Chit Chat Stocks
Researching stocks so you don't have to. For new listeners, expect episodes in your feed every Wednesday and Friday. Hosted by Ryan Henderson and Brett Schafer.
Episodes
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) ASML Analysis and Market Volatility
(09:56) Taiwan Semiconductor's Growth and Market Position
(17:26) Netflix's Earnings and Business Model
(25:00) Bubble Watch: Meme Stocks and Market Valuations
(32:58) Evaluating Palantir's Future Cash Flow
(35:43) Interactive Brokers E...
On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss:
(02:20) The Birth of a Super App
(09:23) Grab's Business Model Evolution
(23:40) Expanding Services: Delivery and Beyond
(30:59) Financial Services: A New Frontier
(34:10) Growth and Risks of GXS Bank's Loan Portfolio
(36:41) Challenges of Analyzing New Banks
(39:19...
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:
(02:06) Delta Earnings and Consumer Spending Insights
(08:01) Recent Stock Purchases
(22:52) Taiwan Semiconductor: A New Investment Perspective
(27:23) Predictions for the Largest Company by 2030
(33:27) Amazon's Subscription Revenue Growth
(35:59) The Future of Alphabet and AI
(39:57) Ev...
On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss:
(01:29) Understanding Stablecoins: Definition and Functionality
(07:08) The Future of Stablecoins: Potential Applications
(08:10) Impact on Remittances and Cross-Border Payments
(20:57) Stablecoins and Merchant Payment Processes
(29:21) Rewards and Incentives ...
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:
(03:00) Figma's IPO and Market Position
(13:10) Tesla's Delivery Numbers and Market Challenges
(28:03) Robinhood's Tokenized Trading and Market Implications
(30:59) Understanding OpenAI Tokens and Their Implications
(33:30) Concerns Over Special Purpose Vehicles and Investor Rig...
On this episode of Chit Chat Stocks, we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss:
(00:00) Introduction to IPOs and Misfit Alpha
(02:15) CoreWeave: Business Model and Market Position (CRWV)
(12:40) Chime Financial: Disrupting Traditional Banking (CHYM_
(32:39) E-Toro Group: A Global Brokerage Perspective (ETOR)
(37:37) Opportunities ...
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:
(03:38) The Evolution of AI and Its Impact
(08:10) Identifying Opportunities and Risks in AI
(12:42) The Future of Equity Research with AI
(19:08) Market Reactions and Business Models
(25:58) Hims and Hers: A Case Study in Market Fragility
(34:08) Constellation Software: Investment Insights
(...
On this episode of Chit Chat Stocks, we dive into four stocks led by founders, and why these companies are so successful in creating value for shareholders. We discuss:
(02:57) Spotify: A Case Study in Founder Leadership
(14:51) Meta Platforms: The Evolution of a Founder-Led Giant
(31:51) Nvidia: A Founder’s Vision and Strategy
(47:04) Wise: The Future of International Transfers
This episode is brought to you by the Inside Owner Index: ...
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed:
(02:31) Exploring Stable Coins
(05:39) Benefits and Downsides of Stable Coins
(11:33) The Future of Payment Processing
(17:47) Market Implications for Visa and MasterCard
(22:16) Investing Perspectives on Sta...
In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss:
(00:00) Introduction to [X company]
(04:01) Understanding Traditional Real Estate Commissions
(07:33) The Disruptive Business Model of [X co...
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:
(03:20) Exploring the Remittance Market
(06:26) The Impact of Taxation on Remittances
(09:37) Warner Brothers Discovery's Strategic Split
(12:38) Meta's AI Acquisition and Market Positioning
(35:40) OpenAI and Google Cloud Collaboration
(41:58) The Future of AI and Profitability
(43:2...
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
...
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