A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
In this episode of the Chit Chat Stocks podcast, co-hosts Brett Schafer and Ryan Henderson review their 2025 portfolio performances, discussing their biggest winners, losers, and investment decisions. Ryan's portfolio outperformed the S&P 500, driven by Google and Coupang, while Remitly was a detractor. Brett's portfol...
In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schaefer discuss Nike's disappointing earnings and decade-long negative returns, questioning the role of brand as a competitive moat. They delve into their microcap investment in Harbor Diversified (HRBR), analyzing its liquidation situation and future prosp...
In this episode of the Chit Chat Stocks podcast, Brett Schaefer and Ryan Henderson delve into a comprehensive analysis of Monday.com (MNDY), a B2B SaaS company. Ryan introduces the company with key growth stats, highlighting its increasing customer base and revenue. The discussion covers Monday.com's history, business ...
In this episode of Chit Chat Stocks, Ryan and Brett discuss a range of topics in financial markets, starting with Netflix's bid to acquire Warner Bros and the counter-offer from Paramount, including the potential implications and valuations. They also explore the departure of a Buffett lieutenant from Berkshire Hathawa...
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 ...
In this episode of Chit Chat Stocks, Brett Schaefer and Ryan Henderson delve into the investment strategies of Chris Hohn, the founder of TCI Investments. They explore Hohn's background, highlighting his focus on philanthropy from the start and his unique investment philosophy centered around identifying high-quality b...
In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schaefer discuss Michael Burry's short position on Nvidia and Nvidia's response, which leads to a broader conversation about AI infrastructure spending and the useful life of GPUs. They also analyze Alphabet's recent performance, close out their "psychologic...
In this episode of Chit Chat Stocks, hosts Ryan Henderson and Brett Schaefer discuss their top five international stocks for 2026. They clarify that "international" refers to companies primarily doing business outside the U.S., and "2026" indicates stocks at the top of their buy list heading into that year. The stocks ...
In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schaefer discuss Nvidia's earnings, Adobe's acquisition of Semrush, and the potential AI bubble. They analyze the divergence between AI winners and losers in the software industry, highlighting companies like Adobe, Salesforce, and Monday.com. Brett shares i...
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