Chit Chat Stocks

On this episode of Chit Chat Stocks, Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares!). We discuss: - Why Booking Holdings became the largest travel company in the world - What are their new initiatives? How do they plan to grow? - Competing with Airbnb and Expedia - A "frenemy" relationship with Google - Valuation analysis ***************************************************** Subscribe to our YouTube channel: ⁠https://www.youtube.com/@ChitChatMoney/featured⁠  Follow us on Twitter/X: ⁠https://twitter.com/chitchatmoney⁠  Follow us on Substack: ⁠https://chitchatmoney.substack.com/⁠  ********************************************************************* ⁠Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the ⁠Characteristics and Risks of Standardized Options⁠ to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the ⁠Fee Schedule⁠. 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 25% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Elon Musk faces a court blow as his $50 billion pay package gets voided, raising questions about Tesla's future. Alphabet shines with a stellar earnings report, showcasing impressive growth in YouTube and Cloud sectors. Meanwhile, Match Group navigates a paradox of rising revenues amid falling user numbers, particularly with Tinder. The conversation also dives into investment strategies, highlighting the merits of buy-and-hold versus active trading, while urging listeners to steer clear of macro doom porn.

"Chit Chat Stocks" welcomes Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management. They discuss Netflix's Q4 earnings, their entry into sports entertainment with the WWE deal, the implications of the password-sharing crackdown and new advertising tier, video game goals, and the stock's valuation today. Find their work on Twitter.

$TSLA earnings and stock drop, $NFLX spiffy pop, cheap Mexican Stocks, pastor's crypto scam, hilarious small-cap corporate governance

"Hims & Hers Stock Report (Ticker: HIMS)" is the latest episode of Chit Chat Money. In this episode, they discuss the rapid growth of telehealth start-up Hims and Hers. Topics covered include the reasons behind HIMS's quick growth, emerging competitive advantages, thoughts on the founder and management team, and modeling out financials. They also touch on red flags with customer reviews and whether one of the hosts will buy the stock.

Topics discussed include JetBlue's failed acquisition of Spirit Airlines, Delta's Q4 earnings, Elon Musk's new pay package, reading hedge fund quarterly letters, and funny finance memes. The hosts also discuss the unpredictability of investing, merger arbitrage, analyzing a struggling business, stock analysis and investment theses, Sprouts success and concerns, heroes and zeros in the financial markets, and an analysis of Delta Air's earnings and stock attractiveness.

Norbert Lou, famous for his NVR investment, discusses his unique portfolio concentration and starting his hedge fund Punch Card Management. Topics include the advantages of a smaller fund, fund manager ownership, the performance of NPR in the portfolio, and the risks and benefits of a concentrated portfolio.

Match Group Activist, underfollowed wide moat businesses, and Boeing's new 737 Max debacle with Alaska Air are discussed.

Ray Dalio, founder of Bridgewater Associates, discusses the secretive hedge fund and its principles. They explore its culture, trading strategies, and underperformance. The hosts share their thoughts on Bridgewater and tease the next episode with media industry experts.

Topics discussed in this podcast include potential iRobot/Amazon merger, Mt. Rushmore of management teams, preferred sectors for 2024, uncertainty of bubble endings, and businesses with unassailable moats.