Best CCM Media Group Podcasts (2025)

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6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software) 1:04:57

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3h ago1:04:57

1:04:57

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:26) AI Boom and Market Implications (08:35) Electricity Consumption and AI (16:43) Drafting Future Share Cannibals (21:09) Criteria for Selecting Share Cannibals (41:39) Mark Leona…

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A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle 1:05:04

3d ago1:05:04

1:05:04

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss: (00:00) Introduction (06:02) A New Player in Defense (10:47) Innovations in Subsea Technology (1…

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Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META 1:06:22

5d ago1:06:22

1:06:22

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:06) Nvidia's Strategic Investment in Intel (03:08) The Semiconductor Supply Chain Dilemma (10:21) The Future of Intel and TSMC (22:21) Airbnb's Growth Strategies and Advertising (3…

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Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns) 1:09:15

7d ago1:09:15

1:09:15

On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss: (00:00) Introduction (01:55) Brett's Portfolio Performance (10:01) Ryan's Portfolio Performance (15:59) Analysis of Top Positions (21:54) Best…

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Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL 1:05:06

12d ago1:05:06

1:05:06

The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed: (00:00) Introduction (02:06) Analyzing Chipotle's Performance (11:04) Duolingo's Disruption Concerns (19:39) AI Infrastructure and OpenAI's Cash Burn (31:50) Emerging Players in AI: Nebius (34:22) Shorting Stocks: Ris…

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DAVID GARDNER INTERVIEW: How To Find the Next Nvidia -- And Other Massive Multibagger Stocks 56:43

14d ago56:43

56:43

You'll want to listen to this one. We discuss: (00:00) Introduction (05:19) Navigating the Dotcom bust (10:00) The Entrepreneurial Mindset in Investing (16:29) Investing books misleading investors (21:30) Understanding Rule Breaker Investing (27:59) Building a Rule Breaker portfolio (28:36) The Habits of a Rule Breaker Investor (32:57) Portfolio ma…

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Top 10 Widest Moat Stocks; Google Hits All-Time High; Lululemon Earnings Debate $GOOG $LULU 1:06:00

19d ago1:06:00

1:06:00

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:01) Google's Favorable Court Ruling (12:40) C3 AI's Disappointing Quarter (17:26) Lululemon's Earnings Report (28:08) Drafting the Top 10 Widest Moats *****************************…

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Am I Buying SoFi Stock? (Ticker: SOFI) 59:55

21d ago59:55

59:55

On this episode of Chit Chat Stocks, Ryan gives a research report on SoFi Technologies (Ticker: SOFI). We discuss:(00:00) Introduction (01:38) SoFi's Emergence as a Leading Neo Bank(03:27) The Evolution of SoFi: From Peer-to-Peer Lending to Full-Service Bank(10:41) SoFi's Competitive Advantages in the Banking Sector(34:36) Understanding SoFi's Reve…

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Nvidia’s Continued Ascent; Goodbye To Fed Independence; What Stocks Have True Pricing Power? $NVDA $NU $MELI $CAAP 1:02:57

26d ago1:02:57

1:02:57

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:27) Deep Dive into Nvidia's Earnings (10:34) The Importance of Federal Reserve Independence (21:50) Market Reactions and Future Predictions (29:06) Autodesk Earnings and Market Imp…

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Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought) $FICO $V $MA $SPGI + More 1:02:21

28d ago1:02:21

1:02:21

On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss: (03:37) Dev Kantesaria's Unique Background (06:20) Investment Philosophy and Approach (09:2…

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6 Growth Stocks That Just Turned Profitable; Brett's Hot Buffett Take; Latest Super Investor Buys: Plus, We Have a New Chamath SPAC 1:04:52

1M ago1:04:52

1:04:52

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:05) Intel Nationalization and Government Involvement (10:01) Zoom Earnings Review and Market Position (15:37) Super Investors: 13F Season Insights (27:52) Warren Buffett's Investment in United Health (…

1
He Called Palantir and Nvidia. Here's What He Thinks About Rocket Lab Stock Today (Ticker: RKLB) 46:39

1M ago46:39

46:39

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss: (02:55) Rocket Lab's Methodical Approach to Space (05:14) The Neutron Rocket: A Game Changer?…

