Chit Chat Stocks

Mar 09 2025 658 ep. 55 mins 388
Chit Chat Stocks Podcast artwork

Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.

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Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG)

Mar 09 2025 64 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:16) Analyzing Google's Stock Performance(14:38) Waymo's Growth and Future Potential(20:29) CoreWeave's Impressive Growth and IPO Discussion(31:24) Navigating Market Dynamics and Investment Strategies(33:25) Target's Ear

INVESTING UNSCRIPTED: Back To Basics

Mar 08 2025 66 mins  
Today, we bring you an episode from our friends at the Investing Unscripted Podcast. This episode is titled "Back to Basics." We hope you give it a listen. FOLLOW THE INVESTING UNSCRIPTED PODCAST WHEREVER YOU GET YOUR PODCASTSSpotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRoApple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302

Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI)

Mar 05 2025 69 mins  
On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss:(03:31) Overview of Nelnet's Business Model(08:43) Financial Services Segment Analysis(24:01) Nelnet Business Services: A High-Quality Business(39:40) Investments and Future Prospects(40:10) Understanding Hudl's M

Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO)

Mar 02 2025 64 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:18) Celsius Acquisition and Market Dynamics(06:26) Coupang Earnings and Growth Potential(15:29) Costco Valuation Insights(24:24) Comparing Booking Holdings and Airbnb(32:42) Airbnb's Growth Potential(35:52) Comparing Portillo's

Mastering Microcap Investing With Whit Huguley of River Oaks Capital

Feb 26 2025 73 mins  
On this episode of Chit Chat Stocks, we talk with Whit Huguley of River Oaks Capital on all things microcap investing. We discuss:(11:01) The Importance of Due Diligence(21:41) Idea Generation and Research Process(32:42) Suggestive Investing and Capital Allocation(37:58) Understanding Margin of Safety in Micro Caps(39:01) The Importance of Suggestive Investing(43:54) Innovative Foo

Buffett's Beer Investment; Airbnb's Blockbuster Earnings; 13F Buys and Sells (ABNB, STZ + More!)

Feb 23 2025 63 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:14) Investor Sentiment: Fear and Greed Index(06:28) Analyzing Super Investor Buys and Sells(09:28) The Case of Chinese Stocks: Pinduoduo and Others(12:37) Earnings Reports and Company Valuations(15:15) Bill Ackman and the Hedge Fund La

Why Ryan Bought One of The Best-Performing Software Stocks of All-Time

Feb 19 2025 59 mins  
On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:(03:20) Adobe's Historical Performance and Business Model(08:40) Understanding Adobe's Product Segments(16:10) Pricing Power and Customer Retention(17:55) The Impact of AI on Adobe's Business(32:01) Evaluating Adobe

Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM)

Feb 16 2025 64 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(04:37) Capital Expenditures and AI Investments(24:16) Match Group's New CEO and Stock Purchase(27:29) Philip Morris Earnings and Future Outlook(35:37) Meta's Performance and Alphabet's Misunderstanding(39:40) Google's Clou

Michael Burry: The Ultimate Deep Value Investor

Feb 12 2025 69 mins  
On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:(03:32) Michael Burry's Early Life and Career(07:25) Investment Strategy and Philosophy(13:26) Case Studies: Masaba Holdings(30:12) Case Studies: Industrious Pachoco(40:21) The Rise of Michael Burry(41:45) U

Palantir's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT)

Feb 09 2025 67 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(04:20) Tariff Monday and Market Reactions(09:33) The Apple Dilemma: Growth vs. Valuation(21:33) Earnings Roundup: Best and Worst Reports(26:05) Spotify's Exceptional Earnings Report(34:06) Palantir's Impressive Growth and Valuatio