Chit Chat Stocks

6 Hidden AI Winners 22.07.2026 54min

On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today. ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN 17.07.2026 1t 4min

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 (01:55) ASML's Earnings (04:53) Adyen's Annual Report and Shareholder Questions (10:58) OpenAI's Legal Challenges and Hardware Developments (15:03) Bank earnings (24:56) Stripe, PayPal, and Payment Industry Dynamics (29:55) Tech Leadership on social media (35:05) Crypto, NFTs, and Regulatory Environment (40:01) Home Buying Trends and Market Reflections (49:58) Interest Rates, Inflation, and Demographics (55:01) Share issuance issue ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS 15.07.2026 1t 12min

On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss: (00:00) Introduction (04:04) What Is a Semiconductor? Basic Explanation and Analogy (15:11) History (19:54) Industry Cycles, Leading Companies, and Market Dynamics (30:09) Case Study: ASML and EUV Lithography Machines (38:03) Case Study: Taiwan Semiconductor (TSMC) and Advanced Nodes (53:00) Cadence Design Systems and Semiconductor Software (01:08:13) Listener Questions ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI 10.07.2026 1t 4min

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 (01:02) Terry Smith's letter (24:16) Microsoft's layoffs at Xbox (40:21) Samsung earnings and industry outlook (44:27) AI lab profitability metrics and bubble watch (46:24) Blue Origin's valuation (48:32) Satellite industry and capital cycle considerations (54:58) Listener questions (01:00:10) Coca-Cola's bottling vs. beverage company performance ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT) 08.07.2026 1t

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss: (00:00) Introduction (05:52) Understanding Copart's Business Model (14:32) Competition in the Vehicle Remarketing Industry (29:36) Understanding Market Dynamics and Natural Disasters (31:44) International Expansion (33:28) Management Changes (39:04) Market Share Challenges (45:05) Valuation (50:23) Investment Decision ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB 03.07.2026 1t 2min

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 (01:30) Meta's Cloud Business Announcement (16:46) Investing in Automotive: The Case of Renault (21:17) Nike's Struggles in the Market (28:17) Rocket Lab's Acquisition and the Space Economy (39:55) The Semiconductor Sector: Opportunities and Risks (47:56) Restaurant Investments: Jersey Mike's (51:08) Small Cap Insights and Market Trends (54:03) Humorous Stock Market Insights and Misconceptions ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More) 01.07.2026 1t 7min

On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss: (00:00) Introduction (01:21) Accenture (10:43) Netflix (16:19) Nike (22:37) Stock 4 (28:14) Stock 5 (34:42) Stock 6 (42:21) Stock 7 (47:52) Stock 8 (53:16) Stock 9 (58:23) Stock 10 (01:02:44) Rapid Fire Picks ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR 26.06.2026 1t 3min

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) Micron Madness: Earnings and Expectations (10:02) The AI Chip War: OpenAI's Custom Chip Announcement (17:32) Meta's New Ventures: Prediction Markets and Glasses (31:49) Meta's Capital Allocation and Market Comparisons (32:08) Lime's IPO and Business Model Insights (36:38) MicroStrategy's Bitcoin Strategy and Market Impact (42:03) The Future of MicroStrategy and Bitcoin's Viability (45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies (52:41) Researching Industries and Competitors (56:11) Wise's Business Performance and Market Positioning ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market 24.06.2026 52min

On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss: (00:00) Introduction (02:57) Rupert's Background and the SpaceX IPO (06:04) Understanding the Lockup Period for SpaceX (09:04) Market Dynamics and Capital Raising Trends (11:52) The Impact of Indices on Market Valuations (15:03) Hyperscalers and Their Capital Raising Strategies (17:51) The Future of AI IPOs and Market Sentiment (34:40) The Role of AI in Market Valuations (38:17) Understanding Addressable Market in IPOs (46:34) Navigating Bull Markets and Historical Context (50:17) Retail Investors and the IPO Process Blind Squirrel Macro: https://www.blindsquirrelmacro.com/p/its-line-in-the-sand-time-dario?r=9ef2u&utm_campaign=post&utm_medium=web&triedRedirect=true ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks 19.06.2026 1t 4min

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 (01:17) Roku's Acquisition by Fox Corporation (10:09) TripAdvisor's Sale of The Fork to American Express (20:55) Exploring the Denmark Index and Investment Opportunities (34:19) Accenture's Dividend Yield and Cash Flow Stability (35:49) Fiserv Executive Departures and Investor Concerns (41:17) Small Cap of the Week: Spectra Systems (47:09) Legacy Education: A Healthcare Roll-Up Opportunity (51:00) Salesforce's Acquisition of Fin (56:14) Snap's New AR Glasses: A Critical Look (01:01:10) Autodesk: Evaluating Investment Potential ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO) 17.06.2026 1t 2min

On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss: (00:00) Introduction (03:43) Understanding business model (09:38) Competitive Landscape (12:35) Unique Country Focus (15:58) Growth Drivers: Total Payment Volume and Customer Acquisition (18:53) Addressing the Muddy Waters Short Report (33:00) Valuation (39:46) Risks and Challenges in Investment (45:10) Growth potential (56:40) Final Thoughts and Resources James's Substack: https://rockandturner.substack.com/ James's book: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1 ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX 12.06.2026 1t 5min

