Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB)

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:(01:27) ASML Analysis and Market Volatility(09:56) Taiwan Semiconductor's Growth and Market Position(17:26) Netflix's Earnings and Business Model(25:00) Bubble Watch: Meme Stocks and Market Valuations(32:58) Evaluating Palantir's Future Cash Flow(35:43) Interactive Brokers Earnings Review(41:20) Cloudflare's AI Crawler Blockade(47:08) Meta's Ambitious Data Center Plans(54:51) Musk's Circular Investments and XAI(01:00:08) Political Pressures on Jerome Powell*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.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.

On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss:(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*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.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.

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:(02:06) Delta Earnings and Consumer Spending Insights(08:01) Recent Stock Purchases(22:52) Taiwan Semiconductor: A New Investment Perspective(27:23) Predictions for the Largest Company by 2030(33:27) Amazon's Subscription Revenue Growth(35:59) The Future of Alphabet and AI(39:57) Evaluating Major Tech Companies(44:43) Meta's AI Talent Acquisition Strategy(57:12) CoreWeave's Aggressive Expansion Plans*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss:(01:29) Understanding Stablecoins: Definition and Functionality(07:08) The Future of Stablecoins: Potential Applications(08:10) Impact on Remittances and Cross-Border Payments(20:57) Stablecoins and Merchant Payment Processes(29:21) Rewards and Incentives in a Stablecoin Economy(31:58) The Evolution of Stablecoins and Blockchain Transactions(34:12) The Landscape of Stablecoin Issuers(36:23) Corporate Interest in Stablecoins(38:02) The Role of Banking Charters in Fintech(40:52) Stablecoins in Remittance and Competition(43:03) Government Perspectives on Stablecoins(46:06) Visa and MasterCard: Disruption or Adaptation?(50:07) Fintech Adoption Challenges and Opportunities(53:57) E-commerce and Payment InnovationsSUBCRIBE TO POPULAR FINTECH: https://www.popularfintech.com/subscribeTwitter/X: https://x.com/jevgenijs*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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:(03:00) Figma's IPO and Market Position(13:10) Tesla's Delivery Numbers and Market Challenges(28:03) Robinhood's Tokenized Trading and Market Implications(30:59) Understanding OpenAI Tokens and Their Implications(33:30) Concerns Over Special Purpose Vehicles and Investor Rights(36:47) The Role of AI in Workforce Dynamics(37:55) AI Hiring Trends and Scandals(42:07) The Impact of AI on Company Hiring Practices(46:29) The Race for AI Talent and Its Financial Implications(51:56) Evaluating AI Hype: Over or Under?(59:30) Coupang's New AI Cloud Initiative*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss:(00:00) Introduction to IPOs and Misfit Alpha(02:15) CoreWeave: Business Model and Market Position (CRWV)(12:40) Chime Financial: Disrupting Traditional Banking (CHYM_(32:39) E-Toro Group: A Global Brokerage Perspective (ETOR)(37:37) Opportunities in the European Market(42:52) Understanding Circle's Business Model (CRCL)(53:47) The Advantages of Stablecoins(58:01) Ranking Investment Interests(01:02:07) Lessons for Investors in IPOsSUBCSRIBE TO MISFIT ALPHA: https://www.misfitalpha.com/chitchat*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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:(03:38) The Evolution of AI and Its Impact(08:10) Identifying Opportunities and Risks in AI(12:42) The Future of Equity Research with AI(19:08) Market Reactions and Business Models(25:58) Hims and Hers: A Case Study in Market Fragility(34:08) Constellation Software: Investment Insights(40:27) Understanding Human Incentives in Business(45:13) Abercrombie & Fitch: A Brand Revival Story(50:24) The Future of Autonomous Vehicles and Robo-Taxis*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we dive into four stocks led by founders, and why these companies are so successful in creating value for shareholders. We discuss:(02:57) Spotify: A Case Study in Founder Leadership(14:51) Meta Platforms: The Evolution of a Founder-Led Giant(31:51) Nvidia: A Founder’s Vision and Strategy(47:04) Wise: The Future of International TransfersThis episode is brought to you by the Inside Owner Index: https://www.youtube.com/watch?v=MSD8Msi7qcY&t=1sINSIDER OWNER WEBSITE: https://insideownership.com/*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed:(02:31) Exploring Stable Coins(05:39) Benefits and Downsides of Stable Coins(11:33) The Future of Payment Processing(17:47) Market Implications for Visa and MasterCard(22:16) Investing Perspectives on Stable Coins(26:35) Current Market Opportunities and Trends(37:04) Whiskey Market Dynamics(48:39) Market Bubbles and Pre-Revenue Companies(01:00:28) The Future of Space and Defense InvestmentsFOLLOW INVESTING UNSCRIPTEDApple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRoYouTube: https://www.youtube.com/@InvestingUnscriptedNewsletter: https://investingunscripted.beehiiv.com/*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss: (00:00) Introduction to [X company](04:01) Understanding Traditional Real Estate Commissions(07:33) The Disruptive Business Model of [X company](13:39) Exploring Ancillary Services and Their Potential(23:45) Innovations in financial services(34:14) Real Estate Brokerage Insights(39:07) Competitive Landscape in Real Estate(43:44) Understanding the MLM Debate(48:23) Management and Leadership Evaluation(49:52) Valuation and Future Earnings Potential(57:58) Final Thoughts and Investment Decisions*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.