On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss:
(03:46) Ranking Stocks: Methodology and Approach
(05:15) Stock Analysis: Semrush and Autodesk
(07:38) Ally Financial: Challenges and Future Outlook
(11:31) Middle of the Pack: Adobe, O'Reilly, and More
(18:06) Top Stocks: Amazon, Nelnet, and Alphabet
(29:33) Exciting Opportunities: Grupo Aeroportario and Coupang
(33:05) Home Builders and Consumer Trends: D.R. Horton
(36:12) Philip Morris: A Bulletproof Investment
(37:52) Investing in Remitly: A Digital Remittance Leader
(41:00) Investment Ranking Methodology: A Structured Approach
(41:55) Gogo: Analyzing Market Position and Future Potential
(45:45) Philip Morris: Navigating the Tobacco Landscape
(47:49) Nintendo: Anticipating the Switch 2 and Market Dynamics
(51:37) Mexican Stock Exchange: Opportunities and Challenges
(53:33) Portillo's: Turnaround Strategy and Market Expansion
(56:43) Pacifico Airports: Growth in Mexican Aviation
(59:22) Coupang: E-commerce Growth and Competitive Advantages
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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.
Chit Chat Stocks