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
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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.