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) Aber...
Jun 27, 2025•1 hr 4 min
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 INSIDER...
Jun 25, 2025•1 hr 2 min
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...
Jun 20, 2025•1 hr 3 min
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...
Jun 18, 2025•1 hr 3 min
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 F...
Jun 13, 2025•1 hr 3 min
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 ...
Jun 11, 2025•1 hr 4 min
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 E...
Jun 06, 2025•1 hr 1 min
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 dis...
Jun 04, 2025•1 hr 4 min
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...
May 30, 2025•1 hr 5 min
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) Tokeniza...
May 28, 2025•55 min
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) Core...
May 23, 2025•1 hr 4 min
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 (51:1...
May 21, 2025•1 hr
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 an...
May 16, 2025•1 hr 4 min
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 Ins...
May 14, 2025•53 min
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 Perfo...
May 09, 2025•1 hr 6 min
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 **************************************...
May 07, 2025•1 hr 2 min
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...
May 02, 2025•1 hr 4 min
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...
Apr 30, 2025•56 min
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: ...
Apr 24, 2025•1 hr 5 min
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) I...
Apr 23, 2025•1 hr 3 min
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 (...
Apr 18, 2025•1 hr 2 min
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: Ti...
Apr 16, 2025•58 min
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-Speci...
Apr 10, 2025•1 hr 4 min
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 an...
Apr 09, 2025•56 min
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 ...
Apr 06, 2025•1 hr 4 min
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 ADVIS...
Apr 02, 2025•50 min
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: (03:13) IPO Market Insights (06:19) Collateralized Burrito Obligations Explained (09:24) Klarna's Financials and Business Model (12:34) eToro's Public Offering and Business Model (15:26) Nike's Struggles in the Market (18:14) Brand Power in the Digital Age (33:49) Skechers and Apparel Market Insights (37:43) Boeing's Surprising NJAD Contract Win (44:32...
Mar 30, 2025•1 hr 5 min
On this episode of Chit Chat Stocks, Brett gives a research report on Nu Holdings (ticker: NU) . We discuss: (04:08) The Founding Story of Nu Holdings (07:31) Personal Anecdotes and User Experience in Banking (11:53) Management Team and Leadership Insights (18:44) Business Model Overview of Nu Holdings (31:12) Geographic Opportunities: Brazil and Mexico (38:39) Nu Holdings' Growth Strategy in Mexico (42:44) Competitive Landscape and Market Dynamics (53:19) Navigating the Credit Cycle and Economi...
Mar 26, 2025•1 hr 10 min
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: (04:16) Google's Major Acquisition of Wiz (20:19) Stocks at Their Lowest Valuations (30:38) Evaluating Hyperscalers: Amazon, Google, Meta, Microsoft (33:11( The Wild Card of Nvidia (34:14) Exploring Small Cap Investments (35:11) Diving into Herc Holdings (45:27) Michael Saylor's Controversial Speech (52:19) The Future of Crypto Trading (56:02) CoreWeav...
Mar 23, 2025•1 hr 5 min
On this episode of Chit Chat Stocks, we talk with Brian Stoffel from Stock Investing Mentor on all things MercadoLibre (ticker: MELI). We discuss: (04:22) The Evolution of Mercado Libre's Business Model (07:21) Competitive Landscape: Mercado Libre vs. Amazon (10:34) E-commerce Penetration in Latin America (13:22) The Role of Mercado Pago in E-commerce (16:33) Challenges and Opportunities in Latin America (19:48) Mercado Libre's FinTech Advantage (22:29) Understanding Mercado Libre's Credit Portf...
Mar 19, 2025•52 min
