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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

01:04:55

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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00:58:41

Buffett and Munger Unscripted: Lessons From Berkshire...

Chit Chat Stocks ·

2025/01/22

On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new book Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. They discuss: (02:55) Inspiration Behind the Book (05:04) Target Audience for the Book (06:59) Compiling Insights from Annual Meetings (09:40) Repetitive Themes in Buffett and Munger's Talks (11:43) Favorite Timeframes of

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01:05:44

Musk TikTok Takeover? Analyzing Cheap Alcohol Stocks;...

Chit Chat Stocks ·

2025/01/19

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:(00:00) Introduction to Current Market Trends (03:02) The TikTok Ban and Its Implications (10:02) Meta's Layoffs and Corporate Efficiency (20:10) Small Cap of the Week: Vita Coco (29:14) Bubble Watch: Crypto and Meme Coins (33:44) Concerns Over Alcohol Consumption Trends (35:46) The Dynamics of Alcohol Production and Consumption (37:07) Generational

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01:09:05

2025 Portfolio Shakedown: Analyzing Our Personal...

Chit Chat Stocks ·

2025/01/15

On this episode of Chit Chat Stocks, Brett and Ryan analyze each other's personal portfolios as they head into the new year. We discuss: (04:37) Brett's Portfolio Overview (07:38) Discussion on Cash Position and Holdings (10:36) Investment Strategies and Future Purchases (13:43) Concentration and Company Selection (16:44) Identifying Potential Exits (19:28) Watchlist and Future Opportunities (22:30) Deep Dive into OMAB (25:25) Evaluating Long-Term Potential (29:05) Comparative Analysis of Key

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01:04:32

6 Share Cannibals At Low Valuations; Disney Bails Out...

Chit Chat Stocks ·

2025/01/12

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:(03:37) Disney's Acquisition of FuboTV (06:26) Critique of FuboTV's Business Model (09:19) Trevor Milton and Nikola's Controversy (12:26) Emerging Share Cannibals List (15:30) Investing Strategies and Market Psychology (34:12) Adobe's AI Disruption Debate (37:48) The B2B SaaS Landscape and Paycom's Position (42:33) Block's Ticker Change and Dorsey's

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01:03:08

ASML in 2025 With Leandro From Best Anchor Stocks

Chit Chat Stocks ·

2025/01/08

On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss:(05:47) Impact of AI on ASML (11:40) Geopolitical Tensions and ASML's Market Position (15:38) China's Role in ASML's Business (21:29) Reshoring and Its Implications for ASML (27:22) Cyclical Nature of the Semiconductor Industry (31:43) Understanding ASML's Order Fluctuations (36:12) The Future of ASML's Technology (41:25) Evaluating Lithography's Role in Semiconductor

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01:22:42

Launching a Quality Portfolio From Scratch With John...

Chit Chat Stocks ·

2025/01/05

On this episode of Chit Chat Stocks, guest John Rotonti dives deep into his investment research approach, the types of companies he’s looking to own, and how he plans to allocate capital after launching his upcoming portfolio. John is a portfolio manager at Bastion Fiduciary and is slated to launch the Industrial & Infrastructure portfolio later this month. (5:20) What fund is John launching? (21:20) The types of companies John is looking for in his portfolio (25:15) Should you care about

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01:07:38

5 Stock Market Predictions For 2025

Chit Chat Stocks ·

2025/01/01

On this special episode of Chit Chat Stocks, Ryan and Brett analyze their best and worst stocks from 2024, review last year’s hot takes, and offer some bold market predictions for 2025.(4:45) Our best and worst performing stocks in 2024. (16:10) Reviewing our 2024 hot takes. (32:33) 5 Stock Market Predictions for 2025 (47:30) Can Apple hold its valuation for 2025? (52:10) Uber v. AirBnB Bet (57:03) Berkshire v. Big Tech Bet (1:01:15) Our Favorite Podcast Episodes from

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01:01:12

High Tide: A Cannabis Stock Dominating the Canadian...

Chit Chat Stocks ·

2024/12/29

On this episode of Chit Chat Stocks, Brett dives into a research report on High Tide (Ticker: HITI), a Canadian cannabis retailer. We discuss:(4:05) What is High Tide? (6:40) How High Tide became the market share leader in Canada(17:20) Rolling out a successful paid membership in the cannabis category.(29:07) Canna Cabanna's long-term growth potential(45:34) Does High Tide have a moat?(48:45) Is the stock cheap?*****************************************************JOIN OUR CHAT COMMUNITY:⁠

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01:12:11

4 Stocks To Hide In During A Stock Market Bubble

Chit Chat Stocks ·

2024/12/25

On this episode of Chit Chat Stocks, we go through 4 stocks we’d like to own if a stock market bubble were to pop.(3:01) Are we in a market bubble today? (10:10) [Stock 1]: A superb dividend yield with little correlation to the broad market. (21:40) [Stock 2]: An international compounder trading at a wonderful price. (37:25) [Stock 3]: The truly “countercyclical” business. (51:51) [Stock 4]: A beaten down long-term winner. ***************************************************** JOIN OUR CHAT

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01:06:52

Uber vs. Waymo; Match Group's New Dividend; Time to...

