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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

01:05:07

Buffett's Dominant Performance; MicroStrategy's...

Chit Chat Stocks ·

2025/03/30

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:13) IPO Market Insights(06:19) Collateralized Burrito Obligations Explained(09:24) Klarna's Financials and Business Model(12:34) eToro's Public Offering and Business Model(15:26) Nike's Struggles in the Market(18:14) Brand Power in the Digital Age(33:49) Skechers and Apparel Market Insights(37:43) Boeing's Surprising NJAD Contract

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01:09:57

Nu Holdings: The Best Fintech Stock In The World?...

Chit Chat Stocks ·

2025/03/26

On this episode of Chit Chat Stocks, Brett gives a research report on Nu Holdings (ticker: NU). We discuss:(04:08) The Founding Story of Nu Holdings(07:31) Personal Anecdotes and User Experience in Banking(11:53) Management Team and Leadership Insights(18:44) Business Model Overview of Nu Holdings(31:12) Geographic Opportunities: Brazil and Mexico(38:39) Nu Holdings' Growth Strategy in Mexico(42:44) Competitive Landscape and Market Dynamics(53:19) Navigating the Credit Cycle and Economic

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01:05:17

5 Stocks At Their Lowest Valuations Ever; Google's...

Chit Chat Stocks ·

2025/03/23

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(04:16) Google's Major Acquisition of Wiz(20:19) Stocks at Their Lowest Valuations(30:38) Evaluating Hyperscalers: Amazon, Google, Meta, Microsoft(33:11( The Wild Card of Nvidia(34:14) Exploring Small Cap Investments(35:11) Diving into Herc Holdings(45:27) Michael Saylor's Controversial Speech(52:19) The Future of Crypto Trading(56:02) CoreWeave

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00:52:25

The Magic of MercadoLibre Stock With Brian Stoffel...

Chit Chat Stocks ·

2025/03/19

On this episode of Chit Chat Stocks, we talk with Brian Stoffel from Stock Investing Mentor on all things MercadoLibre (ticker: MELI). We discuss:(04:22) The Evolution of Mercado Libre's Business Model(07:21) Competitive Landscape: Mercado Libre vs. Amazon(10:34) E-commerce Penetration in Latin America(13:22) The Role of Mercado Pago in E-commerce(16:33) Challenges and Opportunities in Latin America(19:48) Mercado Libre's FinTech Advantage(22:29) Understanding Mercado Libre's Credit

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01:02:28

14 Growth Stocks In a 30% Drawdown; Delta's Dire...

Chit Chat Stocks ·

2025/03/16

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:41) Analyzing Short Reports and Company Trustworthiness(16:28) Concerns from the Short Report(21:14) Market Turmoil and Stock Performance(25:15) Recession Impacts on Holdings(34:25) Delta Airlines: Revenue Forecasts and Market Reactions(36:37) Impact of Government Changes on Financial Results(40:15) American Express: Valuation and Market Position(42:36)

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01:10:53

We Force Ranked Our Personal Portfolios (What Are Our...

Chit Chat Stocks ·

2025/03/12

On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss: (03:46) Ranking Stocks: Methodology and Approach(05:15) Stock Analysis: Semrush and Autodesk(07:38) Ally Financial: Challenges and Future Outlook(11:31) Middle of the Pack: Adobe, O'Reilly, and More(18:06) Top Stocks: Amazon, Nelnet, and Alphabet(29:33) Exciting Opportunities: Grupo Aeroportario and Coupang(33:05) Home Builders and

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01:04:47

Rocket Lab Review; Nu Holdings + CoreWeave Analysis;...

Chit Chat Stocks ·

2025/03/09

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:16) Analyzing Google's Stock Performance(14:38) Waymo's Growth and Future Potential(20:29) CoreWeave's Impressive Growth and IPO Discussion(31:24) Navigating Market Dynamics and Investment Strategies(33:25) Target's Earnings and Consumer Confidence Challenges(37:10) Rocket Lab's Ambitious Journey in Space(45:50) Boston Omaha: A

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01:06:12

INVESTING UNSCRIPTED: Back To Basics

Chit Chat Stocks ·

2025/03/08

Today, we bring you an episode from our friends at the Investing Unscripted Podcast. This episode is titled "Back to Basics." We hope you give it a listen. FOLLOW THE INVESTING UNSCRIPTED PODCAST WHEREVER YOU GET YOUR PODCASTSSpotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRoApple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302YouTube Page:

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01:09:25

Nelnet Stock: An Update On Our Baby Berkshire...

Chit Chat Stocks ·

2025/03/05

On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss:(03:31) Overview of Nelnet's Business Model(08:43) Financial Services Segment Analysis(24:01) Nelnet Business Services: A High-Quality Business(39:40) Investments and Future Prospects(40:10) Understanding Hudl's Market Position(48:27) Allo Communications: Growth and Challenges(56:04) Solar Energy Ventures: Risks and

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01:04:07

Celsius Buys Alani Nu; Coupang's Increasing Momentum;...

Chit Chat Stocks ·

2025/03/02

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:18) Celsius Acquisition and Market Dynamics(06:26) Coupang Earnings and Growth Potential(15:29) Costco Valuation Insights(24:24) Comparing Booking Holdings and Airbnb(32:42) Airbnb's Growth Potential(35:52) Comparing Portillo's and CAVA Earnings(43:20) AppLovin's Controversial Business Practices(51:37) Bubble Watch: Market Trends and

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01:13:58

Mastering Microcap Investing With Whit Huguley of...

