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
*****************************************************
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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.
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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.
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
*****************************************************
JOIN OUR NEWSLETTER AND FREE 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.
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
(02:01) Google's Favorable Court Ruling
(12:40) C3 AI's Disappointing Quarter
(17:26) Lululemon's Earnings Report
(28:08) Drafting the Top 10 Widest Moats
*****************************************************
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 gives a research report on SoFi Technologies (Ticker: SOFI). We discuss:(00:00) Introduction (01:38) SoFi's Emergence as a Leading Neo Bank(03:27) The Evolution of SoFi: From Peer-to-Peer Lending to Full-Service Bank(10:41) SoFi's Competitive Advantages in the Banking Sector(34:36) Understanding SoFi's Revenue Streams and Loan Portfolio(48:52) Valuation Insights and Future Outlook for SoFi
*****************************************************
JOIN OUR NEWSLETTER AND FREE 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.
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
(01:27) Deep Dive into Nvidia's Earnings
(10:34) The Importance of Federal Reserve Independence
(21:50) Market Reactions and Future Predictions
(29:06) Autodesk Earnings and Market Implications
(31:38) Autodesk's Financial Performance and Management Challenges
(35:29) New Bank's Growth and Market Positioning
(40:47) Mercado Libre's Competitive Landscape and Growth Prospects
(44:26) Corporacion America Airports: A Low-Risk Investment Opportunity
(50:24) Boston Beer Company: Navigating the Alcohol Market
(54:12) Identifying Companies with Pricing Power
*****************************************************
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 continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss:
(03:37) Dev Kantesaria's Unique Background
(06:20) Investment Philosophy and Approach
(09:23) Portfolio Analysis and Key Metrics
(12:38) Case Study: Fair Isaac Corporation (FICO)
(32:20) Unlocking Pricing Power: The FICO Case Study
(37:25) S&P Global: A Long-Term Investment Perspective
(44:14) Valley Forge Fund Performance: Analyzing Returns
(50:24) Key Takeaways from Kantesaria's Investment Philosophy
(56:33) AI and Investment Uncertainty: A Cautionary Perspective
*****************************************************
JOIN OUR NEWSLETTER AND FREE 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.
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:
(01:05) Intel Nationalization and Government Involvement
(10:01) Zoom Earnings Review and Market Position
(15:37) Super Investors: 13F Season Insights
(27:52) Warren Buffett's Investment in United Health
(34:58) Buffett's Influence and Retirement
(41:00) Chamath's SPAC Ventures
(45:57) AI Innovations and Market Reactions
(53:56) Growth Stocks Turning Profitable
(01:02:40) Retail Roundup: Trends and 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 with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss:
(02:55) Rocket Lab's Methodical Approach to Space
(05:14) The Neutron Rocket: A Game Changer?
(08:47) Financial Implications of Neutron's Launch
(15:42) Acquisitions and Strategic Growth
(19:13) The Balance of Launch Services and Space Systems
(24:31) Rocket Lab's Strategic Shift in Satellite Manufacturing
(25:24) The Importance of Neutron for Satellite Constellations
(26:46) Understanding the Competitive Landscape in Space
(29:19) Growth Drivers for Rocket Lab's Future
(30:58) Government Contracts and the Haste Program
(34:25) Financial Projections and Free Cash Flow
(36:55) Price Targets and Portfolio Management
(40:55) Future Outlook for Rocket Lab in 2035
(44:05) Exploring Moon and Mars Missions
7investing: https://7investing.com/
*****************************************************
JOIN OUR NEWSLETTER AND FREE 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.
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:
(02:58) AI's Impact on Software Companies
(11:52) Trends in Alcohol Consumption
(21:02) Amazon's Grocery Delivery and Instacart's Challenges
(30:41) Cava's Earnings and Restaurant Industry Trends
(36:14) Analyzing Restaurant Performance Amid Economic Challenges
(39:58) Insider Buys
(44:29) The Hot IPO Market: Opportunities and Risks
(48:25) Bubble Watch: Signs of Market Euphoria
(50:50) Adyen's Growth Challenges in a Competitive Landscape
(56:19) CoreWeave's Risky 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 speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss:
(03:48) The History of Dave: From SPAC to Recovery
(08:56) Understanding the Business Model: Micro Lending Explained
(16:15) Competition and Market Positioning: Who Does Dave Compete With?
