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PODCAST

Chit Chat Stocks

Chit Chat Stocks

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

business investing

All Episodes

00:54:55

A Secret Housing Stock: 20% Earnings Growth, P/E of 8...

Chit Chat Stocks ·

2024/11/20

On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss: (00:00) Introduction to NMI Holdings and PMI Insurance (06:29) The Evolution of Mortgage Insurance Post-2008 (11:22) NMI Holdings: A New Player in the Market (16:11) Market Dynamics and NMI's Competitive Edge (21:13) Risks and Key Performance Indicators for NMI

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01:05:20

10 Fantastic Q3 Earnings Reports; Scottie Pippen Had...

Chit Chat Stocks ·

2024/11/17

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:29) Market Sentiment and Valuation Concerns (06:20) Impressive Earnings Reports: Google and Rocket Lab (09:21) Philip Morris and Spotify: Strong Performers (12:33) AppLovin and Sprouts Farmers Market (18:19) Axon and CAVA: Growth and Valuation Insights (25:40) Remitly and Amazon: Strong Business Models (30:30) 23andMe Saga: Leadership and Layoffs (40:25) The

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00:59:59

A High Quality Stock With a 6% Dividend Yield (Bolsa...

Chit Chat Stocks ·

2024/11/13

On this episode of Chit Chat Stocks, Brett outlines why he has purchased shares of Bolsa Mexicana de Valores, otherwise known as the Mexican stock exchange. We discuss: (00:00) Introduction to Bolsa Mexicana (03:16) Understanding the Wide Moat of Stock Exchanges (13:14) The Mexican Economy and Its Growth Potential (22:27) Bolsa's Business Model and Revenue Streams (33:19) Currency Dynamics and Investment Implications (37:34) Unit Economics and Profit Margins (41:50) Valuation and Capital

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01:05:57

EARNINGS BONANZA: Amazon's Cloud Dominance; Celsius...

Chit Chat Stocks ·

2024/11/10

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:(03:09) Amazon and Apple's Earnings Reports (11:00) Nintendo's Earnings and Future Console Plans (20:43) Uber's Financial Performance and Market Position (31:48) Starbucks Strategy Shift (32:41) Consumer Spending Trends (35:10) Coupang Earnings Insights (40:26) Small Cap of the Week: Yeti (49:42) Celsius Earnings Review (53:18) Perplexity's Funding Round (58:09)

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01:14:28

BILL ACKMAN: His Best and Worst Investments (HLF,...

Chit Chat Stocks ·

2024/11/06

On this episode of Chit Chat Stocks, we dive into controversial hedge fund manager Bill Ackman. Is he a great investor? The next Warren Buffett? Or overrated due to his salesmanship and media appearances. We dive into his investing philosophy, track record, and case studies, discussing: (04:18) Bill Ackman's Background and Early Career (07:17) The Rise and Fall of Gotham Partners (10:16) Transition to Pershing Square Capital Management (13:13) Performance Analysis of Pershing Square (16:16)

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01:04:45

Google's Monster Quarter; Tesla Bounce Back Earnings;...

Chit Chat Stocks ·

2024/11/03

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:(03:14) Navigating Quarterly Earnings Reports (06:24) Deep Dive into Google's Earnings (12:33) Tesla's Surprising Performance (18:09) Restaurant Chains and Consumer Trends (24:34) PayPal's Strong Report and Future Outlook (30:49) PayPal's Performance and Market Sentiment (31:49) Moatwatch: Analyzing Reddit's Growth Potential (39:15) Housing Market Insights: DR

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00:55:50

Evolution AB: A Misunderstood High Quality Stock,...

Chit Chat Stocks ·

2024/10/30

On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss: - The business model of an online gaming aggregator - Relevant history - Why Evolution has won and dominated the industry - Why gaming operators don't leave Evolution and go in-house - Direct competition - Geographic expansion - Cyberattacks and illegal streams - Labor disputes and managing studios - The complex regulation of the global online gaming market - Management's

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01:06:31

Uber Acquisition Talks; Philip Morris Breakout;...

Chit Chat Stocks ·

2024/10/27

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:27) Uber and Expedia Acquisition Rumors (06:21) Lyft's Financial Improvements (12:35) Micro Cap Investment Strategies (15:38) Philip Morris Earnings Review (18:33) McDonald's E. Coli Outbreak Discussion (21:40) Small Cap of the Week: ContextLogic (Wish) (38:27) Context Logic's Strategic Shift (46:02) Amazon's Employee Morale and Corporate Culture (53:02)

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01:16:13

4 Quality Stocks We'd Buy On a 20% Drop (ABNB, AMZN,...

Chit Chat Stocks ·

2024/10/23

On this episode of Chit Chat Stocks, we go through 4 quality stocks we'd consider buying if they fell in price by 20% or more. We discuss: (04:03) Defining Quality Stocks (07:23) [Stock 1] Competitive Advantage (13:21) [Stock 1] Growth Drivers (20:19) Valuation and Price Target for [Stock 1] (26:17) Ryan's Stock Pick 2 (38:41) [Stock 2] Market Position and Future Outlook (40:39) Evaluating Competitive Advantages in Business (42:21) [Stock 3]: A Deep Dive into AI (57:53) [Stock 4] The Largest Home

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01:02:27

7 Hidden 100 Baggers; ASML Bookings Disaster; Tesla's...

Chit Chat Stocks ·

2024/10/20

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:(03:16) Tesla's RoboTaxi Event and AI Developments (06:19) China's Economic Landscape and Investment Concerns (12:34) NFTs and Market Comparisons (15:27) LVMH and Luxury Brands in China (20:27) Hidden Hundred Baggers: Uncovering Investment Gems (31:44) LinkedIn Humor and Automated Responses (32:47) Boeing's Financial Struggles (34:46) TSMC vs Intel: Semiconductor

