Chit Chat Stocks
Researching stocks, interviewing people about stocks, and learning from investing legends. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
Episodes
On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss:
(02:55) Who is Joel Greenblatt?
(08:34) Gotham Capital's Performance
(11:36) Special Situations Investing
(12:34) Understanding Spin-Offs
(19:30) Mergers and Arbitrage
(23:35) Bankruptcies and Restructurings
(32:35) Recapitalizations, Options, and Lea...
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:
(10:26) Exploring Undervalued Stocks
(26:29) Investment Strategies and Market Trends
(31:40) The Limitations of 401(k) Investment Options
(33:44) Exploring Companies with Pricing Power
(38:02) Consumer Pricing Power: A Deeper Dive
(41:11) Analyzing Lululemon's Earnings
(44:11) Wise vs. Re...
On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS).
Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. W...
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:
(02:58) Costco's Earnings and Business Model Insights
(05:53) Exploring Quantum Computing Stocks
(12:09) The Taco Trade and Tariff Discussions
(18:59) FICO's Regulatory Challenges and Market Impact
(29:56) Luxury Market Dynamics: Hermes vs. LVMH
(34:27) Emerging Companies and Market ...
On this episode of Chit Chat Stocks, we speak with Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss:
(06:54) Understanding Robinhood's Business Model
(13:27) The Gamification of Investing
(17:30) Robinhood's Evolution and Recent Developments
(24:30) Future of Robinhood: Banking and Investment Integration
(30:24) Robinhood's Market Strategy and Growth Areas
(33:21) Diversification of Revenue Streams...
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:
(03:11) AI Disruption in Business
(18:46) The Concept of Digital Lawn Mowers
(26:11) Identifying Companies at Risk of Disruption
(31:02) AI's Impact on Commoditized Supply
(34:40) Match Group and Buyback Strategies
(39:53) Palantir's Growth Potential and Market Positioning
(47:27) Mic...
On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss:
(03:10) The Genesis of Instacart
(07:20) Building the Marketplace Network
(11:08) Understanding the Transaction Mechanics
(22:04) Monetization Strategies and Advertising
(27:14) Competitive Landscape and Market Positioning
(33:08) Consumer Behavior and App Segmen...
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:
(02:27) Exploring Nu Bank's Growth and Market Potential
(09:04) Instacart's Business Model and Market Position
(16:50) Airbnb's New Services and Market Strategy
(33:41) Challenges Facing UnitedHealth and Industry Insights
(36:05) UnitedHealth's Turmoil and Market Reactions
(4...
On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss:
(06:31) Understanding Airbnb's Business Model and Take Rate
(09:05) Growth Opportunities: Short, Medium, and Long-Term
(17:41) Speculative Future: The Super App Concept
(23:36) Competitive Landscape: Airbnb vs. Booking and Expedia
(27:54) Understanding Booking's Business Model
...
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:
(03:52) Warren Buffett's Retirement Announcement
(11:02) Berkshire Hathaway's Future Leadership and Investment Strategy
(13:40) Apple vs. Google: The Search Engine Battle
(23:02) Apple's In-App Purchase Controversy
(28:53) Coupang's Earnings Report and Growth Strategy
(37:06)...
On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss:
(03:13) Stock 1: A Hidden Gem in Automotive
(21:34) Stock 2: The Backbone of Small Banks
(33:53) Understanding Roll-Up Strategies and Their Effectiveness
(39:39) Stock 3: Pest Control
(47:37) Stock 4: A Hidden Gem in Interconnect Products
(56:39) Key Takeaways from Successful Companies ...
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:
(03:18) Microsoft's Performance and Cloud Growth
(15:14) Amazon's Earnings and Market Position
(24:45) Apple's Challenges and Market Dynamics
(33:11) Economic Indicators and Consumer Behavior
(35:27) Fast Food Trends and Consumer Choices
(37:22) The Impact of Ozempic on Food Spen...
On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:
(03:33) The History and Evolution of IBKR
(10:51) Understanding IBKR's Platform and User Experience
(12:23) Growth and Market Share of IBKR
(14:48) Personal Investing Journey and Transition to IBKR
(21:52) Management Culture and Organizational Structure
(28:23) Competitive Dynamics and Future ...
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 Personal Anecdote
(44:36) Nintendo Pre-...
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) Understanding Grindr's Unique Market Posi...
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 Performance
(33:27) Economic...
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: Balancing Patience and Activi...
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) Analyzing Company Resilience
(15:29) ...
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
(32:17) Understandin...
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 Milton's Controversial Comeback
(40:04) Rocket C...
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