(16:54) Operational Structure: Partner Banks and Expenses
(22:08) Future Outlook: Pricing Models and Growth Potential
(26:17) Assessing Risks and Opportunities for Dave
(30:15) Market Potential and Growth Projections
(34:36) Management Integrity and Company Culture
(37:10) Navigating Bankruptcy Risks and Financial Health
(39:50) Capital Allocation Strategies
(42:36) Valuation Insights and Market Misunderstandings
Capital Mindset: https://www.youtube.com/@CapitalMindset
*****************************************************
JOIN OUR NEWSLETTER AND FREE 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.
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:
(02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis
(12:19) Figma IPO: Valuation and Market Implications
(28:38) Remitly's Growth Amidst Market Challenges
(34:21) Evaluating Growth Potential in Stocks
(36:26) Innovations in Digital Finance and Remitly's Strategy
(41:00) Airbnb's Market Position and Growth Challenges
(50:52) Coupang's Expansion and Competitive Landscape
(57:43) OpenAI's Valuation and Market Dynamics
*****************************************************
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 speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss:
(03:45) Exploring the Used Car Lending Market
(07:10) Analyzing Ally's Position in the Market
(15:26) Understanding Asset-Backed Securities (ABS)
(28:18) Carvana: A Battleground Stock
(32:35) Shorting Carvana: Risks and Considerations
(33:11) Carvana and Ally: A Troubling Relationship
(34:47) Fraud Allegations and Market Realities
(37:53) The Deteriorating Car Lending Market
(38:20) The Impact of Student Loan Resumption
(41:56) Consumer Spending and Economic Implications
(44:00) The Rise of Buy Now Pay Later (BNPL) Services
(48:21) Consumer Financial Health at Risk
(55:26) Future Outlook: Can Consumer Spending Recover?
Unicus Research website: https://www.unicusresearch.com/
Twitter/X: https://x.com/UnicusResearch
*****************************************************
JOIN OUR NEWSLETTER AND FREE 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.
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 John Rotonti:
(02:54) Navigating Market Challenges
(05:57) The AI Spending Boom
(08:54) Data Center Dynamics
(12:00) Valuations and Market Trends
(15:00) Speculation and Market Sentiment
(18:08) Long-Term Investment Strategies
(20:57) The Role of Cash in Investing
(24:03) The Future of AI and Market Bubbles
(26:52) The Case for Bitcoin and Crypto Diversification
(35:07) The Value of Stocks vs. Crypto
(39:22) Insights from Multi-Bagger Stocks Research
(53:29) Investment Strategies and Screening Criteria
(57:33) The Future of Railroads and Industry Consolidation
To see more of John's work, check here: https://lastbastion.com/subscribe/
*****************************************************
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*********************************************************************
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 gives a research report on Oscar Health (ticker: OSCR). We discuss:
(03:05) Understanding the Affordable Care Act
(05:57) Oscar Health's Business Model and Market Position
(09:03) User Experience in Health Insurance
(12:15) Profitability Challenges in Health Insurance
(15:42) Oscar Health's Growth and Market Share
(18:42) Management Changes and Leadership Impact
(22:42) Market Opportunities and Competitive Landscape
(33:12) Navigating Financial Headwinds in Healthcare
(38:27) The Rise of Individual Coverage Health Reimbursement Arrangements
(41:41) Profitability Uncertainty in the Health Insurance Sector
(46:30) +Oscar: A Moonshot for Oscar Health
(50:44) Valuation Challenges and Market Perception
(59:01) Emerging Moats in Health Insurance
Subscribe to our Substack and read the full report: https://chitchatstocks.substack.com/
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*********************************************************************
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.
