Chit Chat Stocks

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

(01:08) - Amazon earnings breakdown.

(05:10) - Potential recession indicators.

(13:40) - Alphabet (Google) earnings.

(26:20) - Brazilian election market reaction.

(32:27) - Crocs earnings and buybacks.

(37:07) - Apple's new touchscreen device.

(37:51) - DoorDash acquiring Instacart.

(43:37) - Adyen earnings and acquisitions.

(51:14) - Brokerage margin loan concerns.

(55:19) - SoFi's strong quarter.

(57:05) - Small Cap: Zotefoams PLC.

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Email us with any questions: chitchatmoneypodcast@gmail.com

Subscribe to our newsletter and join our FREE chat community: http://emergingmoats.com

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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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we break down the Anthropic S-1 released today. This will serve as the Wednesday episode for this week! We discuss:

(00:00) - Introduction (03:09) - Breakdown of Anthropic's consumption-based versus subscription-based revenue model. (11:28) - Analysis of compute costs and required spending commitments with major cloud providers. (16:44) - Review of Anthropic's balance sheet and clarification on cash burn rumors. (19:05) - Highlights of staggering S1 statistics, including an approximate 900% net revenue retention rate. (25:04) - Discussion on the company's $6.6 million revenue per employee and expanding margins. (28:37) - Deep dive into financial statements, convertible notes charges, and operating profitability. (34:45) - Concerns regarding corporate governance, five classes of stock, and the Public Benefit Corporation structure. (41:15) - Debate on whether Anthropic has a durable competitive moat or just a temporary technological lead. (49:23) - Identification of key risks, particularly the heavy reliance on cloud competitors for infrastructure. (52:32) - Final verdicts on whether they would buy the stock and expectations for the IPO valuation. (58:08) - Breakdown of the ultimate winners and losers from the S1 release, including Amazon and NVIDIA.

*****************************************************

Subscribe to our newsletter and join our interactive chat community: http://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 https://megaphone.fm/adchoices

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 (02:54) - Meta's earnings, Reality Labs losses, and AI capital expenditures (12:04) - Semiconductor stocks selloff, TSMC, and the AI buildout (21:48) - Rollins' slowing organic growth and AI search headwinds (25:01) - SpaceX earnings, Starlink subscriber growth, and AI infrastructure (35:38) - Speculation on a SpaceX and Tesla merger (36:40) - Netflix earnings, watch hour stagnation, and content strategy (44:41) - Trivia game: The cheapest forward-earnings stocks in the S&P 500 (47:38) - Hermès earnings, price resilience, and regional sales performance (53:00) - Wise metrics, take rates, and multiple compression (57:51) - CoreWeave's debt profile and the neo-cloud market

*****************************************************

Email us with any questions: chitchatmoneypodcast@gmail.com

Subscribe to our newsletter and join our FREE chat community: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett and Ryan discuss the life and investing journey of Ben Graham, who is considered the inventor of modern financial analysis and value investing. We discuss:

(00:00) - Introduction (02:48) - Ben Graham's early life, overcoming the Panic of 1907, and entering Wall Street. (10:33) - Breaking down Graham's famous "net-net" framework and margin of safety approach. (16:35) - The Graham-Newman Corporation's track record and teaching legendary investors at Columbia. (20:47) - Case Study 1: General Motors and the DuPont Stub risk-free investment. (30:02) - Case Study 2: Montgomery Ward as a deep-value net-net during the Great Depression. (36:10) - Case Study 3: GEICO and how a massive compounder drove the majority of his career returns. (40:56) - Case Study 4: Northern Pipeline and launching one of Wall Street's earliest proxy fights. (49:12) - Core lessons learned from Graham, The Intelligent Investor, and dealing with the psychology of "Mr. Market". (55:47) - Searching for modern "GEICO candidates" in the hosts' portfolios and episode wrap-up

*****************************************************

Subscribe to our newsletter and join our interactive chat community: http://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 https://megaphone.fm/adchoices

In this episode, Ryan Henderson and Jason Hall take a look at the 134 stocks in the S&P 500 currently in a 40% drawdown or worse. They also dive into the recent underperformance of homebuilders and wrap the episode with a game of rapid fire value play or value trap?

