Chit Chat Stocks

The hosts dive into a thrilling Dream Portfolio Game, picking standout stocks like Interactive Brokers, Airbnb, and Coupang. They explore high-growth companies at 15x earnings and reveal six quality stocks at record low valuations, including Salesforce and Lululemon. The cautionary tale of Rick's Cabaret captivates with its sudden upheaval, while insights from Michael Burry on stock-based compensation spark debate. Finally, they analyze Black Friday spending trends and Meta's Reality Labs potential cuts.

Explore the investment genius of Chris Hohn, who has outperformed the market for over two decades. Delve into TCI's focus on infrastructure, and discover why Hohn favors tangible assets like airports and toll roads. Learn about the strategic case studies on GE Aerospace and Alphabet, featuring discussions on investment risks and management challenges. The hosts analyze Hohn’s philosophy of prioritizing durability over growth, shedding light on his unique approach to capital preservation and activist investing.

Michael Burry raises concerns about Nvidia's sustainability amid GPU depreciation risks. The hosts debate if his short thesis is justified. Alphabet is booming with its AI strategy, while Amazon's logistics ‘moat’ secures its e-commerce dominance. Thanksgiving brings a reflection on legacy companies possibly facing doom. They highlight attractive stocks like Mercado Libre, while also covering potential Black Friday disappointments. Overall, it's a mix of market analysis, economic concerns, and investment gratitude.

Explore lucrative international stocks poised for growth in 2026! Discover Grupo Aeroportuario del Sur's competitive edge in airport operations. Delve into Grab Holdings, the Southeast Asian super app showcasing impressive network effects. Uncover Hermès' luxury brand heritage that ensures pricing power. Learn how Wise is revolutionizing money transfers with its low-cost, multi-currency model. Finally, compare the Bolsa Mexicana de Valores with U.S. exchanges for potential investment opportunities.

Discover the latest buzz in tech investing! The hosts break down NVIDIA's impressive earnings and debate if the AI spending hype is sustainable. They analyze Adobe's acquisition of SEMrush and speculate on SaaS valuation trends. MicroStrategy's dramatic drop due to its Bitcoin strategies raises eyebrows. Plus, Hims & Hers is expanding with new lab services, posing questions about its market potential. Dive into the insights on competitive advantages and growth opportunities in the ever-evolving tech landscape!

Ian Bezek, an independent investor and Latin America correspondent, returns to discuss the exciting investment landscape in Argentina, Chile, and Colombia. He reveals post-election economic optimism in Argentina and analyzes the potential for free-market reforms. Ian shares insights on currency challenges, the growth of Corporacion America Airports, and promising investments like domestic banks and resource sectors in Chile. He also explains the recovery of Colombian stocks and what political changes could mean for future market opportunities.

This week features intriguing insights from a trip to Japan, highlighting currency and valuation opportunities. The hosts dive into Remitly's earnings and debate its long-term profitability. They discuss fallen angels—stocks that are seeing sharp declines—and analyze the latest from monday.com and Coupang. Michael Burry's short bets stir skepticism among the team, while Apple's innovation efforts draw mixed reactions. Finally, a fascinating look at the potential impact of 50-year mortgages wraps up the discussion.

Brett and Ryan tackle intriguing questions in their first AMA segment. They delve into the risks of the AI trade and highlight significant missed investment opportunities like American Express and Uber. Expect insights on underestimated stocks such as Airbnb, and their thoughts on crypto leverage's impact on markets. They also explore daily time management for research and podcasting, share their long-term visions for Nelnet, and recommend their favorite investing resources. Plus, a light-hearted debate on Premier League predictions adds a fun twist!

Dave Ahern, an investor and co-host of the Investing for Beginners podcast, dives into the world of Nu Holdings, known as Nubank. They explore Nubank's digital-first banking model, which has led to its dominance in Latin America. Ahern discusses how Nubank expands in Brazil and Mexico, and the implications of its recent application for a U.S. banking license. Along the way, he highlights the innovative leadership of David Velez and Nubank's strategies for growth beyond traditional banking services. It's a must-listen for fintech enthusiasts!

In this engaging conversation, John Rotonti, a seasoned portfolio manager at Bastion Fiduciary, shares his expertise on creating an effective investment checklist. He discusses the importance of discipline in investing and the core questions one should ask during research. John also dives into the interplay of generational investment themes, like AI's role in today's market, and real-world examples of when to override the checklist. His insights on valuation, portfolio management, and triggers for selling provide invaluable advice for investors.