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Aug 21
1h 5m

OpenAI's Mounting Losses; Mark Walter's ...

Chit Chat Stocks
About this episode
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 Revenue Growth and Profitability (13:07) Valuation and Profit Growth of B ... Show More
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Aug 19
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 6m
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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Aug 12
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
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