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Aug 19
1h 6m

Costar Group: A Fallen Compounder Down 7...

Chit Chat Stocks
About this episode
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 estate data (19:37) Revenue growth, pricing power, and diversification (22:2 ... Show More
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Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn)
On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss: (00:00) Introduction (02:28) Initial thoughts and biases about the sector (11:53) Marriott's business model and history (25:50) Wynn Resorts: A luxury casino case study (32: ... Show More
1h 12m
Aug 21
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 5m
Aug 14
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
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