(00:00) Introduction

(02:24) Market Concentration in AI and Tech Giants

(04:46) Opportunities in Oracle and Legacy Tech

(07:36) Performance of Top Stocks and Sector Trends

(10:10) Valuations and Future Outlook for Home Builders

(15:12) Earnings Season Insights and Bank Security Issues

(22:04) Berkshire Hathaway's Private Equity Strategy

(26:37) Home Builders and Market Conditions

(33:13) Impact of Interest Rates on Housing Market

(40:32) Investment Positioning and Future Returns

(47:51) Discussion on Taiwan Semiconductor and Industry Outlook

(55:00) Value Play or Value Trap?

*****************************************************

Email us: ⁠chitchatmoneypodcast@gmail.com⁠

Subscribe to our newsletter and join our FREE chat community: ⁠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 https://megaphone.fm/adchoices

On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more.

(00:00) Introduction

(02:29) Initial impressions of Muse and consumer AI agents

(09:27) AI impact on the travel industry and online booking

(20:38) Risks to Google search and advertising revenue

(33:39) AI in online shopping and consumer behavior

(43:52) Insurance, banking, and financial services in the AI era

(58:46) The broader implications for legacy internet businesses

(01:08:36) Final thoughts on AI adoption and market risks

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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 https://megaphone.fm/adchoices

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
•
• (01:42) - Hermes stock drop and the luxury market
•
• (07:19) - Tech versus defensives valuation chart discussion
•
• (18:36) - Brazilian elections and Latin American stocks (Mercado Libre, Inter, Nubank)
• (25:09) - Uber's $2.3 billion acquisition of Easy Cater

•
• (32:41) - Small Cap of the Week: EVI Industries
•
• (35:59) - Schneider Electric's acquisition of PTC
•
• (39:46) - Trump accounts and gifting individual stocks to children
•
• (43:17) - Warren Buffett's YouTube viewing habits
•
• (46:06) - Constellation Brands earnings and beer shipment volumes
•
• (49:39) - Oura Ring shelving its IPO
•
• (54:43) - Small Cap of the Week: Mama's Creations

*****************************************************

Email us: chitchatmoneypodcast@gmail.com

Subscribe to our newsletter and join our FREE chat community: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Ryan dives into another research episode covering the stock Rollins (NYSE: ROL). We discuss:

(00:00) Introduction

(04:50) History of Rollins and its founder, Otto Orkin

(11:07) The evolution of Rollins' business model and growth strategy

(14:48) Industry overview: size, competition, and customer demand

(20:03) Resilience of the pest control industry through economic cycles

(24:55) Details of Rollins' acquisition approach and portfolio management

(30:06) Financials: margins, costs, and operational efficiency

(37:04) Valuation analysis and why the stock has fallen

(45:01) Risks and opportunities: AI, digital marketing, and market dynamics

(54:59) Conclusion: Is Rollins a good investment today?

*****************************************************

Subscribe to our newsletter and join our interactive chat community: http://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 https://megaphone.fm/adchoices

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

(01:06) Meta Poaches MongoDB CEO Ahead of Investor Day

(04:18) Nike Earnings & Strategy Review

(12:54) AI Agent Landscape & Funding Round Updates

(17:47) Muse, Agent Commerce, & Online Platform Moats

(29:06) "Compounders" Trading at Multi-Year Valuation Lows

(39:09) FICO's 72% Drawdown & Mortgage Scoring Overhaul

(51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield

(53:40) AI Bubble Watch: Burry's Puts & GPU Leverage

(58:19) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen

*****************************************************

Email us with any questions: chitchatmoneypodcast@gmail.com

Subscribe to our newsletter and join our FREE chat community: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett speaks with Jim Gillies from Motley Fool Canada on how to invest in hidden gems in 2026. We discuss:

