Chit Chat Stocks

Latest Episodes:

The State of the Luxury Industry With Sleepwell Capital And Leandro From Best Anchor Stocks Dec 07, 2023

Show notes

The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its valuation. Enjoy the show!

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

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Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠⁠

Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠

Best Anchor Stocks Substack: ⁠⁠⁠⁠⁠⁠⁠https://substack.com/@bestanchorstocks

Best Anchor Stocks Twitter: https://twitter.com/Invesquotes

Best Anchor Stocks Seeking Alpha: https://seekingalpha.com/checkout?service_id=mp_1399&affiliate_suffix=BestAnchorStocks

Best Anchor Stocks piece on Hermes: https://www.bestanchorstocks.com/p/hermes-186-years-of-history-guide

Sleepwell Capital Substack: https://sleepwell.substack.com/

Sleepwell Capital thread on Rolex: https://twitter.com/SleepwellCap/status/1713733764914815222

Timestamps

What is Luxury? | (3:46)

Examples | (12:17)

Ferrari | (27:47)

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

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Is Brett Buying Altria Group Stock? (Ticker: MO) Dec 05, 2023

Show notes

Altria Group, Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio, grappling with challenges stemming from declining smoking rates, increased regulatory scrutiny, and its efforts to pivot toward reduced-risk products. Listen as Brett gives a pitch on the company and Ryan provides feedback and critiques. Enjoy the show!

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

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Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠

Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠

Timestamps

Company Background | (3:43)

Stock Analysis | (16:27)

Competitive Advantages | (26:27)

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

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IPH #87: Celebrating the Life of Charlie Munger Dec 03, 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/⁠⁠⁠⁠⁠⁠⁠

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

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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

A Stock to Play the Nicotine Pouch Trend? With Spencer Cibelli Nov 30, 2023

Show notes

Haypp Group operates as an online retailer of tobacco-free nicotine pouches and snus products in Sweden, Norway, the rest of Europe, the United States, and internationally. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show!

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

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Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠

Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠

Interested in more from Spencer Cibelli? ⁠⁠⁠⁠https://www.linkedin.com/in/spencer-cibelli-836b37152/

Timestamps

Haypp | (2:37)

Competition | (12:04)

Industry Shift | (24:08)

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

Diageo (Ticker: DEO) Not So Deep Dive Nov 28, 2023

Show notes

Diageo (DEO) is a multinational alcoholic beverage company, known for its extensive portfolio of well-known brands, but facing challenges from shifts in consumer preferences and the impact of regulatory changes on the alcohol industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show!

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

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Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠

Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠

Timestamps

Company Background | (3:09)

Industry | (13:46)

Management & Ownership | (23:20)

Earnings | (26:44)

Balance Sheet | (31:59)

Valuation | (35:25)

Our Analysis | (37:55)

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 #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto? Nov 26, 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

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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 State of the Housing Market With ResiClub's Lance Lambert Nov 22, 2023

Show notes

The old rules of thumb don't work for this housing market. Lance walks us through why he believes this and what he is seeing in the housing data across the United States. Listen as Brett and Ryan ask questions about the industry. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠ibkr.com/info⁠⁠⁠ ****************************** Want updates on future shows and projects? Follow us on Twitter: ⁠⁠https://twitter.com/chitchatmoney ⁠⁠ Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠https://chitchatmoney.substack.com/⁠⁠ Interested in Resi Club? ⁠⁠⁠⁠Check their website here: https://www.resiclubanalytics.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Lance Lambert | (2:02) Regional Data | (11:55) Affordability | (22:52) 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

Smith & Wesson (Ticker: SWBI) Not So Deep Dive Nov 21, 2023

Show notes

Smith & Wesson Brands, Inc. (SWBI) is a prominent firearms manufacturer, recognized for its iconic brand, but operating in an industry that faces ongoing debates around gun control legislation and regulatory changes. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show!

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

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

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

Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠

Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠

Timestamps

Company Background | (1:36)

Industry | (16:33)

Management & Ownership | (21:26)

Earnings | (26:41)

Balance Sheet | (30:33)

Valuation | (32:13)

Our Analysis | (33:57)

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 #85: Buffett's Personal Trades; Falling Compounders; Apple Gets a 36% Cut From Google? Nov 19, 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.

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

Shorting Hershey (Ticker: HSY) with Edwin Dorsey Nov 16, 2023

Show notes

The Hershey Company (HSY) is a renowned chocolate and confectionery manufacturer, well-known for its iconic brands, but facing the impact of changing consumer preferences and competition in the candy and snacking industry. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show!

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

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

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

Want updates on future shows and projects? Follow us on Twitter: ⁠⁠https://twitter.com/chitchatmoney ⁠⁠

Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠https://chitchatmoney.substack.com/⁠⁠

Interested in more from Edwin Dorsey? ⁠https://x.com/StockJabber?s=20

Timestamps

Hershey | (2:29)

Short Thesis | (13:26)

Mr. Beast's Feastables | (25:13)

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

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