Chit Chat Stocks

Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap

Stock Exchanges: The Best Businesses In The World? (4 Case Studies)

Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves

Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)

The podcast explores Nintendo's business strategies amidst the launch of the Switch 2, featuring Leandro from Best Anchor Stocks. The discussion centers on why Nintendo's stock declined despite a successful Switch 2 launch, attributing it to memory chip costs, margin concerns, and software lineup perceptions. Leandro a...

AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH

Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment)

Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM

Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?

The co-hosted podcast "Chit Chat Stocks" analyzes recent market trends and specific company performances. The hosts discuss Monday.com's disappointing earnings, highlighting concerns about contracting margins and rising customer acquisition costs, while debating whether it represents a value trap. They examine Alphabet...

Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)

Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG

Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)

The discussion centers on Sezzle, a Buy Now Pay Later (BNPL) company, and its unique approach to consumer credit. Marc from Manu Invests explains Sezzle's consumer-sided model, distinguishing it from merchant-sided BNPL providers like Affirm and Klarna. A key differentiator is Sezzle Anywhere, a subscription service al...

Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME

Bill Miller: Riding Amazon, Bitcoin, and Dell Computer To Investing Greatness

The Chit Chat Stocks podcast analyzes Bill Miller's investment strategies through case studies, including Dell Computer, the Great Financial Crisis, Amazon, and Bitcoin. Miller's early success with Dell was attributed to recognizing its negative working capital cycle and comparing it to Walmart. His misreading of the G...

SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play

The Chit Chat Stocks podcast explores investable political news, earnings season updates, and specific company analyses. The hosts discuss a potential U.S. acquisition of Greenland from Denmark, questioning whether it's an investable event and considering Danish stocks like Carlsberg as beneficiaries. They analyze Wise...

Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)

Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge; Catching Software Stock Falling Knives

A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom

The Chit Chat Stocks podcast explores investment opportunities within the defense sector, driven by rising global defense budgets. The hosts consider a potential $500 billion budget increase in the U.S., alongside significant spending from allies, creating a possible $2 trillion global defense market. They highlight th...

A Venezuelan Shakeup; Top S&P 500 Winners And Losers From 2025; The Return Of Small cap Of The Week

The hosts analyze potential investment opportunities amidst evolving geopolitical and economic landscapes. They examine the implications of Venezuela's reopening for Latin American economies, specifically focusing on MercadoLibre and the oil market, while also weighing the impact of government subsidies on Oscar Health...

An Investment Manager Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story (Ticker: $TPB)

The podcast explores Turning Point Brands (TPB), a nicotine and tobacco company, focusing on its potential growth driven by nicotine pouches. Fabio from Capital Mindset, a returning guest, argues that TPB presents a unique opportunity to invest in the expanding nicotine pouch market, highlighting the addictiveness, hig...