# ![@chitchatstocks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1049056105198891009.png) @chitchatstocks Chit Chat Stocks

Chit Chat Stocks posts on X about stocks, constellation, $csu, business the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1049056105198891009/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1049056105198891009/c:line/m:interactions.svg)

- [--] Week [------] +568%
- [--] Month [-------] -42%
- [--] Months [---------] +140%
- [--] Year [---------] -40%

### Mentions: [--] [#](/creator/twitter::1049056105198891009/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1049056105198891009/c:line/m:posts_active.svg)

- [--] Week [--] +34%
- [--] Month [---] +31%
- [--] Months [---] +125%
- [--] Year [---] -25%

### Followers: [------] [#](/creator/twitter::1049056105198891009/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1049056105198891009/c:line/m:followers.svg)

- [--] Week [------] +0.59%
- [--] Month [------] +1.10%
- [--] Months [------] +5.80%
- [--] Year [------] +11%

### CreatorRank: [-------] [#](/creator/twitter::1049056105198891009/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1049056105198891009/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  38% [cryptocurrencies](/list/cryptocurrencies)  8% [technology brands](/list/technology-brands)  7% [countries](/list/countries)  3% [gaming](/list/gaming)  1% [social networks](/list/social-networks)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[stocks](/topic/stocks) #704, [constellation](/topic/constellation) #27, [$csu](/topic/$csu) #2, [business](/topic/business) 9%, [$rely](/topic/$rely) 8%, [$sfm](/topic/$sfm) #17, [sprouts farmers](/topic/sprouts-farmers) #15, [ai](/topic/ai) 7%, [cash flow](/topic/cash-flow) 6%, [flow](/topic/flow) 6%

**Top accounts mentioned or mentioned by**
[@fiscalai](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@speedwellllc](/creator/undefined) [@ccmbrett](/creator/undefined) [@ccmryan](/creator/undefined) [@microcapdanmark](/creator/undefined) [@qualityinvest5](/creator/undefined) [@manuinvests](/creator/undefined) [@finchatio](/creator/undefined) [@12ozfinance](/creator/undefined) [@sjb987654321](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@andrewm61370616](/creator/undefined) [@seandavid](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@bradocapital](/creator/undefined) [@abcpokerbi](/creator/undefined) [@investingwjoe](/creator/undefined) [@tmfotter](/creator/undefined) [@unicusresearch](/creator/undefined)

**Top assets mentioned**
[Remitly Global, Inc. (RELY)](/topic/$rely) [SafeMoon (SFM)](/topic/$sfm) [Sweetgreen Inc. (SG)](/topic/$sg) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [YELP INC. (YELP)](/topic/$yelp) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Autodesk Inc (ADSK)](/topic/$adsk) [Philip Morris International Inc. (PM)](/topic/$pm) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Dave Inc. (DAVE)](/topic/dave-inc) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Match Group Inc (MTCH)](/topic/$mtch) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Zoom Video Communications Inc (ZM)](/topic/$zm) [WIX.com Ltd. (WIX)](/topic/$wix) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Constellation Software is in a 53% drawdown by far its worst ever $CSU Is the stock now a buy"  
[X Link](https://x.com/chitchatstocks/status/2021826630763917457)  2026-02-12T06:00Z 16.4K followers, 11.7K 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](https://x.com/chitchatstocks/status/1955733861603926167)  2025-08-13T20:51Z 16.3K followers, [----] engagements


"Why does Kaspi trade at an EV/EBIT of [---] $KSPI"  
[X Link](https://x.com/chitchatstocks/status/1979273400876175701)  2025-10-17T19:48Z 16.4K followers, 28.4K engagements


"Sprouts Farmers Market quarterly comp store sales growth $SFM"  
[X Link](https://x.com/chitchatstocks/status/1988981445067780343)  2025-11-13T14:45Z 16.3K followers, [----] engagements


