Episodes
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:09) Amazon and Apple's Earnings Reports
(11:00) Nintendo's Earnings and Future Console Plans
(20:43) Uber's Financial Performance and Market Position
(31:48) Starbucks Strategy Shift
(32:41) Consumer Spending Trends
(35:10) Coupang Earnings Insights
(40:26) Small Cap of the Week: Yeti
(49:42) Celsius Earnings Review
(53:18) Perplexity's...
Published 11/10/24
Published 11/06/24
On this episode of Chit Chat Stocks, we dive into controversial hedge fund manager Bill Ackman. Is he a great investor? The next Warren Buffett? Or overrated due to his salesmanship and media appearances. We dive into his investing philosophy, track record, and case studies, discussing:
(04:18) Bill Ackman's Background and Early Career
(07:17) The Rise and Fall of Gotham Partners
(10:16) Transition to Pershing Square Capital Management
(13:13) Performance Analysis of Pershing...
Published 11/06/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:14) Navigating Quarterly Earnings Reports
(06:24) Deep Dive into Google's Earnings
(12:33) Tesla's Surprising Performance
(18:09) Restaurant Chains and Consumer Trends
(24:34) PayPal's Strong Report and Future Outlook
(30:49) PayPal's Performance and Market Sentiment
(31:49) Moatwatch: Analyzing Reddit's Growth Potential
(39:15) Housing Market...
Published 11/03/24
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss:
- The business model of an online gaming aggregator
- Relevant history
- Why Evolution has won and dominated the industry
- Why gaming operators don't leave Evolution and go in-house
- Direct competition
- Geographic expansion
- Cyberattacks and illegal streams
- Labor disputes and managing studios
- The complex regulation of the global online gaming...
Published 10/30/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:27) Uber and Expedia Acquisition Rumors
(06:21) Lyft's Financial Improvements
(12:35) Micro Cap Investment Strategies
(15:38) Philip Morris Earnings Review
(18:33) McDonald's E. Coli Outbreak Discussion
(21:40) Small Cap of the Week: ContextLogic (Wish)
(38:27) Context Logic's Strategic Shift
(46:02) Amazon's Employee Morale and Corporate...
Published 10/27/24
On this episode of Chit Chat Stocks, we go through 4 quality stocks we'd consider buying if they fell in price by 20% or more. We discuss:
(04:03) Defining Quality Stocks
(07:23) [Stock 1] Competitive Advantage
(13:21) [Stock 1] Growth Drivers
(20:19) Valuation and Price Target for [Stock 1]
(26:17) Ryan's Stock Pick 2
(38:41) [Stock 2] Market Position and Future Outlook
(40:39) Evaluating Competitive Advantages in Business
(42:21) [Stock 3]: A Deep Dive into AI
(57:53) [Stock 4]...
Published 10/23/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:16) Tesla's RoboTaxi Event and AI Developments
(06:19) China's Economic Landscape and Investment Concerns
(12:34) NFTs and Market Comparisons
(15:27) LVMH and Luxury Brands in China
(20:27) Hidden Hundred Baggers: Uncovering Investment Gems
(31:44) LinkedIn Humor and Automated Responses
(32:47) Boeing's Financial Struggles
(34:46) TSMC vs...
Published 10/20/24
On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss:
(04:27) Exploring Grocer 1: Business Model and Growth
(07:21) Grocer 1: Historical Performance and Management Changes
(10:16) Financial Metrics and Stock Performance
(13:27) Valuation and Future Projections for Grocer 1
(16:18) Introduction to Grocer 2: Business Model and Market Position
(19:17) Resilience and Competitive...
Published 10/16/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:39) Pepsi Earnings Analysis
(06:15) Concerns Over Beverage Industry Trends
(09:20) Impact of New Brands on Legacy Companies
(12:14) Transition to Restaurant Industry Insights
(15:41) Qualities of a Well-Run Restaurant
(18:26) Cost Control and Management Incentives
(21:36) Comparative Analysis: Chipotle vs. Texas Roadhouse
(24:32) Unit Growth...
Published 10/13/24
On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss:
(12:59) The Energy Drink Market Landscape
(24:35) Celsius's Competitive Edge and Challenges
(36:34) The Pepsi Partnership: A Game Changer
(45:59) International Expansion: Opportunities and Risks
(01:01:54) Valuation Insights and Future Outlook
Stocks discussed: MNST, CELH,...
Published 10/09/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:20) Berkshire Hathaway Energy Investments
(13:42) Brazil's Credit Upgrade and New Bank
(27:30) Nike Earnings and Market Position
(33:20) Small Cap of the Week: Gen Restaurant Group
(47:37) Port Strike and Its Economic Implications
(56:55) Boeing's Equity Raise and Market...
Published 10/06/24
On this episode of Chit Chat Stocks, we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss:
(02:57) Overview of the Semiconductor Market Cycle
(04:50) The Impact of AI on Semiconductor Spending
(08:55) Beneficiaries of Accelerated Computing
(13:35) Power Management in Semiconductor Technology
(14:57) ASML's Dominance in Lithography
(17:46) NVIDIA's Competitive Position in the Market
(24:00) Alternatives to NVIDIA's GPUs
(32:25) Hyperscalers and Custom...
