Chit Chat Stocks

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

(01:06) Meta Poaches MongoDB CEO Ahead of Investor Day

(04:18) Nike Earnings & Strategy Review

(12:54) AI Agent Landscape & Funding Round Updates

(17:47) Muse, Agent Commerce, & Online Platform Moats

(29:06) "Compounders" Trading at Multi-Year Valuation Lows

(39:09) FICO's 72% Drawdown & Mortgage Scoring Overhaul

(51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield

(53:40) AI Bubble Watch: Burry's Puts & GPU Leverage

(58:19) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen

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Email us with any questions: chitchatmoneypodcast@gmail.com

Subscribe to our newsletter and join our FREE chat community: emergingmoats.com

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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.

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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

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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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett speaks with Jim Gillies from Motley Fool Canada on how to invest in hidden gems in 2026. We discuss:

(00:00) - Introduction

(00:58) - Reviewing Nelnet: Operations, the Huddle stake, and its Berkshire-esque qualities

(06:04) - Investing philosophy: Absolute vs. relative returns and Peter Lynch's portfolio accuracy principle

(10:48) - The impact of gold mining stocks on the TSX index performance

(14:47) - Analyzing Nelnet's dividend growth, cash-flowing assets, and conservative lending

(18:23) - Reviewing RCI Hospitality: Examining a portfolio loser and navigating corporate fraud

(24:27) - Reviewing International Petroleum: The Lundin family, share buybacks, and the Blackrod project

(34:39) - Portfolio strategy: How to manage massive winners and establish allocation limits

(40:02) - Checking in on winners: Re-evaluating Shopify's valuation and growth story

(45:27) - Reviewing Winmark: Franchise cash flows and capital allocation through special dividends

(51:10) - Reviewing TFS Financial: Boring mortgage lending and buying during bank panics

(57:10) - Jim's current watchlist: Auxly Cannabis Group (XLY), accelerating free cash flow

(01:02:31) - A bizarre microcap: Vitreous Glass (VCI), the "management avarice" thesis, and beating the S&P 500

(01:11:03) - Closing words, Dumbledore quotes, and where to follow Jim's work

Hidden Gems Canada: https://www.fool.ca/premium/

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Subscribe to our newsletter and join our interactive chat community, Emerging Moats: 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

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

(02:02) - Zeta Global (ZETA) Business Overview

(07:00) - Meta Muse and Consumer AI Agents

(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators

(13:32) - Google and Apple's Position in the AI Agent Space

(17:05) - Meta's Potential Take-Rate Monetization Model

(20:50) - Amazon's Resistance to AI Commerce Interfaces

(24:22) - The Threat of AI Agents to Uber Eats Advertising

(33:54) - Small Cap of the Week: CI&T (CINT)

(41:10) - Costco (COST) Growth and Valuation Multiples

(45:29) - Cava (CAVA) and the Danger of Restaurant Stocks

(51:46) - Adobe (ADBE) Sell Decision and Executive Turnover

(56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone"

(58:00) - AppLovin (APP) Shift and Episode Outro

Aria's YouTube: https://www.youtube.com/@QualityInvest5

*****************************************************

Subscribe to our newsletter and join our FREE chat community: 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

On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss:

00:00 Introduction

02:11 How AI advancements threaten traditional software companies

04:02 In-house AI development and enterprise software risks

07:05 The outer harness and AI interface evolution in enterprises

11:47 Risks of AI model commodification and competitive dynamics

20:09 Impact of AI on marketplace and ad tech businesses

30:06 Future of Google, Apple, and Microsoft in AI era

40:00 Most at-risk software subsectors and niche markets

49:53 Beneficiaries and winners in the AI-driven software landscape

Speedwell's report: https://speedwellresearch.com/companies/

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Subscribe to our newsletter, Emerging Moats: 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

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

(02:23) NuBank's US Market Entry

(21:38) Stocks Trading Near Historic Lows

(23:12) Valuations of Consumer and Retail Stocks

(34:34) Interest Rate Outlook and Bond Market

(41:02) AI Regulation and Industry Slowdown

(50:12) Small Cap of the Week Performances

(52:38) Listener Questions

(01:00:02) Luxury Brands and Market Valuations

*****************************************************

Subscribe to our newsletter and join our FREE chat community: 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