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 ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us ...
Aug 21, 2024•1 hr 7 min
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 News Antitrust Litigation and the Potential Breakup of Google CEO Poaching: Starbucks and Chipotle Highest Stocks on the Watchlist Bumble's Stock Price Decline and Management Concerns Future Small Cap of the Week: Bumble The Concerns and Future of the Dating App Industry Exploring Perion Network as an Advertising Technology Company Neln...
Aug 18, 2024•1 hr 6 min
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 New Administration Foreign Direct Investment and Nearshoring in Mexico Investment Ideas: Airports and Grupo Rotoplas Margin Expansion and Pricing Pow...
Aug 14, 2024•55 min
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 Tickers discussed: CPNG, ABNB, PTLO, UBER, AMZN, AAPL ***************************************************** Subscribe to our YouTube channel: https://www....
Aug 11, 2024•1 hr 5 min
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 Segments (33:07) The Impact of the Super Mario Movie (34:07) Future Movies and Franchise Sales (35:33) Theme Parks as a Future Revenue Source (37:30)...
Aug 07, 2024•1 hr 1 min
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) Stocks That Dropped on Earnings: Dexcom, Universal Music Group, ASML, Caring, Lamb Weston, Burberry Group (26:13) The Market's Reaction to Earnings: Potent...
Aug 05, 2024•1 hr 7 min
On this episode of Chit Chat Stocks, Brett and Ryan each pick two stocks they are following closely this earnings season. Find out what price they would buy shares: (02:26) Netflix: Challenges, Resilience, and Growth Prospects (21:17) Alphabet: Strong Performance in Google Search, YouTube, and Google Cloud (38:06) American Express: Leading Credit Card Issuer and Payments Network (42:14) Spotify: Global Leader in Audio Streaming (46:46) Ranking the Stocks Tickers discussed: NFLX, GOOG, GOOGL, SPO...
Jul 31, 2024•1 hr 13 min
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) Earnings Reports and IT Outage (11:01) The Balanced Housing Market and the Appeal of Homebuilders (25:51) Small Cap Stock Pick: Haypp Group (31:47) Utilizing Yellow Brick for Investment Research (33:23) Haypp Group's Success and SEO Landscape (35:35) Analyzing Haypp Group and Philip Morris Financials (36:06) Identifying 'Fat Pitches' in Investing (52:0...
Jul 28, 2024•1 hr 4 min
On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss: (00:00) Introduction and Background (02:32) Misconceptions about REITs (04:29) Armada Investors: A Quantitative Approach (07:46) HAUS: Pure Play Exposure to Residential Real Estate (12:10) REAL: A Multi-Factor Approach to Real Estate Investing (15:27) The BREIT Controversy (30:53) The Issues with BREIT: Elevated NAV, Redemptions, and Fake Di...
Jul 24, 2024•52 min
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) Earnings Season Kickoff: Banks and Brokerages (06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors (09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps (18:06) Industry Leaders at 52-Week Lows: John Deere, McDonald's, Paycom, Nike, Winnebago, and Brown-Forman (33:00) Introduction and Discussion of Brokerage...
Jul 21, 2024•1 hr 6 min
On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis , host of the Canadian Investor Podcast and founder of Finchat.io. Braden's Twitter/X: https://x.com/BradoCapital Canadian Investor: https://thecanadianinvestorpodcast.com/ They discuss: Chapters (00:00) Introduction and Background (04:32) Braden's Investment Approach (07:31) The Concentration in Constellation Software (22:00) Understanding Brookfield Corporation (28:02) Exploring Braden's Stock Portfolio (32:20) Opportu...
Jul 17, 2024•58 min
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) Discussion on Exponential Fitness (11:15) Exploring Investment Strategies for Heroic Returns (20:11) Comparing S&P 500 Index Fund and High-Yield Savings Account (28:17) Assessing the Growth Potential of Portillo's (31:10) Insights into Ulta Beauty's Customer Experience (35:58) Introduction to Fitlife Brands (37:13) Turnaround and Acquisition Strate...
Jul 14, 2024•1 hr 4 min
{{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}} YouTube: https://www.youtube.com/@InvestingUnscripted/videos Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 This is an episode from the Investing Unscripted Podcast. Enjoy this special episode! ***************************************************************** Thousands of articles and dozens of books have been written about Warren Buffett, attempt...
Jul 13, 2024•57 min
On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss: (00:00) Introduction (02:21) O'Reilly Automotive: A Specialty Retailer (04:40) Customer Segments: DIY and Pros (07:56) The Power of O'Reilly's Supply Chain Advantage (11:08) Unit Economics and Sales Performance (22:03) Industry Trends: More Cars, Older Vehicles (25:58) The Risk of Electric Vehicles to O'Reilly (27:19) The Long-Term Threat of ...
Jul 10, 2024•56 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction and Agenda (02:57) Discussion on Nike's Underwhelming Quarter (15:51) Ryan's Small Cap Pick of the Week: Nobility Homes (33:18) Analysis of Sezzle (36:25) Introduction and Discussion of Small-Cap Stocks (38:05) Defining the Circle of Competence and Preferred Industries (40:20) Exploring the Challenges and Opportunities of Micro-Cap Stocks (...
Jul 07, 2024•1 hr 5 min
On this episode of Chit Chat Stocks, Brett gives a research report on Molson Coors (Ticker: TAP). We discuss: (00:00) Introduction and Inspiration to Look at Molson Coors (05:18) The Brands and Sales Drivers of Molson Coors (15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market (33:42) Management and Growth Strategy: Navigating the Changing Market (37:42) Improving the Financial Position (40:16) Capital Return Strategy (44:13) Valuation and Potential Forward Returns (49:13) Risks...
