AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH
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 (03:10) Reflections on Past Episo...
27 Helmi 1h 8min
Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment) $STZ
On this episode of Chit Chat Stocks, Ryan goes through a research report on Constellation Brands (Ticker: STZ), the brewer and distributor of major Mexican beer brands in the United States. We discuss...
25 Helmi 1h
Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
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 (04:29) Airbnb's Growth and Strat...
20 Helmi 1h 6min
Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss: (00:00) Introduction (11:23) Zoom's Business Model Ev...
18 Helmi 1h 1min
Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?
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 (03:02) Analyzing Monday.com (11:...
13 Helmi 1h 6min
Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss: (00:00) ...
11 Helmi 51min
Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG
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) The Software Stock Meltd...
6 Helmi 1h 10min
Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)
On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss: (00:00) Introduction (01:57) Understanding Sezzle's Business Model (03:...
4 Helmi 56min
