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Chit Chat Stocks

Chit Chat Stocks
Chit Chat Stocks
Latest episode

758 episodes

  • Chit Chat Stocks

    Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment) $STZ

    25/02/2026 | 59 mins.
    On this episode of Chit Chat Stocks, Ryan goes through a research report on Constellation Brands (Ticker: STZ), the brewer and distributor of major Mexican beer brands in the United States. We discuss:

    (00:00) Introduction
    (02:28) The History of Constellation Brands
    (11:49) Decade of Expansion and Growth
    (18:55) Divesting Non-Core Assets
    (24:13) Market Share Gains and Demographic Trends
    (33:34) The Decline of Beer Consumption
    (37:37) Economic Factors Impacting Beer Sales
    (40:16) Capital Expenditure and Future Growth
    (44:00) Evaluating Total Returns and Future Projections
    (48:34) Sustainable Pricing Power in the Beer Industry
    (53:48) Investment Decisions and Market Outlook

    SPECIAL EPISODE SPONSOR, PORTSEIDO: https://www.portseido.com/

    *****************************************************
    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.
  • Chit Chat Stocks

    Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM

    20/02/2026 | 1h 4 mins.
    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
    (04:29) Airbnb's Growth and Strategy
    (16:16) Remitly's Performance and CEO Transition
    (25:25) AI in Software: A Discussion
    (32:40) Quality Stocks Watchlist
    (37:02) Adyen's Activist Letter
    (43:55) Reddit's Business Model and Market Position
    (49:46) The Wall of Worry in Software Companies
    (51:45) Berkshire Hathaway's Strategic Moves
    (55:53) DoorDash and the Laziness Economy
    (01:00:49) Robinhood's New Venture Fund

    *****************************************************
    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.
  • Chit Chat Stocks

    Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

    18/02/2026 | 1h
    On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:

    (00:00) Introduction
    (11:23) Zoom's Business Model Evolution
    (20:50) AI Integrations
    (26:36) Anthropic Investment
    (32:18) AI's Dominance Over Software
    (39:09) The Impact of COVID on Zoom's Growth
    (42:25) Zoom's Pricing Power and Market Position
    (45:48) Capital Returns and Buyback Strategies
    (51:40) Valuation
    (55:31) Misunderstandings About Zoom's Business Model

    FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/

    *****************************************************
    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.
  • Chit Chat Stocks

    Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?

    13/02/2026 | 1h 5 mins.
    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
    (03:02) Analyzing Monday.com
    (11:04) Big Tech and AI: Alphabet's Bond Issuance
    (21:32) Value Play or Value Trap
    (36:32) AI Disruption in Consulting
    (41:13) Earnings Insights: Oscar and Spotify
    (53:31) The Rise and Fall of Tai Lopez
    (59:11) Listener Questions and Market Insights

    *****************************************************
    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.
  • Chit Chat Stocks

    Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)

    11/02/2026 | 51 mins.
    On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:

    (00:00) Introduction
    (03:50) Understanding Constellation Software's Business Model
    (06:40) The Bear Case: AI Disruption and Market Concerns
    (15:45) Acquisition Strategy
    (19:45) Leadership Transition and Its Implications
    (28:29) Cultural Impact and Decentralization in Business
    (29:04) AI's Influence on Acquisition Strategies
    (31:48) Valuation Metrics and Market Perception
    (35:51) Stock Buyback?
    (43:11) The Unique Culture of Constellation Software

    Speedwell Research: https://speedwellresearch.com/

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

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About Chit Chat Stocks

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
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