Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI
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
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Subscribe to Emerging Moats Research: emergingmoats.com
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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.
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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
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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
(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
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Read the full transcript
Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
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