Chit Chat Stocks
@chitchatstocks • 18,159 subscribers
A podcast talking stocks. Hosted by @CCM_Ryan & @CCM_Brett. Watch on YouTube, and listen wherever you get your podcasts.
Videos
😢 Appreciate this 1hr+ of Richard Lewis comedy gold. RIP
Chit Chat Stocks687,821 görüntüleme • 2 yıl önce
![NEW PODCAST EPISODE! Rod Alzmann returns to discuss the latest microcap deep value stock he is buying (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Follow the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts](https://image.24vids.com/tw-2036796888830128450/amplify_video_thumb/2036796554560901120/img/DlLYMxMPN4viUtji.jpg)
NEW PODCAST EPISODE! Rod Alzmann returns to discuss the latest microcap deep value stock he is buying (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Follow the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts
Chit Chat Stocks32,053 görüntüleme • 5 ay önce
Over the past weeks, we have all been celebrating the life of the great Charlie Munger Here is a 35-minute compilation of his answers to questions from the HBO Buffett documentary One of the best videos out there of the man He goes through meeting Buffett, philosophy, and more
Chit Chat Stocks117,646 görüntüleme • 2 yıl önce
NEW PODCAST EPISODE! Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) Leadership Transition and Its Implications (28:29) Cultural Impact and Decentralization in Business (29:04) AI's Influence on Acquisition Strategies (31:48) Valuation Metrics and Market Perception (35:51) Stock Buyback? (43:11) The Unique Culture of Constellation Software Listen to full episodes of the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts $CSU
Chit Chat Stocks33,278 görüntüleme • 6 ay önce
🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Ryan Henderson: Should I Buy Monday dotcom Stock? $MNDY (00:00) Introduction (03:37) Growth Metrics and Business Model (06:19) History (09:30) Understanding the Product and User Experience (12:20) Market Position and Competitive Landscape (15:16) Financial Analysis and Valuation Insights (33:28) Profit Margins and Stock-Based Compensation (43:25) The Stickiness of Software and Customer Retention (49:53) AI's Impact on Task Management Software (57:30) Management Dynamics and Company Valuation Listen to the full episode of the Chit Chat Stocks Podcast on YouTube, Spotify, or Apple Podcasts
Chit Chat Stocks11,375 görüntüleme • 8 ay önce
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