"Remitly Global's active customers have grown at a 39% annual rate since September [----] $RELY"  
[X Link](https://x.com/chitchatstocks/status/1989389130112061653)  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](https://x.com/chitchatstocks/status/1991518157375435133)  2025-11-20T14:45Z 16.3K 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](https://x.com/chitchatstocks/status/1998765919183712348)  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](https://x.com/chitchatstocks/status/1999898373038702601)  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](https://x.com/chitchatstocks/status/2000019168117301727)  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](https://x.com/chitchatstocks/status/2000940349162971474)  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](https://x.com/chitchatstocks/status/2002027403183620571)  2025-12-19T14:45Z 16.3K followers, [----] engagements


"How many restaurants can Sweetgreen grow into around the United States $SG"  
[X Link](https://x.com/chitchatstocks/status/2002072702849532105)  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](https://x.com/chitchatstocks/status/2002193495868723568)  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](https://x.com/chitchatstocks/status/2002389789715452219)  2025-12-20T14:45Z 16.3K followers, [----] engagements


"What is one stock you would never own and why"  
[X Link](https://x.com/chitchatstocks/status/2004794389088858381)  2025-12-27T06:00Z 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](https://x.com/chitchatstocks/status/2005069944313266556)  2025-12-28T00:15Z 16.3K followers, 27.2K engagements


"What is the most mispriced stock in your portfolio today"  
[X Link](https://x.com/chitchatstocks/status/2005156772437446937)  2025-12-28T06:00Z 16.4K followers, 33.2K engagements


"Portillo's now trades at an earnings yield of close to 8% $PTLO"  
[X Link](https://x.com/chitchatstocks/status/2009762133454811318)  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](https://x.com/chitchatstocks/status/2009867825310298143)  2026-01-10T06:00Z 16.3K 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](https://x.com/chitchatstocks/status/2011446478091297186)  2026-01-14T14:33Z 16.3K followers, [----] engagements


"Joby Aviation Free Cash Flow $JOBY"  
[X Link](https://x.com/chitchatstocks/status/2012042157931073973)  2026-01-16T06:00Z 16.4K followers, [----] engagements


"What is the most overvalued stock you are following today"  
[X Link](https://x.com/chitchatstocks/status/2012917919664263373)  2026-01-18T16:00Z 16.3K followers, [----] engagements


"Don't look now but $ADYEN trades at below 30x EV/EBITDA again"  
[X Link](https://x.com/chitchatstocks/status/2013042485875048559)  2026-01-19T00:15Z 16.4K followers, [----] engagements


"$ADYEN total processed volume has grown at a 47% annual rate since 2015"  
[X Link](https://x.com/chitchatstocks/status/2013129329543405835)  2026-01-19T06:00Z 16.4K followers, [----] engagements


"Sezzle's annual revenue has grown at a 51% annual rate since [----] $SEZL"  
[X Link](https://x.com/chitchatstocks/status/2013748417508581570)  2026-01-20T23:00Z 16.3K followers, [----] engagements


"Constellation Software's Free Cash Flow Yield $CSU"  
[X Link](https://x.com/chitchatstocks/status/2014578869651832855)  2026-01-23T06:00Z 16.3K followers, 18.2K engagements


"Constellation Software free cash flow available to shareholders $CSU"  
[X Link](https://x.com/chitchatstocks/status/2014699681251786844)  2026-01-23T14:00Z 16.3K followers, [----] engagements


"🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play (00:00) Introduction (04:46) Analyzing Wise's Impressive Earnings (14:56) Intel's Role in the AI Era (25:35) Interactive Brokers: A Business Powerhouse (33:46) Netflix's Strategic Shifts in Streaming (40:31) Netflix's Strategic Moves and Content Integration (45:31) Advertising Revenue and Market Dynamics (50:09) Exploring a new micro cap (01:03:26) PayPal's Acquisition Listen to the Chit Chat Stocks Podcast on YouTube Spotify or Apple Podcasts"  
[X Link](https://x.com/chitchatstocks/status/2014708071625318825)  2026-01-23T14:33Z 16.3K followers, [----] engagements


"Constellation Software now trades at its lowest EV/GP in history $CSU"  
[X Link](https://x.com/chitchatstocks/status/2014835563334095276)  2026-01-23T23:00Z 16.3K followers, [----] engagements


"Coupang now trades at just 1x sales $CPNG"  
[X Link](https://x.com/chitchatstocks/status/2014941257626472755)  2026-01-24T06:00Z 16.3K followers, [----] engagements


"What should we talk about on today's Investing Power Hour"  
[X Link](https://x.com/chitchatstocks/status/2019424393315905597)  2026-02-05T14:54Z 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](https://x.com/chitchatstocks/status/2019756501540245956)  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](https://x.com/chitchatstocks/status/2020498336923705349)  2026-02-08T14:01Z 16.4K followers, [----] engagements


"RT @chitchatstocks: $PM's operating profit vs. Free Cash Flow"  
[X Link](https://x.com/chitchatstocks/status/2021676203627999594)  2026-02-11T20:02Z 16.4K followers, [--] engagements


"RT @chitchatstocks: $PM's annual revenue just topped $40 billion What stops this from continuing"  
[X Link](https://x.com/chitchatstocks/status/2021812677249810542)  2026-02-12T05:04Z 16.4K followers, [--] engagements


"Sprouts Farmers Market earnings per share (EPS) has grown at a 20%+ annual rate since [----] $SFM"  
[X Link](https://x.com/chitchatstocks/status/1991684248949125167)  2025-11-21T01:45Z 16.4K followers, [----] engagements


"Sprouts Farmers Market now trades at a trailing EV/EBIT of [----] $SFM"  
[X Link](https://x.com/chitchatstocks/status/2010954988789629218)  2026-01-13T06:00Z 16.4K followers, [----] engagements


"Sprouts Farmers Market operating margin $SFM"  
[X Link](https://x.com/chitchatstocks/status/2011075833314898357)  2026-01-13T14:00Z 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](https://x.com/chitchatstocks/status/2020558292037374010)  2026-02-08T18:00Z 16.4K followers, 12K engagements


"Why doesn't $ADYEN work from here"  
[X Link](https://x.com/chitchatstocks/status/2020996177123213715)  2026-02-09T23:00Z 16.4K followers, [----] engagements


"$ADYEN has been in a drawdown since 2021"  
[X Link](https://x.com/chitchatstocks/status/2021101855833719195)  2026-02-10T06:00Z 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](https://x.com/chitchatstocks/status/2021358546382995588)  2026-02-10T23:00Z 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](https://x.com/chitchatstocks/status/2021584268032377017)  2026-02-11T13:57Z 16.4K followers, 23.2K engagements


"$PM's operating profit vs. Free Cash Flow"  
[X Link](https://x.com/chitchatstocks/status/2021585063247503433)  2026-02-11T14:00Z 16.4K followers, [----] engagements


"$PM's annual revenue just topped $40 billion What stops this from continuing"  
[X Link](https://x.com/chitchatstocks/status/2021720933875298658)  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](https://x.com/chitchatstocks/status/2021947441575276853)  2026-02-12T14:00Z 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](https://x.com/chitchatstocks/status/1993496190302970295)  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](https://x.com/chitchatstocks/status/1993763439031067088)  2025-11-26T19:27Z 16.4K followers, [----] engagements


"What is the cheapest stock with a market cap under $5 billion right now"  
[X Link](https://x.com/chitchatstocks/status/2004326306356629723)  2025-12-25T23:00Z 16.4K followers, 24.3K engagements


"What would be fun investing themes to talk about on the podcast"  
[X Link](https://x.com/chitchatstocks/status/2009025646555746635)  2026-01-07T22:13Z 16.4K followers, [----] engagements


"What stock do you believe is most undervalued heading into Q4 earnings season"  
[X Link](https://x.com/chitchatstocks/status/2011936453069324573)  2026-01-15T23:00Z 16.4K followers, [----] engagements