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6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV 1:03:53

1M ago1:03:53

1:03:53

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:58) AI's Impact on Software Companies (11:52) Trends in Alcohol Consumption (21:02) Amazon's Grocery Delivery and Instacart's Challenges (30:41) Cava's Earnings and Restaurant Industry Trends (36:14) A…

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Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today? (Ticker: DAVE) 50:30

1M ago50:30

50:30

On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss: (03:48) The History of Dave: From SPAC to Recovery (08:56) Understanding the Business Model: Micro Lending Explained (16:15) Competition and Market Positioning: Who Does Dave Compete With? (16:54) Operati…

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Remitly's Remarkable Gains; OpenAI Hits $500 Billion Valuation; Is Amazon Losing The Cloud Wars? 1:05:12

2M ago1:05:12

1:05:12

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis (12:19) Figma IPO: Valuation and Market Implications (28:38) Remitly's Growth Amidst Market Challenges (34:21) Evaluating Growth Potential in …

1
Carvana, Ally Financial, And Collapsing Consumer Lending? (Impact On Economy) 58:46

2M ago58:46

58:46

On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss: (03:45) Exploring the Used Car Lending Market (07:10) Analyzing Ally's Position in the Ma…

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What Makes a Multibagger? (Interview with John Rotonti) 1:05:50

2M ago1:05:50

1:05:50

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed with special guest John Rotonti: (02:54) Navigating Market Challenges (05:57) The AI Spending Boom (08:54) Data Center Dynamics (12:00) Valuations and Market Trends (15:00) Speculation and Market Sentiment …

1
Oscar Health Stock: Undervalued or Overhyped? (Ticker: OSCR) 1:04:15

2M ago1:04:15

1:04:15

On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR). We discuss: (03:05) Understanding the Affordable Care Act (05:57) Oscar Health's Business Model and Market Position (09:03) User Experience in Health Insurance (12:15) Profitability Challenges in Health Insurance (15:42) Oscar Health's Growth and Mark…

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Google's Monster AI Growth; $TSLA Wobbles; Chipotle's Plunge; $OPEN and The Return of Meme Stocks 1:04:34

2M ago1:04:34

1:04:34

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:24) Meme Stocks and American Eagle (03:02) Alphabet's Earnings Report (23:24) Philip Morris: Market Trends and Performance (29:00) OpenDoor: A Meme Stock Analysis (36:59) Tesla: Market Reactions and In…

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Leandro From Best Anchor Stocks Returns To Pitch An Underfollowed Biopharma Winner (Stevanato, Ticker: STVN) 53:01

2M ago53:01

53:01

On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed: (00:00) Introduction and history (04:31) Understanding the Pharmaceutical Supply Chain (07:30) Exploring Business Segments (12:06) High Value Products vs. Bulk Products (14:24) The Impact of AI…

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Meta's $100 Billion AI Bet; Will Jerome Powell Be Fired? Nvidia Sells China; Earnings Season Kickoff (NFLX, ASML, TSM, IBKR) 1:04:21

2M ago1:04:21

1:04:21

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:27) ASML Analysis and Market Volatility (09:56) Taiwan Semiconductor's Growth and Market Position (17:26) Netflix's Earnings and Business Model (25:00) Bubble Watch: Meme Stocks and Market Valuations (…

1
Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB) 1:05:04

2M ago1:05:04

1:05:04

On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss: (02:20) The Birth of a Super App (09:23) Grab's Business Model Evolution (23:40) Expanding Services: Delivery and Beyond (30:59) Financial Services: A New Frontier (34:10) Growth and Ris…

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Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030? 1:02:41

3M ago1:02:41

1:02:41

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:06) Delta Earnings and Consumer Spending Insights (08:01) Recent Stock Purchases (22:52) Taiwan Semiconductor: A New Investment Perspective (27:23) Predictions for the Largest Company by 2030 (33:27) A…

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A Fintech Expert On Stablecoin Disruption And The Future Of Digital Payments 58:22

3M ago58:22

58:22

On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss: (01:29) Understanding Stablecoins: Definition and Functionality (07:08) The Future of Stablecoins: Potential Applications (08:10) Impact on Remittances and Cross-Border P…