(00:00) - Introduction

(00:58) - Reviewing Nelnet: Operations, the Huddle stake, and its Berkshire-esque qualities

(06:04) - Investing philosophy: Absolute vs. relative returns and Peter Lynch's portfolio accuracy principle

(10:48) - The impact of gold mining stocks on the TSX index performance

(14:47) - Analyzing Nelnet's dividend growth, cash-flowing assets, and conservative lending

(18:23) - Reviewing RCI Hospitality: Examining a portfolio loser and navigating corporate fraud

(24:27) - Reviewing International Petroleum: The Lundin family, share buybacks, and the Blackrod project

(34:39) - Portfolio strategy: How to manage massive winners and establish allocation limits

(40:02) - Checking in on winners: Re-evaluating Shopify's valuation and growth story

(45:27) - Reviewing Winmark: Franchise cash flows and capital allocation through special dividends

(51:10) - Reviewing TFS Financial: Boring mortgage lending and buying during bank panics

(57:10) - Jim's current watchlist: Auxly Cannabis Group (XLY), accelerating free cash flow

(01:02:31) - A bizarre microcap: Vitreous Glass (VCI), the "management avarice" thesis, and beating the S&P 500

(01:11:03) - Closing words, Dumbledore quotes, and where to follow Jim's work

Hidden Gems Canada: https://www.fool.ca/premium/

*****************************************************

Subscribe to our newsletter and join our interactive chat community, Emerging Moats: http://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 https://megaphone.fm/adchoices

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

(02:02) - Zeta Global (ZETA) Business Overview

(07:00) - Meta Muse and Consumer AI Agents

(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators

(13:32) - Google and Apple's Position in the AI Agent Space

(17:05) - Meta's Potential Take-Rate Monetization Model

(20:50) - Amazon's Resistance to AI Commerce Interfaces

(24:22) - The Threat of AI Agents to Uber Eats Advertising

(33:54) - Small Cap of the Week: CI&T (CINT)

(41:10) - Costco (COST) Growth and Valuation Multiples

(45:29) - Cava (CAVA) and the Danger of Restaurant Stocks

(51:46) - Adobe (ADBE) Sell Decision and Executive Turnover

(56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone"

(58:00) - AppLovin (APP) Shift and Episode Outro

Aria's YouTube: https://www.youtube.com/@QualityInvest5

*****************************************************

Subscribe to our newsletter and join our FREE chat community: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss:

00:00 Introduction

02:11 How AI advancements threaten traditional software companies

04:02 In-house AI development and enterprise software risks

07:05 The outer harness and AI interface evolution in enterprises

11:47 Risks of AI model commodification and competitive dynamics

20:09 Impact of AI on marketplace and ad tech businesses

30:06 Future of Google, Apple, and Microsoft in AI era

40:00 Most at-risk software subsectors and niche markets

49:53 Beneficiaries and winners in the AI-driven software landscape

Speedwell's report: https://speedwellresearch.com/companies/

*****************************************************

Subscribe to our newsletter, Emerging Moats: http://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 https://megaphone.fm/adchoices

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

(02:23) NuBank's US Market Entry

(21:38) Stocks Trading Near Historic Lows

(23:12) Valuations of Consumer and Retail Stocks

(34:34) Interest Rate Outlook and Bond Market

(41:02) AI Regulation and Industry Slowdown

(50:12) Small Cap of the Week Performances

(52:38) Listener Questions

(01:00:02) Luxury Brands and Market Valuations

*****************************************************

Subscribe to our newsletter and join our FREE chat community: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:

(00:00) Introduction (03:51) The Brazilian Lending Market (07:06) Inter's Growth & NuBank Comparison (10:08) The Brazilian Credit Market (14:42) Impact of the Brazilian Election (17:56) Inter's Credit Portfolio (20:40) Inter's Valuation & Earnings Multiple

