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Chit Chat Stocks
≈ 2–3 a week
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Single-name retail stock discussion, formerly Chit Chat Money.

In the last 30 days, Chit Chat Stocks produced 91 attributed ideas; most-discussed: ROL, UBER, FICO.

16
Ideas · 7d
91
Ideas · 30d
627
Ideas · all time
52
Episodes
Names this show discusses most
30D
ROL · 7UBER · 3FICO · 2RELY · 2MU · 2AMZN · 2NOW · 2RMS.PA · 1
90D
ROL · 7UBER · 3FICO · 2RELY · 2MU · 2AMZN · 2NOW · 2RMS.PA · 1

Theses first heard here · 2

FICO short on monopoly greed and regulatory backlashFIRST HEARD 2 OCT · FICO
Ads business model dies with AI agentsFIRST HEARD 23 SEP
Latest attributed ideas · most recent first
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
Luxury drawdown creates Hermès entry point
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDERMS.PAOpen in Zortix →
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
Uber's acquisitions signal core business concern
FLIPPEDCHANGED ITS VIEW SINCE AUGUSTUBEROpen in Zortix →
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
PTC acquisition confirms engineering software durability
PTCOpen in Zortix →
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
Tech versus defensives valuation at bubble extremes
Open in Zortix →
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
Uber's Easy Cater buy for corporate cross-sell
UBEROpen in Zortix →
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
Mama's Creations growth reliant on Costco contract
MAMAOpen in Zortix →
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
Oura Ring shelving IPO on weak non-AI sentiment
Open in Zortix →
9 OCT1W AGOBrazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
GLP-1s a persistent headwind for beer consumption
STZOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
Stock collapse from family sale, CFO exit, and growth scare
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
Rollins' 50% drawdown as a fallen angel opportunity
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
Massive acquisition runway from fragmented industry
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
Valuation presents high-floor, steady return profile
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
Rollins' route density and scale drive margin expansion
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
Rollins as a resilient, recession-proof compounder
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
AI agent risk overblown for pest control
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOExterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
Seek absolute returns over chasing the index
Open in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
Nike's China strategy failure and growth collapse
9 SHOWS AGREE9 SHOWS · SAME SIDENKEOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
FICO faces mortgage scoring price war
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
Nvidia margins at peak, supply will catch up
SHOWS SPLIT38 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
Adyen's inflation-protected business model
ORIGINAL IDEAFIRST ON ADYEN.AS IN 30 DAYSADYEN.ASOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
30-year TIPS at 3.25% real yield
Open in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
OpenAI's massive cash burn and funding needs
Open in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
Domino's as a global cheap pizza brand
ORIGINAL IDEAFIRST ON DPZ IN 30 DAYSDPZOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
SPAC generation plagued by flawed businesses
Open in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
AI agent as a moat test for platforms
WISEOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
Semiconductor margins may have peaked
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDEMUOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
Counter-bull case for FICO on housing cycle
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
OpenAI's shrinking raise signals worry on burn
Open in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
AI bubble signal: GPU leverage via personal debt
Open in Zortix →
2 OCT2W AGOFICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
Burry accelerates AI bubble short via puts
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDEMUOpen in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION