Episodes
Published 05/08/24
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 Philosophy
(36:59) Being Asset Agnostic: Learning About Different Asset Classes
(40:19)...
Published 05/08/24
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 Group and Amazon's Competitive Advantages
(52:07) The Potential of Stripe and...
Published 05/05/24
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)
13:17 Avoiding Certain Industries
37:07 The Art of Quality Investing
Compounding...
Published 05/01/24
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
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Published 04/28/24
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 the Nicotine Industry
SUBSCRIBE to Devin's newsletter, Invariant:...
Published 04/24/24
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 of the cloud computing...
Published 04/21/24
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 Story of a Company
You can find more of Jim's work at Hidden Gems Canada here:...
Published 04/17/24
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
(55:23) Insights from the Piper Sandler Teen Survey
(01:02:45) The Importance of Data and...
Published 04/14/24
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 stocks we picked and our thoughts on the...
Published 04/10/24
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
(34:01) The State of the Sports Apparel Industry
(36:07) Ulta Beauty: A Promising...
Published 04/07/24
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 Position
(14:06) GoGo's Services for Business Jet Customers
(31:29) Upgrade to 5G and Low...
Published 04/03/24
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 Startups
(33:05) Anthropic and Amazon Collaboration
(34:32) Cloud Providers and AI
(37:23)...
Published 03/31/24
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
(13:34) Cash Flow Conversion and Inventory Turnover
(26:56) NVR: Best-Run Home...
Published 03/27/24
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) Impact on Apple's Financials
(40:56) Nvidia's Keynote Speech
(42:23) Nvidia's...
Published 03/24/24
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 Change
(39:55) Do Performance Fees Work?
(41:36) Fee Structures and Performance...
Published 03/20/24
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
(32:24) Discussion on Palantir CEO Interview
(34:30) Investing in Palantir
(38:02)...
Published 03/17/24
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 the performance, challenges, and potential value of each segment. The conversation covers the...
Published 03/13/24
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) Question from the chat: If you could buy only one company to hold forever, what would it...
Published 03/10/24
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) Review of Coupang's Performance in 2023
(12:35) Revenue Growth and Membership...
Published 03/06/24
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
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Follow us on Twitter/X: https://twitter.com/chitchatstocks
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Published 03/03/24
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?
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Published 02/28/24
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: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X:...
Published 02/25/24
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 market
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Published 02/21/24
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: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X:...
Published 02/18/24
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