Chit Chat Stocks

The hosts of this podcast talk about changing the name of the show and revamping its format. They reflect on their predictions from the previous year and discuss the performance of tobacco stocks versus equities. They also explore the collapse of the traditional TV bundle and predict negative returns in the consumer discretionary sector. They share a favorite investment pitch and recommend high-quality resources.

The hosts of a live-streamed show answer listener questions in an ask us anything format. They discuss upcoming changes for 2024 and the importance of regularly force ranking stock holdings. They evaluate Nelnet's performance and emphasize the need for patience in investment decisions. They also discuss identifying high-quality and low-quality management teams and the impact of inflation and interest rates on housing prices.

The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad fraud, and the need to adapt to evolving regulations and technological advancements. Listen as Brett and Ryan ask questions about the industry. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠ ****************************** Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠⁠⁠ Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠ Want more from Brad: https://x.com/BLyons151?s=20 More more Justin: https://www.linkedin.com/in/justin-taylor-ruiss/ More on BWG Strategy: https://bwgstrategy.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps What is Ad Tech? | (6:30) What is a Publisher? | (19:25) Changes | (44:03) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura of exclusivity while addressing challenges in the luxury retail sector and evolving consumer demands. Listen as Brett and Ryan break down the company and its industry. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠⁠⁠ ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠chitchatmoneypodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ Timestamps Company Background | (3:49) Industry | (17:42) Management & Ownership | (23:51) Earnings | (26:49) Balance Sheet | (28:51) Valuation | (32:00) Our Analysis | (32:48) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The podcast discusses the surprising acquisition of Far Fetch by Coupon, emphasizing the importance of trust in management. They also analyze Farfetch's balance sheet concerns and the impact of paying a higher multiple for stocks. Furthermore, they highlight the dangers of paying a high price for low growth and discuss the value of investing books and analyzing stocks.

In this episode, the hosts chat with Tyler Crowe about his research project on obscure, overlooked stocks called 'misfits.' They discuss Tyler's process for finding these winners and highlight examples of massive winners that remain relatively unknown. They also emphasize the importance of understanding management incentives in investing, the realities of investing, and the value of IPOs. Additionally, they discuss the purpose of the podcast and provide information on where listeners can find Tyler's work.

Jeremy Deal, an expert in the music industry and the future of Spotify, discusses the company's business model, its valuation, and the challenges it faces. The podcast explores topics such as Spotify's growth, advertising strategy, monetizing podcasts, the potential of long-form content, the growth of digital audio, and the evolution of the audiobook industry.

Discover the uniqueness of Ferrari as a luxury brand, with limited production and exclusive ownership requirements. Explore their revenue streams, collaborations, and upcoming models. Learn about the attractiveness of luxury stocks and the importance of the CEO's role in maintaining the brand image. Discuss the potential impact of increased production on the Ferrari brand and their capital allocation strategies. Understand the challenges of transitioning to electric vehicles and their preference for internal combustion engines.

The podcast discusses investment opportunities in various industries like payment networks and e-commerce platforms. They analyze the financial sector and express a preference for certain stocks. They also talk about the current state of the market and their investment strategy. Additionally, they discuss Adobe's expense problem, falling prices of Chinese stocks, and the value of Apple Card and Bose products. Finally, they address geopolitical turmoil and stock trading levels.

The podcast discusses RH (formerly Restoration Hardware), a luxury home furnishings retailer, and its challenges in the retail sector. They explore its business model, valuation, and potential for growth. They also analyze the impact of economic fluctuations on consumer spending in the home decor market. The speakers discuss RH's ambitious growth strategy and its potential to become a scaled luxury company. They also delve into the definition of luxury goods and the perception associated with them.