Chit Chat Stocks ·

2024/12/22

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: (01:31) Uber's Controversial Landscape (04:16) Waymo's Rise and Its Impact on Uber (12:33) The Future of Autonomous Vehicles (25:40) Market Dynamics and Investor Sentiment (29:58) SoftBank's $100 Billion Investment (32:41) Adam Newman's New Venture: Flow (33:32) Funding Trends in AI and Cloud Investments (35:10) Exploring the Match Group Investor

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01:10:13

The Future of Artificial Intelligence (AI) and Cloud...

Chit Chat Stocks ·

2024/12/18

On this episode of Chit Chat Stocks, Ryan and Brett speak to Shawn Wang of Latent Space, who is an expert and on the ground working in the AI start-up space. We discuss: (00:00) Introduction to AI and Cloud Computing (02:21) Expertise in AI and Foundation Models (04:43) Changes in Cloud Revenue Growth (06:45) The Cost of AI Infrastructure (10:36) The Landscape of AI Startups (14:09) Building Moats in AI (15:45) Evaluating Major AI Players (16:41) OpenAI's Current Standing (20:10) First Mover

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01:07:23

Google's Quantum Breakthrough; Uber Stock's 29%...

Chit Chat Stocks ·

2024/12/15

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:(02:42) Google's Quantum Computing Breakthrough (11:36) General Motors Shuts Down Self-Driving Ambitions (19:54) The Innovator's Dilemma in Tech Companies (22:25) Gemini 2.0 and AI Commercialization (31:54) Amazon's New Car Shopping Venture (36:55) Amazon's Innovations and Challenges (38:26) The TikTok Dilemma: Ban or Sale? (40:04) The Impact of China on

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01:15:49

DAVID GARDNER: Finding The Next Nvidia With Rule...

Chit Chat Stocks ·

2024/12/11

On this episode of Chit Chat Stocks, Brett and Ryan dive into David Gardner's investing philosophy. Gardner has produced 20%+ returns for over 20 years with a strategy that anyone can run, no matter how small of an investor you are. We discuss:(00:00) Introduction to David Gardner and The Motley Fool (07:07) Understanding Rule Breaker Stocks (12:12) Characteristics of Rule Breaker Stocks (28:26) Tactics for Managing a Rule Breaker Portfolio (42:10) The Importance of Higher Purpose in

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01:03:56

8 Fastest Growing (and Profitable) Software...

Chit Chat Stocks ·

2024/12/08

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:(03:35) The Enron Coin Phenomenon (09:06) Market Reactions and Consumer Behavior (09:39) Fast-Growing Software Companies (16:51) Exploring Mexican Companies and Investment Opportunities (24:41) Intel's Leadership Changes and Future Prospects (30:42) Small Cap of the Week: PubMatic (36:39) Understanding Advertising Cycles and Investment

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01:08:12

Meta Platforms: The Future of Zuckerberg's Empire...

Chit Chat Stocks ·

2024/12/04

On this episode of Chit Chat Stocks, we speak with company expert Rihard Jarc on Meta Platforms (Ticker: META). We discuss: (00:00) Introduction to Meta Platforms (02:20) The Surge of Meta's Stock (05:19) Core Business Performance: Facebook, WhatsApp, and Instagram (18:14) Instagram's Evolution and Competition (27:07) Artificial Intelligence and Monetization Strategies (35:22) Meta's Infrastructure and AI Revenue Opportunities (37:38) AI's Role in Advertising and Customer Engagement (39:37) Ray-Ban

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01:08:56

Top Performing Small-Caps of 2024; Mexican Tariff...

Chit Chat Stocks ·

2024/12/01

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: (03:28) Macy's Financial Mismanagement (08:30) Performance of Small Caps (14:31) Nerdy and Insider Buying Trends (20:30) Market Trends and Meme Coins (25:30) CrowdStrike Earnings Analysis (32:24) Mexican Stock Market Concerns (34:31) Impact of Peso Decline on Mexican Stocks (40:27) Meme Coins and Market Bubbles (49:27) Investment Strategies in a Bubble

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01:06:38

Kelly Partners Group: Why I'm Buying this Small-Cap...

Chit Chat Stocks ·

2024/11/27

On this episode of Chit Chat Stocks, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss: (00:00) Introduction to Kelly Partners Group (07:36) Current Business Model and Strategy (12:01) Understanding the Partner-Owner-Driver Model (17:42) Industry Durability and Growth Potential (23:51) Valuation Considerations and Market

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01:06:36

MicroStrategy Madness; Buffett's New Buy + 13F...

Chit Chat Stocks ·

2024/11/24

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: (04:26) Tech Earnings and Market Sentiment (11:15) Regulatory Challenges for Big Tech (17:26) Insights from 13F Filings (23:21) Buffett's Cash Management and Future Strategies (29:15) NMI Holdings and Investment Strategies (33:50) Understanding Earnings Multiples (35:19) Navigating Frothy Markets (36:17) The Streaming Wars: A Closer Look (44:32) Market

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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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