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:
(01:24) Meme Stocks and American Eagle
(03:02) Alphabet's Earnings Report
(23:24) Philip Morris: Market Trends and Performance
(29:00) OpenDoor: A Meme Stock Analysis
(36:59) Tesla: Market Reactions and Insights
(47:13) Chipotle's Declining Performance and Market Position
(53:30) Home Builders: Current Trends and Future Predictions
*****************************************************
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*********************************************************************
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 Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed:
(00:00) Introduction and history
(04:31) Understanding the Pharmaceutical Supply Chain
(07:30) Exploring Business Segments
(12:06) High Value Products vs. Bulk Products
(14:24) The Impact of AI on Drug Development
(17:17) Current Industry Cycles and Demand Dynamics
(21:24) CapEx Expansion and Future Capacity
(24:04) Drivers of Demand for Products
(26:33) The Impact of GLP-1s on Business Dynamics
(29:27) Navigating Tariff Impacts in the Pharmaceutical Supply Chain
(32:21) Understanding Competition in the Pharmaceutical Packaging Industry
(36:45) The Advantages of Vertical Integration
(41:41) Valuation Insights and Market Perception
(47:38) Identifying Risks and Challenges Ahead
(51:54) Exploring Best Anchor Stocks and Investment Strategies
Leandro's Twitter: https://x.com/Invesquotes
Best Anchor Stocks: https://www.bestanchorstocks.com/
*****************************************************
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Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.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.
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:
(01:27) ASML Analysis and Market Volatility
(09:56) Taiwan Semiconductor's Growth and Market Position
(17:26) Netflix's Earnings and Business Model
(25:00) Bubble Watch: Meme Stocks and Market Valuations
(32:58) Evaluating Palantir's Future Cash Flow
(35:43) Interactive Brokers Earnings Review
(41:20) Cloudflare's AI Crawler Blockade
(47:08) Meta's Ambitious Data Center Plans
(54:51) Musk's Circular Investments and XAI
(01:00:08) Political Pressures on Jerome Powell
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.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 gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss:
(02:20) The Birth of a Super App
(09:23) Grab's Business Model Evolution
(23:40) Expanding Services: Delivery and Beyond
(30:59) Financial Services: A New Frontier
(34:10) Growth and Risks of GXS Bank's Loan Portfolio
(36:41) Challenges of Analyzing New Banks
(39:19) Is Grab Trying to Do Too Much?
(41:58) Competition Landscape: Grab vs. Uber
(46:20) Grab's Market Position and Financial Services
(49:34) Valuation Insights and Financial Projections
(59:23) Management Evaluation and Future Outlook
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.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.
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:
(02:06) Delta Earnings and Consumer Spending Insights
(08:01) Recent Stock Purchases
(22:52) Taiwan Semiconductor: A New Investment Perspective
(27:23) Predictions for the Largest Company by 2030
(33:27) Amazon's Subscription Revenue Growth
(35:59) The Future of Alphabet and AI
(39:57) Evaluating Major Tech Companies
(44:43) Meta's AI Talent Acquisition Strategy
(57:12) CoreWeave's Aggressive Expansion Plans
*****************************************************
JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.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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Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
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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.
On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss:
(01:29) Understanding Stablecoins: Definition and Functionality
(07:08) The Future of Stablecoins: Potential Applications
(08:10) Impact on Remittances and Cross-Border Payments
(20:57) Stablecoins and Merchant Payment Processes
(29:21) Rewards and Incentives in a Stablecoin Economy
(31:58) The Evolution of Stablecoins and Blockchain Transactions
(34:12) The Landscape of Stablecoin Issuers
(36:23) Corporate Interest in Stablecoins
(38:02) The Role of Banking Charters in Fintech
(40:52) Stablecoins in Remittance and Competition
(43:03) Government Perspectives on Stablecoins
(46:06) Visa and MasterCard: Disruption or Adaptation?
(50:07) Fintech Adoption Challenges and Opportunities
(53:57) E-commerce and Payment Innovations
SUBCRIBE TO POPULAR FINTECH: https://www.popularfintech.com/subscribe
Twitter/X: https://x.com/jevgenijs
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Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
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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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Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
