@chitchatstocks Chit Chat Stocks
Chit Chat Stocks posts on X about stocks, business, software, youtube the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +543%
- [--] Month [-------] -37%
- [--] Months [---------] +150%
- [--] Year [---------] -38%
Mentions: [--] #
- [--] Week [--] +53%
- [--] Month [---] +31%
- [--] Months [---] +128%
- [--] Year [---] -24%
Followers: [------] #
- [--] Week [------] +0.62%
- [--] Month [------] +1.10%
- [--] Months [------] +5.80%
- [--] Year [------] +11%
CreatorRank: [-------] #
Social Influence
Social category influence finance 86% stocks 46.67% technology brands 20.67% cryptocurrencies 8.67% social networks 8.67% countries 3.33% automotive brands 3.33% fashion brands 2% gaming 1.33% currencies 1.33%
Social topic influence stocks #1709, business 9.33%, software #1080, youtube 8%, $spot 8%, constellation #137, $csu #8, apple 7.33%, ai 6.67%, in the 6.67%
Top accounts mentioned or mentioned by @fiscalai @speedwellllc @drewcohenmoney @ccmbrett @finchatio @invesquotes @aboveavgodds @microcapdanmark @qualityinvest5 @ccmryan @manuinvests @jrogrow @devinlasarre @davidgfool @irbezek @piranhacapital @12ozfinance @timgallagher_ @bondkingjanush1 @jackson_jo96163
Top assets mentioned Spotify Technology (SPOT) SafeMoon (SFM) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Evotec SE (EVO) Remitly Global, Inc. (RELY) Sweetgreen Inc. (SG) Tesla, Inc. (TSLA) Coupang, Inc. (CPNG) Autodesk Inc (ADSK) Sezzle Inc. Common Stock (SEZL) Philip Morris International Inc. (PM) AST SpaceMobile, Inc. Class A Common Stock (ASTS) TripAdvisor, Inc. (TRIP) Netflix Inc (NFLX) British American Tobacco (BTI) Apple, Inc. (AAPL) American Express Company (AXP) Hims & Hers Health, Inc. (HIMS) Microsoft Corp. (MSFT) Celsius Holdings, Inc. Common Stock (CELH) Lululemon Athletica Inc (LULU) Born in [--] (19) Wise (WISE) Gambling.com Group Limited (GAMB) WIX.com Ltd. (WIX) Kaspi.kz Joint Stock Company (KSPI)
Top Social Posts
Top posts by engagements in the last [--] hours
"Nintendo has sold [---] million software units over the last twelve months $NTDOY Can it ecplise its previous high in the upcoming FY KPIs from @fiscal_ai"
X Link 2026-02-09T00:15Z 16.4K followers, [----] engagements
"Constellation Software is in a 53% drawdown by far its worst ever $CSU Is the stock now a buy"
X Link 2026-02-12T06:00Z 16.4K followers, 12.3K engagements
"Since [----] Wix annual revenue has grown at 26% annually $WIX"
X Link 2026-01-14T14:00Z 16.4K followers, [----] engagements
"What is your favorite software falling knife you think will outperform over the next [--] - [--] years"
X Link 2026-02-13T06:00Z 16.4K followers, 14.4K engagements
"Sprouts Farmers Market quarterly comp store sales growth $SFM"
X Link 2025-11-13T14:45Z 16.4K followers, [----] engagements
"$PM's total return over the last five years"
X Link 2026-02-13T14:00Z 16.4K followers, [----] engagements
"Why does Kaspi trade at an EV/EBIT of [---] $KSPI"
X Link 2025-10-17T19:48Z 16.4K followers, 28.4K engagements
"Remitly Global's active customers have grown at a 39% annual rate since September [----] $RELY"
X Link 2025-11-14T17:45Z 16.3K followers, [----] engagements
"Sprouts Farmers Market generated a record 7.7% operating margin over the last twelve months $SFM Chart from @fiscal_ai"
X Link 2025-11-20T14:45Z 16.4K followers, [----] engagements
"Sprouts Farmers Market earnings per share (EPS) has grown at a 20%+ annual rate since [----] $SFM"
X Link 2025-11-21T01:45Z 16.4K followers, [----] engagements
"Grupo Aeropuertario del Sureste is in a 19% drawdown $SUR It recently acquired new airports in Brazil Costa Rica and Ecuador The stock trades at an EV/EBITDA below 9"
X Link 2025-11-26T01:45Z 16.4K followers, [----] engagements
"🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Top [--] International Stocks for [----] 00:00) Introduction (03:22) Honorable Mentions and Market Insights (03:52) Grupo Aeroportuario del Sur: A Case Study $SUR (15:38) Grab Holdings: The Super App of Southeast Asia $GRAB (30:33) Hermes International: The Luxury Brand with Heritage $HESAY (39:54) Exploring the Digital Remittance Landscape (41:37) Wise: A Game Changer in Money Transfers $WISE (46:07) The Business Model of Wise (50:51) Investing in Bolsa Mexicana de Valores $BOLSAA (57:05) Comparing Stock Exchanges: Mexico vs. the U.S. (01:02:09) Final Thoughts and"
X Link 2025-11-26T19:27Z 16.4K followers, [----] engagements
"Match Group's shares outstanding have begun to fall at a 5% annual rate $MTCH It's free cash flow per share hit a record of $3.60 over the last twelve months or around a 10x multiple for the current share price When is this stock finally a buy"
X Link 2025-12-10T14:45Z 16.3K followers, [----] engagements
"By [----] Remitly believes it can generate upwards of $600 million in adjusted earnings $RELY The stock currently trades at a market cap of $3 billion"
X Link 2025-12-13T17:45Z 16.3K followers, [----] engagements