"Tripadvisor's stock price peaked in [----] and has been in a drawdown ever since $TRIP"  
[X Link](https://x.com/chitchatstocks/status/2012162975054934070)  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](https://x.com/chitchatstocks/status/2012298845359849647)  2026-01-16T23:00Z 16.4K followers, [----] engagements


"Autodesk now trades at under 10x gross profit again $ADSK"  
[X Link](https://x.com/chitchatstocks/status/2013250127008567768)  2026-01-19T14:00Z 16.4K followers, [----] engagements


"Autodesk Revenue per share $ADSK"  
[X Link](https://x.com/chitchatstocks/status/2013386013834666282)  2026-01-19T23:00Z 16.4K 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](https://x.com/chitchatstocks/status/2013854092674928934)  2026-01-21T06:00Z 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](https://x.com/chitchatstocks/status/2020528080868327432)  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](https://x.com/chitchatstocks/status/2020901969594900876)  2026-02-09T16:45Z 16.4K followers, 11.2K engagements


"Philip Morris International's total cigarette volume has only declined at a 1.3% annual rate since [----] $PM"  
[X Link](https://x.com/chitchatstocks/status/2021222675780338123)  2026-02-10T14:00Z 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](https://x.com/chitchatstocks/status/2021586769959870863)  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](https://x.com/chitchatstocks/status/2021586788180005175)  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](https://x.com/chitchatstocks/status/2021594534606487783)  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](https://x.com/chitchatstocks/status/2021594683613368711)  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](https://x.com/chitchatstocks/status/2021600516867018916)  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](https://x.com/chitchatstocks/status/2021615353269280962)  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](https://x.com/chitchatstocks/status/2021631132958437583)  2026-02-11T17:03Z 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](https://x.com/chitchatstocks/status/2021696858439950344)  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](https://x.com/chitchatstocks/status/2021736507925836231)  2026-02-12T00:02Z 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](https://x.com/chitchatstocks/status/2021917655264006592)  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](https://x.com/chitchatstocks/status/2021938679863026129)  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](https://x.com/chitchatstocks/status/2021938709478957221)  2026-02-12T13:25Z 16.4K followers, [--] engagements


"RT @AbcpokerBI: $CSU unik graf"  
[X Link](https://x.com/chitchatstocks/status/2021938773081436562)  2026-02-12T13:25Z 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](https://x.com/chitchatstocks/status/1991563456202567718)  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](https://x.com/chitchatstocks/status/1992347753129951487)  2025-11-22T21:41Z 16.4K followers, [----] engagements


"Since [----] Wix annual revenue has grown at 26% annually $WIX"  
[X Link](https://x.com/chitchatstocks/status/2011438201232388155)  2026-01-14T14:00Z 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](https://x.com/chitchatstocks/status/2019049587554603478)  2026-02-04T14:05Z 16.4K followers, 12.2K engagements


"What is your favorite software falling knife you think will outperform over the next [--] - [--] years"  
[X Link](https://x.com/chitchatstocks/status/2022189012312793284)  2026-02-13T06:00Z 16.4K followers, [----] engagements


"Grab Holdings: The Super App Dominating Southeast Asia $GRAB A research report from @CCM_Ryan (02:20) The Birth of a Super App (09:23) Grab's Business Model Evolution (23:40) Expanding Services: Delivery and Beyond (30:59) Financial Services: A New Frontier (34:10) Growth and Risks of GXS Bank's Loan Portfolio (36:41) Challenges of Analyzing New Banks (39:19) Is Grab Trying to Do Too Much (41:58) Competition Landscape: Grab vs. Uber (46:20) Grab's Market Position and Financial Services (49:34) Valuation Insights and Financial Projections (59:23) Management Evaluation and Future Outlook Listen"  
[X Link](https://x.com/chitchatstocks/status/1945566927642120222)  2025-07-16T19:31Z 16.3K followers, 15.9K engagements


