Chit Chat Stocks

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00) Spotify's Stock Performance and Future Prospects (55:23) Insights from the Piper Sandler Teen Survey (01:02:45) The Importance of Data and Financial Metrics in Analysis Find more from Alex here: https://thescienceofhitting.com/ ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw  ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research  Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Brett and Ryan discuss 10 rapid-fire stocks, including Nike, Semrush, Confluent, HelloFresh, Atkore, Starbucks, StoneX Group. They explore company performance, margins, and analyze potential for nationwide success. The episode also covers investment platforms, financial performance, and stock recommendations with a focus on sustainability and growth expectations.

Topics include Spotify's price hikes, proxy battle at Disney, financial comparison of Nike and Lululemon, AI's uncertain future, and Nvidia's potential bubble. The episode also covers Ulta Beauty as a promising investment, growth of online gaming companies, and risks in the sports apparel industry.

Discover the investment potential in GoGo, a niche internet provider for private jets. Dive into its exclusive spectrum services, 5G upgrade, financial situation, and competition. Explore the risks and upside potential, analyzing its cash flow inflection and management trust. Learn about the company's moat, valuation, and buying decision process.

In this episode, the hosts discuss the ludicrous valuation of Trump Media, sentencing of Sam Bankman-Fried, winners in AI like Accenture, investments in AI startups, Boston Omaha review, and the strategy of being long Bitcoin but short MicroStrategy. They also cover identifying value stocks, characteristics of best and worst investments, and insights into their watchlist and performance.

In this podcast, Ryan discusses his recent investment in homebuilding stocks, focusing on NVR, D.R. Horton, and Dream Finders Homes. Topics include cash flow conversion, inventory turnover, growth strategies, potential risks, and long-term demand for new homes. The episode also touches on factors influencing migration patterns, valuations, yellow flags for selling, and considerations for buying. Overall, a deep dive into the home building sector with insights and analysis.

Discussion on Super Micro Computer stock performance and Apple lawsuit by DOJ, Nvidia's arrogance, investing in other markets, Tinder's growth potential

Explore how Terry Smith beats the market with quality stocks, his 10 investing rules, portfolio management insights, performance fees analysis, and the criteria for good companies. Dive into Fundsmith's standout features, businesses resilient to change, and the replicability of outperformance.

This podcast discusses share cannibals like Lowe's, Apple, and RH, qualities of share cannibals, Palantir CEO interview, Adyen vs. Stripe, potential impact of TikTok ban, and home builders with land options.

Ryan Henderson and Brett Schafer compare Nelnet to Berkshire Hathaway, discussing Nelnet's business segments including Business Services, Loan Servicing, Solar Business, and Cable Business. They analyze the valuation of the solar business, venture capital portfolio, and Hudl investment, estimating Nelnet's potential worth. Considerations on book value, stock buybacks, and a comparison to Berkshire Hathaway are explored.