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.
6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV
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) AI's Impact on Software Companies
(11:52) Trends in Alcohol Consumption
(21:02) Amazon's Grocery Delivery and Instacart's Challenges
(30:41) Cava's Earnings and Restaurant Industry Trends
(36:14) Analyzing Restaurant Performance Amid Economic Challenges
(39:58) Insider Buys
(44:29) The Hot IPO Market: Opportunities and Risks
(48:25) Bubble Watch: Signs of Market Euphoria
(50:50) Adyen's Growth Challenges in a Competitive Landscape
(56:19) CoreWeave's Risky Bet
<...Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today? (Ticker: DAVE)
On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss:
(03:48) The History of Dave: From SPAC to Recovery
(08:56) Understanding the Business Model: Micro Lending Explained
(16:15) Competition and Market Positioning: Who Does Dave Compete With?
(16:54) Operational Structure: Partner Banks and Expenses
(22:08) Future Outlook: Pricing Models and Growth Potential
(26:17) Assessing Risks and Opportunities for Dave
(30:15) Market Potential and Growth Projections
(34:36) Management Integrity and Company Culture
(37:10) Navigating...
Remitly's Remarkable Gains; OpenAI Hits $500 Billion Valuation; Is Amazon Losing The Cloud Wars?
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:
(02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis
(12:19) Figma IPO: Valuation and Market Implications
(28:38) Remitly's Growth Amidst Market Challenges
(34:21) Evaluating Growth Potential in Stocks
(36:26) Innovations in Digital Finance and Remitly's Strategy
(41:00) Airbnb's Market Position and Growth Challenges
(50:52) Coupang's Expansion and Competitive Landscape
(57:43) OpenAI's Valuation and Market Dynamics
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Carvana, Ally Financial, And Collapsing Consumer Lending? (Impact On Economy)
On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss:
(03:45) Exploring the Used Car Lending Market
(07:10) Analyzing Ally's Position in the Market
(15:26) Understanding Asset-Backed Securities (ABS)
(28:18) Carvana: A Battleground Stock
(32:35) Shorting Carvana: Risks and Considerations
(33:11) Carvana and Ally: A Troubling Relationship
(34:47) Fraud Allegations and Market Realities
(37:53) The Deteriorating Car...
What Makes a Multibagger? (Interview with John Rotonti)
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 with special guest John Rotonti:
(02:54) Navigating Market Challenges
(05:57) The AI Spending Boom
(08:54) Data Center Dynamics
(12:00) Valuations and Market Trends
(15:00) Speculation and Market Sentiment
(18:08) Long-Term Investment Strategies
(20:57) The Role of Cash in Investing
(24:03) The Future of AI and Market Bubbles
(26:52) The Case for Bitcoin and Crypto Diversification
(35:07) The Value of Stocks vs. Crypto
<...Oscar Health Stock: Undervalued or Overhyped? (Ticker: OSCR)
On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR). We discuss:
(03:05) Understanding the Affordable Care Act
(05:57) Oscar Health's Business Model and Market Position
(09:03) User Experience in Health Insurance
(12:15) Profitability Challenges in Health Insurance
(15:42) Oscar Health's Growth and Market Share
(18:42) Management Changes and Leadership Impact
(22:42) Market Opportunities and Competitive Landscape
(33:12) Navigating Financial Headwinds in Healthcare
(38:27) The Rise of Individual Coverage Health Reimbursement Arrangements
(41:41) Profitability Uncertainty in the Health Insurance...