"Ally Financial's net interest margin has ticked back up to 3.5% $ALLY Chart from @fiscal_ai"  
[X Link](https://x.com/chitchatstocks/status/1979589553888596141)  2025-10-18T16:45Z 16.3K followers, [----] engagements


"Why isn't $RELY stock cheap This week I am writing an update on Remitly Global $RELY In September of [----] the stock went public at $43 Since then revenue has compounded at 39%. Gross profit at close to 45%. Operating margin has flipped from negative to positive And yet the stock is down 75% from https://t.co/A66XG0alnh This week I am writing an update on Remitly Global $RELY In September of [----] the stock went public at $43 Since then revenue has compounded at 39%. Gross profit at close to 45%. Operating margin has flipped from negative to positive And yet the stock is down 75% from"  
[X Link](https://x.com/chitchatstocks/status/1993010086781108600)  2025-11-24T17:33Z 16.3K followers, [----] engagements


"The Trade Desk now trades at an EV/EBITDA of [--] one of its lowest levels in years $TTD When is this stock finally a buy"  
[X Link](https://x.com/chitchatstocks/status/2009399756657676740)  2026-01-08T23:00Z 16.3K followers, [----] engagements


"People were buying Netflix at 50x EV/EBIT last year $NFLX"  
[X Link](https://x.com/chitchatstocks/status/2015092260434800748)  2026-01-24T16:00Z 16.3K followers, [----] engagements


"Moody's: An Impenetrable Moat w/ @InvestingWJoe $MCO - Why the rating agency is undisruptable - History - Is the stock cheap today + more https://podcasts.apple.com/us/podcast/moodys-corp-ticker-mco-with-joe-kowalski/id1437766060i=1000591567947 https://open.spotify.com/episode/0JUbQ3Z2of8vgYdb8qRfmQsi=XyyDXg5ZRAW8xn5TC9i6hQ https://podcasts.apple.com/us/podcast/moodys-corp-ticker-mco-with-joe-kowalski/id1437766060i=1000591567947 https://open.spotify.com/episode/0JUbQ3Z2of8vgYdb8qRfmQsi=XyyDXg5ZRAW8xn5TC9i6hQ"  
[X Link](https://x.com/chitchatstocks/status/1608492618375364612)  2022-12-29T15:58Z 16.3K followers, [----] engagements


"8 companies with undiscovered moats listed by @CCM_Ryan "Do any of these interest you" $BAIN $TCL.AX $LFDJ.F $RTMVY $AENA $BOMXF $EC $JIN.AX From last week's Investing Power Hour Podcast"  
[X Link](https://x.com/chitchatstocks/status/1748148233249980421)  2024-01-19T00:59Z 16.4K followers, 11.3K engagements


"Semrush Holdings KPIs $SEMR - 116k paying customers growing 18.5% YoY - ARR of $378 million growing 33.6% YoY - Just flipped to positive operating income - EV/GP of [--] Recording a podcast on Semrush this week Charts from @finchat_io"  
[X Link](https://x.com/chitchatstocks/status/1823396294171435494)  2024-08-13T16:28Z 16.3K followers, [----] engagements


"Remitly Global's send volume has grown at a 44.6% annual rate since December [----] $RELY"  
[X Link](https://x.com/chitchatstocks/status/1989509921550004640)  2025-11-15T01:45Z 16.3K followers, [----] engagements


"Remitly Global's rest of world revenue (outside US and Canada) just hit $366 million and has grown at a 62% annual rate since June of [----] $RELY"  
[X Link](https://x.com/chitchatstocks/status/1989706215472157057)  2025-11-15T14:45Z 16.3K followers, [----] 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](https://x.com/chitchatstocks/status/1990838680714719542)  2025-11-18T17:45Z 16.3K followers, [----] engagements


"Remitly Global's SG&A as a % of Gross Profit has declined from close to 100% to 64.4% over the last twelve months $RELY"  
[X Link](https://x.com/chitchatstocks/status/1993737784591560962)  2025-11-26T17:45Z 16.3K followers, [----] engagements