Chit Chat Stocks ·

2025/02/26

On this episode of Chit Chat Stocks, we talk with Whit Huguley of River Oaks Capital on all things microcap investing. We discuss:(11:01) The Importance of Due Diligence(21:41) Idea Generation and Research Process(32:42) Suggestive Investing and Capital Allocation(37:58) Understanding Margin of Safety in Micro Caps(39:01) The Importance of Suggestive Investing(43:54) Innovative Food Holdings: A Case Study(49:00) Management Impact on Microcap Success(01:03:16) Navigating Portfolio Management and

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01:03:54

Buffett's Beer Investment; Airbnb's Blockbuster...

Chit Chat Stocks ·

2025/02/23

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:14) Investor Sentiment: Fear and Greed Index(06:28) Analyzing Super Investor Buys and Sells(09:28) The Case of Chinese Stocks: Pinduoduo and Others(12:37) Earnings Reports and Company Valuations(15:15) Bill Ackman and the Hedge Fund Landscape(18:19) Seth Klarman and Ferguson Enterprises(21:25) Berkshire Hathaway's Recent Moves(24:25) SiriusXM: A

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00:59:44

Why Ryan Bought One of The Best-Performing Software...

Chit Chat Stocks ·

2025/02/19

On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:(03:20) Adobe's Historical Performance and Business Model(08:40) Understanding Adobe's Product Segments(16:10) Pricing Power and Customer Retention(17:55) The Impact of AI on Adobe's Business(32:01) Evaluating Adobe's Competitive Moat(34:59) The Risks of Switching Platforms(36:26) The Threat of Point Solutions to Adobe(38:06) Market

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01:04:16

Can We Talk About AI Capex? Ryan Is Buying Google...

Chit Chat Stocks ·

2025/02/16

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(04:37) Capital Expenditures and AI Investments(24:16) Match Group's New CEO and Stock Purchase(27:29) Philip Morris Earnings and Future Outlook(35:37) Meta's Performance and Alphabet's Misunderstanding(39:40) Google's Cloud Growth and Investment Thesis(44:11) Marketing Strategies and Brand Perception(48:15) Bubble Watch: SoftBank's

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01:09:44

Michael Burry: The Ultimate Deep Value Investor

Chit Chat Stocks ·

2025/02/12

On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:(03:32) Michael Burry's Early Life and Career(07:25) Investment Strategy and Philosophy(13:26) Case Studies: Masaba Holdings(30:12) Case Studies: Industrious Pachoco(40:21) The Rise of Michael Burry(41:45) Understanding the Big Short Bet(45:29) Burry's Strategy and Risk Management(54:50) Investor Reactions and Burry's

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01:07:08

Palantir's Big Beat; Apple Defies Gravity; Best and...

Chit Chat Stocks ·

2025/02/09

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(04:20) Tariff Monday and Market Reactions(09:33) The Apple Dilemma: Growth vs. Valuation(21:33) Earnings Roundup: Best and Worst Reports(26:05) Spotify's Exceptional Earnings Report(34:06) Palantir's Impressive Growth and Valuation Concerns(38:01) Evaluating Stock Valuations and Market Trends(39:27) The Rise of Scams and Fraud in Finance(41:34)

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01:07:04

The Future of Nvidia Stock (Ticker: NVDA) With Wall...

Chit Chat Stocks ·

2025/02/05

On this episode of Chit Chat Stocks, we are joined by Krzysztof and Luke from the Wall Street Wildlife Podcast to discuss Nvidia. We discuss: (04:21) The AI Paradigm Shift and Nvidia's Role (07:28) Understanding Nvidia's Market Dominance (10:20) Competitive Landscape: Who's Challenging Nvidia? (13:27) The Importance of Nvidia's Culture and Innovation (16:39) The Role of TSMC in Nvidia's Success (19:24) Future Demand and Market Potential for AI (22:22) Conclusion: Nvidia's Position in the AI

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01:06:19

Q4 Earnings Talk (ASML, AXP, LVMH); Bonds Are Cheaper...

Chit Chat Stocks ·

2025/02/02

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:26) DeepSeek and Its Implications (16:28) Earnings Season Insights (30:16) Market Predictions and Future Outlook (33:14) Bubble Watch: Market Trends and Anecdotes (38:56) Small Cap of the Week: Cakebox's Growth Potential (44:34) Stock Performance Insights: Ups and Downs (52:11) American Express Earnings and Economic Indicators (57:35) Celsius and

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00:56:24

I Bought The Highest Quality Stock In Mexico (And It...

Chit Chat Stocks ·

2025/01/29

On this episode of Chit Chat Stocks, Brett gives a pitch on Grupo Aeroportuario del Centro Norte (Ticker: OMAB), an airport operator in northern and central Mexico. We discuss: (00:00) Introduction to Grupo Aeroportario del Centro Norte (OMAB) (05:37) Understanding OMAB's Business Model and Operations (11:36) Government Relationship and Contractual Framework (16:21) Revenue Generation and Financial Performance (21:32) Competitive Advantages and Return on Investment (31:10) Challenges in Mexico

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01:04:55

Project Stargate; IBKR and Netflix Earnings: Brett's...

Chit Chat Stocks ·

2025/01/26

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:30) Anecdotal Insights from Texas (06:39) Netflix Earnings and Subscriber Growth (12:26) Exploring Netflix's Future Strategies (18:25) IBKR Earnings and Market Dynamics (24:32) Bubble Watch: Signs of Market Sentiment (30:17) Cultural Reflections on Investing (34:05) Introduction to Sponsors and Community Engagement (35:39) Small Cap of the Week:

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