Chit Chat Stocks

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 and Special Guest (02:30) Analyzing the Departure of Alex Rozek from Boston Omaha (06:34) Roaring Kitty and the Meme Stock Phenomenon (26:38) Defensive Investing: Evaluating Portfolio Allocations (32:05) Cautionary Signals in a Frothy Market...

On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss: - Portillo's founding and history - Why it went public and wants to expand nationally - Unit economics and return on invested capital - Is the stock cheap? - Do we trust management a...

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: Analyzing Match Group's Earnings 10 Stocks That Have Recently Achieved Profitability Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities Assessing Roblox: Revenue Growth, Shareholder Alignment, and Market Potential Plus plenty more du...

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing (35:28) Summary of Druckenmiller's Investment Phil...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Warner Brothers Discovery (25:30) Uncertainties and Competitive Landscape in Streaming (33:26) Introduction and Discussion of PayPal (37:15) Analyzing PayPal's Earnings Report (44:50) Discussion of Match Gro...

On this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett had the pleasure of delving into the book and how quality investing can work over the long term. We discuss: 00:00 Introduction and Background 06:06 The Importance of Return on Invested Capital (ROIC...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (09:19) The Cybertruck and Tesla's Future (25:57) The Best Business in Big Tech (36:12) Valuation of Visa and Mastercard (43:39) The Chinese Real Estate Bubble (53:14) The Impact of Higher Capital Gains Tax Rates ***************************************************** Subscribe t...

On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in the Nicotine Industry (30:20) The Potential of Nicotine Pouches and Next-Gen Products (39:59) The Benefits of a Basket Approach for Investing in the Nicotine Sector (55:26) The Impact of ESG Mandates on t...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings Report as a good omen for other stocks (01:05:14) The growth potential...

On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover: (06:36) Finding Uncorrelated Stocks (35:22) Disqualifying a Company: Management, Moats, and Passion (45:35) Red Flags for Dishonest Management (59:41) Finding Hidden Gems in Different Sectors (01:08:46) Immersing Yourself in the Sto...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00) Spotify's Stock Performance and Future Prospects...

On this episode of the Chit Chat Stocks podcast, Brett and Ryan go through 10 rapid-fire stocks from listener-suggested tickers. We cover: (03:30) Nike (NKE) (26:12) Semrush (SEMR) (32:27) Confluent (CFLT) (38:27) HelloFresh (HFG) (47:02) Atkore (ATKR) (57:18) Starbucks (SBUX) (01:03:27) StoneX Group (SNEX) (01:08:04) Picking favorites + other stocks. Listen to the full episode to find out all 10...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Overview (02:59) Discussion on Spotify's Price Hikes (07:11) Proxy Battle at Disney (25:23) Comparing Financials of Nike and Lululemon (28:09) Considering the Risk-Reward Ratio in Apparel Investments (33:15) Potential Future Performance of Lululemon (34...

On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover: (00:00) Introduction to GoGo and its Misleading Name (03:02) Background and Financial History of GoGo0 (6:11) GoGo's Exclusive Spectrum and CEO Change (09:44) Sale of Commercial Operations and Financial Pos...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Sponsor (00:32) Overview of Topics (04:02) Hilarious Parody Buy Rating (05:13) Financials of Trump Media (07:45) Ludicrous Valuation of Trump Media (09:24) Sentencing of Sam Bankman-Fried (16:15) Winners in AI: Accenture? (31:36) Investments in AI Start...

On this episode of Chit Chat Stock, Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in 2024. We discuss: (00:00) Introduction and Excitement for Home Building Stocks (02:12) Factors that Increased Interest in Home Building Stocks (06:29 Factors that Made Home Building Stocks More Attractive (08:33) What Home Builders Do11:18Land Option vs Raw Land Strategy (...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (03:09) Discussion on Super Micro Computer (SMCI) (15:08) Analysis of SMCI's Performance (29:08) Apple Lawsuit by the Department of Justice (32:09) Evaluation of the Apple Lawsuit (33:37) Regulating Apple's Power (35:11) Lawsuit and Impact on Apple (36:41)...

On this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through: (00:00) Introduction and Background (02:19) Buy Right and Sit Tight (03:18) Don't Over Diversify (04:16) About Terry Smith (08:55) Margin of Safety (16:14) Fundsmith Performance (26:09) Criteria for Good Companies (32:57) Businesses Resilient to Chang...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction (00:31) Upcoming Topics (03:30) Introduction to Share Cannibals (08:18) Discussion on Lowe's (09:20) Discussion on Apple (16:23) Discussion on RH (20:49) Discussion on Home Depot (21:49) Discussion on Murphy's USA (25:36) Qualities of a Share Cannibal (32:2...

In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schafer discuss Nelnet, a small-cap conglomerate based in Nebraska. They compare Nelnet to Berkshire Hathaway and delve into the different segments of Nelnet's business, including Nelnet Business Services, Nelnet Diversified Services (Loan Servicing), NFS (Nelnet Financial Services), and the Solar Business. They provide insights into th...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Ray Dalio Tweet (02:48) Discussion on Costco (06:01) Earnings, Tweets, and IAC0 (8:52) Tech Sector Revenue Growth and NASDAQ 100 Total Return (12:52) Apple's Decline and Alphabet's Potential (39:14) Frustration with Google's conference calls (40:16) Que...

On this episode of Chit Chat Stocks, Brett and Ryan bring on Drew from Speedwell Research to discuss Coupang. The three go through an in-depth discussion around the e-commerce retailer and all the important topics investors will want to know. We discuss: (00:00) Introduction to Coupang and Speedwell Research (03:13) Overview of Coupang's Business (06:27) Management and Leadership at Coupang (09:03...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Ryan's small-cap quality screener - Reddit and Webull IPOs: is it the full rebubble? - Celsius can't stop growing at 100% - Is Bumble stock a buy? + much more ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@Chit...

On this episode of Chit Chat Stocks, Brett performs a research report on ELF Beauty. The stock is up over 600% in the last two years and has actually outperformed Nvidia since the start of 2022. We discuss: - ELF's founding - Why it has gained so much market share - Why the stock was a bargain in 2022 - Valuation analysis and expectations embedded in the stock - Would Brett buy shares today? *****...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $NVDA crushing earnings again: Is this the top? - Capital One wants to buy Discover Financial - What are the best and underrated network effect companies? - Will Rivian file for bankruptcy? ***************************************************** Subscribe to our YouTube channel...