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Buying OpenAI With Robinhood's Tokenized Trading; Figma's S-1 Drop; Tesla's Dire Situation? 1:03:04

3M ago1:03:04

1:03:04

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:00) Figma's IPO and Market Position (13:10) Tesla's Delivery Numbers and Market Challenges (28:03) Robinhood's Tokenized Trading and Market Implications (30:59) Understanding OpenAI Tokens and Their Im…

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4 Hot IPO Stocks To Watch In 2025 (Circle Internet Group, CoreWeave, Chime, And eToro Group) 1:06:29

3M ago1:06:29

1:06:29

On this episode of Chit Chat Stocks, we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss: (00:00) Introduction to IPOs and Misfit Alpha (02:15) CoreWeave: Business Model and Market Position (CRWV) (12:40) Chime Financial: Disrupting Traditional Banking (CH…

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The State of AI Software; Tesla Robotaxi Launch: Hims & Hers vs. Novo Nordisk (TSLA, HIMS) 1:04:12

3M ago1:04:12

1:04:12

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:38) The Evolution of AI and Its Impact (08:10) Identifying Opportunities and Risks in AI (12:42) The Future of Equity Research with AI (19:08) Market Reactions and Business Models (25:58) Hims and Hers…

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4 Best Founder Led Stocks (How They Beat The Market) -- SPOT, META, NVDA, WISE 1:02:24

3M ago1:02:24

1:02:24

On this episode of Chit Chat Stocks, we dive into four stocks led by founders, and why these companies are so successful in creating value for shareholders. We discuss: (02:57) Spotify: A Case Study in Founder Leadership (14:51) Meta Platforms: The Evolution of a Founder-Led Giant (31:51) Nvidia: A Founder’s Vision and Strategy (47:04) Wise: The Fu…

1
Will Stablecoins Kill Visa? Plunging Alcohol Stocks; Exciting Space Stock IPOs (BFB, V, MA, CRCL) 1:03:29

3M ago1:03:29

1:03:29

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed: (02:31) Exploring Stable Coins (05:39) Benefits and Downsides of Stable Coins (11:33) The Future of Payment Processing (17…

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The Real Brokerage: The Fastest Growing Company We've EVER Covered On The Podcast (Ticker: REAX) 1:02:31

3M ago1:02:31

1:02:31

In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss: (00:00) Introduction to [X company] (04:01) Understanding Tra…

1
Did AI Kill Adobe? Meta's $14 Billion Talent Acquisition; Remittance Legislation Threat $RELY $WISE 1:02:52

4M ago1:02:52

1:02:52

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:20) Exploring the Remittance Market (06:26) The Impact of Taxation on Remittances (09:37) Warner Brothers Discovery's Strategic Split (12:38) Meta's AI Acquisition and Market Positioning (35:40) OpenAI…

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Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks) 1:03:39

4M ago1:03:39

1:03:39

On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss: (02:55) Who is Joel Greenblatt? (08:34) Gotham Capital's Performance (11:36) Special Situations Investing (12:34) Understanding Spin-Offs (19:30) Mergers and Arbitrage…

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Trump/Musk Breakup + Tesla Fallout; $LULU Earnings Reaction; What Is Up With Nuclear Energy Stocks? 1:01:05

4M ago1:01:05

1:01:05

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (10:26) Exploring Undervalued Stocks (26:29) Investment Strategies and Market Trends (31:40) The Limitations of 401(k) Investment Options (33:44) Exploring Companies with Pricing Power (38:02) Consumer Pri…

1
They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS) 1:04:15

4M ago1:04:15

1:04:15

On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS). Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their p…

1
Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs? 1:04:50

4M ago1:04:50

1:04:50

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:58) Costco's Earnings and Business Model Insights (05:53) Exploring Quantum Computing Stocks (12:09) The Taco Trade and Tariff Discussions (18:59) FICO's Regulatory Challenges and Market Impact (29:56)…

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Does Robinhood Stock Have 10x Potential? With Travis Hoium (Ticker: HOOD) 54:55

4M ago54:55

54:55

On this episode of Chit Chat Stocks, we speak with Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss: (06:54) Understanding Robinhood's Business Model (13:27) The Gamification of Investing (17:30) Robinhood's Evolution and Recent Developments (24:30) Future of Robinhood: Banking and Investment Integration (30:2…

