Chit Chat Stocks

On this episode of Chit Chat Stocks, we try to figure out what went wrong at Boeing with the Motley Fool's Lou Whiteman. We discuss: - How Boeing's culture change led to its downfall - Whether the company can fix itself - Is the current CEO the right person to lead this company? - Its troubling balance sheet - Competitive threats in commercial aviation - Ripple effects across the entire aerospace...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Pat Dorsey's 4 moat categories (plus examples) - Lyft's earnings snafu and whether it was purposeful - Sam Altman's wild semiconductor ambitions - Is TopGolf Callaway turning into a shitco? ***************************************************** Subscribe to our YouTube channel...

On this episode of Chit Chat Stocks, we analyze five different stocks we would buy at today's prices. For each company, we discuss: - Background info - What has impacted recent earnings/share price performance - Why we think there is an opportunity today - Major risks and/or why we'd sell ***************************************************** Subscribe to our YouTube channel: https://www.youtube.co...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - $ARM's stock going through a short squeeze? - The new sports streaming bundle: will anyone sign up? - Earnings, earnings, earnings - Adam Neumann is BACK - Is big tech still cheap? (no, really) ***************************************************** Options are not suitable for...

On this episode of Chit Chat Stocks, Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares!). We discuss: - Why Booking Holdings became the largest travel company in the world - What are their new initiatives? How do they plan to grow? - Competing with Airbnb and Expedia - A "frenemy" relationship with Goog...

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elon's $50 billion pay package getting voided in court - Alphabet's blow-out earnings report - Match Group's hit-or-miss Q4 earnings - Avoiding the allure of macro doom porn ***************************************************** Options are not suitable for all investors and carry significant risk.  Certa...

On this episode of Chit Chat Stocks, we welcome on Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management to discuss: - Netflix's Q4 earnings - It's foray into sports entertainment with the WWE deal - The financial implications of the password-sharing crackdown and the new advertising tier - The company's goals in video games - The stock's valuat...

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - $TSLA earnings and the stock drop - $NFLX spiffy pop for David Gardner - A list of cheap Mexican Stocks - Winners and losers, including the pastor who got his followers in a crypto scam - Hilarious small-cap corporate governance ***************************************************** Subscribe to our YouTu...

On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate: - Why HIMS has grown so quickly - Do they have any emerging competitive advantages? - Thoughts on the founder, proxy statement, and management team - Whether they benefit from the innovator's dilemma - Modeling out financials through 2026 - Red flags with customer reviews -...

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - JetBlue Unable to Acquire Spirit Airlines - Delta's Q4 Earnings - Elon's new pay package - Reading some hedge fund quarterly letters - Funny finance memes from this week + much more ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMo...

On this episode of Chit Chat Money, we discuss: Norbert Lou’s Famous NVR investment His unique portfolio concentration How he started his hedge fund Punch Card Management ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured  Follow us on Twitter/X: https://twitter.com/chitchatmoney  Follow us on Substack: https://ch...

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elliott Management taking a big stake in Match Group - $AMZN Layoffs and new technology development - Ryan's group of underfollowed wide moat businesses - Boeing's new 737 Max debacle with Alaska Air ***************************************************** Subscribe to our YouTube channel: https://www.youtu...

No, Bridgewater Associates is not a fraud. But it may be misleading the public. After reading The Fund, hosts Brett Schafer and Ryan Henderson thought listeners would love to know more about the secretive hedge fund with $100 billion in AUM. In this episode, we discuss: - What is Bridgewater Associates? - Who is Ray Dalio? - What story does he tell about his fund? - What is truly going on at Bridg...

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - The iRobot/Amazon Merger Arbitrage - Our Mt. Rushmore of Management Teams - Sectors we like for 2024 - The impossibility of knowing whether a bubble is ending - The most unassailable businesses in the world ***************************************************** Subscribe to our YouTube channel: https://ww...

Happy New Year! On this episode of Chit Chat Money, we discuss: - Changing the name of the podcast - Changing our release schedule - Our favorite podcast episodes from 2023 - Brett and Ryan's hot takes for 2024 ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured  Follow us on Twitter/X: https://twitter.com/chitchat...

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to...

The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad fraud, and the need to adapt to evolving regulations and technological advancements. Listen as Brett and Ryan ask questions about the industry. Enjoy the show! ***************************** Chit Chat Mone...

Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura of exclusivity while addressing challenges in the luxury retail sector and evolving consumer demands. Listen as Brett and Ryan break down the company and its industry. Enjoy the show! ****************************** Chit Chat Money is present...

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our...

Investing Unscripted is a podcast that asks the questions that matter to investors. You can listen to it wherever you get your podcasts. Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 YouTube: https://www.youtube.com/@InvestingUnscripted/featured Below, you'll find the show notes from a recent episode. **...

Spotify Technology (SPOT) is a leading music streaming platform that has transformed the way people consume music globally but faces challenges from competition in the crowded streaming market and the ongoing evolution of the music industry's business models. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! ***************************...

Ferrari N.V. (RACE) is a renowned luxury sports car manufacturer, balancing exclusivity with evolving consumer preferences and environmental concerns in the competitive automotive market. Listen as Brett and Ryan break down the company and its industry. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing toda...

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our news...

RH (formerly Restoration Hardware) is a luxury home furnishings retailer known for its high-end products and innovative design, but it contends with challenges in the retail sector and the impact of economic fluctuations on consumer spending in the home decor market. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! *******************...

LVMH is a multinational conglomerate known for its luxury brands in fashion, cosmetics, and spirits, navigating a dynamic market with a focus on innovation and adapting to evolving consumer preferences in the high-end goods sector. Listen as Brett and Ryan break down the company and its industry. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Sw...