Chit Chat Stocks

Oct 30 2024 620 ep. 55 mins 381
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.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Evolution AB: A Misunderstood High Quality Stock, With Speedwell Research (Ticker: EVO)

Oct 30 2024 55 mins  
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss: - The business model of an online gaming aggregator - Relevant history - Why Evolution has won and dominated the industry - Why gaming operators don't leave Evolution and go in-house - Direct competition - Geographic expansion - Cyberattacks and illegal st

Uber Acquisition Talks; Philip Morris Breakout; McDonald's Stock Plunge (UBER, PM, MCD, SBUX, AMZN, LYFT)

Oct 27 2024 66 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:27) Uber and Expedia Acquisition Rumors (06:21) Lyft's Financial Improvements (12:35) Micro Cap Investment Strategies (15:38) Philip Morris Earnings Review (18:33) McDonald's E. Coli Outbreak Discussion (21:40) Small Cap of the Week: Context

4 Quality Stocks We'd Buy On a 20% Drop (ABNB, AMZN, GOOG, DHI)

Oct 23 2024 76 mins  
On this episode of Chit Chat Stocks, we go through 4 quality stocks we'd consider buying if they fell in price by 20% or more. We discuss: (04:03) Defining Quality Stocks (07:23) [Stock 1] Competitive Advantage (13:21) [Stock 1] Growth Drivers (20:19) Valuation and Price Target for [Stock 1] (26:17) Ryan's Stock Pick 2 (38:41) [Stock 2] Market Position and Future Outlook (40:39) E

7 Hidden 100 Baggers; ASML Bookings Disaster; Tesla's Toothless Cybercab (ASML, TSLA, TSM, LVMUY)

Oct 20 2024 62 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:16) Tesla's RoboTaxi Event and AI Developments (06:19) China's Economic Landscape and Investment Concerns (12:34) NFTs and Market Comparisons (15:27) LVMH and Luxury Brands in China (20:27) Hidden Hundred Baggers: Uncovering Investment Gems

2 Small-Cap Grocery Stocks with Big Upside Potential (GO, SFM)

Oct 16 2024 66 mins  
On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss: (04:27) Exploring Grocer 1: Business Model and Growth (07:21) Grocer 1: Historical Performance and Management Changes (10:16) Financial Metrics and Stock Performance (13:27) Valuation and Future Projections for Grocer 1

Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)

Oct 13 2024 64 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:39) Pepsi Earnings Analysis (06:15) Concerns Over Beverage Industry Trends (09:20) Impact of New Brands on Legacy Companies (12:14) Transition to Restaurant Industry Insights (15:41) Qualities of a Well-Run Restaurant (18:26) Cost Control an

Am I Buying Celsius Stock? (Ticker: CELH)

Oct 09 2024 70 mins  
On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss: (12:59) The Energy Drink Market Landscape (24:35) Celsius's Competitive Edge and Challenges (36:34) The Pepsi Partnership: A Game Changer (45:59) International Expansion: Opportunities and Risks (01:01:54) Valuation Insights and Future

Buffett's Big Bet; Nike's Dismal Earnings; Why Are Mercadolibre and Nu Bank Winning? (NKE, BRK, STNE, MELI, NU)

Oct 06 2024 61 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:20) Berkshire Hathaway Energy Investments (13:42) Brazil's Credit Upgrade and New Bank (27:30) Nike Earnings and Market Position (33:20) Small Cap of the Week: Gen Restaurant Group (47:37) Port Strike and Its Economic Implications (56:55) B

The State of The Semiconductor Market With Chip Stock Investor (NVDA, TSM, ASML, INTC, AVGO, and More!)

Oct 02 2024 61 mins  
On this episode of Chit Chat Stocks, we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss: (02:57) Overview of the Semiconductor Market Cycle (04:50) The Impact of AI on Semiconductor Spending (08:55) Beneficiaries of Accelerated Computing (13:35) Power Management in Semiconductor Technology (14:57) ASML's Dominance in Lithography (17:46) NVIDIA's C

Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH)

Sep 29 2024 67 mins  
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction to Financial Markets and Weekly Updates (03:25) Visa's Legal Challenges and Market Impact (06:14) Exploring LVMH and Market Valuations (09:32) Boeing's Union Strike and Financial Struggles (16:24) Todd Combs and Geic