iiinova — where your digital self keeps evolving

Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 06/10/2026

211 billion hours were streamed on Spotify in 2025 $SPOT

Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 02/10/2026

Crocs: Double-Digit Buyback Yield $CROX - Segment revenue trends - Buyback and apparel trickiness - Investment decision - Portfolio update and notes on $NU $KRKNF $CAAP www.emergingmoats.com/p/crocs-dou...

emergingmoats.com

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Capital returns and unique market positioning could assuage the “investing in apparel” risk

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 02/10/2026

Today's Investing Power Hour! FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ Listen wherever you get your podcasts Spotify: open.spotify.com/episode/49p... Apple: podcasts.apple.com/us/podcast/...

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 30/09/2026

New podcast episode with @JimPGillies! - Reviewing past hidden gem picks - New small cap stocks on his radar - Lessons for investors in 2026 Find it wherever you get your podcasts

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 29/09/2026

"The difference becomes tangible when something changes. Consider a structural change to a building.

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 27/09/2026

Will Alphabet come out with a competitor to Muse by the end of this year?

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 27/09/2026

"Mercado Livre announced this Thursday (24), during a press conference at the Mercado Livre Experience event, in São Paulo, new steps to advance in the health sector and in ultra-fast e-commerce.

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 26/09/2026

Kraken Robotics now trades at a forward EV/EBITDA of 15

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 26/09/2026

"Running a restaurant is simple. Even if Alsea is operating in many different countries with many different concepts, the goal is the same everywhere: get enough traffic to drive operating leverage per unit and maximize returns on invested capital (ROIC).

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 26/09/2026

"The question remains whether Domino’s, Starbucks, and sit-down restaurants will sustain demand, but I think sprinkling in Raising Cane’s and Chipotle while trimming Burger King will lead to solid financial results over the next five years.

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 25/09/2026

"The big question is whether free cash flow conversion ends up being much lower or higher than 20%. It should also be considered that Alsea is still a growth concept that is highly levered.

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 25/09/2026

Did you know that, over the last five years, Remitly has delivered greater revenue growth than CrowdStrike? Today, Crowdstrike trades at 50x sales. Remitly trades at 21.5x trailing EBIT $RELY $CRWD

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 24/09/2026

The AI infrastructure buildout is now officially the largest in history

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 24/09/2026

What stocks do you believe are AI agent losers?

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 22/09/2026

$ALSEA is bringing Chipotle and Raising Cane's to Mexico Can these brands succeed in Latin America?

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 22/09/2026

Investors are already making preparations for airport assets in Cuba

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 21/09/2026

Alsea's same-store sales growth has been in decline every since the pandemic rebound

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 20/09/2026

Investor Days for Mexican stocks >>> US Stocks

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 18/09/2026

Here is the current Q4 2026 writing schedule for Emerging Moats Introductory research reports incoming on: - Alsea - Smartfit Escola - Bill Holdings - Lindblad Expeditions

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 18/09/2026

Will $NU be able to successfully expand into the United States?

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 17/09/2026

Hermes now trades at a trailing P/E of 32 and a forward P/E of 29

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 17/09/2026

Axon's annual revenue has grown at a 28% clip since 2017 $AXON

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 16/09/2026

Amazon shares are back down to a forward EV/EBIT of 22.5, one of its lowest levels ever $AMZN

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 16/09/2026

LVMH now trades at one of its cheapest multiples in years, at a P/E of 18

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 13/09/2026

What odds would you give that this number actually turns into revenue? $ORCL

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 13/09/2026

Oracle is now burning $29 billion in free cash flow annually $ORCL

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 13/09/2026

Evolus is growing revenue at its fastest clip since 2024 $EOLS

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 12/09/2026

Crocs brand revenue in North America has returned to growth $CROX

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 12/09/2026

Crocs is generating $700 million in free cash flow and repurchasing stock at a $650 million annual rate It now has a market cap closing in on $5 billion $CROX

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 12/09/2026

"Boston Omaha Corporation announced that its Board of Directors has approved and authorized a new share repurchase program...up to $30 million of its Class A common stock. Through September 10, 2026, the Company has repurchased 1,607,323 shares of its Class A common stock" $BOC

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 11/09/2026

"The Customer Appreciation Sale is our way of saying thank you to Nintendo players for their continued support and is made possible in part by tariff-related refunds. While Nintendo absorbed most tariff-related costs, the refunds helped make promotions like this one possible."

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 11/09/2026

Did you know that Argentina contributes more in direct contribution profit for MercadoLibre than Brazil? $MELI

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 11/09/2026

MeracdoLibre's total credit portfolio has grown at an 87% rate since 2019 $MELI

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 10/09/2026

$ALSEA now trades at one of its cheapest EV/EBIT's in years

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 10/09/2026

$MELI's NIMAL (net interest margin after losses) for its other loans vs. the credit card portfolio

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 10/09/2026

MeradoLibre's quarterly revenue growth is now at its highest level since 2022 $MELI

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 09/09/2026

MeracdoLibre's total payment volume as a merchant acquirer is now $223.5 billion, and has grown at 32% annually since 2022 $MELI

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 09/09/2026

MercadoLibre is quickly growing its capital spending as it works to achieve rapid delivery times across Mexico, Brazil, and Argentina $MELI

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 08/09/2026

Crocs shares outstanding decline is beginning to accelerate $CROX it is repurchasing roughly 10% of its $5.5 billion market cap per year

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 08/09/2026

Crocs buyback yield has been above 10% for multiple years now It currently sits at 11.5% $CROX

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Brett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 08/09/2026

Sprouts Farmers Market shares outstanding have begun to accelerate their decline with the stock down around half from all-time highs $SFM They are down 30% in the last 10 years

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