"Remitly Global already has over 100k members of its Remitly One product $RELY That is 100k people paying $10 a month or $12 million in ARR added to the business overnight"
X Link 2025-12-14T01:45Z 16.3K followers, [----] engagements
"Remitly Global processes 63% of its transactions instantly $RELY Is this an emerging competitive advantage for the business"
X Link 2025-12-16T14:45Z 16.3K followers, [----] engagements
"Sweetgreen annual revenue has grown by 27% year-over-year since the end of [----] $SG"
X Link 2025-12-19T14:45Z 16.3K followers, [----] engagements
"How many restaurants can Sweetgreen grow into around the United States $SG"
X Link 2025-12-19T17:45Z 16.3K followers, [----] engagements
"Sweetgreen's same-store sales growth was -10% last quarter $SG What's wrong with this restaurant concept"
X Link 2025-12-20T01:45Z 16.3K followers, [----] engagements
"Sweetgreen now trades at below 5x trailing gross profit $SG The company has never generated a profit Time for an activist to take a stake"
X Link 2025-12-20T14:45Z 16.3K followers, [----] engagements
"Portillo's now trades at an earnings yield of close to 8% $PTLO"
X Link 2026-01-09T23:00Z 16.3K followers, [----] engagements
"Is Coupang stock a buy on the data leak news $CPNG The stock now trades at an EV/GP of [---] one of its lowest levels ever"
X Link 2026-01-10T06:00Z 16.3K followers, [----] engagements
"Sprouts Farmers Market now trades at a trailing EV/EBIT of [----] $SFM"
X Link 2026-01-13T06:00Z 16.4K followers, [----] engagements
"Sprouts Farmers Market operating margin $SFM"
X Link 2026-01-13T14:00Z 16.4K followers, [----] engagements
"🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 A US Defense Spending Supercycle [--] Top Stocks For The Coming Spending Boom (00:00) Introduction (01:59) Exploring the Defense budget increase (10:45) Leidos $LDOS (19:20) RTX Corp $RTX (25:25) CACI International $CACI (33:26) L3 Harris $LHX (36:11) BWX Technologies $BWXT (42:18) Kratos Defense $KTOS (50:08) Black Sky Technologies $BKSY (54:24) Concluding thoughts on defense sector Listen to full episodes of the Chit Chat Stocks Podcast on YouTube Spotify and Apple Podcasts https://twitter.com/i/web/status/2011446478091297186"
X Link 2026-01-14T14:33Z 16.3K followers, [----] engagements
"Joby Aviation Free Cash Flow $JOBY"
X Link 2026-01-16T06:00Z 16.4K followers, [----] engagements
"Tripadvisor's stock price peaked in [----] and has been in a drawdown ever since $TRIP"
X Link 2026-01-16T14:00Z 16.4K followers, [----] engagements
"Viator's revenue has grown at a 22% annual rate since [----] It is about to eclipse $1 billion How much is this business worth $TRIP"
X Link 2026-01-16T23:00Z 16.4K followers, [----] engagements
"What is the most overvalued stock you are following today"
X Link 2026-01-18T16:00Z 16.3K followers, [----] engagements
"Don't look now but $ADYEN trades at below 30x EV/EBITDA again"
X Link 2026-01-19T00:15Z 16.4K followers, [----] engagements
"$ADYEN total processed volume has grown at a 47% annual rate since 2015"
X Link 2026-01-19T06:00Z 16.4K followers, [----] engagements
"Autodesk Revenue per share $ADSK"
X Link 2026-01-19T23:00Z 16.4K followers, [----] engagements
"Sezzle's annual revenue has grown at a 51% annual rate since [----] $SEZL"
X Link 2026-01-20T23:00Z 16.3K followers, [----] engagements
"Sezzle's Net Income Before Taxes is now $139 million $SEZL The stock trades at a market cap of $2.29 billion"
X Link 2026-01-21T06:00Z 16.4K followers, [----] engagements
"Constellation Software's Free Cash Flow Yield $CSU"
X Link 2026-01-23T06:00Z 16.3K followers, 18.2K engagements
"Constellation Software free cash flow available to shareholders $CSU"
X Link 2026-01-23T14:00Z 16.3K followers, [----] engagements
"Constellation Software now trades at its lowest EV/GP in history $CSU"
X Link 2026-01-23T23:00Z 16.3K followers, [----] engagements
"Coupang now trades at just 1x sales $CPNG"
X Link 2026-01-24T06:00Z 16.3K followers, [----] engagements
"🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG (00:00) Introduction (01:09) The Software Stock Meltdown (04:51) Valuations and Market Reactions (13:46) Amazon Earnings Analysis (19:17) Alphabet's earnings (27:34) The AI Landscape (38:41) Bitcoin's Volatility and Market Sentiment (48:15) SpaceX and XAI Merger Discussion (57:30) Quick Hits: Earnings and Market Trends Listen to the Chit Chat Stocks Podcast on YouTube Spotify and Apple Podcasts https://twitter.com/i/web/status/2019756501540245956"
X Link 2026-02-06T12:54Z 16.4K followers, [----] engagements
"This week we are recording an episode on Zoom Communications $ZM w/ recurring guest @_SeanDavid What questions should we ask him (yes we will ask about Anthropic)"
X Link 2026-02-08T14:01Z 16.4K followers, [----] engagements
"Nintendo is back to an EV/EBIT of [--] $NTDOY Is the stock a buy heading into the SW2 hardware upcycle"
X Link 2026-02-08T16:00Z 16.4K followers, [----] engagements
"This week we are interviewing recurring guest @DrewCohenMoney from @Speedwell_LLC on all things Constellation Software $CSU What questions should we ask him"
X Link 2026-02-09T16:45Z 16.4K followers, 11.2K engagements
"Why doesn't $ADYEN work from here"
X Link 2026-02-09T23:00Z 16.4K followers, [----] engagements
"$PM's heated tobacco unit shipments have grown at a 16% annual rate since [----] KPI chart from @fiscal_ai"
X Link 2026-02-10T23:00Z 16.4K followers, [----] engagements
"$PM's operating profit vs. Free Cash Flow"
X Link 2026-02-11T14:00Z 16.4K followers, [----] engagements
"RT @CCM_Brett: We just asked @DrewCohenMoney whether AI will kill Chicken Coop software [--] times in a row And you know what I'm starting"
X Link 2026-02-11T14:06Z 16.4K followers, [--] engagements
"RT @chitchatstocks: NEW PODCAST EPISODE Will AI Kill Constellation Software With @DrewCohenMoney From @Speedwell_LLC (00:00) Introduct"
X Link 2026-02-11T14:07Z 16.4K followers, [--] engagements
"RT @varunv_malhotra: @chitchatstocks @DrewCohenMoney @Speedwell_LLC Very excited for this one Im sure its a banger"
X Link 2026-02-11T14:37Z 16.4K followers, [--] engagements
"We will be recording the Investing Power Hour TODAY instead of tomorrow due to our personal schedules What should we talk about Will be going live at 5pm EST on the Chit Chat Stocks YouTube page"
X Link 2026-02-11T14:38Z 16.4K followers, [----] engagements
"RT @chitchatstocks: Philip Morris International's total cigarette volume has only declined at a 1.3% annual rate since [----] $PM https://t.c"
X Link 2026-02-11T15:01Z 16.4K followers, [--] engagements
"RT @Speedwell_LLC: Every $CSU AI risk explained and addressed We also touch on the implication for other SaaS names"
X Link 2026-02-11T16:00Z 16.4K followers, [--] engagements
"RT @QualityInvest5: Sorry mom Ill call you back Drew just went on Chit Chat Stocks again @chitchatstocks @DrewCohenMoney"
X Link 2026-02-11T17:03Z 16.4K followers, [--] engagements
"RT @chitchatstocks: $PM's operating profit vs. Free Cash Flow"
X Link 2026-02-11T20:02Z 16.4K followers, [--] engagements
"RT @chitchatstocks: We will be recording the Investing Power Hour TODAY instead of tomorrow due to our personal schedules What should we"
X Link 2026-02-11T21:24Z 16.4K followers, [--] engagements
"RT @chitchatstocks: $PM's heated tobacco unit shipments have grown at a 16% annual rate since [----] KPI chart from @fiscal_ai"
X Link 2026-02-12T00:02Z 16.4K followers, [--] engagements
"RT @chitchatstocks: $PM's annual revenue just topped $40 billion What stops this from continuing"
X Link 2026-02-12T05:04Z 16.4K followers, [--] engagements
"RT @chitchatstocks: Constellation Software is in a 53% drawdown by far its worst ever $CSU Is the stock now a buy"
X Link 2026-02-12T12:01Z 16.4K followers, [--] engagements
"RT @BradoCapital: That @fiscal_ai API for realtime fundamentals at earnings on the big stage on google finance now 🎉"
X Link 2026-02-12T13:25Z 16.4K followers, [--] engagements
"RT @CCM_Ryan: Constellation Software strikes me as one of the least likely software businesses to be disrupted by AI. @DrewCohenMoney does"
X Link 2026-02-12T13:25Z 16.4K followers, [--] engagements
"RT @AbcpokerBI: $CSU unik graf"
X Link 2026-02-12T13:25Z 16.4K followers, [--] engagements
"🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today $DAVE W/ @AndrewM61370616 (03:48) The History of Dave: From SPAC to Recovery (08:56) Understanding the Business Model: Micro Lending Explained (16:15) Competition and Market Positioning: Who Does Dave Compete With (16:54) Operational Structure: Partner Banks and Expenses (22:08) Future Outlook: Pricing Models and Growth Potential (26:17) Assessing Risks and Opportunities for Dave (30:15) Market Potential and Growth Projections (34:36) Management Integrity and Company Culture (37:10)"
X Link 2025-08-13T20:51Z 16.4K followers, [----] engagements
"What is the cheapest stock with a market cap under $5 billion right now"
X Link 2025-12-25T23:00Z 16.4K followers, 24.3K engagements
"Autodesk now trades at under 10x gross profit again $ADSK"
X Link 2026-01-19T14:00Z 16.4K followers, [----] engagements
"🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Sezzle: Why This BNPL Stock Has Multibagger Potential $SEZL w/ @ManuInvests (00:00) Introduction (01:57) Understanding Sezzle's Business Model (03:35) The Appeal of Buy Now Pay Later (05:50) Sezzle's Unique Position in the Market (09:24) Sezzle's Business History and Stock Performance (13:00) Keys to Sezzle's Profitability (15:21) Merchant Preferences and Sezzle's Strategy (17:50) The State of the BNPL Industry (21:20) Personal Insights on BNPL vs. Credit Cards (26:34) Understanding Sezzle's Financial Growth (27:01) Sezzle's Financial Performance and Growth"
X Link 2026-02-04T14:05Z 16.4K followers, 12.4K engagements
"Philip Morris International's total cigarette volume has only declined at a 1.3% annual rate since [----] $PM"
X Link 2026-02-10T14:00Z 16.4K followers, [----] engagements
"$PM's annual revenue just topped $40 billion What stops this from continuing"
X Link 2026-02-11T23:00Z 16.4K followers, [----] engagements
"Since [----] Constellation Software's Revenue Per Share has compounded at a 23.5% annual rate $CSU"
