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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

00:47:10

The Art of Quality Stocks: Investing In The Best...

Chit Chat Stocks ·

2024/05/01

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 Importance of Return on Invested Capital (ROIC) 13:17 Avoiding Certain Industries 37:07 The Art of Quality Investing Compounding Quality Twitter:

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01:08:42

China's Enron Moment. Plus, Why Is Tesla Stock...

Chit Chat Stocks ·

2024/04/28

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 ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X:

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01:09:16

The State of the ~NICOTINE~ Industry With Devin LaSarre

Chit Chat Stocks ·

2024/04/24

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 Nicotine Sector (55:26) The Impact of ESG Mandates on the Nicotine Industry SUBSCRIBE to Devin's newsletter, Invariant:

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01:09:00

Will Starlink Crush the Competition? Plus, More...

Chit Chat Stocks ·

2024/04/21

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 omen for other stocks (01:05:14) The growth potential of the cloud computing

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01:17:38

Small Cap Value Investing: How to Find Long Term...

Chit Chat Stocks ·

2024/04/17

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 Different Sectors (01:08:46) Immersing Yourself in the Story of a Company You can find more of Jim's work at Hidden Gems Canada here:

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01:08:31

Celsius Energy Drinks, Meta Platforms, and Spotify...

Chit Chat Stocks ·

2024/04/14

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel.Alex Morris from TSOH Investing Research Service is joining to discuss: Celsius Energy Drinks Streaming War Updates and Spotify Meta Platforms Popular teenage trends The difficulties of investing in Apparel/fashion Find more from Alex here: https://thescienceofhitting.com/ ***************************************************** Subscribe to our YouTube channel:

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01:15:26

10 Rapid Fire Stocks

Chit Chat Stocks ·

2024/04/10

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 stocks. Listen to the full episode to find out all 10 stocks we picked and our thoughts on the

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01:04:14

Amazon's Most Powerful API

Chit Chat Stocks ·

2024/04/07

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 (33:15) Potential Future Performance of Lululemon (34:01) The State of the Sports Apparel Industry (36:07) Ulta Beauty: A Promising Investment (39:07)

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01:04:49

GoGo: A Wide Moat Stock At a Free Cash Flow...

Chit Chat Stocks ·

2024/04/03

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 (09:44) Sale of Commercial Operations and Financial Position (14:06) GoGo's Services for Business Jet Customers (31:29) Upgrade to 5G and Low Earth

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01:07:38

Long Bitcoin, Short MicroStrategy

Chit Chat Stocks ·

2024/03/31

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 in AI: Accenture? (31:36) Investments in AI Startups (33:05) Anthropic and Amazon Collaboration (34:32) Cloud Providers and AI (37:23) Reviewing Boston

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01:04:20

2 Stocks I Bought Last Month: Homebuilder Sector...

Chit Chat Stocks ·

2024/03/27

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 Builders Do11:18Land Option vs Raw Land Strategy (13:34) Cash Flow Conversion and Inventory Turnover (26:56) NVR: Best-Run Home Builder (32:53) D.R

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01:05:15

What Happened to Super Micro Computer Stock? Plus,...

Chit Chat Stocks ·

2024/03/24

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 Power (35:11) Lawsuit and Impact on Apple (36:41) Impact on Apple's Financials (40:56) Nvidia's Keynote Speech (42:23) Nvidia's

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01:13:26

The Best Investor In Britain? How Terry Smith Beats...

Chit Chat Stocks ·

2024/03/20

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 Good Companies (32:57) Businesses Resilient to Change (39:55) Do Performance Fees Work? (41:36) Fee Structures and Performance Fees (44:50) 10 Rules

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01:04:33

7 Best Share Cannibals

Chit Chat Stocks ·

2024/03/17

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's USA (25:36) Qualities of a Share Cannibal (32:24) Discussion on Palantir CEO Interview (34:30) Investing in Palantir (38:02) Silicon Valley

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01:17:42

Our Bet on the Next Berkshire Hathaway

Chit Chat Stocks ·

2024/03/13

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 Solar Business. They provide insights into the performance, challenges, and potential value of each segment. The conversation covers the

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01:05:26

Why Is Apple Stock Falling? (AAPL)

Chit Chat Stocks ·

2024/03/10

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) Frustration with Google's conference calls (40:16) Question from the chat: If you could buy only one company to hold forever, what would it

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01:07:03

Is Coupang Stock Really The Next Amazon? (Ticker: CPNG)

Chit Chat Stocks ·

2024/03/06

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 (06:27) Management and Leadership at Coupang (09:03) Review of Coupang's Performance in 2023 (12:35) Revenue Growth and Membership Growth (26:36)

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01:04:56

15 High Quality Small Caps; Reddit, WeBull, and the...

Chit Chat Stocks ·

2024/03/03

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 our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks Follow us on

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00:54:35

Why This Beauty Company Soared 600% In Less Than TWO...

Chit Chat Stocks ·

2024/02/28

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 in the stock - Would Brett buy shares today? ***************************************************** Subscribe to our YouTube channel:

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01:05:13

$NVDA Is King Again; A Credit Card Mega Merger;...

Chit Chat Stocks ·

2024/02/25

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? ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X:

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