Chit Chat Stocks

Episodes

• Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM 29.05.2026 1h 5m

  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 1h 8m

  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 1h 5m

  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 58m

  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 1h 9m

  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
• (ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio 13.05.2026 1h 10m

  On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others. (03:59) Remitly (12:33) Adobe (17:59) Alphabet (22:39) Wise (29:38) Airbnb (35:23) Grupo Aeroportuario del Centro Norte (38:59) Wix (43:17) Amazon (47:21) Coupang (51:07) Autodesk (53:08) Taiwan Semiconductor (56:04) Corporacion America Airports (59:06) Adyen ***************************************************** 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 25% off any 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
• Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG 08.05.2026 1h 5m

  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 (03:10) Ryan Cohen and GameStop's Controversial Moves (06:03) Nano Nuclear Energy x Super Micro Computer (09:21) Remitly's Strong Earnings Report (12:19) Coupang's Mixed Performance (16:12) Uber's Earnings and Market Position (22:01) Grab's Resilience Amid Regulatory Challenges (26:06) The Impact of SpaceX IPO on Market Dynamics (29:47) Pinterest's Aggressive Buyback Strategy (42:47) The State of Online Dating Apps (45:41) Earnings Reports and Company Valuations (52:19) Cerebras and the Semiconductor Landscape (56:07) Palantir's Growth 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.  ********************************************************************* 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
• SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman 06.05.2026 50m

  On this episode of Chit Chat Stocks, we bring on guest Lou Whiteman from the Motley Fool to discuss the future of the space and defense sectors. We discuss: (00:00) Introduction (03:27) Market Dynamics (06:42) Government Spending (09:47) Understanding SpaceX's Business Model (12:43) Valuation Challenges and Market Comparisons (15:37) The Future of Starlink and Competition (25:09) Investing in Space: The Elon Musk Factor (28:25) Rocket Lab: The One-Stop Shop for Space (33:58) Navigating the Defense and Space Sectors (40:54) Emerging Opportunities in Space Defense Tech (43:26) Understanding the Long-Term Dynamics of Defense Stocks ***************************************************** 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
• AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL 01.05.2026 1h 4m

  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 (02:24) Alphabet's Impressive Performance (09:31) Apple's Revenue Growth and Challenges (15:00) Amazon's Strong Results and Market Position (21:35) Depreciation Trends in Big Tech (24:36) Reddit's Revival and Monetization Potential (29:48) Starbucks' Recovery and Market Strategies (32:55) Earnings Insights: Visa and American Express Growth (36:57) Real Brokerage and Remax Merger Analysis (42:18) Defense Budget and Autonomous Warfare Investments (46:02) Market Reactions to Earnings Reports (57:41) Consumer Trends: Fast Food vs. Grocery Performance (01:01:45) Future Watchlist: Companies to Keep an Eye On ***************************************************** 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
• Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?) 29.04.2026 53m

  On this episode of Chit Chat Stocks, Brett and Ryan go through another "superinvestor" by studying Howard Marks and his approach to the debt investing markets. We discuss: (00:00) Introduction (10:12) Understanding investing philosophy (15:24) Case Studies: The Great Financial Crisis and Inter Milan Investment (30:13) Navigating the COVID-19 Panic: Airline Investments (36:25) The TORM Case Study: A Debt-to-Equity Success (41:59) Key Takeaways from Howard Marks' Investment Philosophy (46:21) AI and Private Credit: Future 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
• Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger? 24.04.2026 1h 6m

  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 (01:15) Tim Cook's Legacy at Apple (08:20) ServiceNow's Earnings and AI Focus (11:28) Software Sector and Valuation Concerns (13:29) CEO Changes and Market Implications (18:41) Intel's Earnings and Semiconductor Outlook (24:09) Philip Morris and Tobacco Market Trends (30:53) Regulatory Risks in Nicotine and Tobacco (38:26) American Express: Stability and Pricing Power (44:24) Tesla Earnings and Narrative Control (53:13) Market Speculation: Tesla and SpaceX Merger (57:52) Small Cap of the Week: Zeta Global (01:00:50) Enterprise Software and AI Risks (01:02:31) Avis Meme Stock ***************************************************** 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
• Is Wix Stock Too Cheap To Ignore? (Ticker: WIX) 22.04.2026 1h 3m

  On this episode of Chit Chat Stocks, we speak with new guest M.V. Cunha, going over a full breakdown of Wix stock. We discuss: (00:00) Introduction (08:14) Understanding why Wix is down (17:36) Financial Engineering Moves (18:56) Q4 Results and Business Performance (24:05) AI Disruption Risks (31:13) The Rise of Base 44 (40:58) Wix's Resilience Against AI Disruption (48:24) Valuation Insights and Market Perception of Wix Manuel's substack: https://mvcinvesting.substack.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.  ********************************************************************* 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
• Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity 17.04.2026 1h 8m

