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

(02:03) SpaceX's revenue projections and funding challenges

(15:08) Uber's recent earnings and growth metrics

(25:49) Trade Desk's earnings and market position

(28:57) Coupon's earnings, challenges, and future prospects

(33:45) Remitly's strong quarter and market position

(36:53) Google's AI talent loss and its impact

(50:04) Mercado Libre's growth, margins, and Latin American opportunity

(01:00:11) Michael Saylor's Bitcoin song

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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.

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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, Dave Ahern returns to the show to discuss dividend investing.

(00:00) Introduction

(01:25) How Dave Got Started with Dividends

(02:52) Lessons Learned from 15 Years of Dividend Investing

(08:41) Growth in Dividend Stocks and Organic Growth Expectations

(13:51) Why Pepsi Might Be a Value Trap

(27:45) Why Visa and Mastercard Are Ideal Dividend Growers

(33:24) The Power of Dividend Growth and Reinvestment

(41:10) The Myth of Beating the Index and Focus on Lifestyle Funding

(43:45) One dividend stock on his radar

(48:36) Key Takeaways

Dividend School: https://www.dividend.school/

Dave's YouTube page: https://www.youtube.com/@dividend.school

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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

(02:31) AI Hedge Fund 'Situational Awareness' Sells Major Holdings

(14:44) Amazon's Impressive Quarterly Results and Growth Drivers

(17:10) Google Cloud and Cloud Revenue Growth Insights

(21:52) Microsoft Earnings: Cloud, Office, and Gaming Performance

(26:36) Korean Market Volatility and Degenerate Trading Culture

(35:01) Robinhood's Prediction Markets and Trading Incentives

(40:21) Meta's Earnings: Spending, AI, and Metaverse Investments

(50:23) Luxury Goods Earnings: Hermes, Ferrari, and LVMH

(59:25) Insider Trading and Political Connections in Stocks

(01:01:21) NVIDIA's Support for OpenAI and Data Center Projects

(01:02:06) Market Bubble Indicators and Blow-Off Tops

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

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.

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

On this episode of Chit Chat Stocks, Brett and Ryan continue their study of super investors by looking at David Tepper. We discuss:

(00:00) Introduction

(07:40) Founding of Appaloosa and initial investment philosophy

(10:01) Tepper's track record and notable returns

(18:48) Case study: Russian 1998 financial crisis

(24:09) Investing during the Enron and dot-com busts

(32:07) The GFC rebound: Tepper's boldest move

(40:22) Recent macro bets: China

(46:19) Lessons from Tepper's investment approach and philosophy

(52:29) Portfolio overview

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

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

(01:23) Google's Earnings

(16:42) Uber's Acquisition of Delivery Hero

(28:35) Netflix Earnings: Growth, Content, and AI

(39:06) Intel's Revenue Growth and CapEx

(45:10) Lockheed Martin's Defense Orders and Market Signals

(49:20) Market Top Indicators and Investment Strategies

(52:44) Reddit's Data Deal and AI Content Sources

(55:18) Bubble Watch

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

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.

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