Chit Chat Stocks: the ideas, ticker by ticker · Zortix

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Everything the podcasts said · one show

Chit Chat Stocks

≈ 2–3 a week

Single-name retail stock discussion, formerly Chit Chat Money.

In the last 30 days, Chit Chat Stocks produced 93 attributed ideas; most-discussed: ROL, FICO, GOOGL.

23

Ideas · 7d

93

Ideas · 30d

650

Ideas · all time

54

Episodes

Latest attributed ideas · most recent first

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Homebuilder earnings likely to decline

Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Smaller, focused homebuilders over large ones

GRBK Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Bending Spoons' private equity playbook

4 SHOWS AGREE4 SHOWS · SAME SIDEBSP Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Big tech balance sheets flipping to debt-heavy

MSFT Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Oracle as a leveraged infrastructure spender

ORCL Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

De-risking portfolios with bonds and CDs

Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

AI and mega-cap tech concentration carries market

Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Legacy enterprise software's sticky workflows

FISV Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Homebuilders trade near decade-low valuations

DHI Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Top 10 likely to outperform worst 134

Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

CoStar Group as a clear value play

ORIGINAL IDEAFIRST ON CSGP IN 30 DAYSCSGP Open in Zortix →

17 OCT2D AGOValue Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

FICO nearing 2008-crisis valuation levels

SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEFICO Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Search advertising most at risk from agents

SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEGOOGL Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Google search revenue faces structural AI risk

SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEGOOGL Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Minimal AI agent disruption to P&C insurers

ORIGINAL IDEAFIRST ON PGR IN 30 DAYSPGR Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Card networks as volume beneficiaries of agents

SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEV Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

AI agents as price-comparison threat to CPG

Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Card networks risk from direct payment rails

SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEV Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

AI agents ease subscription cancellation

Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Airbnb as a resilient travel platform

SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEABNB Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Uber's network density as a defense

FLIPPEDCHANGED ITS VIEW SINCE OCTOBERUBER Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

AI agents as claims-processing aid against insurers

Open in Zortix →

14 OCT5D AGOWinners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

PayPal as a potential loser in AI payments

SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEPYPL Open 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 AUGUSTUBER Open in Zortix →

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.PA Open 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

PTC Open 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

UBER Open 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

STZ Open in Zortix →

IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION