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 Equity Raise (09:11) Comparing Meta and Google: Future Prospects (12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison (15:11) Trouble in FinTech Paradise: MasterCard and Visa (18:58) Celsius Stock (21:43) Wise Group and Regulatory Investigations (36:55) The Impact of AI on Financial Data Companies (40:25) Evaluating Ratings Agencies and Their Future (42:29) Concerns Over Index Fund Integrity (44:39) SpaceX's AI Revenue Projections and Market Reactions (47:29) Analyzing BlackRock Coffee Bar's Market Position (51:05) Lululemon's Growth Challenges and Market Dynamics (54:59) Victoria's Secret's Brand Revival vs. Lululemon's Struggles (58:55) Diageo's Turnaround Potential in a Tough Market ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.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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Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson

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3 Juni 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 Maj 1h 5min

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

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27 Maj 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 Maj 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 Maj 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 Maj 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 Maj 1h 10min