X Link 2026-02-12T14:00Z 16.4K followers, [----] engagements
"Sprouts Farmers Market is one of the sneakiest share cannibals of the last decade It has brought its shares outstanding down at a rate of 4.5% since [----] The company just authorized a $1 billion new share repurchase program vs. an $8 billion market cap $SFM"
X Link 2025-11-20T17:45Z 16.4K followers, [----] engagements
"Sprouts Farmers Market: Coming Back to Earth $SFM A weekly update from @CCM_Brett for Emerging Moats Research https://chitchatstocks.substack.com/p/sprouts-farmers-market-coming-back https://chitchatstocks.substack.com/p/sprouts-farmers-market-coming-back"
X Link 2025-11-22T21:41Z 16.4K followers, [----] engagements
"What stock in your portfolio do you think has the best chance of being a [---] bagger over the next [--] years"
X Link 2025-12-28T00:15Z 16.4K followers, 27.2K engagements
"What is the most mispriced stock in your portfolio today"
X Link 2025-12-28T06:00Z 16.4K followers, 33.2K engagements
"What would be fun investing themes to talk about on the podcast"
X Link 2026-01-07T22:13Z 16.4K followers, [----] engagements
"What stock do you believe is most undervalued heading into Q4 earnings season"
X Link 2026-01-15T23:00Z 16.4K followers, [----] engagements
"For the first time ever Nintendo's annual playing users have remained steady through a new hardware transition $NTDOY"
X Link 2026-02-08T18:00Z 16.4K followers, 12.2K engagements
"$ADYEN has been in a drawdown since 2021"
X Link 2026-02-10T06:00Z 16.4K followers, [----] engagements
"NEW PODCAST EPISODE Will AI Kill Constellation Software With @DrewCohenMoney From @Speedwell_LLC (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"
X Link 2026-02-11T13:57Z 16.4K followers, 24.2K engagements
"The definition of a good business Growing cash flow per share that can be distributed to shareholders $CSU A thing of beauty"
X Link 2026-02-12T23:00Z 16.4K followers, [----] engagements
"NEW PODCAST EPISODE Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap (00:00) Introduction (03:02) Analyzing $MNDY (11:04) Big Tech and AI: Alphabet's Bond Issuance (21:32) Value Play or Value Trap (36:32) AI Disruption in Consulting (41:13) Earnings Insights: Oscar and Spotify (53:31) The Rise and Fall of Tai Lopez (59:11) Listener Questions and Market Insights Follow the Chit Chat Stocks Podcast on YouTube Spotify or Apple Podcasts https://twitter.com/i/web/status/2022315288096608578 https://twitter.com/i/web/status/2022315288096608578"
X Link 2026-02-13T14:21Z 16.4K followers, [----] engagements
"Deep Dive: Netflix $NFLX with @TSOH_Investing - Unit economics overview + content amortization accounting - What margins can they have at scale - Thoughts on video game investments - Whats the bear case Spotifyâž¡ Appleâž¡ https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060i=1000550655417 https://open.spotify.com/episode/3YjZoJOaQJYjKptxBr6Sm6si=8N3g45ETTya7Rm7QfzjwTw https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060i=1000550655417 https://open.spotify.com/episode/3YjZoJOaQJYjKptxBr6Sm6si=8N3g45ETTya7Rm7QfzjwTw"
X Link 2022-02-10T16:05Z 16.4K followers, [---] engagements
"Deep Dive: Alphabet $GOOG $GOOGL w/ @GianniDiMattia6 Questions: - Why do you have 100% of your portfolio in Google - How big can YouTube get - How do you value Google Cloud - What would cause you to sell Spotifyâž¡ Appleâž¡ https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060i=1000552092102 https://open.spotify.com/episode/726BSvbJ940vGOYPjgvzr0si=VtS7m-4fRDiXJv5qR12l_g https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060i=1000552092102 https://open.spotify.com/episode/726BSvbJ940vGOYPjgvzr0si=VtS7m-4fRDiXJv5qR12l_g"
X Link 2022-02-24T15:27Z 16.4K followers, [--] engagements
"Deep Dive: Constellation Software $CSU w/ @Invesquotes - What made this a 100-bagger - Transition to large VMS - Unique operating structure - Is there a ceiling to how much capital they can invest https://open.spotify.com/episode/2zDIxxdkVZMrOLmvSBiI9Rsi=rhS8arGmTkendB80yuz80A https://podcasts.apple.com/us/podcast/constellation-software-csu-to-with-leandro/id1437766060i=1000555801455 https://open.spotify.com/episode/2zDIxxdkVZMrOLmvSBiI9Rsi=rhS8arGmTkendB80yuz80A https://podcasts.apple.com/us/podcast/constellation-software-csu-to-with-leandro/id1437766060i=1000555801455"
X Link 2022-03-31T13:33Z 16.4K followers, [--] engagements
"Deep Dive: Texas Instruments $TXN w/ @JRogrow - Why is this one of the highest-quality businesses in the world - Analog computer chips - focus on the growth of FCF/s - Why can't competitors catch up https://podcasts.apple.com/us/podcast/texas-instruments-txn-with-jon-rotonti/id1437766060i=1000556504560 https://open.spotify.com/episode/63RhDXCtQ8iwq3xaZvcaJ7si=W9zMsiR-QkSJ-ll9ol5Qkg https://podcasts.apple.com/us/podcast/texas-instruments-txn-with-jon-rotonti/id1437766060i=1000556504560 https://open.spotify.com/episode/63RhDXCtQ8iwq3xaZvcaJ7si=W9zMsiR-QkSJ-ll9ol5Qkg"
