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 Feb 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 Feb 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 Feb 56min
Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME
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 (01:37) Microsoft's Earnings Brea...
30 Jan 1h 8min
Bill Miller: The Bitcoin and Amazon Billionaire
On this episode of Chit Chat Stocks, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss: (00:00) Introduction (03:40) Bill Miller's Unique Investment Style and Backgrou...
28 Jan 1h
SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play
(We talk about SpaceX at the very end of the episode) 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: ...
23 Jan 1h 11min
Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)
On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss: (00:00) Introduction (02:24) Understanding Uber's Revenue Streams (03:51) Geographi...
21 Jan 59min
Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge
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 (01:15) The Software Apocalypse (...
16 Jan 1h 8min
