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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:
    Netflix Stock and The End of The Streaming Wars (Ticker: NFLX) Jan 31, 2024
    Show notes

    On this episode of Chit Chat Stocks, we welcome on Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management to discuss:


    - Netflix's Q4 earnings

    - It's foray into sports entertainment with the WWE deal

    - The financial implications of the password-sharing crackdown and the new advertising tier

    - The company's goals in video games

    - The stock's valuation today


    + more


    You can find more of their work here:

    - https://twitter.com/TSOH_Investing

    -https://twitter.com/FrancoOlivera

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

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

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

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

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

    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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

    Disclosure: Chit Chat Money 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


    IPH #95: $TSLA Stock Collapses; A $NFLX Spiffy Pop; Are Mexican Stocks Cheap??? Jan 28, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:


    - $TSLA earnings and the stock drop

    - $NFLX spiffy pop for David Gardner

    - A list of cheap Mexican Stocks

    - Winners and losers, including the pastor who got his followers in a crypto scam

    - Hilarious small-cap corporate governance


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

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

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

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

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

    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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

    Disclosure: Chit Chat Money 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


    Hims & Hers Stock Report (Ticker: HIMS) Jan 24, 2024
    Show notes

    On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate:


    - Why HIMS has grown so quickly

    - Do they have any emerging competitive advantages?

    - Thoughts on the founder, proxy statement, and management team

    - Whether they benefit from the innovator's dilemma

    - Modeling out financials through 2026

    - Red flags with customer reviews

    - Whether Brett is buying the stock today

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

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

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

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

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

    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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

    Disclosure: Chit Chat Money 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


    IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC? Jan 21, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:


    - JetBlue Unable to Acquire Spirit Airlines

    - Delta's Q4 Earnings

    - Elon's new pay package

    - Reading some hedge fund quarterly letters

    - Funny finance memes from this week


    + much more

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

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

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

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

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

    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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

    Disclosure: Chit Chat Money 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 Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management) Jan 17, 2024
    Show notes

    On this episode of Chit Chat Money, we discuss:


    • Norbert Lou’s Famous NVR investment
    • His unique portfolio concentration
    • How he started his hedge fund Punch Card Management



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


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

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

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


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

    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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

    Disclosure: Chit Chat Money 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


    IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA? Jan 14, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:


    - Elliott Management taking a big stake in Match Group

    - $AMZN Layoffs and new technology development

    - Ryan's group of underfollowed wide moat businesses

    - Boeing's new 737 Max debacle with Alaska Air


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

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

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

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

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

    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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

    Disclosure: Chit Chat Money 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 The World's Largest Hedge Fund a Scam? Investigating Ray Dalio and Bridgewater Associates Jan 10, 2024
    Show notes

    No, Bridgewater Associates is not a fraud. But it may be misleading the public. After reading The Fund, hosts Brett Schafer and Ryan Henderson thought listeners would love to know more about the secretive hedge fund with $100 billion in AUM. In this episode, we discuss:


    - What is Bridgewater Associates?

    - Who is Ray Dalio?

    - What story does he tell about his fund?

    - What is truly going on at Bridgewater

    - The dystopian principles

    - Why the fund has suffered in the last decade

    - Personal thoughts on Dalio, Bridgewater, and the book


    We highly recommend reading the book in full: https://www.amazon.com/Fund-Bridgewater-Associates-Unraveling-Street/dp/1250276934


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

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

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

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

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

    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠


    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠

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

    Disclosure: Chit Chat Money 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


    IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999? Jan 07, 2024
    Show notes

    The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed:


    - The iRobot/Amazon Merger Arbitrage

    - Our Mt. Rushmore of Management Teams

    - Sectors we like for 2024

    - The impossibility of knowing whether a bubble is ending

    - The most unassailable businesses in the world


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

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

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

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

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


    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠

    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠


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

    Disclosure: Chit Chat Money 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


    2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name! Jan 03, 2024
    Show notes

    Happy New Year! On this episode of Chit Chat Money, we discuss:


    - Changing the name of the podcast

    - Changing our release schedule

    - Our favorite podcast episodes from 2023

    - Brett and Ryan's hot takes for 2024


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

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

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

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

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


    Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney


    *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account


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

    Disclosure: Chit Chat Money 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


    IPH #91: 2023 End of Year Ask Us Anything Dec 31, 2023
    Show notes

    The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.

    You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

    Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

    Subscribe to our newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

    Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

    Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    13:54

    32:09

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


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