X Link 2022-04-07T15:43Z 16.4K followers, [--] engagements
"Deep Dive: @TMFOtter Discusses Markel Corp. $MKL - Why has it been a 100-bagger since the IPO - What is a specialty insurer What is ILS - Valuing a conglomerate - How shareholders could lose money https://podcasts.apple.com/us/podcast/markel-corporation-mkl-with-bill-mann/id1437766060i=1000569115453 https://open.spotify.com/episode/3Jh2ZoZMY4iYiCPEbGDRNssi=L7irOJCeT4Ge08oGq0IHCA https://podcasts.apple.com/us/podcast/markel-corporation-mkl-with-bill-mann/id1437766060i=1000569115453 https://open.spotify.com/episode/3Jh2ZoZMY4iYiCPEbGDRNssi=L7irOJCeT4Ge08oGq0IHCA"
X Link 2022-07-07T15:50Z 16.4K followers, [--] engagements
"Interview: Altria Group and the State of US Nicotine $MO w/ @DevinLaSarre - Pace of volume declines. Will it change - Can we trust $MO executives - Risk-reduced initiatives - Competition with $PM https://podcasts.apple.com/us/podcast/altria-group-and-the-us-tobacco-market-ticker-mo/id1437766060i=1000607669752 https://open.spotify.com/episode/654V5uKvNpsKH9BknnRvOTsi=f5HP-falQLGwffQW0BoZ_w https://podcasts.apple.com/us/podcast/altria-group-and-the-us-tobacco-market-ticker-mo/id1437766060i=1000607669752 https://open.spotify.com/episode/654V5uKvNpsKH9BknnRvOTsi=f5HP-falQLGwffQW0BoZ_w"
X Link 2023-04-06T12:43Z 16.4K followers, 16.3K engagements
"What are the key reasons why AutoZone has been a 300-bagger for shareholders $AZO"
X Link 2023-08-09T18:12Z 16.4K followers, 28.2K engagements
"Is $LOW the most underrated share cannibal"
X Link 2023-08-16T20:24Z 16.4K followers, 13.5K engagements
"Li Lu is one of the best investors out there and one of the only people Charlie Munger has given money to Here is a talk he gave at Columbia Business School years ago. It is a must-watch for anyone interested in value investing (part [--] in the next tweet)"
X Link 2023-09-19T20:52Z 16.4K followers, [----] engagements
"Today we kick off our Q4 [----] Not So Deep Dive themes October: Discount retail on $DG (out today) $DLTR $DLMAF November: Sin stocks $BTI $MGM $SWBI $DEO December: Luxury $LVMH $RACE $RMS Listen wherever you get your podcasts"
X Link 2023-10-10T10:26Z 16.4K followers, 15.1K engagements
"Interview: The Art of Short Selling w/ @UpslopeCapital - Targeting fads and frauds: why - Portfolio management + position sizing - Fighting grandma not Mike Tyson + past examples Listen wherever you get your podcasts YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/the-art-of-short-selling-with-upslope-capital/id1437766060i=1000631841521 https://open.spotify.com/episode/0fMqDLEXqFBeGscsXPN1rvsi=PDEChb33TW-_BKefypUzAA https://www.youtube.com/watchv=bUdZXBPoQxA https://podcasts.apple.com/us/podcast/the-art-of-short-selling-with-upslope-capital/id1437766060i=1000631841521"
X Link 2023-10-19T16:24Z 16.4K followers, 15.1K engagements
"Podcast: interview w/ @RicksCEO on. - the history of $RICK - The economics of nightclubs - The "do nothing" playbook - Philosophy on buybacks - Update on Bombshells + much more. Listen wherever you get your podcasts YouTube: Apple: Spotify: https://open.spotify.com/episode/6Fwqmx8vlPbNbKq5ZQ2OiLsi=IFZtpBd4StKNehEJ93Gu9g https://podcasts.apple.com/us/podcast/building-a-nightclub-empire-with-rci-hospitality/id1437766060i=1000633448424 https://www.youtube.com/watchv=ZRADK9Z6ExM https://open.spotify.com/episode/6Fwqmx8vlPbNbKq5ZQ2OiLsi=IFZtpBd4StKNehEJ93Gu9g"
X Link 2023-11-02T14:10Z 16.4K followers, 32.9K engagements
""At this stage of life with everything going against him- a failed marriage being financially broke losing his son it would have been tempting to just give it all up and turn to vices (alcohol drugs) as so many people around him had done at that time. But Charlie was not that man and he kept going""
X Link 2023-11-28T21:29Z 16.4K followers, 16.1K engagements
"What are the best resources for studying $LVMH"
X Link 2023-12-04T20:40Z 16.4K followers, 59.7K engagements
"Podcast: The State of the Luxury Industry w/ @SleepwellCap and @Invesquotes - What makes a brand luxury What strategies do they use - Why $AAPL $AXP and $TSLA are premium but NOT luxury - Case studies with Hermes Rolex Ferrari etc. + much more Listen on YouTube Spotify Apple or wherever you get your podcasts YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/the-state-of-the-luxury-industry-with/id1437766060i=1000637785410 https://open.spotify.com/episode/1UxnL3KCpvzpkdRQjBK6q0si=YMQRxIpXQvKPFf0ZX3-Ipg https://www.youtube.com/watchv=OB-glnRUW5E"
X Link 2023-12-07T15:13Z 16.4K followers, 36.8K engagements
"Over the past weeks we have all been celebrating the life of the great Charlie Munger Here is a 35-minute compilation of his answers to questions from the HBO Buffett documentary One of the best videos out there of the man He goes through meeting Buffett philosophy and more"
X Link 2023-12-13T20:49Z 16.4K followers, 119.9K engagements
"$HIMS vs. $GDRX revenue since 2018"
X Link 2024-01-15T21:08Z 16.4K followers, 25.7K engagements
"What is your favorite SUB $1 billion market cap idea right now"
