIDO: https://www.portseido.com/

*****************************************************
Sign up for our stock research service, 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