Chit Chat Stocks

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.

The podcast delves into Apple's stock decline, Alphabet's potential, frustration with Google's conference calls, long-term investing strategies, importance of price in investing, potential long-term investments, concerns about online gambling companies, and listener questions about holding forever one company.

Drew from Speedwell Research joins Brett and Ryan to dive deep into Coupang's e-commerce business, management, revenue growth, Rocket Wow membership, grocery operations, and competitive advantage. The discussion covers TA market, investments in Taiwan, acquisition of Farfetch assets, valuation, and potential downsides.