Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE)

Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE)

On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:


(03:20) Adobe's Historical Performance and Business Model

(08:40) Understanding Adobe's Product Segments

(16:10) Pricing Power and Customer Retention

(17:55) The Impact of AI on Adobe's Business

(32:01) Evaluating Adobe's Competitive Moat

(34:59) The Risks of Switching Platforms

(36:26) The Threat of Point Solutions to Adobe

(38:06) Market Dynamics and Competitive Landscape

(39:58) Valuation and Earnings Growth Projections

(43:08) Analyzing Adobe's Financial Metrics

(49:19) Investment Strategy and Position Sizing

(53:44) Monitoring Performance and Future Outlook


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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Avsnitt(727)

Is Brett Buying Altria Group Stock? (Ticker: MO)

Is Brett Buying Altria Group Stock? (Ticker: MO)

Altria Group, Inc. (MO) is a major tobacco and cigarette company with a diverse portfolio, grappling with challenges stemming from declining smoking rates, increased regulatory scrutiny, and its efforts to pivot toward reduced-risk products. Listen as Brett gives a pitch on the company and Ryan provides feedback and critiques. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠ ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠ Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠ Contact us: ⁠⁠⁠⁠⁠⁠chitchatmoneypodcast@gmail.com⁠⁠⁠⁠⁠⁠ Timestamps Company Background | (3:43) Stock Analysis | (16:27) Competitive Advantages | (26:27) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

5 Dec 20231h 5min

IPH #87: Celebrating the Life of Charlie Munger

IPH #87: Celebrating the Life of Charlie Munger

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠ Subscribe to our newsletter:⁠⁠⁠⁠⁠⁠⁠ https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠⁠ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

3 Dec 20231h 3min

A Stock to Play the Nicotine Pouch Trend? With Spencer Cibelli

A Stock to Play the Nicotine Pouch Trend? With Spencer Cibelli

Haypp Group operates as an online retailer of tobacco-free nicotine pouches and snus products in Sweden, Norway, the rest of Europe, the United States, and internationally. Listen as Brett and Ryan ask questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠ ****************************** Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠ Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠ Interested in more from Spencer Cibelli? ⁠⁠⁠⁠https://www.linkedin.com/in/spencer-cibelli-836b37152/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Haypp | (2:37) Competition | (12:04) Industry Shift | (24:08) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

30 Nov 202348min

Diageo (Ticker: DEO) Not So Deep Dive

Diageo (Ticker: DEO) Not So Deep Dive

Diageo (DEO) is a multinational alcoholic beverage company, known for its extensive portfolio of well-known brands, but facing challenges from shifts in consumer preferences and the impact of regulatory changes on the alcohol industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠ ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠ Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠ Contact us: ⁠⁠⁠⁠⁠chitchatmoneypodcast@gmail.com⁠⁠⁠⁠⁠ Timestamps Company Background | (3:09) Industry | (13:46) Management & Ownership | (23:20) Earnings | (26:44) Balance Sheet | (31:59) Valuation | (35:25) Our Analysis | (37:55) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

28 Nov 20231h

IPH #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto?

IPH #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto?

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠ Subscribe to our newsletter:⁠⁠⁠⁠⁠⁠ https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

26 Nov 20231h 3min

The State of the Housing Market With ResiClub's Lance Lambert

The State of the Housing Market With ResiClub's Lance Lambert

The old rules of thumb don't work for this housing market. Lance walks us through why he believes this and what he is seeing in the housing data across the United States. Listen as Brett and Ryan ask questions about the industry. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠ibkr.com/info⁠⁠⁠ ****************************** Want updates on future shows and projects? Follow us on Twitter: ⁠⁠https://twitter.com/chitchatmoney ⁠⁠ Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠https://chitchatmoney.substack.com/⁠⁠ Interested in Resi Club? ⁠⁠⁠⁠Check their website here: https://www.resiclubanalytics.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Lance Lambert | (2:02) Regional Data | (11:55) Affordability | (22:52) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

22 Nov 202351min

Smith & Wesson (Ticker: SWBI) Not So Deep Dive

Smith & Wesson (Ticker: SWBI) Not So Deep Dive

Smith & Wesson Brands, Inc. (SWBI) is a prominent firearms manufacturer, recognized for its iconic brand, but operating in an industry that faces ongoing debates around gun control legislation and regulatory changes. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠ ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: ⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠ Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠ Contact us: ⁠⁠⁠⁠chitchatmoneypodcast@gmail.com⁠⁠⁠⁠ Timestamps Company Background | (1:36) Industry | (16:33) Management & Ownership | (21:26) Earnings | (26:41) Balance Sheet | (30:33) Valuation | (32:13) Our Analysis | (33:57) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

21 Nov 202350min

IPH #85: Buffett's Personal Trades; Falling Compounders; Apple Gets a 36% Cut From Google?

IPH #85: Buffett's Personal Trades; Falling Compounders; Apple Gets a 36% Cut From Google?

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠ Subscribe to our newsletter:⁠⁠⁠⁠⁠ https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

19 Nov 20231h 4min

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