Brett Schafer and Ryan Henderson

Chit Chat Stocks

Business EN ↓ Odcinki: 796

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: chitchatstocks.substack.com

Autor

Brett Schafer and Ryan Henderson

Kategoria

Business

Strona podcastu

chitchatstocks.substack.com

Ostatni odcinek

10 lip 2026

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Odcinki

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI 10.07.2026 1:04:17

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 (01:02) Terry Smith's letter (24:16) Microsoft's layoffs at Xbox (40:21) Samsung earnings and industry outlook (44:27) AI lab profitability metrics and bubble watch (46:24) Blue Origin's valuation (48:32) Satellite industry and capita...

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT) 08.07.2026 1:00:06

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss: (00:00) Introduction (05:52) Understanding Copart's Business Model (14:32) Competition in the Vehicle Remarketing Industry (29:36) Understanding Market Dynamics and Natural Disasters (31:44) International Expansion (33:28) Management Changes (39:04) Market Share Challenges (45:05) Valuation (50:23)...

Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB 03.07.2026 1:02:43

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: (00:00) Introduction (01:30) Meta's Cloud Business Announcement (16:46) Investing in Automotive: The Case of Renault (21:17) Nike's Struggles in the Market (28:17) Rocket Lab's Acquisition and the Space Economy (39:55) The Semiconductor Sector: Opportunit...

Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More) 01.07.2026 1:07:57

On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss: (00:00) Introduction (01:21) Accenture (10:43) Netflix (16:19) Nike (22:37) Stock 4 (28:14) Stock 5 (34:42) Stock 6 (42:21) Stock 7 (47:52) Stock 8 (53:16) Stock 9 (58:23) Stock 10 (01:02:44) Rapid Fire Picks ************************************************...

Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR 26.06.2026 1:03:55

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 (01:09) Micron Madness: Earnings and Expectations (10:02) The AI Chip War: OpenAI's Custom Chip Announcement (17:32) Meta's New Ventures: Prediction Markets and Glasses (31:49) Meta's Capital Allocation and Market Comparisons (32:08)...

The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market 24.06.2026 52:00

On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss: (00:00) Introduction (02:57) Rupert's Background and the SpaceX IPO (06:04) Understanding the Lockup Period for SpaceX (09:04) Market Dynamics and Capital Raising Trends (11:52) The Impact of Indices on Market Valuations (15:03) Hyperscalers and Their Capital Raising Strategies (17...

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks 19.06.2026 1:04:43

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: (00:00) Introduction (01:17) Roku's Acquisition by Fox Corporation (10:09) TripAdvisor's Sale of The Fork to American Express (20:55) Exploring the Denmark Index and Investment Opportunities (34:19) Accenture's Dividend Yield and Cash Flow Stability (35:4...

Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO) 17.06.2026 1:02:02

On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss: (00:00) Introduction (03:43) Understanding business model (09:38) Competitive Landscape (12:35) Unique Country Focus (15:58) Growth Drivers: Total Payment Volume and Customer Acquisition (18:53) Addressing the Muddy Waters Short Report...

SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX 12.06.2026 1:05:03

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 (01:47) Fintech Sell-Off: Analyzing Market Trends (13:05) Apple Worldwide Developer Conference: Key Takeaways (22:42) Wix Restructuring: Implications for Investors (29:48) Nintendo Direct: Anticipation and Concerns (35:37) High-Qualit...

Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?) 10.06.2026 1:05:22

On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss: (00:00) Introduction (02:48) Chuck Akre's Unconventional Journey to Investing (06:36) Akre Capital Management's Performance and Transition (10:57) The Three-Legged Stool Investment Philosophy (16:50) Case Studies: American Tower and Pr...

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX 05.06.2026 1:06:12

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: (00:00) Introduction (03:22) Google's $85 Billion Equity Raise (09:11) Comparing Meta and Google: Future Prospects (12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison (15:11) Trouble in FinTech Paradise: MasterCard and Visa (18:58) Celsius S...

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson 03.06.2026 57:21

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss: (00:00) Introduction (03:44) The AI Narrative and Duolingo's Position (06:38) Understanding Duolingo's Business Model (09:42) Growth and User Engagement Strategies (12:45) Challenges and Market Dynamics (15:54) Valuation and Financial Performance (18:53) Management and F...

Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM 29.05.2026 1:05:15

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 (01:17) Salesforce Earnings and Buyback Program (09:06) State of the Korean Markets (12:22) Verra Mobility's Earnings and Market Reaction (17:57) Discussion on DRAM ETF and Memory Stocks (26:56) Ferrari's First Electric Car Launch (37...

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More) 27.05.2026 1:08:12

On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capital (27:13) Druckenmiller (41:05) Pat Dorsey (54:40) Value Act (01:03:27) Research Ideas and Final Takeaways ***************************************************** Subscribe to our newsletter, Emerging...

EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB 22.05.2026 1:05:20

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 (02:59) Financial Overview of SpaceX (06:12) Revenue Streams and Business Segments (09:16) Elon Musk's Compensation Package (12:03) Starlink's Growth and Profitability (18:15) Concerns and Red Flags in Financials (22:04) Market Valuat...

MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI) 20.05.2026 58:55

On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss: (00:00) Introduction (03:15) The Importance of Indexes and Benchmarking (06:12) Challenges in Building and Maintaining Indexes (09:25) Revenue Generation and Business Model of MSCI (12:19) The Role of AI in Index Management (15:22) Future Growth and Market Trends for MSCI (31:33) The Rol...

Dissecting 10 Small Cap Stocks (DUOL, BILL, And?) 15.05.2026 1:09:50

No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format. ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Bro...

(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio 13.05.2026 1:10:58

On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others. (03:59) Remitly (12:33) Adobe (17:59) Alphabet (22:39) Wise (29:38) Airbnb (35:23) Grupo Aeroportuario del Centro Norte (38:59) Wix (43:17) Amazon (47:21) Coupang (51:07) Autodesk (53:08) Taiwan Semiconductor (56:04) Corporacion A...

Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG 08.05.2026 1:05:55

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 (03:10) Ryan Cohen and GameStop's Controversial Moves (06:03) Nano Nuclear Energy x Super Micro Computer (09:21) Remitly's Strong Earnings Report (12:19) Coupang's Mixed Performance (16:12) Uber's Earnings and Market Position (22:01)...

SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman 06.05.2026 50:33

On this episode of Chit Chat Stocks, we bring on guest Lou Whiteman from the Motley Fool to discuss the future of the space and defense sectors. We discuss: (00:00) Introduction (03:27) Market Dynamics (06:42) Government Spending (09:47) Understanding SpaceX's Business Model (12:43) Valuation Challenges and Market Comparisons (15:37) The Future of Starlink and Competition (25:09) Investing in Spac...

AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL 01.05.2026 1:04:39

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 (02:24) Alphabet's Impressive Performance (09:31) Apple's Revenue Growth and Challenges (15:00) Amazon's Strong Results and Market Position (21:35) Depreciation Trends in Big Tech (24:36) Reddit's Revival and Monetization Potential (2...

Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?) 29.04.2026 53:48

On this episode of Chit Chat Stocks, Brett and Ryan go through another "superinvestor" by studying Howard Marks and his approach to the debt investing markets. We discuss: (00:00) Introduction (10:12) Understanding investing philosophy (15:24) Case Studies: The Great Financial Crisis and Inter Milan Investment (30:13) Navigating the COVID-19 Panic: Airline Investments (36:25) The TORM Case Study:...

Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger? 24.04.2026 1:06:52

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: (00:00) Introduction (01:15) Tim Cook's Legacy at Apple (08:20) ServiceNow's Earnings and AI Focus (11:28) Software Sector and Valuation Concerns (13:29) CEO Changes and Market Implications (18:41) Intel's Earnings and Semiconductor Outlook (24:09) Philip...

Is Wix Stock Too Cheap To Ignore? (Ticker: WIX) 22.04.2026 1:03:44

On this episode of Chit Chat Stocks, we speak with new guest M.V. Cunha, going over a full breakdown of Wix stock. We discuss: (00:00) Introduction (08:14) Understanding why Wix is down (17:36) Financial Engineering Moves (18:56) Q4 Results and Business Performance (24:05) AI Disruption Risks (31:13) The Rise of Base 44 (40:58) Wix's Resilience Against AI Disruption (48:24) Valuation Insights and...

Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity 17.04.2026 1:08:32

We officially announce our transition to building an AI Neo Cloud. (00:00) Introduction (03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon (06:10) Taiwan Semiconductor and ASML Earnings (12:07) Hermes (18:20) Coupang's AI Investments (24:49) PayPal's Market Position (30:58) Stock-Based Compensation and Its Impact on Software Companies (37:40) Netflix Earnings and Strategic Shifts (43:14) Consu...