MicroStrategy Madness; Buffett's New Buy + 13F Season; Are We In a Stock Market Bubble? (DPZ, MSTR, ABNB, PCOR, ASML + More)
Description
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:
(04:26) Tech Earnings and Market Sentiment
(11:15) Regulatory Challenges for Big Tech
(17:26) Insights from 13F Filings
(23:21) Buffett's Cash Management and Future Strategies
(29:15) NMI Holdings and Investment Strategies
(33:50) Understanding Earnings Multiples
(35:19) Navigating Frothy Markets
(36:17) The Streaming Wars: A Closer Look
(44:32) Market Valuations and Portfolio Adjustments
(47:49) MicroStrategy's Bitcoin Strategy
(57:10) Small Cap of the Week: Potbelly Corporation
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss:
(00:00) Introduction to NMI Holdings and PMI Insurance
(06:29)...
Published 11/20/24
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:
(03:29) Market Sentiment and Valuation Concerns
(06:20) Impressive Earnings Reports: Google and Rocket Lab
(09:21) Philip Morris and Spotify: Strong...
Published 11/17/24