1
Bond Market Collapse; Stocks Disrupted By AI; Michael Burry's New Big Short? Whacky Palantir Math $PLTR 1:03:43

4M ago1:03:43

1:03:43

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:11) AI Disruption in Business (18:46) The Concept of Digital Lawn Mowers (26:11) Identifying Companies at Risk of Disruption (31:02) AI's Impact on Commoditized Supply (34:40) Match Group and Buyback S…

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The Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART) 1:00:17

4M ago1:00:17

1:00:17

On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss: (03:10) The Genesis of Instacart (07:20) Building the Marketplace Network (11:08) Understanding the Transaction Mechanics (22:04) Monetization Strategies and Advertising (27:14…

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Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART) 1:03:37

4M ago1:03:37

1:03:37

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:27) Exploring Nu Bank's Growth and Market Potential (09:04) Instacart's Business Model and Market Position (16:50) Airbnb's New Services and Market Strategy (33:41) Challenges Facing UnitedHealth and I…

1
Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB) 52:59

5M ago52:59

52:59

On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss: (06:31) Understanding Airbnb's Business Model and Take Rate (09:05) Growth Opportunities: Short, Medium, and Long-Term (17:41) Speculative Future: The Super App Concept (23:36) Competitive Landscape:…

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Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO) 1:05:45

5M ago1:05:45

1:05:45

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:52) Warren Buffett's Retirement Announcement (11:02) Berkshire Hathaway's Future Leadership and Investment Strategy (13:40) Apple vs. Google: The Search Engine Battle (23:02) Apple's In-App Purchase Co…

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4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH) 1:02:26

5M ago1:02:26

1:02:26

On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss: (03:13) Stock 1: A Hidden Gem in Automotive (21:34) Stock 2: The Backbone of Small Banks (33:53) Understanding Roll-Up Strategies and Their Effectiveness (39:39) Stock 3: Pest Control (47:37) Stoc…

1
Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!) 1:04:26

5M ago1:04:26

1:04:26

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:18) Microsoft's Performance and Cloud Growth (15:14) Amazon's Earnings and Market Position (24:45) Apple's Challenges and Market Dynamics (33:11) Economic Indicators and Consumer Behavior (35:27) Fast …

1
Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive 55:42

5M ago55:42

55:42

On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss: (03:33) The History and Evolution of IBKR (10:51) Understanding IBKR's Platform and User Experience (12:23) Growth and Market Share of IBKR (14:48) Personal Investing Journey and Transition to IBKR (21:5…

1
Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG) 1:04:34

5M ago1:04:34

1:04:34

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:27) Tesla Earnings: A Controversial Quarter (14:50) Alphabet Earnings: Growth and AI Integration (26:52) Philip Morris: Transitioning to Smoke-Free Products (33:38) Exploring Nathan's Famous: A Small C…

1
Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND) 1:02:35

5M ago1:02:35

1:02:35

On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss: (12:45) Understanding Grindr's Unique Value Proposition (24:19) Monetization Strategies and Revenue Growth (31:56) Future Prospects and Advertising Opportunities (32:25) Navigating Risks in Dating App Development…

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Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes 1:02:27

5M ago1:02:27

1:02:27

New release time! We are releasing the Power Hours Friday mornings going forward. The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:51) Netflix Earnings Report Analysis (13:33) Impact of Tariffs on Big Tech (18:10) TSMC's Growth and Market Position (2…

1
Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers) 58:27

5M ago58:27

58:27

Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss: (00:00) Introduction to Li Lu: The Mysterious Investor (04:45) Li Lu's Fascinating Background and Early Life (09:35) The Formation of Himalaya Capital and In…

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EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On 1:04:03

6M ago1:04:03

1:04:03

We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning. On this episode, we discuss: (03:36) Portfolio Impacts of Tariffs (06:32) Direct and Secondary Effects on Compani…

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S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI) 55:40

6M ago55:40

55:40

On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss: (03:33) Historical Overview of S&P Global (11:44) Business Segments of S&P Global (12:47) The Ratings Segment and Its Moat (18:52) Software and Market Intelligence (24:46) Commodities and Mobility Seg…