(28:10) Local Currency Government Bonds in Brazil and Mexico (31:40) Pair Trade: Long Airports vs. Short Airlines (36:00) Mercado Libre (MELI) & the Lending Environment (40:50) Argentina's Upcoming Election & Economic Outlook (44:29) Colombia's Election Shift & Investment Opportunities (49:59) Colombian Airport Operator Exposure

Ian's newsletter: https://ianbezek.substack.com/

*****************************************************

Subscribe to our newsletter and join our FREE chat community: http://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 https://megaphone.fm/adchoices

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

(01:14) Robinhood's Stock Tokenization Initiative

(13:05) Oura Ring's IPO and Health Tech Market

(22:32) Stocks Hitting 52 Week Lows and Market Cyclicality

(25:49) Vici Properties and Vegas Market Outlook

(28:27) Autozone and Builders First Source Analysis

(38:30) Listener Questions and Small Cap of the Week

(47:26) Small Cap Spotlight: NMI Holdings

(55:36) Watches of Switzerland and Luxury Market

(58:09) Meta's AI Agent and Future of AI Assistants

(01:00:48) Market Leaders and Tech Giants in AI

*****************************************************

Subscribe to Emerging Moats Research: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics:

(00:00) Introduction

(02:12) History and origins of Tiendas 3B

(06:18) What does a typical store look like?

(11:41) Market environment in Mexico versus developed countries

(16:27) Store opportunity and growth potential in Mexico

(21:58) Margins, scale, and cash flow analysis

(26:19) Competitive landscape and market share

(31:26) Valuation and future growth assumptions

(45:06) Robotics

(48:39) Supply chain and investment opportunities in robotics

(55:17) Key takeaways on robotics and AI advancements

Robotics report: https://www.bestanchorstocks.com/p/the-durable-winners-of-the-robot

BBB Foods: https://www.bestanchorstocks.com/p/30-revenue-cagr-emerging-market-a

*****************************************************

Subscribe to our newsletter, Emerging Moats: http://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 https://megaphone.fm/adchoices

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:

0:00 – Introduction

5:10 – Lululemon Earnings

16:20 – Palo Alto Networks Earnings

26:40 – Uber Layoffs & Autonomous Vehicle Investments

37:10 – Broadcom Earnings & AI Semiconductor Growth

44:15 – Adobe Leadership Changes & Micron Metrics

51:00 – CEO Mt. Rushmore Discussion

*****************************************************

Subscribe to Emerging Moats Research: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss:

(00:00) Introduction

(05:05) Virtu Financial: Market making and high-frequency trading

(12:46) Stock 2: Modular housing for remote projects

(19:48) Stock 3: Genomics tools and AI applications

(25:46) Stock 4: Unified communications and market dynamics

(33:59) Stock 5: Semiconductor industry and AI prospects

(40:01) Stock 6: Workforce solutions and cyclical challenges

(49:14) Stock 7: Luxury cruises in remote locations

(54:01) Stock 9: Semiconductor testing for AI hardware

(59:10) Stock 10: Cloud services for developers and AI growth

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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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:

(0:00) Introduction

(02:04) NVIDIA's Revenue Growth and Supply Commitments

(16:41) Meta's Legal Challenges and Regulatory Environment

(30:13) Software Earnings and Market Trends

(35:27) OpenAI Employee Departures

(38:20) AI Industry Valuations and Future Projections

(41:33) Apple App Store Growth Trends

(43:30) Intuit's Business and Investment Potential

(01:02:24) Wingstop's Valuation and Global Appeal

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Subscribe to Emerging Moats Research: http://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 https://megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss:

(00:00) Introduction

(02:28) Initial thoughts and biases about the sector

(11:53) Marriott's business model and history

(25:50) Wynn Resorts: A luxury casino case study

(32:50) MGM Resorts: Transition to asset-light model

(43:53) Risks and challenges in the casino sector

(50:05) Future outlook for hotels and casinos

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Subscribe to our newsletter, Emerging Moats: http://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 https://megaphone.fm/adchoices