Google's Monster AI Growth; $TSLA Wobbles; Chipotle's Plunge; $OPEN and The Return of Meme Stocks
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:
(01:24) Meme Stocks and American Eagle
(03:02) Alphabet's Earnings Report
(23:24) Philip Morris: Market Trends and Performance
(29:00) OpenDoor: A Meme Stock Analysis
(36:59) Tesla: Market Reactions and Insights
(47:13) Chipotle's Declining Performance and Market Position
(53:30) Home Builders: Current Trends and Future Predictions
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Leandro From Best Anchor Stocks Returns To Pitch An Underfollowed Biopharma Winner (Stevanato, Ticker: STVN)
On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed:
(00:00) Introduction and history
(04:31) Understanding the Pharmaceutical Supply Chain
(07:30) Exploring Business Segments
(12:06) High Value Products vs. Bulk Products
(14:24) The Impact of AI on Drug Development
(17:17) Current Industry Cycles and Demand Dynamics
(21:24) CapEx Expansion and Future Capacity
(24:04) Drivers of Demand for Products
(26:33) The Impact of GLP-1s on Business Dynamics
(29:27) Navigating Tariff...
Meta's $100 Billion AI Bet; Will Jerome Powell Be Fired? Nvidia Sells China; Earnings Season Kickoff (NFLX, ASML, TSM, IBKR)
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 Earnings Review
(41:20) Cloudflare's AI Crawler Blockade
(47:08) Meta's Ambitious Data Center Plans
(54:51) Musk's Circular Investments and XAI
(01:00:08) Political Pressures on Jerome Powell
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Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB)
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) Is Grab Trying to Do Too Much?
(41:58) Competition Landscape: Grab vs. Uber
(46:20) Grab's Market Position and Financial...
Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030?
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) Evaluating Major Tech Companies
(44:43) Meta's AI Talent Acquisition Strategy
(57:12) CoreWeave's Aggressive Expansion Plans
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A Fintech Expert On Stablecoin Disruption And The Future Of Digital Payments
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 in a Stablecoin Economy
(31:58) The Evolution of Stablecoins and Blockchain Transactions
(34:12) The Landscape of Stablecoin Issuers
(36:23) Corporate Interest in Stablecoins
(38:02) The Role of Banking...
Buying OpenAI With Robinhood's Tokenized Trading; Figma's S-1 Drop; Tesla's Dire Situation?
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 Rights
(36:47) The Role of AI in Workforce Dynamics
(37:55) AI Hiring Trends and Scandals
(42:07) The Impact of AI on Company Hiring Practices
(46:29) The Race for AI...
4 Hot IPO Stocks To Watch In 2025 (Circle Internet Group, CoreWeave, Chime, And eToro Group)
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 in the European Market
(42:52) Understanding Circle's Business Model (CRCL)
(53:47) The Advantages of Stablecoins
(58:01) Ranking Investment Interests
(01:02:07) Lessons for...
The State of AI Software; Tesla Robotaxi Launch: Hims & Hers vs. Novo Nordisk (TSLA, HIMS)
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
(40:27) Understanding Human Incentives in Business
(45:13) Abercrombie & Fitch: A Brand Revival Story
(50:24) The Future of Autonomous Vehicles and...
4 Best Founder Led Stocks (How They Beat The Market) -- SPOT, META, NVDA, WISE
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: https://www.youtube.com/watch?v=MSD8Msi7qcY&t=1s
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Will Stablecoins Kill Visa? Plunging Alcohol Stocks; Exciting Space Stock IPOs (BFB, V, MA, CRCL)
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 Stable Coins
(26:35) Current Market Opportunities and Trends
(37:04) Whiskey Market Dynamics
(48:39) Market Bubbles and Pre-Revenue Companies
(01:00:28) The Future...
The Real Brokerage: The Fastest Growing Company We've EVER Covered On The Podcast (Ticker: REAX)
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 company]
(13:39) Exploring Ancillary Services and Their Potential
(23:45) Innovations in financial services
(34:14) Real Estate Brokerage Insights
(39:07) Competitive Landscape...
Did AI Kill Adobe? Meta's $14 Billion Talent Acquisition; Remittance Legislation Threat $RELY $WISE
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
(43:29) Adobe's Earnings and Competitive Landscape
(50:08) RoboTaxis: The Future of Transportation
(01:00:55) Upcoming IPOs and Market Trends
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Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks)
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 Leaps
(36:19) Understanding the Little Book: Quality Stocks at Cheap Prices
(41:11) Screening for Value: EV to EBIT and ROIC
(49:13) The Magic Formula: Combining Quality and...
