Chit Chat Stocks

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(01:09) Micron Madness: Earnings and Expectations

(10:02) The AI Chip War: OpenAI's Custom Chip Announcement

(17:32) Meta's New Ventures: Prediction Markets and Glasses

(31:49) Meta's Capital Allocation and Market Comparisons

(32:08) Lime's IPO and Business Model Insights

(36:38) MicroStrategy's Bitcoin Strategy and Market Impact

(42:03) The Future of MicroStrategy and Bitcoin's Viability

(45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies

(52:41) Researching Industries and Competitors

(56:11) Wise's Business Performance and Market Positioning

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Subscribe to Emerging Moats Research: emergingmoats.com 

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Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

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Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss:

(00:00) Introduction

(02:57) Rupert's Background and the SpaceX IPO

(06:04) Understanding the Lockup Period for SpaceX

(09:04) Market Dynamics and Capital Raising Trends

(11:52) The Impact of Indices on Market Valuations

(15:03) Hyperscalers and Their Capital Raising Strategies

(17:51) The Future of AI IPOs and Market Sentiment

(34:40) The Role of AI in Market Valuations

(38:17) Understanding Addressable Market in IPOs

(46:34) Navigating Bull Markets and Historical Context

(50:17) Retail Investors and the IPO Process

Blind Squirrel Macro: https://www.blindsquirrelmacro.com/p/its-line-in-the-sand-time-dario?r=9ef2u&utm_campaign=post&utm_medium=web&triedRedirect=true

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Subscribe to our newsletter, Emerging Moats: emergingmoats.com 

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(01:17) Roku's Acquisition by Fox Corporation

(10:09) TripAdvisor's Sale of The Fork to American Express

(20:55) Exploring the Denmark Index and Investment Opportunities

(34:19) Accenture's Dividend Yield and Cash Flow Stability

(35:49) Fiserv Executive Departures and Investor Concerns

(41:17) Small Cap of the Week: Spectra Systems

(47:09) Legacy Education: A Healthcare Roll-Up Opportunity

(51:00) Salesforce's Acquisition of Fin

(56:14) Snap's New AR Glasses: A Critical Look

(01:01:10) Autodesk: Evaluating Investment Potential

*****************************************************

Subscribe to Emerging Moats Research: emergingmoats.com 

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss:

(00:00) Introduction

(03:43) Understanding business model

(09:38) Competitive Landscape

(12:35) Unique Country Focus

(15:58) Growth Drivers: Total Payment Volume and Customer Acquisition

(18:53) Addressing the Muddy Waters Short Report

(33:00) Valuation

(39:46) Risks and Challenges in Investment

(45:10) Growth potential

(56:40) Final Thoughts and Resources

James's Substack: https://rockandturner.substack.com/

James's book: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1

*****************************************************

Subscribe to our newsletter, Emerging Moats: emergingmoats.com 

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(01:47) Fintech Sell-Off: Analyzing Market Trends

(13:05) Apple Worldwide Developer Conference: Key Takeaways

(22:42) Wix Restructuring: Implications for Investors

(29:48) Nintendo Direct: Anticipation and Concerns

(35:37) High-Quality Companies Trading Below 15 Times Earnings

(39:47) Listener Questions and Investment Strategies

(45:05) Contrarian Investment Ideas

(47:52) SpaceX and OpenAI IPO Predictions

(51:59) Market Bubble Watch and Predictions

(56:43) World Cup Betting Insights

*****************************************************

Subscribe to Emerging Moats Research: emergingmoats.com 

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/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.

Learn more about your ad choices. Visit megaphone.fm/adchoices