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Chit Chat Stocks

Author: Chit Chat Stocks

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A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
756 Episodes
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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:(00:00) Introduction(04:29) Airbnb's Growth and Strategy(16:16) Remitly's Performance and CEO Transition(25:25) AI in Software: A Discussion(32:40) Quality Stocks Watchlist(37:02) Adyen's Activist Letter(43:55) Reddit's Business Model and Market Position(49:46) The Wall of Worry in Software Companies(51:45) Berkshire Hathaway's Strategic Moves(55:53) DoorDash and the Laziness Economy(01:00:49) Robinhood's New Venture Fund*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:(00:00) Introduction(11:23) Zoom's Business Model Evolution(20:50) AI Integrations(26:36) Anthropic Investment(32:18) AI's Dominance Over Software(39:09) The Impact of COVID on Zoom's Growth(42:25) Zoom's Pricing Power and Market Position(45:48) Capital Returns and Buyback Strategies(51:40) Valuation(55:31) Misunderstandings About Zoom's Business ModelFOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction(03:02) Analyzing Monday.com(11:04) Big Tech and AI: Alphabet's Bond Issuance(21:32) Value Play or Value Trap(36:32) AI Disruption in Consulting(41:13) Earnings Insights: Oscar and Spotify(53:31) The Rise and Fall of Tai Lopez(59:11) Listener Questions and Market Insights*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:(00:00) Introduction(03:50) Understanding Constellation Software's Business Model(06:40) The Bear Case: AI Disruption and Market Concerns(15:45) Acquisition Strategy(19:45) Leadership Transition and Its Implications(28:29) Cultural Impact and Decentralization in Business(29:04) AI's Influence on Acquisition Strategies(31:48) Valuation Metrics and Market Perception(35:51) Stock Buyback?(43:11) The Unique Culture of Constellation SoftwareSpeedwell Research: https://speedwellresearch.com/*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction (01:09) The Software Stock Meltdown(04:51) Valuations and Market Reactions(13:46) Amazon Earnings Analysis(19:17) Alphabet's earnings(27:34) The AI Landscape (38:41) Bitcoin's Volatility and Market Sentiment(48:15) SpaceX and XAI Merger Discussion(57:30) Quick Hits: Earnings and Market Trends*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:(00:00) Introduction(01:57) Understanding Sezzle's Business Model(03:35) The Appeal of Buy Now Pay Later(05:50) Sezzle's Unique Position in the Market(09:24) Sezzle's Business History and Stock Performance(13:00) Keys to Sezzle's Profitability(15:21) Merchant Preferences and Sezzle's Strategy(17:50) The State of the BNPL Industry(21:20) Personal Insights on BNPL vs. Credit Cards(26:34) Understanding Sezzle's Financial Growth(27:01) Sezzle's Financial Performance and Growth Strategy(31:30) Sezzle's Future: Market Positioning and Consumer Trends(36:36) User Experience and App Functionality(38:53) Valuation Insights and Growth Potential(44:18) Risks and Challenges in the BNPL Market(49:54) Misconceptions About Sezzle and BNPLManu Invests: https://manuinvests.substack.com/*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction(01:37) Microsoft's Earnings Breakdown(04:18) CapEx and Cloud Commitments(10:08) Meta's Earnings(12:38) Tesla's Earnings(28:18) Investments in AI (33:59) The State of the Automotive Market(36:04) Tesla's Valuation and Future Prospects(40:33) The Musk Empire and Its Financial Maneuvering(43:23) ASML's Growth and Market Position(46:14) GameStop and Michael Burry's Investment Philosophy(50:50) Small Cap Insights: Vital Farms(55:03) The Surge of Silver and Gold Prices(01:03:58) Meme Stocks and Market Speculation*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss: (00:00) Introduction (03:40) Bill Miller's Unique Investment Style and Background(07:51) Case Study 1: Dell Computer(18:28) Case Study 2: The Great Financial Crisis and Major Missteps(30:22) Case Study 3: Amazon(47:27) Case study 4: Bitcoin(53:59) Lessons from Bill Miller's Investment Philosophy*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
(We talk about SpaceX at the very end of the episode)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:(00:00) Introduction(04:46) Analyzing Wise's Impressive Earnings(14:56) Intel's Role in the AI Era(25:35) Interactive Brokers: A Business Powerhouse(33:46) Netflix's Strategic Shifts in Streaming(40:31) Netflix's Strategic Moves and Content Integration(45:31) Advertising Revenue and Market Dynamics(50:09) Exploring a new micro cap(01:03:26) PayPal's Acquisition *****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:(00:00) Introduction(02:24) Understanding Uber's Revenue Streams(03:51) Geographic Diversification and Growth Opportunities(08:15) The Autonomous Vehicle Threat and Opportunity(30:17) Profitability of Uber Eats(31:03) Uber's Expansion into Grocery and Retail(33:36) Advertising Revenue: A Key to Profitability(37:43) Exploring Uber's Moonshot Projects(42:51) Uber's Investment Portfolio and Market Penetration(49:18) Valuation Insights and Future GrowthAria's Twitter: https://x.com/QualityInvest5Aria's YouTube: https://www.youtube.com/@QualityInvest5*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction(01:15) The Software Apocalypse(21:36) AI and Software Development(30:30) Housing Market Insights(34:17) TripAdvisor: A Legacy Business in Transition(38:43) Viator Acquisition: A Strategic Move for Airbnb(44:38) TSMC's Growth and Market Position(52:34) Apple and Google's AI Partnership*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:(00:00) Introduction(01:59) Exploring the Defense budget increase(10:45) Leidos (Ticker: LDOS)(19:20) RTX Corp (Ticker: RTX)(25:25) CACI International (Ticker: CACI)(33:26) L3 Harris (Ticker: LHX)(36:11) BWXT Technologies (Ticker: BWXT)(42:18) Kratos Defense (Ticker: KTOS)(50:08) Black Sky Technologies (Ticker: BKSY)(54:24) Concluding thoughts on defense sector*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction(00:56) Geopolitical Impacts on Investments(05:20) Venezuelan Economic Landscape and Investment Opportunities(11:04) S&P 500 Insights: Winners and Losers(28:36) Housing Market Dynamics and Institutional Investors(33:37) Small Cap of the Week: Owlet's Market Position(38:58) The Baby Economy and Market Trends(43:31) Defense Spending Insights(50:28) Streaming Wars: Netflix and Warner Bros(01:01:34) AI Bubble Watch: Funding and Future Prospects*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:(00:00) Introduction(03:58) Exploring Turning Point Brands: Company Overview(07:46) The Shift to Nicotine Pouches: Market Trends(09:28) High-Level Thesis: The Super Trend of Nicotine Pouches(13:56) Brand Strategies: FRE vs. ALP(16:44) Nearshoring Manufacturing: Impacts on Profitability(22:03) Brand Loyalty and Market Dynamics(25:51) The Zyn Shortage: Implications for Brand Loyalty(29:52) Market Dynamics and Brand Loyalty(35:02) Valuation Insights and Growth Projections(39:53) Risks and Challenges in the Nicotine Market(44:23) Comparative Analysis: Pouches vs. Vaping(51:16) Investment Strategy of Fraxinus Capital ManagementContact Capital Mindset: https://x.com/capital_mindset*****************************************************Sign up for our stock research service, Emerging Moats: ⁠⁠emergingmoats.com⁠⁠ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠⁠https://www.interactivebrokers.com/⁠⁠ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠⁠⁠https://fiscal.ai/chitchat⁠⁠ *********************************************************************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, we take a look back at our 2025 returns, we analyze last year's market predictions, and we make 6 new bold predictions for 2026. These include our takes on the overall economy, big tech, and stocks/sectors that we think could outperform or underperform. We discuss:(00:00) Introduction (11:55) Analyzing Our 2025 Investment Returns, including biggest winners and biggest losers(17:51) Reviewing last year's market predictions(30:12) Bold stock market predictions for 2026(53:06) Investment Goals for 2026*****************************************************Sign up for our stock research service, Emerging Moats: ⁠emergingmoats.com⁠ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠https://www.interactivebrokers.com/⁠ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠ *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction (01:42) Nike Earnings Analysis(14:04) Harbor Diversified Update(28:55) Alphabet's Acquisition of Intersect(40:13) Amazon's Advertising Potential(41:23) Comparing OpenAI to WeWork(44:40) OpenAI's Business Model Challenges(45:56) Boring Stocks That Outperform(52:11) Financial Charlatans of the Year(58:39) Cannabis Industry Insights(01:03:41) Long-Term Stock Picks*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
6 Stocks For 2026

