Chit Chat Stocks Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals)
20 snips
Nov 12, 2025 Brett and Ryan tackle intriguing questions in their first AMA segment. They delve into the risks of the AI trade and highlight significant missed investment opportunities like American Express and Uber. Expect insights on underestimated stocks such as Airbnb, and their thoughts on crypto leverage's impact on markets. They also explore daily time management for research and podcasting, share their long-term visions for Nelnet, and recommend their favorite investing resources. Plus, a light-hearted debate on Premier League predictions adds a fun twist!
AI Snips
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Transcript
Episode notes
Track 2–4 KPIs And A Three-Question Thesis
- Write concise KPIs and check them each quarter to track whether your investment thesis holds.
- Answer three questions: trust management, does it have a moat, and is the stock cheap.
Missed Stocks Sting Mostly When In Your Wheelhouse
- Regret often centers on ideas inside one's circle of competence that were passed up.
- Missing durable, improving businesses like Interactive Brokers or Uber stings more than speculative longshots.
Bullish Trends: Neobanks And Digital Remittances
- Beyond AI, Brett favors neobanks taking share from legacy banks due to low physical footprint.
- Ryan favors digital remittances driven by remote work and cross-border flows.