X Link 2024-01-21T14:33Z 16.4K followers, 50.7K engagements
"The best value investor you've never heard of: Norbert Lou of Punch Card Management A thread"
X Link 2024-01-22T23:47Z 16.4K followers, 24.5K engagements
"PODCAST: Hims and Hers Stock Report $HIMS - Telehealth platform focused on ED hair loss weight loss and anxiety/depression - Why have they grown so quickly - Does it have any emerging competitive advantages - Thoughts on CEO/Founder - Questions about poor customer reviews - Financial projections through [----] + would @CCM_Brett buy the stock today Listen on Spotify Apple Podcasts YouTube or your podcast player of choice Spotify: Apple: YouTube: https://www.youtube.com/watchv=eYInSRP8t7s https://podcasts.apple.com/us/podcast/hims-hers-stock-report-ticker-hims/id1437766060i=1000642757550"
X Link 2024-01-24T13:03Z 16.4K followers, 30.8K engagements
"BIG update coming next week 👀"
X Link 2024-01-25T14:35Z 16.4K followers, [----] engagements
"The big three cloud % revenue growth since Q4 [----] $GOOG: 251.6% $AMZN: 131.7% $MSFT: 169.6% (Amazon is missing one quarter but look at the divergence a few quarters back)"
X Link 2024-01-31T19:30Z 16.4K followers, 10.1K engagements
"What is your Magnificient Seven score How many COMBINED years have you owned Microsoft Amazon Apple Meta Alphabet Tesla and Nvidia in your portfolio @DavidGFool recently disclosed he has a score of [---] 😲 $GOOG: [--] years (2008) $AMZN: [--] years (1997) $AAPL: [--] years (2008) $META: [--] years (2012) $MSFT: [--] years (😢) $NVDA: [--] years (2005) $TSLA: [--] years (2011) Can anyone beat a Magnificent Seven score of [---] Read further to see how the stocks have performed since David's recommendations"
X Link 2024-02-02T16:34Z 16.4K followers, 33.6K engagements
"An energy drink battle for the ages [----] revenue $CELH: $14.6 million $MNST: $2.5 billion [----] revenue $CELH: $1.3 billion $MNST: $7.1 billion What do the next [--] years look like"
X Link 2024-03-04T17:09Z 16.4K followers, 46.6K engagements
"INTERVIEW: Is Coupang Stock Really The Next Amazon w/ @Speedwell_LLC - Thoughts on management/founder - What brings them a competitive advantage - Competitive threats from Naver + Temu + AliExpress - Expansion into Taiwan - What's going on with the $FTCH acquisition + much more Listen/watch this full episode of Chit Chat Stocks on YouTube Spotify or Apple Podcasts $CPNG $AMZN $BABA"
X Link 2024-03-06T16:10Z 16.4K followers, 47.9K engagements
"Lululemon: Finally At a Reasonable Price $LULU - Revenuer per share 20% CAGR over last [--] years - Operating income 17.5% CAGR - International Revenue 36% CAGR - EV/EBIT down to [--] Is this stock cheap"
X Link 2024-03-23T15:26Z 16.4K followers, 24.4K engagements
"Dream Finders Homes: The Next Great Homebuilding Stock $DFH - Gross profit 61% CAGR since [----] - Operating income 92% CAGR ($428 million LTM) - Transitioning to self funding (LT debt coming down) - FCF positive every year exc. [----] - Forward EV/EBIT under [--] Why does this stock not do well over the next [--] years"
X Link 2024-03-30T18:37Z 16.4K followers, 20.2K engagements
"YouTube is closing in on 10% of TOTAL television time spent in the United States And this is excluding YouTube TV $GOOG Latest update (March 2024) on streaming's share of U.S. TV time In the past year we have seen further divergence between the clear leaders (YT and Netflix) and the others along with solid FAST momentum. (Tubi's share Peacock Max and P+.) Some tough decisions to be made. https://t.co/yI2IfjTqYI Latest update (March 2024) on streaming's share of U.S. TV time In the past year we have seen further divergence between the clear leaders (YT and Netflix) and the others along with"
X Link 2024-04-16T18:13Z 16.4K followers, 16.9K engagements
"Autodesk: What Went Wrong $ADSK Revenue from its three largest segments (AEC AutoCAD and Manufacturing) has grown from $1.9 billion in FY [----] to $5.1 billion in FY [----] These are extremely high-margin software offerings that have shown near-endless amounts of pricing power This has shown up somewhat in earnings with operating income growing each of the last six years However operating margin expansion has (perplexingly) stagnated at 20% while management has guided for 40% operating margins And with some accounting mishaps showing up to start [----] we are now seeing $ADSK continue to muddle"
X Link 2024-04-17T20:02Z 16.4K followers, 46.7K engagements
"PODCAST: The State of the Nicotine Industry w/ @DevinLaSarre - Nicotine isn't going away but evolving - Can HTU and nicotine pouches go global - Regulatory hurdles - Why does he favor a basket approach - Why have volume declines accelerated - Do we want more or less ESG investing mandates + much more Listen to the full episode of the Chit Chat Stocks Podcast on YouTube Spotify or Apple Podcasts"
X Link 2024-04-25T00:00Z 16.4K followers, 15.3K engagements
"@finchat_io Podcast episode covering Stan Druckenmiller dropping Wednesday Find it on the Chit Chat Stocks podcast feed of your choice (Apple Spotify YouTube etc.)"
