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Chit Chat Stocks
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI
Friday, 10 July, 2026
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 (01:02) Terry Smith's letter (24:16) Microsoft's layoffs at Xbox (40:21) Samsung earnings and industry outlook (44:27) AI lab profitability metrics and bubble watch (46:24) Blue Origin's valuation (48:32) Satellite industry and capital cycle considerations (54:58) Listener questions (01:00:10) Coca-Cola's bottling vs. beverage company performance ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
