Chit Chat Stocks16 Jul 2025

Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB)

On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss: (02:20) The Birth of a Super App (09:23) Grab's Business Model Evolution (23:40) Expanding Services: Delivery and Beyond (30:59) Financial Services: A New Frontier (34:10) Growth and Risks of GXS Bank's Loan Portfolio (36:41) Challenges of Analyzing New Banks (39:19) Is Grab Trying to Do Too Much? (41:58) Competition Landscape: Grab vs. Uber (46:20) Grab's Market Position and Financial Services (49:34) Valuation Insights and Financial Projections (59:23) Management Evaluation and Future Outlook ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.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

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Episoder(800)

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

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 (01:23) Google's Earnings (16...

24 Jul 1h 6min

6 Hidden AI Winners

On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today. ***************************************************** Subscribe...

22 Jul 54min

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

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 (01:55) ASML's Earnings (04:5...

17 Jul 1h 4min

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss: (00:00) I...

15 Jul 1h 12min

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

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 (01:02) Terry Smith's letter ...

10 Jul 1h 4min

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss: (00:00) Introduction (05:52) Understanding Copart's Business Model (14:32) Competition in the ...

8 Jul 1h

Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB

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 (01:30) Meta's Cloud Business ...

3 Jul 1h 2min

Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More)

On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss: (00:00) Introduction (01:21) Accenture (10:43) Netfl...

1 Jul 1h 7min