Jul 03, 2024•1 hr 2 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:35) Volkswagen's Investment in Rivian (09:08) The Importance of Customer Support (16:57) Ferrari's Subscription Service (30:09) Considerations for Investing in Dynamic Markets (36:27) Introduction to Hammond Manufacturing Company Limited (41:28) Exploring Hammond's Financial Growth and Valuation (47:19) Discussion on Insider Trading and Frustrating Manageme...
Jun 30, 2024•1 hr 6 min
On this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss: (00:00) Introduction to the Nomad Investment Partnership and Nick Sleep (07:21) The Importance of Diversification in Investing (15:23) Exploring the Power of Scale Economies Shared (33:50) Evaluating Business Robustness with the Robustness Ratio (34:20) Analyzing Price-to-Value Ratio (36:55) Understanding the Robus...
Jun 26, 2024•1 hr 6 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:06) Nvidia's Rise and High Profit Margins (11:41) The Concentration of Overvaluation in the Market (26:50) The Need for New Management at Autodesk (31:39) Share Cannibals and Underperforming Companies (32:51) Successful Share Cannibals (36:07) The Importance of Non-Sexy Industries and Good Management (48:49) Rave Restaurant Group: A Potential Turnaround Opp...
Jun 23, 2024•1 hr 5 min
On this episode of Chit Chat Stocks, we speak with IndraStocks on all things Cardlytics. We discuss: (02:30) The Rise and Fall of Cardlytics' Stock Price (07:06) Partnerships and the Importance of Scale (09:57) How Cardlytics Works: Providing Offers to Bank Customers (27:39) Financials and the Path to Profitability (28:03) Challenges of Building a Subscale Business (30:05) The Turnaround Story: Cutting Costs and Improving Profitability (32:42) The Potential of the American Express Partnership (3...
Jun 19, 2024•57 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts: YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQ Spotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq Apple Podcasts: https://podcasts.apple.com/us/podcast/the-jro-show/id1709504113 We discussed: (00:00) Introduction and Overview (03:13) The Role of Ego in Investin...
Jun 16, 2024•1 hr 6 min
On this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024. Check out 7investing: https://7investing.com/ (00:00) Intro (44:39) Elon Musk's Compensation and XAI Formation (53:14) Valuation and Future Prospects of Tesla ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https...
Jun 12, 2024•59 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction (03:41) Analyzing Lululemon's Earnings and Market Challenges (11:29) The Mystery of Roaring Kitty's Involvement in GameStop (24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva Systems (27:58) Evaluating MongoDB, Paycom, and Paylocity as Potential Investments (34:20) Analyzing Software Stocks (55:17) Glitch in Berkshire Hatha...
Jun 09, 2024•1 hr 6 min
SUBSCRIBE to Best Anchor Stocks: https://www.bestanchorstocks.com/ On this episode of Chit Chat Stocks, Brett and Ryan interview Leandro from Best Anchor Stocks on all things Deere & Co, the parent company of John Deere. They discuss: (00:00) Exploring John Deere's Business Segments and Market Position (04:49) The Role of Technology in Driving Growth for John Deere (11:10) Customer Relationships and International Presence (15:48) Historical Development and Industry Leadership (32:11) Managem...
Jun 05, 2024•59 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) The Return of the Nifty 50: Market Impact and Historical Parallels (07:30) Costco Valuation: High Prices and Long-Term Returns (30:00) Challenges in Financial Institutions: Share Repurchases and Market Dynamics (32:51) Insights into Kingsway Financial Services and Salesforce: Financial Performance and Market Dynamics (33:52) Navigating Investment Strat...
Jun 02, 2024•1 hr 5 min
On this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advantages, and potential risks of each company. They also discuss their concerns about management and the importance of trusting the management team. (03:4...
May 29, 2024•1 hr 11 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (03:14) Uncovering Corporate Malfeasance: The Red Lobster Bankruptcy (11:01) Retailers in Focus: Analyzing the Performance of Target and Lululemon (35:38) Target's Performance and Market Share (44:19) Dutch Bros vs. Starbucks: A Competitor Analysis (52:21) eDreams Subscription Service and Ryanair's Response (57:26) The Rabbit AI Scam and the Importance of Caut...
May 26, 2024•1 hr 7 min
On this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss: (04:41) Wise: The Fintech and Remittance Disruptor (06:37) The Low-Cost Provider for Transfers (12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account (16:22) The Wise Platform: Plugging into the Payments Network (37:01) Customer Growth and Revenue Growth (39:57) Gross Margins and Cost Structure (43:49) Management and Proxy (47:12) Share Structur...
May 22, 2024•1 hr 10 min
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction and Special Guest (02:30) Analyzing the Departure of Alex Rozek from Boston Omaha (06:34) Roaring Kitty and the Meme Stock Phenomenon (26:38) Defensive Investing: Evaluating Portfolio Allocations (32:05) Cautionary Signals in a Frothy Market (36:06) Updates in the AI Space: OpenAI and Google (43:53) Identifying Opportunities: Home Builders...
May 19, 2024•1 hr 6 min
On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss: - Portillo's founding and history - Why it went public and wants to expand nationally - Unit economics and return on invested capital - Is the stock cheap? - Do we trust management and gripes about private equity owners - Is Brett buying shares for his portfolio? ******************...
May 15, 2024•1 hr 8 min
