Brett Schafer and Ryan Henderson

Chit Chat Stocks

Business EN ↓ 796 episodes

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

Author

Brett Schafer and Ryan Henderson

Episodes

Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG) 24.04.2025 1:05:04

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 Cap Opportunity (38:57) Chipotle Earnings: A Person...

Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND) 23.04.2025 1:03:05

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 (35:34) User Growth and Revenue Insights (37:04)...

Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes 18.04.2025 1:02:57

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 (25:23) Boeing's Challenges and American Express Per...

Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers) 16.04.2025 58:57

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 Investment Philosophy (14:26) Investment Strategies:...

EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On 10.04.2025 1:04:33

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 Companies (09:23) Market Reactions and Predictions (12:29...

S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI) 09.04.2025 56:10

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 Segments (30:59) Evaluating S&P Global's Valuation (3...

National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned? 06.04.2025 1:04:55

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) Market Movements and IPO Insights (33:48) Trevor Milto...

Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP) 02.04.2025 50:17

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 (47:52) Valuation and Investment Considerations MEDP...

Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans? 30.03.2025 1:05:37

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 in the Market (18:14) Brand Power in the Digital A...

Nu Holdings: The Best Fintech Stock In The World? (Ticker: NU) 26.03.2025 1:10:27

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 Mexico (38:39) Nu Holdings' Growth Strategy in Mexic...

5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More) 23.03.2025 1:05:47

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 Cap Investments (35:11) Diving into Herc Holdings...

The Magic of MercadoLibre With Brian Stoffel (Ticker: MELI) 19.03.2025 52:55

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-commerce (16:33) Challenges and Opportunities in Latin...

14 Growth Stocks In a 30% Drawdown; Delta's Dire Warning; Did Buffett Call The Top? (RELY, DAL, BRK) 16.03.2025 1:02:58

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: Revenue Forecasts and Market Reactions (36:37) I...

We Force Ranked Our Personal Portfolios (CPNG, RELY, PM, OMAB, PAC + More!) 12.03.2025 1:11:23

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'Reilly, and More (18:06) Top Stocks: Amazon, Nelnet,...

Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG) 09.03.2025 1:05:17

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 Strategies (33:25) Target's Earnings and Consumer Confiden...

INVESTING UNSCRIPTED: Back To Basics 08.03.2025 1:06:42

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/investing-unscripted/id1638200302 YouTube Page: https://w...

Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI) 05.03.2025 1:09:55

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 (40:10) Understanding Hudl's Market Position (48:2...

Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO) 02.03.2025 1:04:37

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 Potential (35:52) Comparing Portillo's and CAVA Earnings...

Mastering Microcap Investing With Whit Huguley of River Oaks Capital 26.02.2025 1:14:28

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 Suggestive Investing (43:54) Innovative Food Holdings...

Buffett's Beer Investment; Airbnb's Blockbuster Earnings; 13F Buys and Sells (ABNB, STZ + More!) 23.02.2025 1:04:24

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 (15:15) Bill Ackman and the Hedge Fund Landscape (18...

Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE) 19.02.2025 1:00:14

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 (32:01) Evaluating Adobe's Competitive Moat (34:59...

Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM) 16.02.2025 1:04:46

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 Misunderstanding (39:40) Google's Cloud Growth and Investment The...

Michael Burry: The Ultimate Deep Value Investor 12.02.2025 1:10:14

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 Rise of Michael Burry (41:45) Understanding t...

Palantir's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT) 09.02.2025 1:07:38

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 Impressive Growth and Valuation Concerns (38:01)...

The Future of Nvidia Stock (Ticker: NVDA) With Wall Street Wildlife 05.02.2025 1:07:34

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 Innovation (16:39) The Role of TSMC in Nvidia's Success (1...