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


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    Subscribe to Emerging Moats Research: 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

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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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    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/



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

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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.
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    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.
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    1 ora e 5 min
  • Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)

    Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
    Feb 11 2026

    On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:


    (00:00) Introduction

    (03:50) Understanding Constellation Software's Business Model

    (06:40) The Bear Case: AI Disruption and Market Concerns

    (15:45) Acquisition Strategy

    (19:45) Leadership Transition and Its Implications

    (28:29) Cultural Impact and Decentralization in Business

    (29:04) AI's Influence on Acquisition Strategies

    (31:48) Valuation Metrics and Market Perception

    (35:51) Stock Buyback?

    (43:11) The Unique Culture of Constellation Software


    Speedwell Research: https://speedwellresearch.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.
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    51 min
  • Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG

    Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG
    Feb 6 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

    (01:09) The Software Stock Meltdown

    (04:51) Valuations and Market Reactions

    (13:46) Amazon Earnings Analysis

    (19:17) Alphabet's earnings

    (27:34) The AI Landscape

    (38:41) Bitcoin's Volatility and Market Sentiment

    (48:15) SpaceX and XAI Merger Discussion

    (57:30) Quick Hits: Earnings and Market Trends



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


    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 9 min
  • Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)

    Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)
    Feb 4 2026

    On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:


    (00:00) Introduction

    (01:57) Understanding Sezzle's Business Model

    (03:35) The Appeal of Buy Now Pay Later

    (05:50) Sezzle's Unique Position in the Market

    (09:24) Sezzle's Business History and Stock Performance

    (13:00) Keys to Sezzle's Profitability

    (15:21) Merchant Preferences and Sezzle's Strategy

    (17:50) The State of the BNPL Industry

    (21:20) Personal Insights on BNPL vs. Credit Cards

    (26:34) Understanding Sezzle's Financial Growth

    (27:01) Sezzle's Financial Performance and Growth Strategy

    (31:30) Sezzle's Future: Market Positioning and Consumer Trends

    (36:36) User Experience and App Functionality

    (38:53) Valuation Insights and Growth Potential

    (44:18) Risks and Challenges in the BNPL Market

    (49:54) Misconceptions About Sezzle and BNPL


    Manu Invests: https://manuinvests.substack.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.
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    56 min
  • Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME

    Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME
    Jan 30 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

    (01:37) Microsoft's Earnings Breakdown

    (04:18) CapEx and Cloud Commitments

    (10:08) Meta's Earnings

    (12:38) Tesla's Earnings

    (28:18) Investments in AI

    (33:59) The State of the Automotive Market

    (36:04) Tesla's Valuation and Future Prospects

    (40:33) The Musk Empire and Its Financial Maneuvering

    (43:23) ASML's Growth and Market Position

    (46:14) GameStop and Michael Burry's Investment Philosophy

    (50:50) Small Cap Insights: Vital Farms

    (55:03) The Surge of Silver and Gold Prices

    (01:03:58) Meme Stocks and Market Speculation


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

    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 7 min
  • Bill Miller: The Bitcoin and Amazon Billionaire

    Bill Miller: The Bitcoin and Amazon Billionaire
    Jan 28 2026

    On this episode of Chit Chat Stocks, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss:


    (00:00) Introduction

    (03:40) Bill Miller's Unique Investment Style and Background

    (07:51) Case Study 1: Dell Computer

    (18:28) Case Study 2: The Great Financial Crisis and Major Missteps

    (30:22) Case Study 3: Amazon

    (47:27) Case study 4: Bitcoin

    (53:59) Lessons from Bill Miller's Investment Philosophy


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

    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
    59 min