Chit Chat Stocks

Chit Chat Stocks

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

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Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO)

Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO)

On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording softw...

15 Touko 20241h 8min

Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable

Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: Analyzing Match Group's Earnings 10 Stocks That Have ...

12 Touko 20241h 5min

Stanley Druckenmiller: The Investor That Beat Warren Buffett

Stanley Druckenmiller: The Investor That Beat Warren Buffett

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the ...

8 Touko 20241h 12min

Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN)

Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN)

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Wa...

5 Touko 20241h 7min

The Art of Quality Stocks: Investing In The Best Companies to Outperform The Market

The Art of Quality Stocks: Investing In The Best Companies to Outperform The Market

On this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett...

1 Touko 202448min

China's Enron Moment. Plus, Why Is Tesla Stock Rising? (TSLA)

China's Enron Moment. Plus, Why Is Tesla Stock Rising? (TSLA)

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (09:19) The Cybertruck and Tesla's Future (25:57) The Best Business in Big...

28 Huhti 20241h 9min

The State of the ~NICOTINE~ Industry With Devin LaSarre

The State of the ~NICOTINE~ Industry With Devin LaSarre

On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in...

24 Huhti 20241h 10min

Will Starlink Crush the Competition? Plus, More Management Malfeasance

Will Starlink Crush the Competition? Plus, More Management Malfeasance

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet...

21 Huhti 20241h 10min

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