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
(01:37) Microsoft's Earnings Breakdown
(04:18) CapEx and Cloud Commitments
(10:08) Meta's Earnings
(12:38) Tesla's Earnings
(28:18) Investments in AI
(33:59) The State of the Automotive Market
(36:04) Tesla's Valuation and Future Prospects
(40:33) The Musk Empire and Its Financial Maneuvering
(43:23) ASML's Growth and Market Position
(46:14) GameStop and Michael Burry's Investment Philosophy
(50:50) Small Cap Insights: Vital Farms
(55:03) The Surge of Silver and Gold Prices
(01:03:58) Meme Stocks and Market Speculation

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Subscribe to Emerging Moats Research: 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. 
*********************************************************************
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.

On this episode of Chit Chat Stocks, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss:

(00:00) Introduction
(03:40) Bill Miller's Unique Investment Style and Background
(07:51) Case Study 1: Dell Computer
(18:28) Case Study 2: The Great Financial Crisis and Major Missteps
(30:22) Case Study 3: Amazon
(47:27) Case study 4: Bitcoin
(53:59) Lessons from Bill Miller's Investment Philosophy

*****************************************************
Sign up for our stock research service, 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.

(We talk about SpaceX at the very end of the episode)

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
(04:46) Analyzing Wise's Impressive Earnings
(14:56) Intel's Role in the AI Era
(25:35) Interactive Brokers: A Business Powerhouse
(33:46) Netflix's Strategic Shifts in Streaming
(40:31) Netflix's Strategic Moves and Content Integration
(45:31) Advertising Revenue and Market Dynamics
(50:09) Exploring a new micro cap
(01:03:26) PayPal's Acquisition

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

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.

On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:

(00:00) Introduction
(02:24) Understanding Uber's Revenue Streams
(03:51) Geographic Diversification and Growth Opportunities
(08:15) The Autonomous Vehicle Threat and Opportunity
(30:17) Profitability of Uber Eats
(31:03) Uber's Expansion into Grocery and Retail
(33:36) Advertising Revenue: A Key to Profitability
(37:43) Exploring Uber's Moonshot Projects
(42:51) Uber's Investment Portfolio and Market Penetration
(49:18) Valuation Insights and Future Growth

Aria's Twitter: https://x.com/QualityInvest5

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

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

Sign up for our stock research service, 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.

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
(01:15) The Software Apocalypse
(21:36) AI and Software Development
(30:30) Housing Market Insights
(34:17) TripAdvisor: A Legacy Business in Transition
(38:43) Viator Acquisition: A Strategic Move for Airbnb
(44:38) TSMC's Growth and Market Position
(52:34) Apple and Google's AI Partnership

*****************************************************
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.