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Chit Chat Stocks

Chit Chat Stocks

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A proposito di questo titolo

 A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.Chit Chat Stocks Economia Finanza personale
Episodi
  • Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM

    Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
    Feb 20 2026

    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

    (04:29) Airbnb's Growth and Strategy

    (16:16) Remitly's Performance and CEO Transition

    (25:25) AI in Software: A Discussion

    (32:40) Quality Stocks Watchlist

    (37:02) Adyen's Activist Letter

    (43:55) Reddit's Business Model and Market Position

    (49:46) The Wall of Worry in Software Companies

    (51:45) Berkshire Hathaway's Strategic Moves

    (55:53) DoorDash and the Laziness Economy

    (01:00:49) Robinhood's New Venture Fund


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

    Subscribe to Emerging Moats Research: 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.
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    1 ora e 5 min
  • Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

    Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
    Feb 18 2026

    On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:


    (00:00) Introduction

    (11:23) Zoom's Business Model Evolution

    (20:50) AI Integrations

    (26:36) Anthropic Investment

    (32:18) AI's Dominance Over Software

    (39:09) The Impact of COVID on Zoom's Growth

    (42:25) Zoom's Pricing Power and Market Position

    (45:48) Capital Returns and Buyback Strategies

    (51:40) Valuation

    (55:31) Misunderstandings About Zoom's Business Model



    FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/



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

    Sign up for our stock research service, 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.
    Mostra di più Mostra meno
    1 ora e 1 min
  • Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?

    Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?
    Feb 13 2026

    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

    (03:02) Analyzing Monday.com

    (11:04) Big Tech and AI: Alphabet's Bond Issuance

    (21:32) Value Play or Value Trap

    (36:32) AI Disruption in Consulting

    (41:13) Earnings Insights: Oscar and Spotify

    (53:31) The Rise and Fall of Tai Lopez

    (59:11) Listener Questions and Market Insights


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

    Subscribe to Emerging Moats Research: 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.
    Mostra di più Mostra meno
    1 ora e 5 min
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