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
(00:59) Investing Insights from Japan
(02:23) Deep Dive into Remitly Earnings
(11:43) Fallen Angels: Stocks in Decline
(17:15) Monday.com: Earnings and Market Reaction
(23:50) Apple's Innovation and Market Position
(30:43) Sprouts Farmers Market: Investment Opportunity
(38:40) Exploring the 50-Year Mortgage
(44:47) Analyzing Coupang Earnings
(52:54) The Altman Interview
(01:01:01) Michael Burry's Short Bet
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.
We discuss:
(00:00) Introduction
(02:45) The AI Trade
(15:49) Missed Investment Opportunities
(22:04) Investing beyond AI
(25:19) What the market doesn't understand
(33:17) Understanding Stock Investment Theses and KPIs
(40:37) The Impact of Crypto Leverage on Market Dynamics
(42:21) Analyzing Portillo's: A Case Study in Value Investing
(44:28) Balancing Professional Life and Stock Research
(47:28) Long-Term Vision with Nelnet
(51:25) Favorite Financial Media and Learning Resources
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with Dave Ahern of the Investing For Beginners Podcast. We discuss how Nubank has come to dominate the online banking space in Latin America. We explore their innovative digital banking model, growth strategies in Brazil and Mexico, potential expansion into other Latin American markets, and the implications of applying for a U.S. banking license.
(03:22) Understanding NuBank's Business Model
(06:08) Growth Strategies in Brazil
(10:30) Expansion Potential in Mexico
(16:34) Future Expansion in Latin America
(22:37) Why NuBank applied for a U.S. Banking License
(25:47) Exploring Growth Beyond Financial Services
(31:43) Management Insights: David Velez and His Leadership
(36:56) Valuation and Growth Projections
VALUE SPOTLIGHT: https://einvestingforbeginners.com/value-spotlight-newsletter/
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Get up to 40% off Nov. 26th - Dec. 1st with our link: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss:
(00:00) Why have an investment checklist?
(06:13) Questions to ask in the research process
(19:02) Flexibility in Investment Analysis
(23:30) Overriding the Checklist: Real-World Examples
(28:46) Identifying Generational Investment Themes
(29:44) The Industrial Revolution and AI's Role
(36:36) Valuation in the Investment Process
(47:49) Portfolio Management Strategies
JRo's Notes: https://lastbastion.com/author/jro/
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST.
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:
(00:00) Introduction
(02:00) Amazon's AI Strategy and Anthropic Relationship
(10:14) Google's Competitive Edge in AI
(19:26) Meta's AI Monetization Strategies
(28:24) Microsoft's Azure and AI Workloads
(32:10) Understanding Neo Clouds and Their Impact
(36:01) Nvidia's Strategic Moves and Circular Accounting
(40:12) The Depreciation Dilemma of GPUs
(52:19) OpenAI's Future and Financial Strategies
(57:56) Predictions for AI Leaders by 2030
UNCOVER ALPHA: https://www.uncoveralpha.com/
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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 with special guest Travis Hoium:
(00:00) Introduction
(04:00) Tesla Earnings and EV Market Analysis
(10:12) Opportunities in the EV Space: Lyft and Uber
(12:45) General Motors and Rivian: Financial Insights
(20:25) Hims and Hers: Disruption in Healthcare
(32:08) Emerging Asymmetric Stocks: On and Crocs
(34:16) Conclusion and Final Thoughts
(37:16) Google's AI Dominance: Competitive Advantages and Future Outlook
(47:54) Bubbles vs. Asymmetric Stocks: Understanding Investment Risks
(55:45) MGM: A Case Study in Asymmetric Growth Opportunities
Asymmetric Investing YouTube: https://www.youtube.com/@asymmetricinvesting
Newsletter: https://asymmetric-investing.beehiiv.com/
Autopilot: https://marketplace.joinautopilot.com/landing/3126/772780
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, we speak with Michael Fritzell of Asian Century Stocks. We discuss why investors should consider investing in Asia, and then go through a case study of a cheap stock he has covered on the newsletter.
