Chit Chat Stocks

Marc (Manu Invest), a Substack writer and investor with ~10 years in finance, digs into Sezzle and why it could be a multibagger. He breaks down Sezzle's BNPL model and consumer-focused products. He discusses merchant dynamics, Sezzle’s turnaround to profitability, Gen Z adoption, valuation potential, and risks like recession and regulation.

Deep dives into Microsoft, Meta and Tesla earnings and the heavy AI-driven CapEx behind them. A look at ASML’s dominance and the murky finances around the Musk empire. A long read on GameStop’s strange revival and small-cap chatter about Vital Farms. Silver and gold’s explosive moves and fears of dollar debasement round out the market speculation.

A lively dissection of Bill Miller's career through four case studies. They dig into why Dell's cash dynamics mattered, how big bets on financials went wrong in the crisis, and what made Amazon a comeback engine. They also explore Miller's probabilistic take on Bitcoin and how his factor-mixing approach shaped later portfolios.

In this discussion, the hosts dive into Wise's remarkable earnings and its potential U.S. dual listing. They analyze Netflix's strategic shifts towards advertising and content integration, pondering its valuation and viewer trends. Intel's significant role in the AI landscape is scrutinized, alongside Interactive Brokers' impressive operating margins. Additionally, they introduce a promising micro-cap defense play while speculating on the impending IPOs of SpaceX and OpenAI, raising questions about market dynamics and possible valuation bubbles.

In this engaging discussion, young investor Aria Radnia dives into Uber's potential for growth. Aria highlights the diverse revenue streams of the company, including the profitability of Uber Eats and expansion into grocery and retail markets. He also addresses the autonomous vehicle landscape, viewing it as an opportunity rather than a threat. With insights on advertising strategies and Uber’s substantial investments abroad, Aria showcases why he believes there’s still massive upside for Uber stock.

The discussion kicks off with insights on the 'software apocalypse' and the struggles of major SaaS companies. A lively debate follows on the housing market dynamics and Jerome Powell's recent statements about monetary policy. TSMC's ambitious expansion plans and its geopolitical implications take center stage, as well as a deep dive into the strategic value of Viator for Airbnb. The hosts also explore intriguing picks like TripAdvisor and highlight the transformative potential of AI in software development.

Dive into the rising tide of U.S. defense spending! Discover the geopolitical factors driving this boom and explore projections for 2026. The hosts highlight seven key stocks, ranging from giants like RTX and CACI to innovative firms like BlackSky and Kratos. Learn about their unique positions in areas like cybertech, missile defense, and satellite imagery. As they wrap up, Brett and Ryan share insights and rankings, making it a must-listen for anyone keeping an eye on future investments in the defense sector.

This conversation dives into the fascinating economic landscape of Venezuela and its potential investment opportunities. The hosts analyze the winners and losers from the S&P 500, highlighting key names like SanDisk and Robinhood. They also explore the dynamics of the housing market, questioning the effectiveness of bans on institutional buyers. Meet the 'Small Cap of the Week'—Owlet, the maker of a baby monitor—and its market potential. Lastly, future trends in defense spending and the competitive streaming landscape are intriguing topics that round out this engaging discussion.

Fabio from Capital Mindset pitches Turning Point Brands as a prime player in the booming nicotine pouch market. He discusses market trends, branding strategies, and nearshoring manufacturing for better margins. The podcast delves into the impact of the Zyn shortage on brand loyalty and consumer preferences. They also explore the potential risks associated with regulatory challenges and health perceptions. A compelling case is made for why TPB could be a lucrative investment opportunity in this evolving space.

The hosts review their 2025 stock performance, highlighting winners like Google and losers with potential. They make bold predictions for 2026, including the outlook for the AI boom, e-commerce success, and potential pitfalls for big tech stocks like Nvidia. Notably, they discuss the future of the Magnificent Seven and predict a negative return for their equal-weighted performance next year. Emphasizing the importance of patience and research, they reflect on strategic adjustments and their investment goals going forward.