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

Instead of simply describing the problem, Assistant can connect project intelligence to the precise design, engineering, and production tools teams rely on to evaluate options and move toward a trusted, buildable outcome" $ADSK

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

The next generation of Assistant can understand that change in the context of the project, identify its downstream impacts on fabrication, schedule, cost, construction sequencing, and operations, and bring forward the Autodesk capabilities needed to act.

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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

The marketplace will start selling medicines that require a prescription and will also allow the entry of large pharmacy chains that will be able to sell on the marketplace." $MELI

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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

its debt load, which is quite high and comes with interest rates tied to the Mexican and European floating rates, although it does get a slight discount because of its “sustainability” linked lending facilities (how slinging cheap pizza and hamburgers means saving the environment to Mexican

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

For Alsea, we need to see enough operating earnings growth to achieve an acceptable ROIC vs.

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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

You could have an opportunity to grow invested capital and improve ROIC. Combined with the decline in interest expense as a % of revenue, the financial statements may look much better five years from now." www.emergingmoats.com/p/alsea-dur...

emergingmoats.com

Alsea: Durable Growth at 5.4x EBITDA (Ticker: ALSEA)

Improving ROIC may unlock this beaten down stock

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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

If/when the balance sheet delevers and unit growth as a % of overall units slows down, free cash flow conversion will likely be much higher than the previous decade. For now, I think 20% is a reasonable figure." www.emergingmoats.com/p/alsea-dur...

emergingmoats.com

Alsea: Durable Growth at 5.4x EBITDA (Ticker: ALSEA)

Improving ROIC may unlock this beaten down stock

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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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