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678 million MAUs without even having in-app checkout functionality on iOS. Incredible that they’ve gotten to where they’re at. Insane execution. $SPOT

One of my favorite episodes we’ve recorded in a while. My biggest take away: Competitively advantaged businesses in unsexy industries can grow for a long time without attracting much competition.

Over the last year or so, I've found myself leaning more and more towards companies run by young, hungry founders. The three I own: Coupang $CPNG Airbnb $ABNB Remitly $RELY What other companies would fit in that bucket?

I never thought I'd say these words... but I'm genuinely intrigued by this pre-revenue space economy SPAC. To have investments from: - AT&T - Verizon - Rakuten - American Tower - Hennessy Funds (early investor in AMT) - Alphabet I can't help but pay attention. $ASTS

Our conversation with Ryan Henderson, co-host of Chit Chat Stocks and Head of Research Fiscal.ai (Now at @Fiscal_ai) is now available through our TDI-Dashboard. Some of the topics we talk about are: - Quality investing - Founder-led businesses - Optionality and reinvestment runway - Favorite companies,

We've officially raised our Series A!🎉 With this, FinChat is also rebranding to Fiscal AI. This rebranding is the beginning of a new chapter for the company. We're completely rebuilding how investors get their information and interact with it. Excited to bring more updates.

"Has a company ever become the low-cost provider in their industry without a founder at the helm?" Fun episode discussing the incentive alignment of investing in owner-operator businesses. Also, this could not have been a better episode to have Inside Ownership as a sponsor.

I thought the Figma S-1 looked really good, but... Is it not weird for the CEO/Founder (who already owns a ton of shares) to take a special $5M bonus just because the Adobe merger breaks? $FIG

As a skeptic, this was one of the best explanations of stablecoins that I've ever heard. It was an absolute pleasure to have Jevgenijs Kazanins on the show.

TLDR; I like Grab. - Market share leader in Southeast Asia for Mobility & Delivery - Showing significant operating leverage. - Owner-operator at the helm in Anthony Tan. $GRAB

This is a real-time example of scale economies shared. As Wise grows its transfer volume it continues to lower its cross-border take rate, thus improving its cost/service and attracting more customers. $WISE

It's unbelievable the amount of work that went into this. All financial data will now be updated within minutes of earnings reports for US companies. That's the fastest data speed on the internet by a long shot.

It was fun to reflect on my investing journey so far. We discussed: - Lessons from starting (and closing) a fund at a young age. - Building a finance podcast for the long haul. - Prioritizing reputation over short-term income. Thanks for the chat Conner Young

🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today? $DAVE W/ Andrew Marshall (03:48) The History of Dave: From SPAC to Recovery (08:56) Understanding the Business Model: Micro Lending Explained (16:15) Competition

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Here are 10 of the most profitable business models in the world: 1. The FICO Score $FICO

"AI-influenced ARR" What an absurd metric. Just ripe for manipulation. Slap a conversational AI on any product and you can call it AI-influenced. $ADBE

Been doing this podcast for a while now, and I still love recording every week. Thank you to everyone who listens and supports the show! Here’s to many more years!

Later this month, we will be doing our first ever AMA podcast episode To ask us questions, you will need to sign up for our newsletter and respond to the subscriber thread (link in the bio, or Google Chit Chat Stocks) What questions do you have for Brett and Ryan Henderson?

Here are 6 suppliers quietly powering the AI infrastructure boom: 1. Amphenol $APH