Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy? $NVDA $MSTR $HIMS
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(22:56) Adobe's Acquisition of Semrush(27:22) AI Winners vs. Losers: SaaS Valuation Divergence(35:10) AI and Software Development: Enhancing Creativity(38:20) Becton Dickinson: A Special Situation Investment(39:27) Wix: Analyzing Growth and Market Position(45:53) TeraVest: A Canadian Manufacturing Gem(56:14) MicroStrategy Madness(01:02:24) Hims and Hers: New Services and Market Potential*****************************************************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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1:07:11
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1:07:11
Ian Bezek Returns To Talk Argentinian, Chilean, and Colombian Stocks + The Return of Free Markets In Latin America?
On this episode of Chit Chat Stocks, Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian, Chilean, and Colombian stocks at the moment. We discuss:(00:00) Introduction (02:38) Argentina's Economic Landscape Post-Election(05:02) Currency Challenges and Economic Recovery in Argentina(07:39) Political Stability and Free Market Prospects in Argentina(10:43) Spotlight on Corporacion America Airports (CAAP)(21:16) Exploring Other Investment Opportunities in Argentina(23:42) Political Climate and Investment Outlook in Chile(27:29) Investment Strategies in Chile's Resource Sector(29:18) Investing in Latin American Banks(32:11) Political Catalysts and Industry Focus(33:39) Challenges in Trading Colombian Stocks(35:52) Colombian Market Recovery(42:55) Understanding Currency Valuation(47:07) The Impact of Currency Valuation on Argentina(49:48) Future Political Trends in Latin America(53:52) Opportunities in Latin American MarketsIan's newsletter: https://ianbezek.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************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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56:27
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56:27
Michael Burry’s AI Short Bet; Q3 Fallen Angels; Earnings Round-Up ($RELY, $CPNG, $SFM, $MNDY + More)
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(00:59) Investing Insights from Japan(02:23) Deep Dive into Remitly Earnings(11:43) Fallen Angels: Stocks in Decline(17:15) Monday.com: Earnings and Market Reaction(23:50) Apple's Innovation and Market Position(30:43) Sprouts Farmers Market: Investment Opportunity(38:40) Exploring the 50-Year Mortgage(44:47) Analyzing Coupang Earnings(52:54) The Altman Interview(01:01:01) Michael Burry's Short Bet*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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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1:06:11
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1:06:11
Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals)
On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.We discuss:(00:00) Introduction(02:45) The AI Trade(15:49) Missed Investment Opportunities(22:04) Investing beyond AI(25:19) What the market doesn't understand(33:17) Understanding Stock Investment Theses and KPIs(40:37) The Impact of Crypto Leverage on Market Dynamics(42:21) Analyzing Portillo's: A Case Study in Value Investing(44:28) Balancing Professional Life and Stock Research(47:28) Long-Term Vision with Nelnet (51:25) Favorite Financial Media and Learning Resources*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************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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1:06:20
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1:06:20
Nu Holdings: The Best Banking Stock Globally? With Dave Ahern
On this episode of Chit Chat Stocks, we speak with Dave Ahern of the Investing For Beginners Podcast. We discuss how Nubank has come to dominate the online banking space in Latin America. We explore their innovative digital banking model, growth strategies in Brazil and Mexico, potential expansion into other Latin American markets, and the implications of applying for a U.S. banking license.(03:22) Understanding NuBank's Business Model(06:08) Growth Strategies in Brazil(10:30) Expansion Potential in Mexico(16:34) Future Expansion in Latin America(22:37) Why NuBank applied for a U.S. Banking License(25:47) Exploring Growth Beyond Financial Services(31:43) Management Insights: David Velez and His Leadership(36:56) Valuation and Growth ProjectionsVALUE SPOTLIGHT: https://einvestingforbeginners.com/value-spotlight-newsletter/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Get up to 40% off Nov. 26th - Dec. 1st with our link: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Brasil