Chit Chat Stocks
Researching stocks, interviewing people about stocks, and learning from investing legends. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
Latest episodes
Jul 24, 2024 • 52min
Fake Dividends? Finding The Truth About Blackstone's BREIT With Phil Bak (Ticker: BX)
Real estate funds expert Phil Bak discusses misconceptions about REITs, strategies for real estate investing, and dives deep into the controversy surrounding Blackstone's BREIT, including issues with elevated NAV, redemptions, and fake dividends. The discussion also touches on the logic of the BREIT structure, strategies to address the situation, and the importance of understanding the risks of private market real estate.
Jul 21, 2024 • 1h 6min
6 Industry Leaders at 52 Week Lows; Bank and Brokerage Earnings; a Curious Stripe Investment
This podcast discusses industry leaders at 52-week lows like John Deere and Nike, Sequoia's investment in Stripe, unprofitable small caps vs. profitable large caps, and bank and brokerage earnings. They also talk about upcoming events like Netflix earnings and Big Tech reports.
26 snips
Jul 17, 2024 • 58min
What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)
Braden Dennis, founder of Finchat.io, dives into software company investments, focusing on Constellation Software's growth and acquisition strategy. The discussion covers challenges in building a software business, misconceptions about software stocks, efficient operations, and opportunities in small-cap stocks and fintech. Discover insights on concentrated portfolios, successful acquisitions, and the importance of quality companies in investing.
Jul 14, 2024 • 1h 4min
Index Funds vs. High Yield Savings; Another Small Cap Stock Up 10x; Would You Buy Airline Stocks?
Discussion on fitness franchisor Exponential Fitness, comparing S&P 500 Index Fund vs. High-Yield Savings, growth potential of Portillo's, insights into Ulta Beauty's customer experience, investing in airlines like Delta, Alaska, Ryanair, and Adyen's well-run payment processing
Jul 13, 2024 • 57min
[INVESTING UNSCRIPTED] Bestselling Author of The Warren Buffett Way: Robert Hagstrom
Bestselling author of 'The Warren Buffett Way', Robert Hagstrom, discusses Warren Buffett's investing philosophy, key influences, stock trading behavior, market accessibility, lessons for retail investors, and the future of Berkshire Hathaway post-Charlie Munger with hosts Jeff and Jason on the Investing Unscripted Podcast.
Jul 10, 2024 • 56min
Why I Own This Boring 100 Bagger Stock (Ticker: ORLY)
The podcast discusses the investment case for O'Reilly Automotive, covering its supply chain advantage, unit economics, industry trends, risks from electric vehicles, acquisitions, buyback program, corporate history, competitive advantages, valuation, and adaptability to changes in the industry
Jul 7, 2024 • 1h 5min
Nike In Turmoil; 5 Small Cap Stocks Up 100% This Year; What Is Your Circle of Competence? (NKE)
Discussion on Nike's disappointing quarter, small cap stock analysis, exploring 'buy now, pay later' services, defining the circle of competence in investing, advantages of large cap stocks, challenges and opportunities of micro cap stocks, comparing large caps and microcaps in the stock market
Jul 3, 2024 • 1h 2min
This Beer Stock Is Trading At Its Cheapest Multiple In Years (Ticker: TAP)
Discussing Molson Coors and its iconic beer brands, industry dynamics and challenges in the alcohol market, management and growth strategy, financial position improvement, capital return strategy, valuation and potential returns, risks, uncertainties, and final buying decision
Jun 30, 2024 • 1h 6min
Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN)
This podcast discusses Volkswagen's investment in Rivian, importance of customer support for luxury brands like Ferrari, introduction to Hammond Manufacturing Company Limited, insider trading caution, and effectiveness of dividend and share repurchase strategies.
Jun 26, 2024 • 1h 6min
Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders
Nick Sleep, the secretive investor known for crushing the market with concentrated compounders, discusses the importance of diversification, scale economies, robustness ratios, price-to-value ratios, capital allocation, patience, and holding winners on the Chit Chat Stocks podcast.