X Link 2024-05-06T19:01Z 16.4K followers, 63.6K engagements
"Wise has grown its revenue at a 97% CAGR since [----] $WISE"
X Link 2024-05-17T21:09Z 16.4K followers, 10K engagements
"$FICO has compounded at a 23.7% rate since the beginning of [----] [--] years 24% per year 🤯"
X Link 2024-06-13T03:05Z 16.4K followers, 23.7K engagements
"What is the cheapest small-cap stock you own right now"
X Link 2024-06-20T00:01Z 16.4K followers, 42.7K engagements
"British American Tobacco $BTI - Revenue flat since [----] in USD - Cig volumes declining by 4.5% a year since [----] - Oral pouches volume growing 73% YoY since [----] - Vapor volumes growing at 30% YoY since [----] - Dividend yield over 9.5% Is this stock finally a buy"
X Link 2024-07-09T02:31Z 16.4K followers, 10.7K engagements
"Why did the $EVO EV/EBIT collapse from [--] to [--] chart from @finchat_io"
X Link 2024-07-22T20:34Z 16.4K followers, 33.4K engagements
"What are the best types of moats @JRogrow explains the idea of overlapping moats with $ASML and $V"
X Link 2024-07-30T17:26Z 16.4K followers, 32.7K engagements
"9 Stocks trading at their cheapest valuations in a decade - Amazon $AMZN - Salesforce $CRM - Nike $NKE - Block $SQ - Lululemon $LULU - Evolution AB $EVO - Ulta Beauty $ULTA - Wise $WISE - Vail Resorts $MTN @CCM_Brett and @CCM_Ryan discuss which ones they find attractive"
X Link 2024-08-13T16:54Z 16.4K followers, 15.3K engagements
"🚨🚨🚨NEW PODCAST🚨🚨🚨 Mexican Stocks: An Updated Thesis With @irbezek - Foreign investment + reshoring - Cartels: should we be worried - Thoughts on the new president - Alsea SAB: betting on fast food $ALSEA - Airports: betting on travel + consumer spending - Grupo Rotoplas: betting on water $AGUA Listen to full episodes of Chit Chat Stocks on YouTube Spotify or Apple Podcasts https://twitter.com/i/web/status/1823754234594255292 https://twitter.com/i/web/status/1823754234594255292"
X Link 2024-08-14T16:11Z 16.4K followers, 34.6K engagements
"Two hours of Li Lu speaking at the Columbia Business School The legendary investor condenses years of insights into this lecture and intense discussion on investing Give it a watch. It is worth your time"
X Link 2024-09-06T18:41Z 16.4K followers, [----] engagements
"Celsius Holdings $CELH - Stock now close to a 70% drawdown - North American revenue has grown at 100% YoY since Dec [--] but a significant slowdown in recent quarters - Operating margin plowing through 20%: how high can it get - International revenue in the early innings: how big can this get Full research podcast from @CCM_Brett coming out Wednesday on the company Find on the Chit Chat Stocks feed on YouTube Spotify or Apple Podcasts Charts from @finchat_io $CELH below $30 Pod on @chitchatstocks coming next week 👀 $CELH below $30 Pod on @chitchatstocks coming next week 👀"
X Link 2024-10-07T17:09Z 16.4K followers, [----] engagements
"Palantir is approaching a market cap of $100 billion $PLTR Lockheed Martin has a market cap of $144 billion $LMT Palantir: $2.48 billion in LTM revenue LMT: $71 billion in LTM revenue Palantir: $292 million in operating income LMT: $9 billion in operating income What stock are you taking over the next [--] years Charts from @finchat_io"
X Link 2024-10-09T15:51Z 16.4K followers, 19.4K engagements
"Next week we have the pleasure of bringing back on @Speedwell_LLC for an interview on Evolution AB $EVO What questions should we ask them"
X Link 2024-10-24T17:26Z 16.4K followers, 25.2K engagements
"Evolution AB's revenue has grown at an astonishing 47% annual rate since [----] $EVO Chart from @finchat_io"
X Link 2024-10-29T15:45Z 16.4K followers, 21.9K engagements
"🚨🚨🚨 NEW PODCAST INTERVIEW 🚨🚨🚨 Evolution AB: A Misunderstood High Quality Stock With @Speedwell_LLC $EVO A wide ranging and fast paced discussion we talk: - 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 expansion - Cyberattacks and illegal streams - Labor disputes and managing studios - The complex regulation of the global online gaming market - Management's capital allocation - How to value Evolution AB stock Listen to"
X Link 2024-10-30T17:04Z 16.4K followers, 39.8K engagements
"Tomorrow morning with @Invesquotes on $ASML Listen on YouTube Spotify or Apple Podcasts"
X Link 2025-01-08T03:48Z 16.4K followers, [----] engagements
"🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 ASML in [----] With @Invesquotes From Best Anchor Stocks $ASML (05:47) Impact of AI on ASML (11:40) Geopolitical Tensions and ASML's Market Position (15:38) China's Role in ASML's Business (21:29) Reshoring and Its Implications for ASML (27:22) Cyclical Nature of the Semiconductor Industry (31:43) Understanding ASML's Order Fluctuations (36:12) The Future of ASML's Technology (41:25) Evaluating Lithography's Role in Semiconductor Spending (46:50) Revenue Growth Projections for ASML (49:50) Insights from ASML's Investor Day (52:42) Assessing Risks to ASML's Future"
X Link 2025-01-08T17:36Z 16.4K followers, 19.7K engagements
"Tuesday we are interviewing @Brian_Stoffel_ on all things MercadoLibre $MELI What questions should we ask him"
X Link 2025-03-09T17:20Z 16.4K followers, 13.7K engagements
""just wanted to say I love your guys content and the feedback on the comments. You may not get crazy views (because I guess more people care about scary thumbnails and engagement-slop) but please keep on doing what you do it's some of the most sensible stock analysis on YouTube" 🔥🔥🔥"
X Link 2025-04-25T20:49Z 16.4K followers, 10.9K engagements
"Great slate of interviews coming up @Speedwell_LLC on $ABNB @AboveAvgOdds on $ASTS @TravisHoium on $HOOD Follow the show wherever you get your podcasts"
X Link 2025-05-08T00:57Z 16.4K followers, [----] engagements
"Why is $ASTS so potentially disruptive "This company can control the electromagnetic spectrum anywhere on earth.you have to think of all the applications that can be built on that" 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 They Pitched $TSLA and $NTDOY in [----]. Now they are bullish AST SpaceMobile $ASTS w/ @PiranhaCapital and @AboveAvgOdds (04:00) Understanding AST's Vision and Technology (07:13) Identifying Market Opportunities and Historical Context (09:59) https://t.co/bTlbrAnRkZ 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 They Pitched $TSLA and $NTDOY in [----]. Now they are bullish AST SpaceMobile $ASTS w/"
