Best CMG 2 Podcasts (2024)

1
Evolution AB: A Misunderstood High Quality Stock, With Speedwell Research (Ticker: EVO) 55:50

14h ago55:50

55:50

On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss: - The business model of an online gaming aggregator - Relevant history - Why Evolution has won and dominated the industry - Why gaming operators don't leave Evolution and go in-house - Direct competition - Geographic expans…

1
College Football Playoff Top 12 5:42

2d ago5:42

5:42

Ovi announcing his first prediction on the College Football Top 12 seedings. #CFB #playoffs #footballBy Ovi Muniz

1
Uber Acquisition Talks; Philip Morris Breakout; McDonald's Stock Plunge (UBER, PM, MCD, SBUX, AMZN, LYFT) 1:06:31

3d ago1:06:31

1:06:31

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:27) Uber and Expedia Acquisition Rumors (06:21) Lyft's Financial Improvements (12:35) Micro Cap Investment Strategies (15:38) Philip Morris Earnings Review (18:33) McDonald's E. Coli Outbreak Discussion (21:4…

1
NFL Week 8 Picks 46:13

5d ago46:13

46:13

NFL Week 8 has all teams playing this weekend. Ovi and Hector provide #sportsbet picks.By Ovi Muniz

1
4 Quality Stocks We'd Buy On a 20% Drop (ABNB, AMZN, GOOG, DHI) 1:16:13

7d ago1:16:13

1:16:13

On this episode of Chit Chat Stocks, we go through 4 quality stocks we'd consider buying if they fell in price by 20% or more. We discuss: (04:03) Defining Quality Stocks (07:23) [Stock 1] Competitive Advantage (13:21) [Stock 1] Growth Drivers (20:19) Valuation and Price Target for [Stock 1] (26:17) Ryan's Stock Pick 2 (38:41) [Stock 2] Market Posi…

1
College Football week 9 31:00

7d ago31:00

31:00

#sportsbet Week 8 recap, rankings, and week 9 picks.By Ovi Muniz

1
7 Hidden 100 Baggers; ASML Bookings Disaster; Tesla's Toothless Cybercab (ASML, TSLA, TSM, LVMUY) 1:02:27

10d ago1:02:27

1:02:27

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:16) Tesla's RoboTaxi Event and AI Developments (06:19) China's Economic Landscape and Investment Concerns (12:34) NFTs and Market Comparisons (15:27) LVMH and Luxury Brands in China (20:27) Hidden Hundred Bag…

1
2 Small-Cap Grocery Stocks with Big Upside Potential (GO, SFM) 1:06:09

14d ago1:06:09

1:06:09

On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss: (04:27) Exploring Grocer 1: Business Model and Growth (07:21) Grocer 1: Historical Performance and Management Changes (10:16) Financial Metrics and Stock Performance (13:27) Valuation and…

1
Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO) 1:04:30

17d ago1:04:30

1:04:30

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:39) Pepsi Earnings Analysis (06:15) Concerns Over Beverage Industry Trends (09:20) Impact of New Brands on Legacy Companies (12:14) Transition to Restaurant Industry Insights (15:41) Qualities of a Well-Run R…

1
NFL Week 6 Preview 54:12

18d ago54:12

54:12

#NFL Picks for week 6 #sportsbetBy Ovi Muniz

1
Am I Buying Celsius Stock? (Ticker: CELH) 1:10:30

21d ago1:10:30

1:10:30

On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss: (12:59) The Energy Drink Market Landscape (24:35) Celsius's Competitive Edge and Challenges (36:34) The Pepsi Partnership: A Game Changer (45:59) International Expansion: Opportunities and Risks (01:01:…

1
College Football Week 7 Preview 34:32

21d ago34:32

34:32

By Ovi Muniz

1
Buffett's Big Bet; Nike's Dismal Earnings; Why Are Mercadolibre and Nu Bank Winning? (NKE, BRK, STNE, MELI, NU) 1:01:39

24d ago1:01:39

1:01:39

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:20) Berkshire Hathaway Energy Investments (13:42) Brazil's Credit Upgrade and New Bank (27:30) Nike Earnings and Market Position (33:20) Small Cap of the Week: Gen Restaurant Group (47:37) Port Strike and Its…

