Co-host, Chit Chat Stocks podcast
Media
3 dated public stances tracked since 2024-04-03, most recently 2024-12-11. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Brett Schaer's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Brett Schaer is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2024-12-11 | RELY | bullish | -5.7% | -6.5% | -31.2% |
| 2024-12-11 | CPNG | bullish | -8.0% | +19.2% | +8.2% |
| 2024-04-03 | GOGO | bullish | +13.5% | -17.2% | -4.6% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| CPNG | 1 | | 1 bullish | 2024-12-11 |
| GOGO | 1 | | 1 bullish | 2024-04-03 |
| RELY | 1 | | 1 bullish | 2024-12-11 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-12-11
RELY
bullish
Chit Chat Stocks · video
Digital remittances is an important emerging industry with structural tailwinds from falling costs, and Remitly's accelerating growth and strong earnings confirm it as a rule-breaker-style compounder worth adding to
“this might be one of the first times that I end up compelled to like buy after something pops after earnings”
90d -5.7% · 180d -6.5% · 1y -31.2%
DAVID GARDNER: Finding The Next Nvidia (NVDA) With Rule Breaker Investing [FULL PODCAST]
2024-12-11
CPNG
bullish
Chit Chat Stocks · video
Coupang is a rule-breaker in vertically integrated e-commerce for South Korea, an emerging market where the business model mirrors Amazon's disruptive trajectory at an earlier stage
“the e-commerce and the vertically integrated e-commerce in South Korea with coupang”
90d -8.0% · 180d +19.2% · 1y +8.2%
DAVID GARDNER: Finding The Next Nvidia (NVDA) With Rule Breaker Investing [FULL PODCAST]
2024-04-03
GOGO
bullish
Chit Chat Stocks · video
GoGo holds irreplaceable FCC-exclusive air-to-ground spectrum in North America, dominates private-jet internet with near-zero competition, and a pending 5G/LEO upgrade cycle should inflect free cash flow from ~$50-70M to $150-200M on a $1.6B EV, implying a…
“I think I will be buying shares of Goo stock”
90d +13.5% · 180d -17.2% · 1y -4.6%
A Wide Moat Stock At a Free Cash Flow Inflection? (GoGo Stock Report)
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