THIS IS A PREVIEW. IF YOU WANT TO LISTEN TO THE FULL EPISODE, CHECK OUT FRUITLESS ON PATREON HERE: https://www.patreon.com/user?u=11922141 EPISODE ON PATREON: https://www.patreon.com/posts/saint-of-ccm-108989125 Here it is: the fifth and final episode of Christian Rock Summer, a month long exploration of the fringes of Christian music with Josh Chr…

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 …

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…

It's Christian Rock Summer! This is the fourth episode in a month long exploration of the fringes of Christian music with Josh Christianson joining Josiah as co-host. However, we're pivoting away from rock and roll in the second half of the month to focus our hearts and minds on the Lord. We're talking worship music. On today's episode, Kim Hensley…

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…

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…

Taking a brief* intermission from Christian Rock Summer, this is the fifth installment of the Fruitless Bookclub, a show-within-a-show, featuring Chris Barker and Jake the Lawyer, where we read all those nonfiction books we've been meaning to read. Today's episode is about If We Burn: The Mass Protest Decade and the Missing Revolution by Vincent Be…

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…

{{{{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! *****…

THIS IS A PREVIEW. IF YOU WANT TO LISTEN TO THE FULL EPISODE, CHECK OUT FRUITLESS ON PATREON HERE: https://www.patreon.com/user?u=11922141 EPISODE ON PATREON: https://www.patreon.com/posts/grieving-son-of-107912223 It's Christian Rock Summer! This is the second episode in a month long exploration of the fringes of Christian music with Josh Christia…

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…

It's Christian Rock Summer! This is the second episode in a month long exploration of the fringes of Christian music with Josh Christianson joining Josiah as co-host. We're talking "not a Christian band, just Christians in a band." We're talking Christianity being more of a relationship than a religion. On today's episode, Nathan Thiessen (@NateT93…

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-…

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 …

It's Christian Rock Summer! This is the beginning of a month long exploration of the fringes of Christian music with Josh Christianson joining Josiah as co-host. We're talking "not a Christian band, just Christians in a band." We're talking Christianity being more of a relationship than a religion. On today's episode, James (@cigarette_liker) joins…

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…

Hey everyone! Something came up and so I won't be able to release another free episode in June. To make up for that, I'm releasing this Patreon episode to the main feed. If you want a bit more detail, you can check out this Patreon post: https://www.patreon.com/posts/defeat-107021276 I kind of regretted pay-walling this one anyway, especially since…

THIS IS A PREVIEW. IF YOU WANT TO LISTEN TO THE FULL EPISODE, CHECK OUT FRUITLESS ON PATREON HERE: https://www.patreon.com/user?u=11922141 EPISODE ON PATREON: https://www.patreon.com/posts/106929475 It's the music exchange! This is an monthly series where Josh Christianson and I exchange an album that's meaningful to us, and then compare and contra…

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…

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) …

Josiah is joined by Jason Kirk (@jasonkirk_fyi, Shutdown Fullcast, VBS Podcast) to discuss his novel, Hell is a World Without You, as well as growing up evangelical, the world of Christian alternative music, and the good news of universalism. Follow Jason Kirk on Twitter @JasonKirk_fyi // Bluesky @Jasonkirk.fyi // Instagram @Jasonkirk.fyi Jason Kir…

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 …

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts:YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQSpotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgqApple Podcasts: …

On this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024. Check out 7investing: https://7investing.com/ (00:00) Intro (44:39) Elon Musk's Compensation and XAI Formation (53:14) Valuation and Future Prospects of Tesla ***************************************************** Subscribe to ou…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction (03:41) Analyzing Lululemon's Earnings and Market Challenges (11:29) The Mystery of Roaring Kitty's Involvement in GameStop (24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva …

SUBSCRIBE to Best Anchor Stocks: https://www.bestanchorstocks.com/ On this episode of Chit Chat Stocks, Brett and Ryan interview Leandro from Best Anchor Stocks on all things Deere & Co, the parent company of John Deere. They discuss: (00:00) Exploring John Deere's Business Segments and Market Position (04:49) The Role of Technology in Driving Grow…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) The Return of the Nifty 50: Market Impact and Historical Parallels (07:30) Costco Valuation: High Prices and Long-Term Returns (30:00) Challenges in Financial Institutions: Share Repurchases and Market Dy…

Josiah is joined by two members of Iowa CCI: Caitlin Golle, a farming & environment community organizer with the organization, and Julie Duhn, a board member who joined CCI to combat the construction of a factory farm in her town of Eldora, IA. We discuss the impact of factory farming and pipelines on the state, particularly their impact on the wat…

On this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advant…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (03:14) Uncovering Corporate Malfeasance: The Red Lobster Bankruptcy (11:01) Retailers in Focus: Analyzing the Performance of Target and Lululemon (35:38) Target's Performance and Market Share (44:19) Dutch Bros …