6 Stocks For 2026

2025-12-2401:17:36

On this episode of Chit Chat Stocks, we pick three stocks for 2026. These could be longs, shorts, stocks we already own, stocks on the top of our watchlists, or stocks we simply like for the upcoming calendar year. We discuss:(00:00) Introduction (06:18) Stock 1(15:29) Stock 2(25:34) Stock 3(39:11) Stock 4(47:56) Stock 5(01:04:46) Stock 6*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction(01:15) Meet new guest Aria Radnia(02:29) Diving into Uber: The Elevator Pitch(17:05) Transitioning to Coupang: The Data Breach Impact(28:36) Netflix's New Strategies: Podcasts and Gaming(44:11) Snap's New Monetization Strategy(52:20) Turning Point Brands: A Deep Dive(57:33) Lululemon's Earnings and Market Position(01:04:11) Bubble Watch: Current Market TrendsAria's Twitter: https://www.youtube.com/@QualityInvest5Aria's YouTube: https://x.com/QualityInvest5*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************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 dissects Monday.com (Ticker: MNDY), concluding with his decision on whether to buy the stock or not. We discuss:(00:00) Introduction(03:37) Growth Metrics and Business Model(06:19) History(09:30) Understanding the Product and User Experience(12:20) Market Position and Competitive Landscape(15:16) Financial Analysis and Valuation Insights(33:28) Profit Margins and Stock-Based Compensation(43:25) The Stickiness of Software and Customer Retention(49:53) AI's Impact on Task Management Software(57:30) Management Dynamics and Company Valuation*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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:(00:00) Introduction(00:28) Major News: Netflix's Bid for Warner Bros.(21:57) Listener Question: Multi-Bagger Investment Strategies(23:51) Identifying High-Potential Asymmetrical Bets(40:50) Analyzing Share Buybacks and Growth Prospects(42:53) Leadership Changes at Berkshire Hathaway(45:09 Speculations on Berkshire's Investment Strategy(47:56) Berkshire's Cash Reserves and Investment Dilemmas(51:24) Rapid Fire Earnings Review: Remitly and Adobe(58:48) Nintendo's Market Position and Future Prospects(01:02:08) SpaceX IPO Speculations and Market Implications*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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Comments (21)

steve

4:05

Jan 8th
Reply

steve

Weird glitch

Jan 4th
Reply

steve

Weird glitch

Jan 4th
Reply

steve

Weird glitch

Jan 4th
Reply (1)

steve

10:47 Start

Jan 4th
Reply (4)

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

10:47 Start

Jan 4th
Reply

steve

Was recommendation in Rule breakers

Dec 27th
Reply
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