Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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Buffett and Munger Unscripted: Lessons From Berkshire Hathaway With Alex Morris
58:41
58:41
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58:41
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new book Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. They discuss: (02:55) Inspiration Behind the Book (05:04) Target Audience for the Bo…
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Musk TikTok Takeover? Analyzing Cheap Alcohol Stocks; Meta's New Layoff; Ackman's Latest Antics
1:05:44
1:05:44
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1:05:44
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: (00:00) Introduction to Current Market Trends(03:02) The TikTok Ban and Its Implications(10:02) Meta's Layoffs and Corporate Efficiency(20:10) Small Cap of the Week: Vita Coco(29:14) Bubble Watch: Crypto …
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2025 Portfolio Shakedown: Analyzing Our Personal Stock Holdings
1:09:05
1:09:05
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1:09:05
On this episode of Chit Chat Stocks, Brett and Ryan analyze each other's personal portfolios as they head into the new year. We discuss: (04:37) Brett's Portfolio Overview (07:38) Discussion on Cash Position and Holdings (10:36) Investment Strategies and Future Purchases (13:43) Concentration and Company Selection (16:44) Identifying Potential Exit…
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6 Share Cannibals At Low Valuations; Disney Bails Out Fubo; Trevor Milton Is Back? (DAL, PTLO)
1:04:32
1:04:32
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1:04:32
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: (03:37) Disney's Acquisition of FuboTV (06:26) Critique of FuboTV's Business Model (09:19) Trevor Milton and Nikola's Controversy (12:26) Emerging Share Cannibals List (15:30) Investing Strategies and Mar…
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ASML in 2025 With Leandro From Best Anchor Stocks
1:03:08
1:03:08
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1:03:08
On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss: (05:47) Impact of AI on ASML (11:40) Geopolitical Tensions and ASML's Market Position (15:38) China's Role in ASML's Business (21:29) Reshoring and Its Implications for ASML (27:22) Cyclical Nature of the Semiconductor Industry (…
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Launching a Quality Portfolio From Scratch With John Rotonti
1:22:42
1:22:42
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1:22:42
On this episode of Chit Chat Stocks, guest John Rotonti dives deep into his investment research approach, the types of companies he’s looking to own, and how he plans to allocate capital after launching his upcoming portfolio. John is a portfolio manager at Bastion Fiduciary and is slated to launch the Industrial & Infrastructure portfolio later th…
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5 Stock Market Predictions For 2025
1:07:38
1:07:38
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1:07:38
On this special episode of Chit Chat Stocks, Ryan and Brett analyze their best and worst stocks from 2024, review last year’s hot takes, and offer some bold market predictions for 2025. (4:45) Our best and worst performing stocks in 2024. (16:10) Reviewing our 2024 hot takes. (32:33) 5 Stock Market Predictions for 2025 (47:30) Can Apple hold its va…
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High Tide: A Cannabis Stock Dominating the Canadian Market (Ticker: HITI)
1:01:12
1:01:12
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1:01:12
On this episode of Chit Chat Stocks, Brett dives into a research report on High Tide (Ticker: HITI), a Canadian cannabis retailer. We discuss: (4:05) What is High Tide? (6:40) How High Tide became the market share leader in Canada (17:20) Rolling out a successful paid membership in the cannabis category. (29:07) Canna Cabanna's long-term growth pot…
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4 Stocks To Hide In During A Stock Market Bubble (OTCM, BTI, ALSEA, DG)
1:12:11
1:12:11
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1:12:11
On this episode of Chit Chat Stocks, we go through 4 stocks we’d like to own if a stock market bubble were to pop. (3:01) Are we in a market bubble today? (10:10) [Stock 1]: A superb dividend yield with little correlation to the broad market. (21:40) [Stock 2]: An international compounder trading at a wonderful price. (37:25) [Stock 3]: The truly “…
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Uber vs. Waymo; Match Group's New Dividend; Time to Invest in Argentina? (MTCH, UBER, CAAP, GOOG)
1:06:52
1:06:52
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1:06:52
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: (01:31) Uber's Controversial Landscape (04:16) Waymo's Rise and Its Impact on Uber (12:33) The Future of Autonomous Vehicles (25:40) Market Dynamics and Investor Sentiment (29:58) SoftBank's $100 Billion …
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The Future of Artificial Intelligence (AI) and Cloud Computing With Shawn Wang (OpenAI, Google, + More)
1:10:13
1:10:13
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1:10:13
On this episode of Chit Chat Stocks, Ryan and Brett speak to Shawn Wang of Latent Space, who is an expert and on the ground working in the AI start-up space. We discuss: (00:00) Introduction to AI and Cloud Computing (02:21) Expertise in AI and Foundation Models (04:43) Changes in Cloud Revenue Growth (06:45) The Cost of AI Infrastructure (10:36) T…
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Google's Quantum Breakthrough; Uber Stock's 29% Drawdown; General Motors Ends Robotaxi Efforts (AMZN, GM, GOOG,)
1:07:23
1:07:23
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1:07:23
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: (02:42) Google's Quantum Computing Breakthrough (11:36) General Motors Shuts Down Self-Driving Ambitions (19:54) The Innovator's Dilemma in Tech Companies (22:25) Gemini 2.0 and AI Commercialization (31:5…
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DAVID GARDNER: Finding The Next Nvidia With Rule Breaker Investing (NVDA, AMZN, NFLX, MELI)
1:15:49
1:15:49
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1:15:49
On this episode of Chit Chat Stocks, Brett and Ryan dive into David Gardner's investing philosophy. Gardner has produced 20%+ returns for over 20 years with a strategy that anyone can run, no matter how small of an investor you are. We discuss: (00:00) Introduction to David Gardner and The Motley Fool (07:07) Understanding Rule Breaker Stocks (12:1…
