On this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024. Check out 7investing: https://7investing.com/ (00:00) Intro (44:39) Elon Musk's Compensation and XAI Formation (53:14) Valuation and Future Prospects of Tesla ***************************************************** Subscribe to ou…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction (03:41) Analyzing Lululemon's Earnings and Market Challenges (11:29) The Mystery of Roaring Kitty's Involvement in GameStop (24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva …

SUBSCRIBE to Best Anchor Stocks: https://www.bestanchorstocks.com/ On this episode of Chit Chat Stocks, Brett and Ryan interview Leandro from Best Anchor Stocks on all things Deere & Co, the parent company of John Deere. They discuss: (00:00) Exploring John Deere's Business Segments and Market Position (04:49) The Role of Technology in Driving Grow…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) The Return of the Nifty 50: Market Impact and Historical Parallels (07:30) Costco Valuation: High Prices and Long-Term Returns (30:00) Challenges in Financial Institutions: Share Repurchases and Market Dy…

On this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advant…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (03:14) Uncovering Corporate Malfeasance: The Red Lobster Bankruptcy (11:01) Retailers in Focus: Analyzing the Performance of Target and Lululemon (35:38) Target's Performance and Market Share (44:19) Dutch Bros …

On this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss: (04:41) Wise: The Fintech and Remittance Disruptor (06:37) The Low-Cost Provider for Transfers (12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account (16:22) The Wise Platform: Plugging into the Pa…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction and Special Guest (02:30) Analyzing the Departure of Alex Rozek from Boston Omaha (06:34) Roaring Kitty and the Meme Stock Phenomenon (26:38) Defensive Investing: Evaluating Portfolio Allocat…

On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss: - Portillo's founding and history - Why it went public and wants to expand nationally - Unit economics and return on invested capita…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: Analyzing Match Group's Earnings 10 Stocks That Have Recently Achieved Profitability Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities Assessing Roblox: Revenue Growth, Shareholder A…

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing …

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Warner Brothers Discovery (25:30) Uncertainties and Competitive Landscape in Streaming (33:26) Introduction and Discussion of PayPal (37:15) Analyzing PayPal…

On this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett had the pleasure of delving into the book and how quality investing can work over the long term. We discuss: 00:00 Introduction and Background 06:06 …

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (09:19) The Cybertruck and Tesla's Future (25:57) The Best Business in Big Tech (36:12) Valuation of Visa and Mastercard (43:39) The Chinese Real Estate Bubble (53:14) The Impact of Higher Capital Gains Tax Rates ***************…

On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in the Nicotine Industry (30:20) The Potential of Nicotine Pouches and Next-Gen Products (39:59) The Benefits of a Basket Approach for Investing in the Nicot…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings Report as a good ome…

On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover: (06:36) Finding Uncorrelated Stocks (35:22) Disqualifying a Company: Management, Moats, and Passion (45:35) Red Flags for Dishonest Management (59:41) Finding Hidden Gems in Differen…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00)…

On this episode of the Chit Chat Stocks podcast, Brett and Ryan go through 10 rapid-fire stocks from listener-suggested tickers. We cover: (03:30) Nike (NKE) (26:12) Semrush (SEMR) (32:27) Confluent (CFLT) (38:27) HelloFresh (HFG) (47:02) Atkore (ATKR) (57:18) Starbucks (SBUX) (01:03:27) StoneX Group (SNEX) (01:08:04) Picking favorites + other stoc…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Overview (02:59) Discussion on Spotify's Price Hikes (07:11) Proxy Battle at Disney (25:23) Comparing Financials of Nike and Lululemon (28:09) Considering the Risk-Reward Ratio in Apparel Investments (33…

On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover: (00:00) Introduction to GoGo and its Misleading Name (03:02) Background and Financial History of GoGo0 (6:11) GoGo's Exclusive Spectrum and CEO Change (09:4…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Sponsor (00:32) Overview of Topics (04:02) Hilarious Parody Buy Rating (05:13) Financials of Trump Media (07:45) Ludicrous Valuation of Trump Media (09:24) Sentencing of Sam Bankman-Fried (16:15) Winners…

On this episode of Chit Chat Stock, Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in 2024. We discuss: (00:00) Introduction and Excitement for Home Building Stocks (02:12) Factors that Increased Interest in Home Building Stocks (06:29 Factors that Made Home Building Stocks More Attractive (08:33) What Home …

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (03:09) Discussion on Super Micro Computer (SMCI) (15:08) Analysis of SMCI's Performance (29:08) Apple Lawsuit by the Department of Justice (32:09) Evaluation of the Apple Lawsuit (33:37) Regulating Apple's …

On this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through: (00:00) Introduction and Background (02:19) Buy Right and Sit Tight (03:18) Don't Over Diversify (04:16) About Terry Smith (08:55) Margin of Safety (16:14) Fundsmith Performance (26:09) Criteria for Go…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (00:31) Upcoming Topics (03:30) Introduction to Share Cannibals (08:18) Discussion on Lowe's (09:20) Discussion on Apple (16:23) Discussion on RH (20:49) Discussion on Home Depot (21:49) Discussion on Murphy…