1
College Football Week 6 Preview 41:10

28d ago41:10

41:10

Preview of Week 6 games and predictions.By Ovi Muniz

1
The State of The Semiconductor Market With Chip Stock Investor (NVDA, TSM, ASML, INTC, AVGO, and More!) 1:01:06

28d ago1:01:06

1:01:06

On this episode of Chit Chat Stocks, we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss: (02:57) Overview of the Semiconductor Market Cycle (04:50) The Impact of AI on Semiconductor Spending (08:55) Beneficiaries of Accelerated Computing (13:35) Power Management in Semiconductor Technology (14:57) ASML's Dominance …

1
Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH) 1:07:48

1M ago1:07:48

1:07:48

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction to Financial Markets and Weekly Updates (03:25) Visa's Legal Challenges and Market Impact (06:14) Exploring LVMH and Market Valuations (09:32) Boeing's Union Strike and Financial Struggles (1…

1
PAT DORSEY: Buy Wide Moat Stocks (Investing in Competitive Advantages) 1:11:53

1M ago1:11:53

1:11:53

On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss: (11:02) Exploring Intangible Assets (24:32) The Importance of Switching Costs (33:53) Unpacking Network Effects (46:58) Economies of Scale and Cost Advantages (54:05) Analyzing Pat Dorsey's Portfolio (01:…

1
College Football Week 5 Preview 30:21

1M ago30:21

30:21

Pac-12 expanding, top 25 games, upsets, and Week 5 Picks. #CFB #footballBy Ovi Muniz

1
Oracle AI Dreams; Amazon Return to Office Mayhem; Boeing Union Woes (AMZN, ORCL, SNOW, DAVE) 1:04:27

1M ago1:04:27

1:04:27

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:58) Oracle's AI Potential and Earnings Outlook (06:51) Snowflake's Caution on AI Spending (12:38) Boeing's Union Strike and Production Challenges (20:25) Alaska and Hawaiian Airlines Merger (25:41) Uber and W…

1
A Deep Dive Into Rocket Lab Stock With Simon Erickson (RKLB) 53:26

1M ago53:26

53:26

On this episode of Chit Chat Stocks, we talk with Simon Erickson from 7investing about Rocket Lab stock. We discuss: (04:25) Understanding Rocket Lab's Business Model (09:05) The Neutron Rocket: A Game Changer (13:36) Comparing Rocket Lab and SpaceX (21:24) Government Contracts and Defense Opportunities (24:42) Exploring the Spacecraft Segment (28:…

1
College Football week 4 25:56

1M ago25:56

25:56

Head coaches in the hot seat make not make it to the end; Which conference were the best in non-conference play; CFB picks sports betting and the final whistle. #college #footballBy Ovi Muniz

1
Are We Buying Alphabet Stock On The Dip? (AAPL, GOOG, GOOGL, UBER, DG) 1:04:53

2M ago1:04:53

1:04:53

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:25) Recession Fears in the Banking Sector (04:32) Weak Numbers in the Retail Industry (06:38) The Potential Impact of Waymo on Uber and Lyft (13:51) The Bear Case for Google (26:30) The Upcoming iPhone Event …

1
NFL Week 2 Picks 41:06

2M ago41:06

41:06

}} Week 2 picks for #sportsbettingBy Ovi Muniz

1
Electric Vehicle Collapse: Why EV Stocks Are (Mostly) Doomed (RIVN, TSLA, BYDDY) 56:01

2M ago56:01

56:01

(NOTE: for video watchers, Brett's power went out at the end of the video) On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium from Asymmetric Investing. They discuss: (02:19) Exploring Asymmetric Investing and the Challenges of the Automotive Industry (07:43) Analyzing Rivian's Business Model and Potential for Success (21:3…

1
College Football Week 3 23:44

2M ago23:44

23:44

By Ovi Muniz

1
6 Growing Stocks With a 4% Dividend Yield; Dollar Tree and Celsius Stock Collapses; Have We Entered Founder Mode? (CELH, DLTR, ABNB, SMCI, NVDA) 1:02:20

2M ago1:02:20

1:02:20

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (04:49) The Importance of Reviews for Show Growth (08:43) Founder Mode and the Challenges Faced by Airbnb (09:38) Exploring Dividend Growers: Attractive Yields and Consistent Growth (19:27) OTC Markets Group: A S…

1
Why I Am Buying This Hidden Fintech Stock (Remitly, Ticker: RELY) 59:55

2M ago59:55

59:55

On this episode of Chit Chat Stocks, Brett goes through a report on the next stock he is buying and why: (04:35) History and Business Model (09:16) Product and User Experience (16:15) Business Model and Unit Economics (23:45) Growth Strategy and Marketing (30:07) Management and Trust (33:08) Motivated Management and Growth Potential (34:22) Financi…

