
In this episode of Chit Chat Stocks, hosts Ryan Henderson and Brett Schafer discuss various topics in the financial markets. They begin with Brett's anecdotal experiences in Argentina, followed by a game where they draft portfolios of high-growth, wide-moat companies at a hypothetical valuation. They analyze companies like Interactive Brokers, Airbnb, Coupang, Adyen, and Taiwan Semiconductor. The hosts then delve into the recent issues surrounding Rick's Cabaret, Michael Burry's insights on stock-based compensation, and consumer spending trends from Black Friday and Cyber Monday. The episode concludes with a discussion on Meta's potential budget cuts for its Metaverse division and a teaser for Ryan's upcoming research report.
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