On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in the Nicotine Industry (30:20) The Potential of Nicotine Pouches and Next-Gen Products (39:59) The Benefits of a Basket Approach for Investing in the Nicotine Sector (55:26) The Impact of ESG Mandates on the Nicotine Industry SUBSCRIBE to Devin's newsletter, Invariant: https://invariant.substack.com/ ***************************************************** Subscribe to our YouTube channel: https://www ..read more

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings Report as a good omen for other stocks (01:05:14) The growth potential of the cloud computing industry ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https ..read more

On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover: (06:36) Finding Uncorrelated Stocks (35:22) Disqualifying a Company: Management, Moats, and Passion (45:35) Red Flags for Dishonest Management (59:41) Finding Hidden Gems in Different Sectors (01:08:46) Immersing Yourself in the Story of a Company You can find more of Jim's work at Hidden Gems Canada here: https://www.fool.ca/order/hidden-gems-canada-retail/ Todd writes/researches at Flyover Stocks: https://www.flyoverstocks ..read more

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00) Spotify's Stock Performance and Future Prospects (55:23) Insights from the Piper Sandler Teen Survey (01:02:45) The Importance of Data and Financial Metrics in Analysis Find more from Alex here: https://thescienceofhitting.com ..read more

On this episode of the Chit Chat Stocks podcast, Brett and Ryan go through 10 rapid-fire stocks from listener-suggested tickers. We cover: (03:30) Nike (NKE) (26:12) Semrush (SEMR) (32:27) Confluent (CFLT) (38:27) HelloFresh (HFG) (47:02) Atkore (ATKR) (57:18) Starbucks (SBUX) (01:03:27) StoneX Group (SNEX) (01:08:04) Picking favorites + other stocks. Listen to the full episode to find out all 10 stocks we picked and our thoughts on the companies! ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on ..read more

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Overview (02:59) Discussion on Spotify's Price Hikes (07:11) Proxy Battle at Disney (25:23) Comparing Financials of Nike and Lululemon (28:09) Considering the Risk-Reward Ratio in Apparel Investments (33:15) Potential Future Performance of Lululemon (34:01) The State of the Sports Apparel Industry (36:07) Ulta Beauty: A Promising Investment (39:07) The Growth and Risks of Online Gaming Companies (51:17) The Uncertain Future of AI (56:17) Nvidia and ..read more

On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover: (00:00) Introduction to GoGo and its Misleading Name (03:02) Background and Financial History of GoGo0 (6:11) GoGo's Exclusive Spectrum and CEO Change (09:44) Sale of Commercial Operations and Financial Position (14:06) GoGo's Services for Business Jet Customers (31:29) Upgrade to 5G and Low Earth Orbit Solution (35:14) Financial Situation (39:31) Competition and Moat (51:58) Cashflow Inflection and Up ..read more

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Sponsor (00:32) Overview of Topics (04:02) Hilarious Parody Buy Rating (05:13) Financials of Trump Media (07:45) Ludicrous Valuation of Trump Media (09:24) Sentencing of Sam Bankman-Fried (16:15) Winners in AI: Accenture? (31:36) Investments in AI Startups (33:05) Anthropic and Amazon Collaboration (34:32) Cloud Providers and AI (37:23) Reviewing Boston Omaha (40:38) Long Bitcoin, Short MicroStrategy (46:49) Identifying Value Stocks vs Value Traps ..read more

On this episode of Chit Chat Stock, Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in 2024. We discuss: (00:00) Introduction and Excitement for Home Building Stocks (02:12) Factors that Increased Interest in Home Building Stocks (06:29 Factors that Made Home Building Stocks More Attractive (08:33) What Home Builders Do11:18Land Option vs Raw Land Strategy (13:34) Cash Flow Conversion and Inventory Turnover (26:56) NVR: Best-Run Home Builder (32:53) D.R. Horton: Largest Home Builder (36:13) DR Horton: Strong Cash Flow and Buyback Potential (38:36) Dream ..read more

On this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through: (00:00) Introduction and Background (02:19) Buy Right and Sit Tight (03:18) Don't Over Diversify (04:16) About Terry Smith (08:55) Margin of Safety (16:14) Fundsmith Performance (26:09) Criteria for Good Companies (32:57) Businesses Resilient to Change (39:55) Do Performance Fees Work? (41:36) Fee Structures and Performance Fees (44:50) 10 Rules for Investors (49:43) FundSmith Holdings (54:20) Portfolio Management and Strategy (01:00:45) Fundsmith ..read more