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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

01:03:54

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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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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