Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI
1 hour 4 minutes Posted Jul 10, 2026 at 8:00 am.
PM EST. This week we discussed:
) Introduction
) Terry Smith's letter
) Microsoft's layoffs at Xbox
) Samsung earnings and industry outlook
) AI lab profitability metrics and bubble watch
) Blue Origin's valuation
) Satellite industry and capital cycle considerations
) Listener questions
) Coca-Cola's bottling vs. beverage company performance
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1:04:17
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Show notes
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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