In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schafer discuss Nelnet, a small-cap conglomerate based in Nebraska. They compare Nelnet to Berkshire Hathaway and delve into the different segments of Nelnet's business, including Nelnet Business Services, Nelnet Diversified Services (Loan Servicing), NFS (Nelnet Financial Services), and…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Ray Dalio Tweet (02:48) Discussion on Costco (06:01) Earnings, Tweets, and IAC0 (8:52) Tech Sector Revenue Growth and NASDAQ 100 Total Return (12:52) Apple's Decline and Alphabet's Potential (39:14) Frus…

On this episode of Chit Chat Stocks, Brett and Ryan bring on Drew from Speedwell Research to discuss Coupang. The three go through an in-depth discussion around the e-commerce retailer and all the important topics investors will want to know. We discuss: (00:00) Introduction to Coupang and Speedwell Research (03:13) Overview of Coupang's Business (…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Ryan's small-cap quality screener - Reddit and Webull IPOs: is it the full rebubble? - Celsius can't stop growing at 100% - Is Bumble stock a buy? + much more ***************************************************** Subscribe to …

On this episode of Chit Chat Stocks, Brett performs a research report on ELF Beauty. The stock is up over 600% in the last two years and has actually outperformed Nvidia since the start of 2022. We discuss: - ELF's founding - Why it has gained so much market share - Why the stock was a bargain in 2022 - Valuation analysis and expectations embedded …

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $NVDA crushing earnings again: Is this the top? - Capital One wants to buy Discover Financial - What are the best and underrated network effect companies? - Will Rivian file for bankruptcy? ************************************…

On this episode of Chit Chat Stocks, we try to figure out what went wrong at Boeing with the Motley Fool's Lou Whiteman. We discuss: - How Boeing's culture change led to its downfall - Whether the company can fix itself - Is the current CEO the right person to lead this company? - Its troubling balance sheet - Competitive threats in commercial avia…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Pat Dorsey's 4 moat categories (plus examples) - Lyft's earnings snafu and whether it was purposeful - Sam Altman's wild semiconductor ambitions - Is TopGolf Callaway turning into a shitco? ************************************…

On this episode of Chit Chat Stocks, we analyze five different stocks we would buy at today's prices. For each company, we discuss: - Background info - What has impacted recent earnings/share price performance - Why we think there is an opportunity today - Major risks and/or why we'd sell ***************************************************** Subscr…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $ARM's stock going through a short squeeze? - The new sports streaming bundle: will anyone sign up? - Earnings, earnings, earnings - Adam Neumann is BACK - Is big tech still cheap? (no, really) ********************************…

On this episode of Chit Chat Stocks, Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares!). We discuss: - Why Booking Holdings became the largest travel company in the world - What are their new initiatives? How do they plan to grow? - Competing with Airbn…

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elon's $50 billion pay package getting voided in court - Alphabet's blow-out earnings report - Match Group's hit-or-miss Q4 earnings - Avoiding the allure of macro doom porn ***************************************************** Options are not suitable fo…

On this episode of Chit Chat Stocks, we welcome on Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management to discuss: - Netflix's Q4 earnings - It's foray into sports entertainment with the WWE deal - The financial implications of the password-sharing crackdown and the new advertising tier - The c…

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - $TSLA earnings and the stock drop - $NFLX spiffy pop for David Gardner - A list of cheap Mexican Stocks - Winners and losers, including the pastor who got his followers in a crypto scam - Hilarious small-cap corporate governance **************************…

On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate: - Why HIMS has grown so quickly - Do they have any emerging competitive advantages? - Thoughts on the founder, proxy statement, and management team - Whether they benefit from the innovator's dilemma - Modeling out financials…

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - JetBlue Unable to Acquire Spirit Airlines - Delta's Q4 Earnings - Elon's new pay package - Reading some hedge fund quarterly letters - Funny finance memes from this week + much more ***************************************************** Subscribe to our Yo…

On this episode of Chit Chat Money, we discuss: Norbert Lou’s Famous NVR investment His unique portfolio concentration How he started his hedge fund Punch Card Management ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: https://twitter.com…

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elliott Management taking a big stake in Match Group - $AMZN Layoffs and new technology development - Ryan's group of underfollowed wide moat businesses - Boeing's new 737 Max debacle with Alaska Air ***************************************************** S…

No, Bridgewater Associates is not a fraud. But it may be misleading the public. After reading The Fund, hosts Brett Schafer and Ryan Henderson thought listeners would love to know more about the secretive hedge fund with $100 billion in AUM. In this episode, we discuss: - What is Bridgewater Associates? - Who is Ray Dalio? - What story does he tell…

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - The iRobot/Amazon Merger Arbitrage - Our Mt. Rushmore of Management Teams - Sectors we like for 2024 - The impossibility of knowing whether a bubble is ending - The most unassailable businesses in the world ************************************************…

Happy New Year! On this episode of Chit Chat Money, we discuss: - Changing the name of the podcast - Changing our release schedule - Our favorite podcast episodes from 2023 - Brett and Ryan's hot takes for 2024 ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Fol…

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://…

The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad fraud, and the need to adapt to evolving regulations and technological advancements. Listen as Brett and Ryan ask questions about the industry. Enjoy the …

Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura of exclusivity while addressing challenges in the luxury retail sector and evolving consumer demands. Listen as Brett and Ryan break down the company and its industry. Enjoy the show! *******…