1
Super Micro Stock Collapse; AI Debate on ROI; A Small Cap CEO Bets on Himself (SMCI, PDD, NVDA) 1:06:46

2M ago1:06:46

1:06:46

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:26) Discussion on Super Microcomputer (09:46) Acquisition of Seven and I Holdings (19:14) Microsoft's Reporting Changes (31:13) Carl Icahn's SEC Charge (39:25) Nerdy: Small Cap of the Week (40:25) Collapse of…

1
Peter Lynch: Beating The Pros With Common Sense Investing 1:11:31

2M ago1:11:31

1:11:31

On this episode of Chit Chat Stocks, we discuss Peter Lynch's investing strategy and what we can learn from the legendary investor. Topics include: (04:19) Beating the Market with Common Sense: Lynch's Focus on Growth and Earnings (08:28) Lynch's Replicable Approach and Process (13:36) Letting Winners Run: The Power of Long-Term Growth (28:08) Iden…

1
Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun? 1:04:18

2M ago1:04:18

1:04:18

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we were joined by special guest Paul Cerro to discuss: (04:44) Hims & Hers: Flying Too Close to the Sun (11:58) The Risk of Regulation in the Healthcare Space (17:08) The Value Proposition of Hims & Hers in the Healthcare Indu…

1
2 Software Stocks I Bought This Month (PAYC, SEMR) 1:07:11

2M ago1:07:11

1:07:11

On this episode of Chit Chat Stocks, Ryan discusses two software stocks he bought in August of 2024. Listen to find out the two companies and why he now owns them! (02:41) First Stock: A Leading Provider of Human Capital Management Software (34:20) Stock Two: An Online Visibility Management Platform *************************************************…

1
Google Is a Monopoly; Starbucks Steals Chipotle's Top Dog; 6 Stocks With Insider Buys (GOOG, CMG) 1:05:47

2M ago1:05:47

1:05:47

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:Introduction and Weekly NewsAntitrust Litigation and the Potential Breakup of GoogleCEO Poaching: Starbucks and ChipotleHighest Stocks on the WatchlistBumble's Stock Price Decline and Management ConcernsFuture Sma…

1
Should You Buy Mexican Stocks? (ALSEA, AGUA, PAC, OMAB) 54:56

3M ago54:56

54:56

On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country. SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/ FOLLOW Ian on Twitter: https://x.com/irbezek Chapters The Mexican Election and Expectations for the…

1
9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil? (ABNB, CPNG) 1:05:29

3M ago1:05:29

1:05:29

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: Introduction and Market Turmoil Warren Buffett's Apple Position Impact of Interest Rate Cuts Effects of a Recession on Real Estate Flash Crash and Market Volatility Measuring a Company's Buyback Capabilities Tick…

1
Why I Own Nintendo Stock: Round Two (NTDOY) 1:00:42

3M ago1:00:42

1:00:42

On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about: (07:04) The History of Nintendo and its Business Model (12:19) The Durability of Nintendo's Active Users (21:14) The Potential Impact of the New Nintendo Switch Console (31:39) Growing Conviction in Other Entertainment …

1
Earnings Season Winners and Losers (MCD, MSFT, MTCH, SFM, And More!) 1:07:12

3M ago1:07:12

1:07:12

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:08) Challenges in the Fast Food Industry: McDonald's and Starbucks (11:07) The AI Bubble: Microsoft's Higher AI Capex Spending (19:24) Struggles in the Online Dating Market: Match Group's Tinder (19:54) Stock…

1
4 Top Stocks On Our Watchlist This Earnings Season (GOOG, SPOT, NFLX, AXP) 1:13:16

3M ago1:13:16

1:13:16

On this episode of Chit Chat Stocks, Brett and Ryan each pick two stocks they are following closely this earnings season. Find out what price they would buy shares: (02:26) Netflix: Challenges, Resilience, and Growth Prospects (21:17) Alphabet: Strong Performance in Google Search, YouTube, and Google Cloud (38:06) American Express: Leading Credit C…

1
CrowdStrike In Turmoil; Earnings Galore (GOOG, SPOT, TSLA); What Stock Was The Fattest Pitch? 1:04:02

3M ago1:04:02

1:04:02

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:(03:25) Earnings Reports and IT Outage(11:01) The Balanced Housing Market and the Appeal of Homebuilders(25:51) Small Cap Stock Pick: Haypp Group(31:47) Utilizing Yellow Brick for Investment Research(33:23) Haypp …

