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)…

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…

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…

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…

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…

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:…

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…

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…

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 …

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…

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…

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…

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…

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…

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…

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…

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: (03:15) Elon Musk's Business Moves (06:21) AI Developments and Industry Dynamics (09:38) SoftBank and OpenAI Partnership (12:38) Dollar Tree's Strategic Shift (18:24) Spotify vs. Music Labels (31:45) Mark…

On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss: (00:00) Introduction to MedPace Holdings (10:51) Understanding the CRO Business Model (21:54) Medpace's Unique Positioning and Growth (33:05) Industry Trends and Future Outlook (42:16) Leadership and Company Culture (4…

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 …

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 Me…

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…

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-comme…

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…

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'Re…

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 Strategi…

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 PODCASTS Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investi…

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 …

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 Potent…

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 Sug…

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 (1…

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 …

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 Misunderstandin…

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 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…

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 Innovati…

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: Cakebo…

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…

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 …

On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new bookBuffett 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…

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 …

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 Exit…

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 Mar…

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 (…

On this episode of Chit Chat Stocks, guestJohn 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…

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 va…

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 pot…

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 “…

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 …

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) T…

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 (31:5…