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8 Fastest Growing (and Profitable) Software Companies; Amazon's New Supercomputer; Enron Coin (AMZN)
1:03:56
1:03:56
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1:03:56
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: (03:35) The Enron Coin Phenomenon (09:06) Market Reactions and Consumer Behavior (09:39) Fast-Growing Software Companies (16:51) Exploring Mexican Companies and Investment Opportunities (24:41) Intel's Le…
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Meta Platforms: The Future of Zuckerberg's Empire (AI, Smart Glasses, + More) With Rihard Jarc (Ticker: META)
1:08:12
1:08:12
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1:08:12
On this episode of Chit Chat Stocks, we speak with company expert Rihard Jarc on Meta Platforms (Ticker: META). We discuss: (00:00) Introduction to Meta Platforms (02:20) The Surge of Meta's Stock (05:19) Core Business Performance: Facebook, WhatsApp, and Instagram (18:14) Instagram's Evolution and Competition (27:07) Artificial Intelligence and Mo…
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Top Performing Small-Caps of 2024; Mexican Tariff Threats; Hawk Tuah Coin? (CRWD, DAVE, APP + More)
1:08:56
1:08:56
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1:08:56
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: (03:28) Macy's Financial Mismanagement (08:30) Performance of Small Caps (14:31) Nerdy and Insider Buying Trends (20:30) Market Trends and Meme Coins (25:30) CrowdStrike Earnings Analysis (32:24) Mexican …
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Kelly Partners Group: Why I'm Buying this Small-Cap Serial Acquirer (The Next Constellation Software?) $KPG
1:06:38
1:06:38
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1:06:38
On this episode of Chit Chat Stocks, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss: (00:00) Introduction to Kelly Partners Group (07:36) Current Business Model and Strategy (12:01…
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MicroStrategy Madness; Buffett's New Buy + 13F Season; Are We In a Stock Market Bubble? (DPZ, MSTR, ABNB, PCOR, ASML + More)
1:06:36
1:06:36
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1:06:36
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 Inv…
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A Secret Housing Stock: 20% Earnings Growth, P/E of 8 With Capital Mindset (Ticker: NMIH)
54:55
54:55
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54:55
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) The Evolution of Mortgage Insurance Post-2008 (11:22) NMI Ho…
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10 Fantastic Q3 Earnings Reports; Scottie Pippen Had a Dream; Nelnet Update (NNI, SPOT, RKLB, AXON, RELY)
1:05:20
1:05:20
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1:05:20
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 Performers (12:33) AppLovin and Sprouts Farmers Market (18:19) …
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A High Quality Stock With a 6% Dividend Yield (Bolsa Mexicana De Valores, Ticker: BOLSAA)
59:59
59:59
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59:59
On this episode of Chit Chat Stocks, Brett outlines why he has purchased shares of Bolsa Mexicana de Valores, otherwise known as the Mexican stock exchange. We discuss:(00:00) Introduction to Bolsa Mexicana(03:16) Understanding the Wide Moat of Stock Exchanges(13:14) The Mexican Economy and Its Growth Potential(22:27) Bolsa's Business Model and Rev…
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EARNINGS BONANZA: Amazon's Cloud Dominance; Celsius Inventory Flush; Nintendo Update (AMZN, CELH, NTDOY + More)
1:05:57
1:05:57
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1:05:57
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…
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BILL ACKMAN: His Best and Worst Investments (HLF, CMG, and More)
1:14:28
1:14:28
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1:14:28
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 …
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Google's Monster Quarter; Tesla Bounce Back Earnings; Reddit's Widening Moat? (RDDT, GOOG, TSLA, PYPL)
1:04:45
1:04:45
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1:04:45
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 Futur…
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Evolution AB: A Misunderstood High Quality Stock, With Speedwell Research (Ticker: EVO)
55:50
55:50
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55:50
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 expans…
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Uber Acquisition Talks; Philip Morris Breakout; McDonald's Stock Plunge (UBER, PM, MCD, SBUX, AMZN, LYFT)
1:06:31
1:06:31
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1:06:31
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 (21:4…
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4 Quality Stocks We'd Buy On a 20% Drop (ABNB, AMZN, GOOG, DHI)
1:16:13
1:16:13
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1:16:13
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 Posi…
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7 Hidden 100 Baggers; ASML Bookings Disaster; Tesla's Toothless Cybercab (ASML, TSLA, TSM, LVMUY)
1:02:27
1:02:27
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1:02:27
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 Bag…
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2 Small-Cap Grocery Stocks with Big Upside Potential (GO, SFM)
1:06:09
1:06:09
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1:06:09
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…
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Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)
1:04:30
1:04:30
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1:04:30
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 R…
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Am I Buying Celsius Stock? (Ticker: CELH)
1:10:30
1:10:30
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1:10:30
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:…
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Buffett's Big Bet; Nike's Dismal Earnings; Why Are Mercadolibre and Nu Bank Winning? (NKE, BRK, STNE, MELI, NU)
1:01:39
1:01:39
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1:01:39
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…
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The State of The Semiconductor Market With Chip Stock Investor (NVDA, TSM, ASML, INTC, AVGO, and More!)
