EPISODE · Feb 20, 2026 · 1H 6M
Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
from Chit Chat Stocks
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: (00:00) Introduction (04:29) Airbnb's Growth and Strategy (16:16) Remitly's Performance and CEO Transition (25:25) AI in Software: A Discussion (32:40) Quality Stocks Watchlist (37:02) Adyen's Activist Letter (43:55) Reddit's Business Model and Market Position (49:46) The Wall of Worry in Software Companies (51:45) Berkshire Hathaway's Strategic Moves (55:53) DoorDash and the Laziness Economy (01:00:49) Robinhood's New Venture Fund ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.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. Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
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: (00:00) Introduction (04:29) Airbnb's Growth and Strategy (16:16) Remitly's Performance and CEO Transition (25:25) AI in Software: A Discussion (32:40) Quality Stocks Watchlist (37:02) Adyen's Activist Letter (43:55) Reddit's Business Model and Market Position (49:46) The Wall of Worry in Software Companies (51:45) Berkshire Hathaway's Strategic Moves (55:53) DoorDash and the Laziness Economy (01:00:49) Robinhood's New Venture Fund ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
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