X Link 2025-06-04T17:21Z 16.4K followers, 34.5K engagements
"The new AI research report generator from @finchat_io is a fantastic new tool When beginning research it can help you easily get up to speed on the basics of a business before digging into the filings and earnings calls For example let's say you were just introduced to $OMAB the Mexican airport operator but did not know anything about its business model The @finchat_io research generator let's you know: - The key revenue drivers - Recent updates (traffic growth at Monterrey for example) - Where competitive advantage comes from - Risks to research The value of the platform just gets better and"
X Link 2025-06-16T17:31Z 16.4K followers, 12.1K engagements
"🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 @DavidGFool On Finding The Next Great Stock + His New Book (00:00) Introduction (05:19) Navigating the Dotcom bust (10:00) The Entrepreneurial Mindset in Investing (16:29) Investing books misleading investors (21:30) Understanding Rule Breaker Investing (27:59) Building a Rule Breaker portfolio (28:36) The Habits of a Rule Breaker Investor (32:57) Portfolio management and position sizing (38:53) The Psychology of Holding Stocks (43:15) Learning from Mistakes in Investing (54:12) The Snap Test: A Mindset Shift for Investors Listen to the Chit Chat Stocks"
X Link 2025-09-11T10:53Z 16.4K followers, 26.8K engagements
"Kraken Robotics $KRKNF Revenue has grown at a 50% annual rate since [----] going from $1.9 million to $90 million in less than [--] years Full podcast research episode out covering the company this week"
X Link 2025-09-26T00:45Z 16.4K followers, 11.6K engagements
"Interactive Brokers has recently surpassed [--] million total accounts Why is this not a never sell stock Chart from @fiscal_ai"
X Link 2025-10-04T13:45Z 16.4K followers, 31.2K engagements
"Oklo just surpassed a $20 billion market cap $OKLO Here's a look at the company's revenue since inception courtesy of our friends @fiscal_ai"
X Link 2025-10-11T13:45Z 16.4K followers, [----] engagements
"Interactive Brokers just posted an operating margin of 79% for Q3 $IBKR Is this the most profitable business in the world Chart from @fiscal_ai"
X Link 2025-10-17T16:45Z 16.4K followers, 13K engagements
"American Express shares outstanding have declined at a 3.5% annual rate since [----] $AXP Is this sneakily one of the best share cannibals in the world"
X Link 2025-10-19T00:45Z 16.4K followers, 40.9K engagements
"Netflix is now generating just under $9 billion in annual free cash flow $NFLX"
X Link 2025-10-25T13:45Z 16.4K followers, 14.5K engagements
"🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 @RihardJarc Tells Us Who Is Actually Winning the AI Race (00:00) Introduction (02:00) Amazon's AI Strategy and Anthropic Relationship (10:14) Google's Competitive Edge in AI (19:26) Meta's AI Monetization Strategies (28:24) Microsoft's Azure and AI Workloads (32:10) Understanding Neo Clouds and Their Impact (36:01) Nvidia's Strategic Moves and Circular Accounting (40:12) The Depreciation Dilemma of GPUs (52:19) OpenAI's Future and Financial Strategies (57:56) Predictions for AI Leaders by [----] Listen to full episodes of the Chit Chat Stocks Podcast on YouTube"
X Link 2025-10-29T16:01Z 16.4K followers, 13.7K engagements
"PayPal continues to aggressively repurchase stock Shares outstanding are down 21% in the last [--] years with the majority of the buyback coming in the last three years alone $PYPL Chart from @fiscal_ai"
X Link 2025-10-30T13:45Z 16.4K followers, 26.6K engagements
"Tomorrow we are interviewing @irbezek on all things Argentina Chile and Colombian investing What questions should we ask him"
X Link 2025-11-10T22:22Z 16.4K followers, 16.6K engagements
"Rocket Lab's gross profit has gone from negative $12 million to $176 million in the last five year $RKLB"
X Link 2025-11-16T01:45Z 16.4K followers, 20.1K engagements
"$GAMB now has a P/FCF approaching [--] @CCM_Brett just wrote a research report on them last week for the Emerging Moats newsletter (link in bio)"
X Link 2025-11-18T17:45Z 16.4K followers, [----] engagements
"What stock did you buy the dip on this earnings season"
X Link 2025-11-26T14:45Z 16.4K followers, [----] engagements
"@12ozFinance Interesting idea Also check out our work on $GAMB which is related"
X Link 2026-01-08T13:41Z 16.4K followers, [---] engagements
"What is the best "signal" you can get that a management team is high quality Conversely what is the best "signal" you can get that they are low quality"
X Link 2023-12-22T19:50Z 16.4K followers, 18.2K engagements
"😢 Appreciate this 1hr+ of Richard Lewis comedy gold. RIP"
X Link 2024-02-28T20:54Z 16.4K followers, 697.4K engagements
"🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 They Pitched $TSLA and $NTDOY in [----]. Now they are bullish AST SpaceMobile $ASTS w/ @PiranhaCapital and @AboveAvgOdds (04:00) Understanding AST's Vision and Technology (07:13) Identifying Market Opportunities and Historical Context (09:59) Technological Differentiation and Competitive Landscape (12:15) Addressable Market and Potential Applications (15:09) Concerns and Viability of Technology (17:44) First Responder Market and Emergency Connectivity (33:23) The Financial Landscape of First Responders' Connectivity (35:19) Demand Dynamics and Strategic"
X Link 2025-06-04T17:02Z 16.4K followers, 118.9K engagements
"Turning Point Brands Stoker's gross profit has soared in the last twelve months due to its fast-growing nicotine pouch business $TPB Chart from @fiscal_ai"
X Link 2026-01-12T00:15Z 16.4K followers, [----] engagements
"Turning Point Brands has experienced major multiple expansion in the last few years $TPB The stock is up close to 400% in the last three years alone"
X Link 2026-01-12T06:00Z 16.4K followers, [----] engagements
"Carnival Corporation just reached a record $4.3 billion in LTM operating profit What does this say about the state of the consumer economy Chart from @fiscal_ai"
X Link 2025-10-01T16:45Z 16.4K followers, [----] engagements
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