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01:06:09

2 Small-Cap Grocery Stocks with Big Upside Potential...

Chit Chat Stocks ·

2024/10/16

On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss: (04:27) Exploring Grocer 1: Business Model and Growth (07:21) Grocer 1: Historical Performance and Management Changes (10:16) Financial Metrics and Stock Performance (13:27) Valuation and Future Projections for Grocer 1 (16:18) Introduction to Grocer 2: Business Model and Market Position (19:17) Resilience and Competitive

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01:04:30

Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)

Chit Chat Stocks ·

2024/10/13

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:39) Pepsi Earnings Analysis (06:15) Concerns Over Beverage Industry Trends (09:20) Impact of New Brands on Legacy Companies (12:14) Transition to Restaurant Industry Insights (15:41) Qualities of a Well-Run Restaurant (18:26) Cost Control and Management Incentives (21:36) Comparative Analysis: Chipotle vs. Texas Roadhouse (24:32) Unit Growth and Market

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01:10:30

Am I Buying Celsius Stock? (Ticker: CELH)

Chit Chat Stocks ·

2024/10/09

On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss: (12:59) The Energy Drink Market Landscape (24:35) Celsius's Competitive Edge and Challenges (36:34) The Pepsi Partnership: A Game Changer (45:59) International Expansion: Opportunities and Risks (01:01:54) Valuation Insights and Future Outlook Stocks discussed: MNST, CELH, PEP ***************************************************** Subscribe to our

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01:01:39

Buffett's Big Bet; Nike's Dismal Earnings; Why Are...

Chit Chat Stocks ·

2024/10/06

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:20) Berkshire Hathaway Energy Investments (13:42) Brazil's Credit Upgrade and New Bank (27:30) Nike Earnings and Market Position (33:20) Small Cap of the Week: Gen Restaurant Group (47:37) Port Strike and Its Economic Implications (56:55) Boeing's Equity Raise and Market Strategy ***************************************************** Subscribe to our YouTube

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01:01:06

The State of The Semiconductor Market With Chip Stock...

Chit Chat Stocks ·

2024/10/02

On this episode of Chit Chat Stocks, we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss:(02:57) Overview of the Semiconductor Market Cycle (04:50) The Impact of AI on Semiconductor Spending (08:55) Beneficiaries of Accelerated Computing (13:35) Power Management in Semiconductor Technology (14:57) ASML's Dominance in Lithography (17:46) NVIDIA's Competitive Position in the Market (24:00) Alternatives to NVIDIA's GPUs (32:25) Hyperscalers and Custom Chip

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01:07:48

Potential Boeing Bankruptcy? Geico Turns on Buffett;...

Chit Chat Stocks ·

2024/09/29

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction to Financial Markets and Weekly Updates (03:25) Visa's Legal Challenges and Market Impact (06:14) Exploring LVMH and Market Valuations (09:32) Boeing's Union Strike and Financial Struggles (16:24) Todd Combs and Geico's Management Controversies (26:27) China's Economic Challenges and Market Responses (39:26) SoundHound AI: A

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01:11:53

Pat Dorsey: The Moat Master

Chit Chat Stocks ·

2024/09/25

On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss:(11:02) Exploring Intangible Assets (24:32) The Importance of Switching Costs (33:53) Unpacking Network Effects (46:58) Economies of Scale and Cost Advantages (54:05) Analyzing Pat Dorsey's Portfolio (01:05:12) Key Takeaways from Pat Dorsey ***************************************************** Subscribe to our YouTube channel:

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01:04:27

Oracle AI Dreams; Amazon Return to Office Mayhem;...

Chit Chat Stocks ·

2024/09/22

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:58) Oracle's AI Potential and Earnings Outlook (06:51) Snowflake's Caution on AI Spending (12:38) Boeing's Union Strike and Production Challenges (20:25) Alaska and Hawaiian Airlines Merger (25:41) Uber and Waymo's Partnership (35:22) Small Cap of the Week: Dave, Inc. (47:59) Amazon's Return to Office Policy (55:47) Emerging Markets and

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00:53:26

A Deep Dive Into Rocket Lab Stock With Simon Erickson...

Chit Chat Stocks ·

2024/09/18

On this episode of Chit Chat Stocks, we talk with Simon Erickson from 7investing about Rocket Lab stock. We discuss: (04:25) Understanding Rocket Lab's Business Model (09:05) The Neutron Rocket: A Game Changer (13:36) Comparing Rocket Lab and SpaceX (21:24) Government Contracts and Defense Opportunities (24:42) Exploring the Spacecraft Segment (28:34) Future of Space Data and Services (33:08) Management Team and SPAC Insights (42:28) Risks and Concerns for Investors (46:06) Potential Upside and

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01:04:53

Are We Buying Alphabet Stock On The Dip? (AAPL, GOOG,...

Chit Chat Stocks ·

2024/09/15

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:(03:25) Recession Fears in the Banking Sector (04:32) Weak Numbers in the Retail Industry (06:38) The Potential Impact of Waymo on Uber and Lyft (13:51) The Bear Case for Google (26:30) The Upcoming iPhone Event and AI Technology (36:11) The AI iPhone: A Game-Changer (36:54) The Declining Upgrade Rate for iPhones (38:01) Seven Industry Leaders at New 52-Week

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