1
Fake Dividends? Finding The Truth About Blackstone's BREIT With Phil Bak (Ticker: BX) 51:38

3M ago51:38

51:38

On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss: (00:00) Introduction and Background (02:32) Misconceptions about REITs (04:29) Armada Investors: A Quantitative Approach (07:46) HAUS: Pure Play Exposure to Residential Real Estate (12:10) REAL…

1
6 Industry Leaders at 52 Week Lows; Bank and Brokerage Earnings; a Curious Stripe Investment 1:05:49

3M ago1:05:49

1:05:49

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Earnings Season Kickoff: Banks and Brokerages (06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors (09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps (18:06…

1
What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX) 57:52

4M ago57:52

57:52

On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io. Braden's Twitter/X: https://x.com/BradoCapital Canadian Investor: https://thecanadianinvestorpodcast.com/ They discuss: Chapters (00:00) Introduction and Background (04:32) Braden's Investment Approach (07:31…

1
Index Funds vs. High Yield Savings; Another Small Cap Stock Up 10x; Would You Buy Airline Stocks? 1:04:12

4M ago1:04:12

1:04:12

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:39) Discussion on Exponential Fitness (11:15) Exploring Investment Strategies for Heroic Returns (20:11) Comparing S&P 500 Index Fund and High-Yield Savings Account (28:17) Assessing the Growth Potential of P…

1
[INVESTING UNSCRIPTED] Bestselling Author of The Warren Buffett Way: Robert Hagstrom 57:26

4M ago57:26

57:26

{{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}} YouTube: https://www.youtube.com/@InvestingUnscripted/videos Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 This is an episode from the Investing Unscripted Podcast. Enjoy this special episode! *****…

1
Why I Own This Boring 100 Bagger Stock (Ticker: ORLY) 55:43

4M ago55:43

55:43

On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss: (00:00) Introduction (02:21) O'Reilly Automotive: A Specialty Retailer (04:40) Customer Segments: DIY and Pros (07:56) The Power of O'Reilly's Supply Chain Advantage (11:08) Unit Economics and S…

1
Nike In Turmoil; 5 Small Cap Stocks Up 100% This Year; What Is Your Circle of Competence? (NKE) 1:05:22

4M ago1:05:22

1:05:22

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction and Agenda (02:57) Discussion on Nike's Underwhelming Quarter (15:51) Ryan's Small Cap Pick of the Week: Nobility Homes (33:18) Analysis of Sezzle (36:25) Introduction and Discussion of Small-…

1
This Beer Stock Is Trading At Its Cheapest Multiple In Years (Ticker: TAP) 1:01:37

4M ago1:01:37

1:01:37

On this episode of Chit Chat Stocks, Brett gives a research report on Molson Coors (Ticker: TAP). We discuss: (00:00) Introduction and Inspiration to Look at Molson Coors (05:18) The Brands and Sales Drivers of Molson Coors (15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market (33:42) Management and Growth Strategy: Navigating the …

1
Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN) 1:06:08

4M ago1:06:08

1:06:08

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:35) Volkswagen's Investment in Rivian (09:08) The Importance of Customer Support (16:57) Ferrari's Subscription Service (30:09) Considerations for Investing in Dynamic Markets (36:27) Introduction to Hammond M…

1
Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders 1:05:44

4M ago1:05:44

1:05:44

On this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss: (00:00) Introduction to the Nomad Investment Partnership and Nick Sleep (07:21) The Importance of Diversification in Investing (15:23) Exploring the Power of Scale Ec…

1
10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0? 1:05:00

4M ago1:05:00

1:05:00

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:06) Nvidia's Rise and High Profit Margins (11:41) The Concentration of Overvaluation in the Market (26:50) The Need for New Management at Autodesk (31:39) Share Cannibals and Underperforming Companies (32:51) …

1
The Next Carvana? A Potential Cardlytics Stock Inflection With IndraStocks (CDLX) 57:25

4M ago57:25

57:25

On this episode of Chit Chat Stocks, we speak with IndraStocks on all things Cardlytics. We discuss: (02:30) The Rise and Fall of Cardlytics' Stock Price (07:06) Partnerships and the Importance of Scale (09:57) How Cardlytics Works: Providing Offers to Bank Customers (27:39) Financials and the Path to Profitability (28:03) Challenges of Building a …

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CMG 2 Podcasts

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