Chit Chat Stocks Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns)
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Sep 17, 2025 The hosts reveal their personal portfolio performances, sharing surprising wins and losses. They discuss their top stock picks and strategies, emphasizing the importance of monitoring and adapting to market changes. Insights on promising companies like Real Brokerage and challenges faced by Portillo's provide a balanced perspective. The hosts explore potential opportunities in companies like American Express, while emphasizing strategic portfolio management for long-term success.
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Remitly: Growth With A Low Multiple
- Remitly shows high growth and operating leverage yet trades cheaply versus legacy players.
- Market worries about macro/remittance trends have depressed the multiple despite improving unit economics.
Customer Scale Is Driving Remitly’s Leverage
- Remitly scaled active customers from under 1M to 8.5M in five years and is reaching operating leverage.
- If it achieves large operating income growth, today's enterprise value implies significant upside.
Real Brokerage’s High-Growth Platform Angle
- Real Brokerage (REAX) grows revenue rapidly by onboarding agents and adding adjacent financial services.
- High growth and low gross-profit multiple make it an attractive small-cap pick with execution risk.