Exterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis

On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more. (00:00) Introduction (02:29) Initial impressions of Muse and consumer AI agents (09:27) AI impact on the travel industry and online booking (20:38) Risks to Google search and advertising revenue (33:39) AI in online shopping and consumer behavior (43:52) Insurance, banking, and financial services in the AI era (58:46) The broader implications for legacy internet businesses (01:08:36) Final thoughts on AI adoption and market risks ***************************************************** Subscribe to our newsletter, Emerging Moats: ⁠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

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 (01:42) - Hermes stock drop and the luxury market (07:19) - Tech versus defensives valuation chart discussion (18:36) - Brazilian elections and Latin American stocks (Mercado Libre, Inter, Nubank) (25:09) - Uber's $2.3 billion acquisition of Easy Cater (32:41) - Small Cap of the Week: EVI Industries (35:59) - Schneider Electric's acquisition of PTC (39:46) - Trump accounts and gifting individual stocks to children (43:17) - Warren Buffett's YouTube viewing habits (46:06) - Constellation Brands earnings and beer shipment volumes (49:39) - Oura Ring shelving its IPO (54:43) - Small Cap of the Week: Mama's Creations ***************************************************** Email us: [email protected]  Subscribe to our newsletter and join our FREE chat community: 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

On this episode of Chit Chat Stocks, Ryan dives into another research episode covering the stock Rollins (NYSE: ROL). We discuss: (00:00) Introduction (04:50) History of Rollins and its founder, Otto Orkin (11:07) The evolution of Rollins' business model and growth strategy (14:48) Industry overview: size, competition, and customer demand (20:03) Resilience of the pest control industry through economic cycles (24:55) Details of Rollins' acquisition approach and portfolio management (30:06) Financials: margins, costs, and operational efficiency (37:04) Valuation analysis and why the stock has fallen (45:01) Risks and opportunities: AI, digital marketing, and market dynamics (54:59) Conclusion: Is Rollins a good investment today? ***************************************************** Subscribe to our newsletter and join our interactive chat community: 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

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 (01:06) Meta Poaches MongoDB CEO Ahead of Investor Day (04:18) Nike Earnings & Strategy Review (12:54) AI Agent Landscape & Funding Round Updates (17:47) Muse, Agent Commerce, & Online Platform Moats (29:06) "Compounders" Trading at Multi-Year Valuation Lows (39:09) FICO's 72% Drawdown & Mortgage Scoring Overhaul (51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield (53:40) AI Bubble Watch: Burry's Puts & GPU Leverage (58:19) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen ***************************************************** Email us with any questions: [email protected]  Subscribe to our newsletter and join our FREE chat community: 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

On this episode of Chit Chat Stocks, Brett speaks with Jim Gillies from Motley Fool Canada on how to invest in hidden gems in 2026. We discuss: (00:00) - Introduction (00:58) - Reviewing Nelnet: Operations, the Huddle stake, and its Berkshire-esque qualities (06:04) - Investing philosophy: Absolute vs. relative returns and Peter Lynch's portfolio accuracy principle (10:48) - The impact of gold mining stocks on the TSX index performance (14:47) - Analyzing Nelnet's dividend growth, cash-flowing assets, and conservative lending (18:23) - Reviewing RCI Hospitality: Examining a portfolio loser and navigating corporate fraud (24:27) - Reviewing International Petroleum: The Lundin family, share buybacks, and the Blackrod project (34:39) - Portfolio strategy: How to manage massive winners and establish allocation limits (40:02) - Checking in on winners: Re-evaluating Shopify's valuation and growth story (45:27) - Reviewing Winmark: Franchise cash flows and capital allocation through special dividends (51:10) - Reviewing TFS Financial: Boring mortgage lending and buying during bank panics (57:10) - Jim's current watchlist: Auxly Cannabis Group (XLY), accelerating free cash flow (01:02:31) - A bizarre microcap: Vitreous Glass (VCI), the "management avarice" thesis, and beating the S&P 500 (01:11:03) - Closing words, Dumbledore quotes, and where to follow Jim's work Hidden Gems Canada: https://www.fool.ca/premium/ ***************************************************** Subscribe to our newsletter and join our interactive chat community, Emerging Moats: 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

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 (02:02) - Zeta Global (ZETA) Business Overview (07:00) - Meta Muse and Consumer AI Agents (11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators (13:32) - Google and Apple's Position in the AI Agent Space (17:05) - Meta's Potential Take-Rate Monetization Model (20:50) - Amazon's Resistance to AI Commerce Interfaces (24:22) - The Threat of AI Agents to Uber Eats Advertising (33:54) - Small Cap of the Week: CI&T (CINT) (41:10) - Costco (COST) Growth and Valuation Multiples (45:29) - Cava (CAVA) and the Danger of Restaurant Stocks (51:46) - Adobe (ADBE) Sell Decision and Executive Turnover (56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone" (58:00) - AppLovin (APP) Shift and Episode Outro Aria's YouTube: https://www.youtube.com/@QualityInvest5 ***************************************************** Subscribe to our newsletter and join our FREE chat community: 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

On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss: 00:00 Introduction 02:11 How AI advancements threaten traditional software companies 04:02 In-house AI development and enterprise software risks 07:05 The outer harness and AI interface evolution in enterprises 11:47 Risks of AI model commodification and competitive dynamics 20:09 Impact of AI on marketplace and ad tech businesses 30:06 Future of Google, Apple, and Microsoft in AI era 40:00 Most at-risk software subsectors and niche markets 49:53 Beneficiaries and winners in the AI-driven software landscape Speedwell's report: https://speedwellresearch.com/companies/ ***************************************************** Subscribe to our newsletter, Emerging Moats: 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

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 (02:23) NuBank's US Market Entry (21:38) Stocks Trading Near Historic Lows (23:12) Valuations of Consumer and Retail Stocks (34:34) Interest Rate Outlook and Bond Market (41:02) AI Regulation and Industry Slowdown (50:12) Small Cap of the Week Performances (52:38) Listener Questions (01:00:02) Luxury Brands and Market Valuations ***************************************************** Subscribe to our newsletter and join our FREE chat community: 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

On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover: (00:00) Introduction (03:51) The Brazilian Lending Market (07:06) Inter's Growth & NuBank Comparison (10:08) The Brazilian Credit Market (14:42) Impact of the Brazilian Election (17:56) Inter's Credit Portfolio (20:40) Inter's Valuation & Earnings Multiple (28:10) Local Currency Government Bonds in Brazil and Mexico (31:40) Pair Trade: Long Airports vs. Short Airlines (36:00) Mercado Libre (MELI) & the Lending Environment (40:50) Argentina's Upcoming Election & Economic Outlook (44:29) Colombia's Election Shift & Investment Opportunities (49:59) Colombian Airport Operator Exposure Ian's newsletter: https://ianbezek.substack.com/ ***************************************************** Subscribe to our newsletter and join our FREE chat community: 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

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 (01:14) Robinhood's Stock Tokenization Initiative (13:05) Oura Ring's IPO and Health Tech Market (22:32) Stocks Hitting 52 Week Lows and Market Cyclicality (25:49) Vici Properties and Vegas Market Outlook (28:27) Autozone and Builders First Source Analysis (38:30) Listener Questions and Small Cap of the Week (47:26) Small Cap Spotlight: NMI Holdings (55:36) Watches of Switzerland and Luxury Market (58:09) Meta's AI Agent and Future of AI Assistants (01:00:48) Market Leaders and Tech Giants in AI ***************************************************** 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