The State of AI Software; Tesla Robotaxi Launch: Hims & Hers vs. Novo Nordisk (TSLA, HIMS)

The State of AI Software; Tesla Robotaxi Launch: Hims & Hers vs. Novo Nordisk (TSLA, HIMS)

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:


(03:38) The Evolution of AI and Its Impact

(08:10) Identifying Opportunities and Risks in AI

(12:42) The Future of Equity Research with AI

(19:08) Market Reactions and Business Models

(25:58) Hims and Hers: A Case Study in Market Fragility

(34:08) Constellation Software: Investment Insights

(40:27) Understanding Human Incentives in Business

(45:13) Abercrombie & Fitch: A Brand Revival Story

(50:24) The Future of Autonomous Vehicles and Robo-Taxis


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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(725)

Fastly, Snowflake, & Elastic with Tim Beyers

Fastly, Snowflake, & Elastic with Tim Beyers

In our first show back, our hosts Ryan Henderson and Brett Schafer interview senior analyst and lead advisor for The Motley Fool, Tim Beyers (21:58). Before we get to our interview, Ryan and Brett have a few big announcements for Chit Chat Money (1:01) and also take some time to debrief on their summers away from the show (2:08). They also cover a bunch of the big news stories that they missed during the summer (6:19). During our interview with Tim Beyers (21:58), they get his take on the world of software, and take deep dives into Fastly (41:07), Snowflake (51:20), and Elastic (1:04:35). After the interview, as always, Ryan and Brett discuss who’s in hot water for the week (1:19:44), FMK (1:26:28), and their anecdotal evidence (1:27:54). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Sep 20201h 35min

China Trouble & Facebook E-Commerce

China Trouble & Facebook E-Commerce

In our last episode before our leave of absence we discuss the Holding foreign Companies Accountable Act (1:30) and Facebook entering the world of e-commerce (8:30). For the Current State of Fintwit (14:30) this week we discussed the idea of an endless work from home environment, and what it means for tech companies. On the 2nd half of the show, as always, we have our Hot Water (19:00) & FMK (25:00). We also have a special Option Kings segment (30:00) where we address the put and call options that we currently hold, and we cap things off discussing the 5 things we've learned since starting Chit Chat Money (35:00).  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Maj 202045min

Fundamental Analysis: Spotify (SPOT)

Fundamental Analysis: Spotify (SPOT)

On this show we discuss Spotify. Brett gave them a rating of 8.6 and Ryan 8.5.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Maj 202023min

18 Month Update of Hypo Capital

18 Month Update of Hypo Capital

The 18 month update of Hypo Capital, our $1 million paper portfolio. Read about it here: https://chitchatmoney.substack.com/ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Maj 202012min

Fundamental Analysis: PluralSight (PS)

Fundamental Analysis: PluralSight (PS)

On this show we discuss PluralSight. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Maj 202022min

Brett Bivens; Audio & Ambient Media

Brett Bivens; Audio & Ambient Media

This week we have on the show special guest, Brett Bivens (29:20). Brett works for TechNexus and has a deep understanding of the entire audio industry, and in particular, Spotify. Before we get to the interview Ryan and Brett have their own stories for the week, starting with Michael Burry's 13F filings (1:43). Brett dives into Uber's potential GrubHub investment, Taiwan semiconductors, and Facebook's Africa plans (10:22). SoftBank was all over Twitter this week, and we also talk about our favorite 3 stocks for the next 3 years (18:24). Right before the interview we have a big announcement as well regarding the future of the podcast (25:13). Our Brett Bivens interview starts at (29:20). With Brett we discussed investing in the VC world, and what he's learned from some of the world's best. We also cover "ambient media" and what he sees as the future for audio. After the interview, as always, we have our Hot Water (1:08:12), FMK (1:16:19), and Anecdotal Evidence (1:17:48). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Maj 20201h 29min

Fundamental Analysis: Trupanion (TRUP)

Fundamental Analysis: Trupanion (TRUP)

On this show we talk Trupanion. Brett gave it a rating of 4.5 and Ryan a rating of 4.8. --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Maj 202019min

Fundamental Analysis: Medallia (MDLA)

Fundamental Analysis: Medallia (MDLA)

On this show we discuss Medallia. Brett gave it a rating of 7.6 and Ryan a rating of 6.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Maj 202021min

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