Chit Chat Stocks

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.

Hosts analyze six hidden suppliers fueling the AI boom, focusing on their critical roles in the data center landscape. They discuss Amphenol's growth from cable demand and Quanta's infrastructure services. The conversation also includes Microsoft's restructuring with OpenAI and potential IPO timelines. Additionally, they address concerning layoffs at Amazon and UPS as signs of shifting consumer demand, alongside earnings from companies like Pfizer and Visa that reflect broader economic trends.

Rihard Jarc, a technology investor and founder of Uncover Alpha, dives deep into the AI race among tech giants. He sheds light on Amazon's cautious AI strategy involving Anthropic and discusses Google's full-stack advantage with its DeepMind and GCP. Jarc also explores Meta's innovative monetization strategies and how Microsoft is capturing cloud market share through Azure. He offers insights on Nvidia's financial maneuvers and predicts what OpenAI might look like by 2030, ultimately recommending Google as the top AI investment.

This week, Travis Hoium, Founder of Asymmetric Investing, shares his insights on the EV market, highlighting Tesla’s earnings and the strong potential of Uber and Lyft in capturing autonomous demand. He dives into Hims & Hers, exploring its healthcare disruption and growth potential. Travis also discusses Google's competitive moat in AI and emphasizes MGM's attractive valuation and growth opportunities in gaming. With a focus on long-term investment strategies, he critiques risks associated with short-term hype versus asymmetric stocks.

Michael Fritzell, an expert on Asian markets and author of Asian Century Stocks, shares insights into the undervalued opportunities in Asia. He highlights the potential of Fairfax India, particularly its stake in Bangalore International Airport, discussing its unique revenue model and growth outlook. Fritzell warns against common investor mistakes, such as neglecting corporate governance. He also emphasizes the emerging value in markets like the Philippines and offers strategies for managing currency risks. Tune in for fresh perspectives on Asian investments.

This week, the hosts dive into Taiwan Semiconductor's impressive growth and AI accelerator outlook. They define key traits of a growth stock, spotlighting companies like Remitly and Real Brokerage that are making waves in their sectors. Gold and silver's recent rally sparks a discussion on strategic portfolio allocation, while JPMorgan's bold investments paint a broader market picture. Finally, they analyze the potential pitfalls of speculative bubbles in the energy sector and debate the valuation challenges facing Ferrari. It's a rich blend of insights for investors!

Discover the hidden potential of a small-cap stock trading under 10x earnings, spotlighting its intriguing history and business model. Explore the competitive landscape with insights into Yelp's advertising shift from restaurants to services. Delve into financial performance, user growth trends, and margin expansion strategies. Learn about management challenges and the stock's future valuation upside. Ryan reveals his rationale for buying a starter position while keeping an eye on Yelp's evolving services marketplace.