Published 10/02/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(00:00) Introduction to Financial Markets and Weekly Updates
(03:25) Visa's Legal Challenges and Market Impact
(06:14) Exploring LVMH and Market Valuations
(09:32) Boeing's Union Strike and Financial Struggles
(16:24) Todd Combs and Geico's Management Controversies
(26:27) China's Economic Challenges and Market Responses
(39:26) SoundHound AI: A...
Published 09/29/24
On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss:
(11:02) Exploring Intangible Assets
(24:32) The Importance of Switching Costs
(33:53) Unpacking Network Effects
(46:58) Economies of Scale and Cost Advantages
(54:05) Analyzing Pat Dorsey's Portfolio
(01:05:12) Key Takeaways from Pat Dorsey
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Published 09/25/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(02:58) Oracle's AI Potential and Earnings Outlook
(06:51) Snowflake's Caution on AI Spending
(12:38) Boeing's Union Strike and Production Challenges
(20:25) Alaska and Hawaiian Airlines Merger
(25:41) Uber and Waymo's Partnership
(35:22) Small Cap of the Week: Dave, Inc.
(47:59) Amazon's Return to Office Policy
(55:47) Emerging Markets and...
Published 09/22/24
On this episode of Chit Chat Stocks, we talk with Simon Erickson from 7investing about Rocket Lab stock. We discuss:
(04:25) Understanding Rocket Lab's Business Model
(09:05) The Neutron Rocket: A Game Changer
(13:36) Comparing Rocket Lab and SpaceX
(21:24) Government Contracts and Defense Opportunities
(24:42) Exploring the Spacecraft Segment
(28:34) Future of Space Data and Services
(33:08) Management Team and SPAC Insights
(42:28) Risks and Concerns for Investors
(46:06)...
Published 09/18/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:25) Recession Fears in the Banking Sector
(04:32) Weak Numbers in the Retail Industry
(06:38) The Potential Impact of Waymo on Uber and Lyft
(13:51) The Bear Case for Google
(26:30) The Upcoming iPhone Event and AI Technology
(36:11) The AI iPhone: A Game-Changer
(36:54) The Declining Upgrade Rate for iPhones
(38:01) Seven Industry Leaders at...
Published 09/15/24
(NOTE: for video watchers, Brett's power went out at the end of the video)
On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium from Asymmetric Investing. They discuss:
(02:19) Exploring Asymmetric Investing and the Challenges of the Automotive Industry
(07:43) Analyzing Rivian's Business Model and Potential for Success
(21:35) The Rise of Plug-in Hybrids and Stagnant Electric Vehicle Demand
(27:43) Tesla's Price Cuts and the Implications for Demand
(43:17)...
Published 09/11/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(04:49) The Importance of Reviews for Show Growth
(08:43) Founder Mode and the Challenges Faced by Airbnb
(09:38) Exploring Dividend Growers: Attractive Yields and Consistent Growth
(19:27) OTC Markets Group: A Small Cap with a Potential Moat
(19:54) CME Group: A Wide Moat Business in the Derivatives Market
(28:12) The Drop in Celsius Stock Price...
Published 09/08/24
On this episode of Chit Chat Stocks, Brett goes through a report on the next stock he is buying and why:
(04:35) History and Business Model
(09:16) Product and User Experience
(16:15) Business Model and Unit Economics
(23:45) Growth Strategy and Marketing
(30:07) Management and Trust
(33:08) Motivated Management and Growth Potential
(34:22) Financial Projections and Revenue Growth
(37:59) Competitive Advantage and Moat Expansion
(49:09) Risks to Watch
(52:23) Confidence in Growth...
Published 09/04/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:
(03:26) Discussion on Super Microcomputer
(09:46) Acquisition of Seven and I Holdings
(19:14) Microsoft's Reporting Changes
(31:13) Carl Icahn's SEC Charge
(39:25) Nerdy: Small Cap of the Week
(40:25) Collapse of Pinduoduo's Stock
(41:19) Analyzing Revenue Growth Slowdown
(47:13) The Risks of Investing in Chinese Stocks
(49:07) The Uncertain...
Published 09/01/24
On this episode of Chit Chat Stocks, we discuss Peter Lynch's investing strategy and what we can learn from the legendary investor. Topics include:
(04:19) Beating the Market with Common Sense: Lynch's Focus on Growth and Earnings
(08:28) Lynch's Replicable Approach and Process
(13:36) Letting Winners Run: The Power of Long-Term Growth
(28:08) Identifying Companies Before Their Growth Stage
(33:52) The Attributes Lynch Looks for in a Stock
(42:35) Staying Alert and Paying Attention to...
Published 08/28/24
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we were joined by special guest Paul Cerro to discuss:
(04:44) Hims & Hers: Flying Too Close to the Sun
(11:58) The Risk of Regulation in the Healthcare Space
(17:08) The Value Proposition of Hims & Hers in the Healthcare Industry
(23:55) Hims & Hers' Competitive Advantage in Telehealth
(33:34) Earnings Reports and Future Growth Potential
(35:52)...
Published 08/25/24
On this episode of Chit Chat Stocks, Ryan discusses two software stocks he bought in August of 2024. Listen to find out the two companies and why he now owns them!
(02:41) First Stock: A Leading Provider of Human Capital Management Software
(34:20) Stock Two: An Online Visibility Management Platform
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Published 08/21/24
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