Trump/Musk Breakup + Tesla Fallout; $LULU Earnings Reaction; What Is Up With Nuclear Energy Stocks?
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. Remitly: The Future of Money Transfers
(50:14) The Rise of Nuclear Energy Stocks
(55:46) Dollar General and Economic Indicators
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They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS)
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. What is so special about AST SpaceMobile?
The episode did not disappoint. We discuss:
<...
Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs?
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 Trends
(40:07) Nvidia's Earnings and Market Position
(50:10) Disruption in the Remittance Space
(55:51) Align Technology
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Does Robinhood Stock Have 10x Potential? With Travis Hoium (Ticker: HOOD)
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(35:35) Competition in the Brokerage Space
(39:38) Tokenization and Blockchain Innovations
(44:30) Leadership and Management Evaluation
(47:06) Valuation Challenges and Long-Term Growth
(51:10) Risks and Challenges Ahead
(53:06) Asymmetric Investing...
Bond Market Collapse; Stocks Disrupted By AI; Michael Burry's New Big Short? Whacky Palantir Math $PLTR
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) Michael Burry's Investment Strategies and Market Predictions
(50:43) CoreWeave's Business Model and Financial Viability
(55:19) Bond Market Trends and Economic Implications
The Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART)
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 Segmentation
(41:42) Management Changes and Leadership Concerns
(51:14) Financial Projections and Growth Outlook
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Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART)
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
(41:21) Bubble Watch: Basic Capital's Risky Leverage
(48:39) Earnings Insights and Market Trends
(57:57) AI in Commerce: Trusting Technology for Purchases
(01:01:34) Chime's IPO: A Potential Investment Opportunity
<...Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB)
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
(34:03) The Super App Concept and Its Challenges
(41:31) Valuation Insights and Margin Expansion Potential
(45:36) The Importance of Leadership and Design in Airbnb
(48:35) Potential...
Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO)
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:
(03:52) Warren Buffett's Retirement Announcement
(11:02) Berkshire Hathaway's Future Leadership and Investment Strategy
(13:40) Apple vs. Google: The Search Engine Battle
(23:02) Apple's In-App Purchase Controversy
(28:53) Coupang's Earnings Report and Growth Strategy
(37:06) Remitly's Performance and Competitive Landscape
(38:25) Uber's Financial Performance and Market Position
(41:30) Waymo's Impact on Uber's Future
(45:25) Portillo's Earnings and Growth Potential
(51:18) Remitly's Market Position and...
4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH)
On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss:
(03:13) Stock 1: A Hidden Gem in Automotive
(21:34) Stock 2: The Backbone of Small Banks
(33:53) Understanding Roll-Up Strategies and Their Effectiveness
(39:39) Stock 3: Pest Control
(47:37) Stock 4: A Hidden Gem in Interconnect Products
(56:39) Key Takeaways from Successful Companies and Their Strategies
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Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!)
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:
(03:18) Microsoft's Performance and Cloud Growth
(15:14) Amazon's Earnings and Market Position
(24:45) Apple's Challenges and Market Dynamics
(33:11) Economic Indicators and Consumer Behavior
(35:27) Fast Food Trends and Consumer Choices
(37:22) The Impact of Ozempic on Food Spending
(39:38) The Future of Starbucks and McDonald's
(41:41) Sprouts Farmers Market: A Success Story
(43:27) Spotify's Growth and Market Position
(54:42) Airbnb vs. Booking...
Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive
On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:
(03:33) The History and Evolution of IBKR
(10:51) Understanding IBKR's Platform and User Experience
(12:23) Growth and Market Share of IBKR
(14:48) Personal Investing Journey and Transition to IBKR
(21:52) Management Culture and Organizational Structure
(28:23) Competitive Dynamics and Future Growth Potential
(30:41) IBKR's Global Growth Potential
(33:06) Tracking Account Growth as a Metric
(35:03) Competitive Advantages of IBKR
(35:26) Understanding...
Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG)
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) Tesla Earnings: A Controversial Quarter
(14:50) Alphabet Earnings: Growth and AI Integration
(26:52) Philip Morris: Transitioning to Smoke-Free Products
(33:38) Exploring Nathan's Famous: A Small Cap Opportunity
(38:57) Chipotle Earnings: A Personal Anecdote
(44:36) Nintendo Pre-Orders: High Demand and Market Potential
(54:48) Market Sentiment: The Impact of Political Events
(59:04) Nelnet's Financial Moves: A Positive Outlook
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Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND)
On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss:
(12:45) Understanding Grindr's Unique Value Proposition
(24:19) Monetization Strategies and Revenue Growth
(31:56) Future Prospects and Advertising Opportunities
(32:25) Navigating Risks in Dating App Development
(35:34) User Growth and Revenue Insights
(37:04) Understanding Grindr's Unique Market Position
(46:30) Financial Health and Capital Returns
(53:44) Identifying Risks and Management Challenges
SUBSCRIBE TO BUYBACK CAPITAL: https://buybackcapital.substack.com/
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Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes
New release time! We are releasing the Power Hours Friday mornings going forward.
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:
(03:51) Netflix Earnings Report Analysis
(13:33) Impact of Tariffs on Big Tech
(18:10) TSMC's Growth and Market Position
(25:23) Boeing's Challenges and American Express Performance
(33:27) Economic Implications and Investor Awareness
(36:32) Tariffs and Market Reactions
(40:03) Luxury Brands and Economic Resilience
(44:24) Interactive Brokers: A Compounder...
Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers)
Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss:
(00:00) Introduction to Li Lu: The Mysterious Investor
(04:45) Li Lu's Fascinating Background and Early Life
(09:35) The Formation of Himalaya Capital and Investment Philosophy
(14:26) Investment Strategies: Balancing Patience and Activity
(16:59) Key Investment Principles from Li Lu
(22:50) Case Study: Timberland Investment
(29:52) Case Study: BYD - A Defining Investment
(33:40) Investing Insights: BYD...
EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On
We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning.
On this episode, we discuss:
(03:36) Portfolio Impacts of Tariffs
(06:32) Direct and Secondary Effects on Companies
(09:23) Market Reactions and Predictions
(12:29) Analyzing Company Resilience
(15:29) Investment Strategies Amidst Uncertainty
(18:23) Sector-Specific Impacts
(21:29) Recent Portfolio Changes
(24:21) Final Thoughts on Market Trends
(34:38...
S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI)
On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:
(03:33) Historical Overview of S&P Global
(11:44) Business Segments of S&P Global
(12:47) The Ratings Segment and Its Moat
(18:52) Software and Market Intelligence
(24:46) Commodities and Mobility Segments
(30:59) Evaluating S&P Global's Valuation
(32:17) Understanding the S&P 500 Index
(34:25) S&P Global's Revenue Growth and Margins
(37:25) Corporate Culture and Management Structure
(43:59...
National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned?
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:
(03:15) Elon Musk's Business Moves
(06:21) AI Developments and Industry Dynamics
(09:38) SoftBank and OpenAI Partnership
(12:38) Dollar Tree's Strategic Shift
(18:24) Spotify vs. Music Labels
(31:45) Market Movements and IPO Insights
(33:48) Trevor Milton's Controversial Comeback
(40:04) Rocket Company's Ambitious Acquisitions
(46:00) Tesla's Delivery Dilemma
(52:53) Turning Point Brands and Nicotine Pouches
(55:31) Nintendo Switch 2: Nostalgia Meets Innovation
<...
Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)
On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss:
(00:00) Introduction to MedPace Holdings
(10:51) Understanding the CRO Business Model
(21:54) Medpace's Unique Positioning and Growth
(33:05) Industry Trends and Future Outlook
(42:16) Leadership and Company Culture
(47:52) Valuation and Investment Considerations
MEDPACE MEMO: https://lvsadvisory.com/wp-content/uploads/2025/02/LVS-Advisory-Medpace-Memo.pdf
LVS ADVISORY WEBSITE: https://lvsadvisory.com/
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