Chit Chat Stocks

Release Date

All Episodes

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

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) ... Show more

. 1h 5min

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

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) T ... Show more

. 51min 0sec

Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG

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 (01:09) The Software Stock Meltdown(04:51) Valuations and Market Reactions(13:46) Amazon Earnings Analysis(19:17) A ... Show more

. 1h 9min

Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)

On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:(00:00) Introduction(01:57) Understanding Sezzle's Business Model(03:35) The Appeal of Buy Now Pay Later(05:50) Sezzle's Unique Position in the Market(09 ... Show more

. 55min 45sec

Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME

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 Earn ... Show more

. 1h 7min