Brett Schafer

In this engaging discussion, Brett Schafer, co-host of Chit Chat Stocks, shares his expertise on investing through brands and intangibles. He highlights why new investors often favor big names like Coca-Cola and Disney, while revealing their potential risks. The conversation dives into the brand evolution of giants like Nike and the luxury appeal of Louis Vuitton, emphasizing the balance between brand strength and company management. Additionally, Brett addresses the complexity of valuing intangibles like patents, leaving listeners with invaluable insights for their investment journeys.

Brett Schaefer, co-host of the Chit Chat Stocks podcast, dives deep into his personal investment portfolio, sharing strategies and insights on his top holdings. He discusses new positions in British American Tobacco and Adobe, and how he navigates market volatility. The conversation highlights the performance of stocks like Nelnet and O'Reilly, exploring their growth potential in various sectors. Listeners are encouraged to reflect on their portfolios and learn about effective cash management and diversification techniques.

Brett Schafer, co-host of Chit Chat Stocks, joins the discussion with insights on transformative CEOs shaping today's stock market. They delve into capital allocation, highlighting standout leaders like Bom Suk Kim of Coupang and Brian Chesky of Airbnb. The talk explores innovative strategies from American Express and the burgeoning success of Nubank in Latin America. Listeners will appreciate the emphasis on strategic decision-making that drives long-term shareholder value and the evolving landscape of corporate leadership.

Brett Schafer, who runs the Chit Chat Stocks Newsletter and Podcast, dives deep into the remittance rivalry between Remitly and Wise. He breaks down their business models, revealing how each company captures market share through innovative strategies and lower fees. Brett discusses the impact of technology, stablecoins, and potential risks faced by both firms. Additionally, he offers insights into their growth trajectories and investment valuations, giving listeners a keen look at the future of international money transfers.

Brett Schafer, host of Chit Chat Stocks, dives into the world of network effects and competitive moats. He explains how these concepts are crucial for investing success, allowing companies like Visa and Airbnb to maintain their edge. The discussion includes identifying strong and weak moats, navigating market disruptions, and the impact of innovation on larger companies. Listeners will discover how to spot investment opportunities and understand the shifting dynamics in sectors like ride-sharing and food delivery.

Brett Schafer, co-host of the Chit Chat Stocks podcast and writer at Chit Chat Stocks Substack, joins the conversation to explore American Express's unique business model. They highlight its dual role as both credit card issuer and payment processor, revealing robust revenue streams. The discussion also covers brand equity, strategic partnerships, and the company's resilience amid competition and emerging risks. Brett shares insights on investment strategies and the importance of key performance indicators for gauging future growth.

Brett Schaefer from the Chit Chat Stocks podcast shares insights on international investing and the advantages of portfolio diversification. He emphasizes starting with a 10% allocation in familiar markets, like Mexico and Europe, while avoiding unstable regions. The conversation covers the power of American Depository Receipts (ADRs) for accessing foreign stocks and highlights the complex differences between IFRS and US GAAP accounting standards. Schaefer also discusses the impact of currency fluctuations and the accessibility of international brokerages for beginner investors.

Brett Schafer, the mind behind Chitchat Stocks, dives into the art of sourcing investment ideas. He emphasizes the importance of trustworthy sources and how platforms like Twitter and newsletters can enhance research. Brett shares tips on using stock screeners to uncover undervalued gems and discusses the value of networking in the investment community. He highlights how understanding your investments can reduce panic during market downturns, making informed decisions a key takeaway. Discover how serendipity can lead to great stock finds in unexpected places!

Join financial experts Simon Erickson, founder of 7Investing, and Ryan Henderson & Brett Schafer, co-hosts of Chit Chat Money, for a lively discussion on reckless predictions for 2024. They reflect humorously on past forecasts and dive into bold insights about tech stocks, the EV market rivalry between Tesla and Ford, and the potential seismic shifts in the housing market. The trio also tackles intriguing economic forecasts, exploring the impact of rising interest rates and geopolitical tensions. It's a fun blend of laughs and investment wisdom!

Ryan Henderson and Brett Schaefer, co-hosts of Chit Chat Money, share their captivating investment journeys and insights. They delve into the significance of valuing businesses correctly and avoiding overpaying. Listeners learn about the importance of emotional discipline and bias management in investing. The duo also discusses effective position sizing and the advantages of becoming a shareholder for deeper learning. Monthly themes in their podcast help dissect various business strategies, making investing feel accessible and engaging.