THIS IS A PREVIEW. IF YOU WANT TO LISTEN TO THE FULL EPISODE, CHECK OUT FRUITLESS ON PATREON HERE: https://www.patreon.com/user?u=11922141 EPISODE ON PATREON: https://www.patreon.com/posts/im-wide-awake-mx-104674422 It's another music exchange! This is an monthly series where Josh Christianson and I exchange an album that's meaningful to us, and th…

Austin Frerick joins Josiah to discuss his book, Barons: Money, Power, and the Corruption of America's Food Industry and the politics of food production in Iowa and around the country. Follow Austin on Twitter @AustinFrerick // Facebook @AustinFrerick Find more of Austin's work: https://www.austinfrerick.com Become a Fruitless Patron here: https://…

On this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss: (04:41) Wise: The Fintech and Remittance Disruptor (06:37) The Low-Cost Provider for Transfers (12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account (16:22) The Wise Platform: Plugging into the Pa…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction and Special Guest (02:30) Analyzing the Departure of Alex Rozek from Boston Omaha (06:34) Roaring Kitty and the Meme Stock Phenomenon (26:38) Defensive Investing: Evaluating Portfolio Allocat…

On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss: - Portillo's founding and history - Why it went public and wants to expand nationally - Unit economics and return on invested capita…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: Analyzing Match Group's Earnings 10 Stocks That Have Recently Achieved Profitability Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities Assessing Roblox: Revenue Growth, Shareholder A…

This is the audio for a video essay on YouTube. If you choose to listen here, you will only get half the experience. For the full experience, check out Fruitless on YouTube. The video essay: https://www.youtube.com/watch?v=u_HQIbyJuuA The Youtube channel: https://www.youtube.com/channel/UCIZWDsDrQ0XvDQFWzE6s2gg…

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing …

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Warner Brothers Discovery (25:30) Uncertainties and Competitive Landscape in Streaming (33:26) Introduction and Discussion of PayPal (37:15) Analyzing PayPal…

THIS IS A PREVIEW. IF YOU WANT TO LISTEN TO THE FULL EPISODE, CHECK OUT FRUITLESS ON PATREON HERE: https://www.patreon.com/user?u=11922141 EPISODE ON PATREON: https://www.patreon.com/posts/103466040 Josh Boerman (@boshj, The Worst of All Possible Worlds) joins me on a last minute "emergency" episode about the Palestinian solidarity protests at Colu…

On this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett had the pleasure of delving into the book and how quality investing can work over the long term. We discuss: 00:00 Introduction and Background 06:06 …

THIS IS A PREVIEW. IF YOU WANT TO LISTEN TO THE FULL EPISODE, CHECK OUT FRUITLESS ON PATREON HERE: https://www.patreon.com/user?u=11922141 EPISODE ON PATREON: https://www.patreon.com/posts/veggies-derechos-103210759 Chris Barker and Josiah talk about "environmental history." We talk a bit about Guns, Germs, and Steel by Jared Diamond, the ecology o…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (09:19) The Cybertruck and Tesla's Future (25:57) The Best Business in Big Tech (36:12) Valuation of Visa and Mastercard (43:39) The Chinese Real Estate Bubble (53:14) The Impact of Higher Capital Gains Tax Rates ***************…

THIS IS A PREVIEW. IF YOU WANT TO LISTEN TO THE FULL EPISODE, CHECK OUT FRUITLESS ON PATREON HERE: https://www.patreon.com/posts/people-who-eat-1-103024783 EPISODE ON PATREON: https://www.patreon.com/posts/101162953 This is a part of a new monthly series on Fruitless called the Music Exchange (MX), featuring Josh Christianson. Every month, Josh and…

On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in the Nicotine Industry (30:20) The Potential of Nicotine Pouches and Next-Gen Products (39:59) The Benefits of a Basket Approach for Investing in the Nicot…

Tyler Stone (@TylerStoneArt) joins Josiah to discuss his work as a freelance paleoartist. Paleoart (scientific illustration of prehistoric life) is a field with an interesting relationship between art and hard sciences. They discuss this relationship and the nitty gritty of the business side of paleoart, before delving into the challenges of being …

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings Report as a good ome…

Wesley Klingele (@MannnMiami) joins Josiah to discuss his new short film, Somnium, and the artistic themes he finds compelling. They talk about dreams, coming of age in your 20s, how religion and spirituality intersects with film, slow cinema vs. montage, and Wes' connection to the Pacific Northwest. Special thanks to Phil Cozzi for providing the m…

On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover: (06:36) Finding Uncorrelated Stocks (35:22) Disqualifying a Company: Management, Moats, and Passion (45:35) Red Flags for Dishonest Management (59:41) Finding Hidden Gems in Differen…

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00)…