Chit Chat Stocks

On this episode of Chit Chat Stocks, we discuss Peter Lynch's investing strategy and what we can learn from the legendary investor. Topics include: (04:19) Beating the Market with Common Sense: Lynch's Focus on Growth and Earnings (08:28) Lynch's Replicable Approach and Process (13:36) Letting Winners Run: The Power of Long-Term Growth (28:08) Identifying Companies Before Their Growth Stage (33:52...

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we were joined by special guest Paul Cerro to discuss: (04:44) Hims & Hers: Flying Too Close to the Sun (11:58) The Risk of Regulation in the Healthcare Space (17:08) The Value Proposition of Hims & Hers in the Healthcare Industry (23:55) Hims & Hers' Competitive Advantage in...

On this episode of Chit Chat Stocks, Ryan discusses two software stocks he bought in August of 2024. Listen to find out the two companies and why he now owns them! (02:41) First Stock: A Leading Provider of Human Capital Management Software (34:20) Stock Two: An Online Visibility Management Platform ***************************************************** Subscribe to our YouTube channel: https://www...

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: Introduction and Weekly News Antitrust Litigation and the Potential Breakup of Google CEO Poaching: Starbucks and Chipotle Highest Stocks on the Watchlist Bumble's Stock Price Decline and Management Concerns Future Small Cap of the Week: Bumble The Concerns and...

On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country. SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/ FOLLOW Ian on Twitter: https://x.com/irbezek Chapters The Mexican Election and Expectations for the New Administration Foreign Direct Investment and...

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: Introduction and Market Turmoil Warren Buffett's Apple Position Impact of Interest Rate Cuts Effects of a Recession on Real Estate Flash Crash and Market Volatility Measuring a Company's Buyback Capabilities Tickers discussed: CPNG, ABNB, PTLO, UBER, AMZN, AAPL...

On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about: (07:04) The History of Nintendo and its Business Model (12:19) The Durability of Nintendo's Active Users (21:14) The Potential Impact of the New Nintendo Switch Console (31:39) Growing Conviction in Other Entertainment Segments (33:07) The Impact of the Super Mario Mov...

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:08) Challenges in the Fast Food Industry: McDonald's and Starbucks (11:07) The AI Bubble: Microsoft's Higher AI Capex Spending (19:24) Struggles in the Online Dating Market: Match Group's Tinder (19:54) Stocks That Dropped on Earnings: Dexcom, Universal Musi...

On this episode of Chit Chat Stocks, Brett and Ryan each pick two stocks they are following closely this earnings season. Find out what price they would buy shares: (02:26) Netflix: Challenges, Resilience, and Growth Prospects (21:17) Alphabet: Strong Performance in Google Search, YouTube, and Google Cloud (38:06) American Express: Leading Credit Card Issuer and Payments Network (42:14) Spotify: G...

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:25) Earnings Reports and IT Outage (11:01) The Balanced Housing Market and the Appeal of Homebuilders (25:51) Small Cap Stock Pick: Haypp Group (31:47) Utilizing Yellow Brick for Investment Research (33:23) Haypp Group's Success and SEO Landscape (35:35) Ana...

On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss: (00:00) Introduction and Background (02:32) Misconceptions about REITs (04:29) Armada Investors: A Quantitative Approach (07:46) HAUS: Pure Play Exposure to Residential Real Estate (12:10) REAL: A Multi-Factor Approach to Real Estate Investing...

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Earnings Season Kickoff: Banks and Brokerages (06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors (09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps (18:06) Industry Leaders at 52-Week Lows: John Deere, Mc...

On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io. Braden's Twitter/X: https://x.com/BradoCapital Canadian Investor: https://thecanadianinvestorpodcast.com/ They discuss: Chapters (00:00) Introduction and Background (04:32) Braden's Investment Approach (07:31) The Concentration in Constellation Software (22:...

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:39) Discussion on Exponential Fitness (11:15) Exploring Investment Strategies for Heroic Returns (20:11) Comparing S&P 500 Index Fund and High-Yield Savings Account (28:17) Assessing the Growth Potential of Portillo's (31:10) Insights into Ulta Beauty's Cust...

{{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}} YouTube: https://www.youtube.com/@InvestingUnscripted/videos Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 This is an episode from the Investing Unscripted Podcast. Enjoy this special episode! *******************************************************...

On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss: (00:00) Introduction (02:21) O'Reilly Automotive: A Specialty Retailer (04:40) Customer Segments: DIY and Pros (07:56) The Power of O'Reilly's Supply Chain Advantage (11:08) Unit Economics and Sales Performance (22:03) Industry Trends: More Car...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction and Agenda (02:57) Discussion on Nike's Underwhelming Quarter (15:51) Ryan's Small Cap Pick of the Week: Nobility Homes (33:18) Analysis of Sezzle (36:25) Introduction and Discussion of Small-Cap Stocks (38:05) Defining the Circle of Competen...

On this episode of Chit Chat Stocks, Brett gives a research report on Molson Coors (Ticker: TAP). We discuss: (00:00) Introduction and Inspiration to Look at Molson Coors (05:18) The Brands and Sales Drivers of Molson Coors (15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market (33:42) Management and Growth Strategy: Navigating the Changing Market (37:42) Improving the Financial Po...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:35) Volkswagen's Investment in Rivian (09:08) The Importance of Customer Support (16:57) Ferrari's Subscription Service (30:09) Considerations for Investing in Dynamic Markets (36:27) Introduction to Hammond Manufacturing Company Limited (41:28) Exploring Ham...

On this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss: (00:00) Introduction to the Nomad Investment Partnership and Nick Sleep (07:21) The Importance of Diversification in Investing (15:23) Exploring the Power of Scale Economies Shared (33:50) Evaluating Business Robustn...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:06) Nvidia's Rise and High Profit Margins (11:41) The Concentration of Overvaluation in the Market (26:50) The Need for New Management at Autodesk (31:39) Share Cannibals and Underperforming Companies (32:51) Successful Share Cannibals (36:07) The Importance...

On this episode of Chit Chat Stocks, we speak with IndraStocks on all things Cardlytics. We discuss: (02:30) The Rise and Fall of Cardlytics' Stock Price (07:06) Partnerships and the Importance of Scale (09:57) How Cardlytics Works: Providing Offers to Bank Customers (27:39) Financials and the Path to Profitability (28:03) Challenges of Building a Subscale Business (30:05) The Turnaround Story: Cu...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts: YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQ Spotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq Apple Podcasts: https://podcasts.apple.com/us/podcast/the-jro-s...

On this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024. Check out 7investing: https://7investing.com/ (00:00) Intro (44:39) Elon Musk's Compensation and XAI Formation (53:14) Valuation and Future Prospects of Tesla ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitCh...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction (03:41) Analyzing Lululemon's Earnings and Market Challenges (11:29) The Mystery of Roaring Kitty's Involvement in GameStop (24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva Systems (27:58) Evaluating MongoDB, Paycom, and Pa...