Chit Chat Stocks

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All Episodes

OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition?

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 (01:58) Copart's Acquisition of CCC Intelligent Solutions (08:04) Industry Trends and Market Headwinds (09:22) AI ... Show more

. 1h 5min

Costar Group: A Fallen Compounder Down 70% From Highs (Ticker: CSGP)

On this episode of Chit Chat Stocks, we dive into another Ryan Research episode covering Costar Group (Ticker: CSGP). We discuss: (00:00) Introduction (02:11) Founding of CoStar and Andy Florence's background (12:32) Industry landscape and CoStar's monopoly in commercial real est ... Show more

. 1h 6min

Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB

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 (01:50) Bill Ackman's Netflix Investment (10:00) Private Equity's Role in AI Infrastructure Funding (12:02) Potent ... Show more

. 1h 7min

Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS)

On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from TSOH Investing Research on the state of the media sector. We discuss: (00:00) Introduction (02:09) Major changes in the media sector over recent years (08:12) Disney's current position (12:51) The cha ... Show more

. 1h 2min

SpaceX Earnings and Musk's $1 Trillion Update; Mega Earnings Round-Up $RELY $MELI $CPNG $PLTR + More

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: ... Show more

. 1h 7min