(00:00) Introduction
(03:41) Investing in Asia: Opportunities and Risks
(07:16) Stock case study
(17:09) Investing in airports
(31:28) Managing the macro
(34:30) India's Manufacturing Challenges and Growth Prospects
(43:23) Investing in Asia: Common Mistakes and Insights
(48:25) Opportunities in the Philippines
(53:11) Capital Returns and Investment Strategies
(56:50) Currency Risks in Asian Markets
(01:00:25) Changes in Japanese Corporate Governance
ASIAN CENTURY STOCKS: https://www.asiancenturystocks.com/
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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
(02:02) Earnings Season Insights
(05:49) Taiwan Semiconductor's Performance
(11:45) Growth Stock Discussion Begins
(18:02) Top Growth Stocks
(41:41) Cash Levels and Market Sentiment
(43:31) Interactive Brokers: A High-Margin Business
(48:07) Gold and Silver: Trends and Considerations
(53:09) JP Morgan's Strategic Investments
(01:00:38) Bubble Watch: Fermi and Energy Stocks
(01:03:01) Analyzing Ferrari's Growth Potential
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss:
(00:00) Introduction
(01:48) History
(09:24) Business model
(18:00) Competition Landscape:
(24:23) Competitive advantage
(31:30) Financial Performance
(32:28) User Growth Trends and Insights
(37:39) Advertising Dynamics: Services vs. Retail
(40:35) Financial Performance and Margin Expansion
(50:54) Management Trust and Compensation Concerns
(55:26) Why Ryan is buying the stock
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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
(02:14) Bezos and AI bubbles
(10:20) The AI Infrastructure Boom: Opportunities and Risks
(18:28) Value Plays vs. Value Traps
(36:58) Argentina update
(40:55) Pepsi's Earnings
(45:55) Delta Airlines
(48:47) Brett's new stock
(53:57) Rapid Fire Stock Analysis
(01:01:53) Underappreciated Sectors in the Market
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss:
(00:00) Introduction
(03:28) Early Life and Influences
(09:14) Quantum Fund
(12:39) Investment Philosophy and Position Sizing
(19:27) Understanding Reflexivity in Markets
(28:02) Case Study: Breaking the Bank of England
(34:42) The Mechanics of Currency Devaluation
(39:23) Soros' Bet Against the Thai Baht
(44:47) Current Currency Crises: Lessons from Argentina
(50:30) Soros' Investment Philosophy and Strategies
(55:50) Lessons Learned from Soros' Approach
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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
(01:13) AI and E-commerce: Shopify's Partnership with OpenAI
(07:25) Nike's Earnings Report: Challenges and Market Position
(14:09) The Emergence of the Texas Stock Exchange
(22:58) Never Sell Stocks: Criteria and Personal Picks
(44:47) Spotify's Leadership Transition and Its Implications
(48:21) Project Kuiper: Amazon's Ambitious Venture
(51:58) Portillo's: A Fresh Perspective on a Struggling Stock
(52:52) Electronic Arts: The Largest Leveraged Buyout Ever
(58:23) Bill Ackman's Shareholder Letter Insights
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:
(00:00) Introduction
(02:25) The Appeal of Small Cap Investments
(05:12) Opendoor
(31:37) Portillo's
Value Degen Substack: https://unemployedvaluedegen.substack.com/
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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
(02:26) AI Boom and Market Implications
(08:35) Electricity Consumption and AI
(16:43) Drafting Future Share Cannibals
(21:09) Criteria for Selecting Share Cannibals
(41:39) Mark Leonard's Legacy and Constellation Software
(47:10) Yelp's Business Model and Market Position
(53:15) Compass's Disruption in Real Estate
(59:14) Listener Questions
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:
(00:00) Introduction
(06:02) A New Player in Defense
(10:47) Innovations in Subsea Technology
(19:44) Product Categories and Market Applications
(22:02) Competitive Landscape and Market Positioning
(28:04) Regulatory Challenges and Industry Barriers
(32:54) Building Trust in Defense Contracts
(36:44) Anduril's Disruption in Defense Tech
(38:50) Competitive Analysis
(42:06) Future Growth Prospects
(46:59) Management Insights and Leadership Transition
(53:53) Financial Projections and Market Positioning
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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
(01:06) Nvidia's Strategic Investment in Intel
(03:08) The Semiconductor Supply Chain Dilemma
(10:21) The Future of Intel and TSMC
(22:21) Airbnb's Growth Strategies and Advertising
(31:57) Mark Zuckerberg's $600 Billion Commitment
(36:31) Mortgage Payment Searches and Economic Indicators
(40:48) Federal Reserve's Interest Rate Decisions
(52:46) Fraud Watch: Trevor Milton and RCI Hospitality
(01:04:49) Remitly's New Subscription Model and Market Strategy
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss:
(00:00) Introduction
(01:55) Brett's Portfolio Performance
(10:01) Ryan's Portfolio Performance
(15:59) Analysis of Top Positions
(21:54) Best Buys and Future Considerations
(49:30) Stocks on the Chopping Block
(58:44) Watchlist Stocks
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:
(00:00) Introduction
(02:06) Analyzing Chipotle's Performance
(11:04) Duolingo's Disruption Concerns
(19:39) AI Infrastructure and OpenAI's Cash Burn
(31:50) Emerging Players in AI: Nebius
(34:22) Shorting Stocks: Risks and Strategies
(37:13) Exploring Cybersecurity Stocks
(47:14) Gambling.com: A Marketing Agency in Online Gambling
(47:43) The Internet of Things: SamSara's Business Model
(49:51) Rubrik: Cybersecurity and Business Resilience
(55:06) Bubble Watch: The State of AI and Market Speculation
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
You'll want to listen to this one. We discuss:
(00:00) Introduction
(05:19) Navigating the Dotcom bust
(10:00) The Entrepreneurial Mindset in Investing
(16:29) Investing books misleading investors
(21:30) Understanding Rule Breaker Investing
(27:59) Building a Rule Breaker portfolio
(28:36) The Habits of a Rule Breaker Investor
(32:57) Portfolio management and position sizing
(38:53) The Psychology of Holding Stocks
(43:15) Learning from Mistakes in Investing
(54:12) The Snap Test: A Mindset Shift for Investors
David's new book: https://www.amazon.com/Rule-Breaker-Investing-Stocks-Lasting/dp/1804091219
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.