  We officially announce our transition to building an AI Neo Cloud. (00:00) Introduction (03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon (06:10) Taiwan Semiconductor and ASML Earnings (12:07) Hermes (18:20) Coupang's AI Investments (24:49) PayPal's Market Position (30:58) Stock-Based Compensation and Its Impact on Software Companies (37:40) Netflix Earnings and Strategic Shifts (43:14) Consulting Industry Insights and Trends (49:13) Amazon's Satellite Acquisition and Market Implications (55:45) OpenAI Losing Market Share ***************************************************** 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
• Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications 15.04.2026 56m

  On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium of Asymmetric Investing about how peptides could impact the future of healthcare and what that means for the opportunity in Hims & Hers stock. We discuss: (00:00) Introduction (01:56) Understanding Peptides (09:02) The Economic Impact of Peptides (11:19) Pharmaceutical Companies and Peptide Development (13:40) The Future of Personalized Medicine (16:59) Regulatory Landscape and Government Influence (22:16) Industries Affected by the Peptide Boom (26:59) The Incentive Structure of Healthcare (30:22) Disruption in the Healthcare Industry (32:19) The Hims and Hers Saga (38:24) Management and Future Opportunities (50:47) Asymmetric Investing Asymmetric Investing: https://www.youtube.com/@asymmetricinvesting ***************************************************** 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
• Amazon’s Annual Letter Insights; New Insider Buys; Claude’s Record Setting ARR Growth 10.04.2026 1h 8m

  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 to Financial Markets and AI News (03:17) Claude's Revenue Surge and AI Impact (06:03) Amazon's Cloud Business and AI Developments (09:10) Consulting Industry Challenges in the Age of AI (12:25) Investment Insights and Market Trends (15:16) Exploring Underperforming Stocks and Market Dynamics (33:25) Understanding Market Dynamics and Pricing Strategies (38:37) Meta's Capital Allocation and Market Positioning (45:58) Delta Airlines: A Barometer for Consumer Spending (49:09) Rocket Lab's Financial Strategies and Market Position (51:57) Exploring Smart Fit: The Planet Fitness of Latin America (59:17) Rebuilding Portfolios and Investment Strategies (01:01:00) OpenAI's Business Model and Revenue Concerns ***************************************************** 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
• Rebuilding Our Portfolios From Scratch (Stocks We'd Buy Today) 08.04.2026 1h 14m

  On this episode of Chit Chat Stocks, Ryan and Brett look at a fun listener question: What would you own if you had to start over your portfolio with stocks you've never owned before? We discuss: (00:00) Introduction (02:48) Rebuilding Portfolios: The Challenge (06:52) Wix (13:37) Amazon (19:48) Uber (32:32) Nu Bank (39:38) Grupo Pacifico Airports (43:29) Grupo Sureste Airports (49:01) Grab (56:09) Leidos Corporation (58:30) American Express (01:04:58) Hagerty Try Portseido and analyze your portfolio performance: portseido.com/?fpr=ryan63 ***************************************************** 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
• Private Credit Drawdown; Ackman's Latest Antics; Nike's Outlook; Tesla's Delivery Woes $NKE $TSLA 03.04.2026 1h 4m

  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 (05:23) Exploring Alternative Asset Managers (15:26) Nike's Earnings (21:08) Bill Ackman's Controversial Strategies (39:06) Nicotine Pouches and Market Competition (40:59) Universal Music Group: Valuation and Future Prospects (44:03) Tesla's Production and Delivery Challenges (48:57) Asian Market Investments and ETF Strategies (52:00) SpaceX IPO and Market Implications (57:13) NASDAQ Changes and Retail Investor Impact ********************************** 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
• The Widest Moat Stock That No One Talks About 01.04.2026 1h 5m

  On this episode of Chit Chat Stocks, we dive into another Ryan Research episode, covering a stock with a wide moat and long runway to grow. We discuss: (00:00) Introduction (01:58) The Unique Advantages (16:05) Technological Superiority and Automation (25:38) Profitability and Business Strategy (30:25) Future Growth and Market Positioning (33:33) Competitive Advantages in Trading Platforms (41:02) Global Market Access and Its Value (46:27) Expansion Opportunities for Interactive Brokers (53:27) Understanding Valuation and Market Structure ***************************************************** Sign up for our stock research service, 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
• SpaceX's Imminent IPO; Meta's Lawsuit Implications; Opportunity In Luxury Stocks? 27.03.2026 1h 6m

  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 (03:06) Luxury Stocks: Analyzing the Drawdown (12:31) Fundrise Innovation Fund: A New Venture in Private Tech (30:16) Grab's Expansion into Taiwan: Strategic Acquisition (42:28) Autonomous Vehicles and Delivery Efficiency (50:07) Small Cap Spotlight: Loar Holdings (55:16) Meta's New Legal 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.  ********************************************************************* 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
• He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today 25.03.2026 1h 1m

  On this episode of Chit Chat Stocks, we speak with Rod Alzmann, an individual investor, about one of his latest stock purchases. We discuss: (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Rod's full analysis: https://rodalzmann.substack.com/ ***************************************************** Sign up for our stock research service, 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