Podcast
Chit Chat Stocks
Hosted by Chit Chat Stocks · EN
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
100episodes
Episodes
Newest firstAll episodes
Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM
Yesterday01:04:45Summary readyThe 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.
SummaryWhat 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)
3d ago01:07:42Summary readyOn 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.
SummaryEMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB
1w ago01:04:50Summary readyThe 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.
SummaryMSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)
1w ago00:58:25Summary readyOn 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.
SummaryDissecting 10 Small Cap Stocks (DUOL, BILL, And?)
2w ago01:09:20Summary readyNo 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.
Summary(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio
2w ago01:10:28Summary readyOn 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.
SummaryPalantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG
3w ago01:05:25Summary readyThe 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.
SummarySpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman
3w ago00:50:03Summary readyOn 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.
SummaryAI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL
4w ago01:04:09Summary readyThe 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(02:24) Alphabet's Impressive Performance(09:31) Apple's Revenue Growth and Challenges(15:00) Amazon's Strong Results and Market Position(21:35) Depreciation Trends in Big Tech(24:36) Reddit's Revival and Monetization Potential(29:48) Starbucks' Recovery and Market Strategies(32:55) Earnings Insights: Visa and American Express Growth(36:57) Real Brokerage and Remax Merger Analysis(42:18) Defense Budget and Autonomous Warfare Investments(46:02) Market Reactions to Earnings Reports(57:41) Consumer Trends: Fast Food vs. Grocery Performance(01:01:45) Future Watchlist: Companies to Keep an Eye On*****************************************************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.
SummaryHoward Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?)
Apr 2900:53:18Summary readyOn this episode of Chit Chat Stocks, Brett and Ryan go through another "superinvestor" by studying Howard Marks and his approach to the debt investing markets. We discuss:(00:00) Introduction(10:12) Understanding investing philosophy(15:24) Case Studies: The Great Financial Crisis and Inter Milan Investment(30:13) Navigating the COVID-19 Panic: Airline Investments(36:25) The TORM Case Study: A Debt-to-Equity Success(41:59) Key Takeaways from Howard Marks' Investment Philosophy(46:21) AI and Private Credit: Future 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.
Summary