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 (01:47) Fintech Sell-Off: Analyzing Market Trends (13:05) Apple Worldwide Developer Conference: Key Takeaways (22:42) Wix Restructuring: Implications for Investors (29:48) Nintendo Direct: Anticipation and Concerns (35:37) High-Quality Companies Trading Below 15 Times Earnings (39:47) Listener Questions and Investment Strategies (45:05) Contrarian Investment Ideas (47:52) SpaceX and OpenAI IPO Predictions (51:59) Market Bubble Watch and Predictions (56:43) World Cup Betting 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?) 10.06.2026 1t 5min

On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss: (00:00) Introduction (02:48) Chuck Akre's Unconventional Journey to Investing (06:36) Akre Capital Management's Performance and Transition (10:57) The Three-Legged Stool Investment Philosophy (16:50) Case Studies: American Tower and Private Equity Investments (35:03) Trimming Positions and Opportunity Costs (36:46) Case Study: O'Reilly Automotive's Reinvestment Moat (42:45) Constellation Software: A Long-Term Holding (51:16) Akre's Portfolio Performance and the SaaS Pivot (57:59) Lessons from Akre Capital Management ***************************************************** Subscribe to our newsletter, 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. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX 05.06.2026 1t 6min

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 (03:22) Google's $85 Billion Equity Raise (09:11) Comparing Meta and Google: Future Prospects (12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison (15:11) Trouble in FinTech Paradise: MasterCard and Visa (18:58) Celsius Stock (21:43) Wise Group and Regulatory Investigations (36:55) The Impact of AI on Financial Data Companies (40:25) Evaluating Ratings Agencies and Their Future (42:29) Concerns Over Index Fund Integrity (44:39) SpaceX's AI Revenue Projections and Market Reactions (47:29) Analyzing BlackRock Coffee Bar's Market Position (51:05) Lululemon's Growth Challenges and Market Dynamics (54:59) Victoria's Secret's Brand Revival vs. Lululemon's Struggles (58:55) Diageo's Turnaround Potential in a Tough Market ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson 03.06.2026 57min

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss: (00:00) Introduction (03:44) The AI Narrative and Duolingo's Position (06:38) Understanding Duolingo's Business Model (09:42) Growth and User Engagement Strategies (12:45) Challenges and Market Dynamics (15:54) Valuation and Financial Performance (18:53) Management and Future Outlook (29:43) Rocket Lab (36:49) Strategic Acquisitions and Growth Plans (40:37) Financial Strategies and Market Positioning (45:46) Valuation Insights and Market Expectations (50:17) Comparing Rocket Lab and SpaceX 7investing: ⁠https://7investing.com/⁠ ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM 29.05.2026 1t 5min

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 (01:17) Salesforce Earnings and Buyback Program (09:06) State of the Korean Markets (12:22) Verra Mobility's Earnings and Market Reaction (17:57) Discussion on DRAM ETF and Memory Stocks (26:56) Ferrari's First Electric Car Launch (37:02) Anthropic's Unprecedented Growth (42:53) Costco's Consistent Performance (46:48) Celsius and the Competitive Energy Drink Market (50:40) Mitek Systems and Autodesk Earnings (55:28) NBA Players Entering the Tech Space (01:00:55) OpenAI's Financial Challenges ***************************************************** 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. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More) 27.05.2026 1t 8min

On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capital (27:13) Druckenmiller (41:05) Pat Dorsey (54:40) Value Act (01:03:27) Research Ideas and Final Takeaways ***************************************************** Subscribe to our newsletter, 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. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB 22.05.2026 1t 5min

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 (02:59) Financial Overview of SpaceX (06:12) Revenue Streams and Business Segments (09:16) Elon Musk's Compensation Package (12:03) Starlink's Growth and Profitability (18:15) Concerns and Red Flags in Financials (22:04) Market Valuation and Investor Sentiment (24:58) Related Party Transactions and Governance (27:51) Final Thoughts and Predictions (38:01) Navigating Musk's Business Moves (40:00) Insights from Constellation Software's Shareholder Meeting (44:53) Wix's Earnings and Market Reactions (49:11) Airbnb's Growth and Booking Trends (50:56) Intuit's Market Challenges and Stock Performance (54:51) Nvidia's Impressive Growth and Valuation Dilemma (57:57) New Bank's Performance and Market Position ***************************************************** 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. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI) 20.05.2026 58min

On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss: (00:00) Introduction (03:15) The Importance of Indexes and Benchmarking (06:12) Challenges in Building and Maintaining Indexes (09:25) Revenue Generation and Business Model of MSCI (12:19) The Role of AI in Index Management (15:22) Future Growth and Market Trends for MSCI (31:33) The Role of MSCI in the ETF Market (33:43) Growth Potential and Market Trends (35:01) Competitive Advantages of MSCI (40:44) Comparing Moats: Stock Exchanges vs. Index Providers (45:50) Valuation Insights and Future Projections (51:52) Investment Decisions and Market Considerations ***************************************************** Subscribe to our newsletter, 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. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dissecting 10 Small Cap Stocks (DUOL, BILL, And?) 15.05.2026 1t 9min

No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format. ***************************************************** Subscribe to our newsletter, 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. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices