Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX
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 (03:22) Google's $85 Billion E...
5 Jun 1h 6min
Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson
On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss: (00:00) Introduction (03:44) The AI Narrative and Duolingo's Position...
3 Jun 57min
Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM
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) Salesforce Earnings and B...
29 Mai 1h 5min
What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)
On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capi...
27 Mai 1h 8min
EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB
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 (02:59) Financial Overview of Spa...
22 Mai 1h 5min
MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)
On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss: (00:00) Introduction (03:15) The Importance of Indexes and Benchmarking (06:12) Challen...
20 Mai 58min
Dissecting 10 Small Cap Stocks (DUOL, BILL, And?)
No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format. **********************************...
15 Mai 1h 9min
(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio
On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others. (03:59) Remitly (12:33) Adob...
13 Mai 1h 10min