1:01:06
1:01:06
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1:01:06
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 …
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Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH)
1:07:48
1:07:48
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1:07:48
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 (1…
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PAT DORSEY: Buy Wide Moat Stocks (Investing in Competitive Advantages)
1:11:53
1:11:53
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1:11:53
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:…
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Oracle AI Dreams; Amazon Return to Office Mayhem; Boeing Union Woes (AMZN, ORCL, SNOW, DAVE)
1:04:27
1:04:27
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1:04:27
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 W…
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A Deep Dive Into Rocket Lab Stock With Simon Erickson (RKLB)
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53:26
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:…
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Are We Buying Alphabet Stock On The Dip? (AAPL, GOOG, GOOGL, UBER, DG)
1:04:53
1:04:53
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1:04:53
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 …
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Electric Vehicle Collapse: Why EV Stocks Are (Mostly) Doomed (RIVN, TSLA, BYDDY)
56:01
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56:01
(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 (21:3…
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6 Growing Stocks With a 4% Dividend Yield; Dollar Tree and Celsius Stock Collapses; Have We Entered Founder Mode? (CELH, DLTR, ABNB, SMCI, NVDA)
1:02:20
1:02:20
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1:02:20
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 S…
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Why I Am Buying This Hidden Fintech Stock (Remitly, Ticker: RELY)
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59:55
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) Financi…
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Super Micro Stock Collapse; AI Debate on ROI; A Small Cap CEO Bets on Himself (SMCI, PDD, NVDA)
1:06:46
1:06:46
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1:06:46
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…
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Peter Lynch: Beating The Pros With Common Sense Investing
1:11:31
1:11:31
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Kedvelt
1:11:31
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) Iden…
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Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun?
1:04:18
1:04:18
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Kedvelt
1:04:18
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 Indu…
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2 Software Stocks I Bought This Month (PAYC, SEMR)
1:07:11
1:07:11
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Kedvelt
1:07:11
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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Google Is a Monopoly; Starbucks Steals Chipotle's Top Dog; 6 Stocks With Insider Buys (GOOG, CMG)
1:05:47
1:05:47
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Kedvelt
1:05:47
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:Introduction and Weekly NewsAntitrust Litigation and the Potential Breakup of GoogleCEO Poaching: Starbucks and ChipotleHighest Stocks on the WatchlistBumble's Stock Price Decline and Management ConcernsFuture Sma…
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Should You Buy Mexican Stocks? (ALSEA, AGUA, PAC, OMAB)
54:56
54:56
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Kedvelt
54:56
On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country. SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/ FOLLOW Ian on Twitter: https://x.com/irbezek Chapters The Mexican Election and Expectations for the…
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9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil? (ABNB, CPNG)
1:05:29
1:05:29
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Kedvelt
1:05:29
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: Introduction and Market Turmoil Warren Buffett's Apple Position Impact of Interest Rate Cuts Effects of a Recession on Real Estate Flash Crash and Market Volatility Measuring a Company's Buyback Capabilities Tick…
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Why I Own Nintendo Stock: Round Two (NTDOY)
1:00:42
1:00:42
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Kedvelt
1:00:42
On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about: (07:04) The History of Nintendo and its Business Model (12:19) The Durability of Nintendo's Active Users (21:14) The Potential Impact of the New Nintendo Switch Console (31:39) Growing Conviction in Other Entertainment …
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Earnings Season Winners and Losers (MCD, MSFT, MTCH, SFM, And More!)
1:07:12
1:07:12
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Kedvelt
1:07:12
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: (03:08) Challenges in the Fast Food Industry: McDonald's and Starbucks (11:07) The AI Bubble: Microsoft's Higher AI Capex Spending (19:24) Struggles in the Online Dating Market: Match Group's Tinder (19:54) Stock…
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