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    Business

    Chit Chat Stocks

    A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

    Advertise

    Copyright: © Chit Chat Stocks

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO) May 15, 2024
    Show notes

    On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss:


    - Portillo's founding and history

    - Why it went public and wants to expand nationally

    - Unit economics and return on invested capital

    - Is the stock cheap?

    - Do we trust management and gripes about private equity owners

    - Is Brett buying shares for his portfolio?


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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/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 megaphone.fm/adchoices


    Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable May 12, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed:


    • Analyzing Match Group's Earnings
    • 10 Stocks That Have Recently Achieved Profitability
    • Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities
    • Assessing Roblox: Revenue Growth, Shareholder Alignment, and Market Potential Plus plenty more during a busy earnings season.

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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/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 megaphone.fm/adchoices


    Stanley Druckenmiller: The Investor That Beat Warren Buffett May 08, 2024
    Show notes

    On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever?


    We discuss:


    (03:39) Early Life and Career of Stan Druckenmiller

    (08:03) Lessons from George Soros: Mentorship and Position Sizing

    (35:28) Summary of Druckenmiller's Investment Philosophy

    (36:59) Being Asset Agnostic: Learning About Different Asset Classes

    (40:19) Thinking in Probabilistic Scenarios and Waiting for a 'Fat Pitch'

    (45:20) Considering Future Potential and Not Just Current Earnings

    (48:05) Paying Attention to Geopolitical Events and Other Factors

    (53:51) Comparing Druckenmiller's Philosophy to Buffett's

    (01:02:41) Finding Your Own Investment Approach

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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmr...

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN) May 05, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:


    (02:41) Struggles at Starbucks

    (07:13) CEO Challenges for SBUX

    (12:29) Warner Brothers Discovery

    (25:30) Uncertainties and Competitive Landscape in Streaming

    (33:26) Introduction and Discussion of PayPal

    (37:15) Analyzing PayPal's Earnings Report

    (44:50) Discussion of Match Group and Amazon's Competitive Advantages

    (52:07) The Potential of Stripe and Adyen

    (56:50) The Competitive Advantage of Amazon

    (01:00:19) The Impact of Sponsored Listings on Amazon


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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat

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

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this sh...

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    The Art of Quality Stocks: Investing In The Best Companies to Outperform The Market May 01, 2024
    Show notes

    On this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett had the pleasure of delving into the book and how quality investing can work over the long term. We discuss:


    00:00 Introduction and Background

    06:06 The Importance of Return on Invested Capital (ROIC)

    13:17 Avoiding Certain Industries

    37:07 The Art of Quality Investing


    Compounding Quality Twitter: https://twitter.com/QCompounding


    BUY THE BOOK: https://www.amazon.com/Art-Quality-Investing-invest-companies-ebook/dp/B0D236KYTT/ref=sr_1_1?crid=S55THHIFMFF9&dib=eyJ2IjoiMSJ9.17pBfqKeBDbPKzIzByrdV42gEOf2VsQpBET6zArNMK7ige9ruMn5CXf4LuzcBMg-v6rcJYY46BxcoRKnW4RkiZtngsvCO_MpjkGkIzIaaUTpSJEl4gdCHkvz_32B9VNTMtDvExRYHK2mguGy38RzdFzUY9VvyIMPRT_fE01HoFhuHuijYFVGt77O2F8Oumel594-DGupjtxobRotnoI-nmlT_3_QnOCVFXRN-CC3ddA.AxwNdDuu6AMpan10QB_Fk5BfZzzRmTSP7LnaXwR4TFg&dib_tag=se&keywords=the+art+of+quality+investing&qid=1714497711&sprefix=the+art+of+quality+investing%2Caps%2C140&sr=8-1


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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for ...

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    China's Enron Moment. Plus, Why Is Tesla Stock Rising? (TSLA) Apr 28, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:


    (09:19) The Cybertruck and Tesla's Future

    (25:57) The Best Business in Big Tech

    (36:12) Valuation of Visa and Mastercard

    (43:39) The Chinese Real Estate Bubble

    (53:14) The Impact of Higher Capital Gains Tax Rates


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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/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 megaphone.fm/adchoices


    The State of the ~NICOTINE~ Industry With Devin LaSarre Apr 24, 2024
    Show notes

    On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss:



    (08:02) Regulatory Challenges in the Nicotine Industry

    (30:20) The Potential of Nicotine Pouches and Next-Gen Products

    (39:59) The Benefits of a Basket Approach for Investing in the Nicotine Sector

    (55:26) The Impact of ESG Mandates on the Nicotine Industry


    SUBSCRIBE to Devin's newsletter, Invariant: https://invariant.substack.com/


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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/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 megaphone.fm/adchoices


    Will Starlink Crush the Competition? Plus, More Management Malfeasance Apr 21, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:


    Chapters


    (11:53) The challenges of scaling Starlink's satellite internet service

    (38:01) Discrepancies between operating margin and free cash flow

    (46:43) Ally Financial's earnings

    (58:44) Netflix's Earnings Report as a good omen for other stocks

    (01:05:14) The growth potential of the cloud computing industry


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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/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 megaphone.fm/adchoices


    Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio Apr 17, 2024
    Show notes

    On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover:


    (06:36) Finding Uncorrelated Stocks

    (35:22) Disqualifying a Company: Management, Moats, and Passion

    (45:35) Red Flags for Dishonest Management

    (59:41) Finding Hidden Gems in Different Sectors

    (01:08:46) Immersing Yourself in the Story of a Company


    You can find more of Jim's work at Hidden Gems Canada here: https://www.fool.ca/order/hidden-gems-canada-retail/


    Todd writes/researches at Flyover Stocks: https://www.flyoverstocks.com/

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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat

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

    Disclosure: Chit Chat Stocks hosts and guests are n...

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Celsius Energy Drinks, Meta Platforms, and Spotify Uncertainty With Alex Morris (CELH, META, SPOT) Apr 14, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss:


    (08:07) International Expansion and Distribution Partnerships for Celsius

    (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier

    (41:00) Spotify's Stock Performance and Future Prospects

    (55:23) Insights from the Piper Sandler Teen Survey

    (01:02:45) The Importance of Data and Financial Metrics in Analysis

    Find more from Alex here: https://thescienceofhitting.com/

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

    Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

    Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks

    Follow us on Substack: ⁠https://chitchatstocks.substack.com/

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

    Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

    Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

    Supporting documentation for any claims will be furnished upon request.

    If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

    Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

    All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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

    FinChat.io is The Complete Stock Research Platform for fundamental investors.

    With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

    Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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

    Check out https://www.firmreturns.com/ for value-focused equity research

    Use our link and get a 20% discount on a premium plan: firmreturns.com/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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