"Wise stock is now in a 24% drawdown $WISE It trades at close to its lowest P/GP ever at [---] Is the stock a great buy-the-dip candidate"  
[X Link](https://x.com/chitchatstocks/status/1998811218698756172)  2025-12-10T17:45Z 16.3K followers, [----] engagements


"@12ozFinance Interesting idea Also check out our work on $GAMB which is related"  
[X Link](https://x.com/chitchatstocks/status/2009259049808765399)  2026-01-08T13:41Z 16.3K 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](https://x.com/chitchatstocks/status/1545072755237724160)  2022-07-07T15:50Z 16.4K followers, [--] engagements


"What would be the most fun/insightful UK stock to discuss on Chit Chat Stocks @CCM_Brett @chitchatstocks We need to help you boost that UK 7% @CCM_Brett @chitchatstocks We need to help you boost that UK 7%"  
[X Link](https://x.com/chitchatstocks/status/1774526795330531554)  2024-03-31T19:58Z 16.4K followers, 12.1K engagements


"S&P Global $SPGI Leading provider of credit ratings index benchmarks commodity insights and market analytics In [----] the company merged with IHS Markit "S&P Global and IHS Markit earlier today announced the completion of their approximately $140 billion1 merger creating a leading information services provider with a unique portfolio of highly complementary assets. With the transaction completed S&P Global will offer an enhanced value proposition for our global customer base across data & analytics ratings benchmarks indices commodities & energy transportation and engineering. These products"  
[X Link](https://x.com/chitchatstocks/status/1849867269528338775)  2024-10-25T17:35Z 16.4K followers, [----] engagements


"What are the best performing stocks that nobody talks about"  
[X Link](https://x.com/chitchatstocks/status/1918755251831640259)  2025-05-03T19:51Z 16.4K followers, 34.1K engagements


"🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Carvana Ally Financial And Collapsing Consumer Lending (Impact On Economy) $CVNA $ALLY w/ @UnicusResearch (03:45) Exploring the Used Car Lending Market (07:10) Analyzing Ally's Position in the Market (15:26) Understanding Asset-Backed Securities (ABS) (28:18) Carvana: A Battleground Stock (32:35) Shorting Carvana: Risks and Considerations (33:11) Carvana and Ally: A Troubling Relationship (34:47) Fraud Allegations and Market Realities (37:53) The Deteriorating Car Lending Market (38:20) The Impact of Student Loan Resumption (41:56) Consumer Spending and"  
[X Link](https://x.com/chitchatstocks/status/1953216460979093547)  2025-08-06T22:07Z 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](https://x.com/chitchatstocks/status/1973428957304463655)  2025-10-01T16:45Z 16.4K followers, [----] engagements


"Did you know that Yelp's total revenue has grown at a 12% annual rate since the end of [----] $YELP"  
[X Link](https://x.com/chitchatstocks/status/1978502392166678634)  2025-10-15T16:45Z 16.4K followers, [----] engagements


"Yelp's services advertising revenue has grown at an 11.4% annual rate since [----] $YELP Chart from @fiscal_ai"  
[X Link](https://x.com/chitchatstocks/status/1978623185475260524)  2025-10-16T00:45Z 16.4K followers, [----] engagements


"NEW PODCAST EPISODE Yelp: A Forgotten Small-Cap Stock Im Buying Today $YELP a research report from @CCM_Ryan (00:00) Introduction (01:48) History (09:24) Business model (18:00) Competition Landscape: (24:23) Competitive advantage (31:30) Financial Performance (32:28) User Growth Trends and Insights (37:39) Advertising Dynamics: Services vs. Retail (40:35) Financial Performance and Margin Expansion (50:54) Management Trust and Compensation Concerns (55:26) Why Ryan is buying the stock Listen to episodes of the Chit Chat Stocks Podcast on YouTube Spotify and Apple Podcasts"  
[X Link](https://x.com/chitchatstocks/status/1980013322352423349)  2025-10-19T20:48Z 16.4K followers, [----] engagements

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