Investing Unscripted

In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. The duo builds an "Anti-AI" portfolio of companies that are positioned to thrive regardless of whether the tech boom goes bust. They break down the pricing power and operational efficiency of retail giants Costco and TJX Companies, unpack the ongoing roll-up strategy of Brad Jacobs' QXO, and explore high-yield opportunities in REITs like CareTrust and EPR Properties. Plus, Jason makes the case for investing with the ultra-wealthy by buying shares of the Atlanta Braves, taking plenty of shots at Jeff's beloved New York Mets along the way. 01:42 Why Look Beyond AI 07:27 AI Backlash and Reality Check 11:00 Berkshire Weekend Teaser 11:53 Picking AI Proof Stocks 12:55 Costco as Safe Retailer 16:40 Costco Ops and Tech Edge 21:37 TJX Treasure Hunt Model 25:49 Phinia Gas Engine Parts 29:29 Commercial Auto Parts Angle 30:10 Delphi Brand Recognition 30:33 QXO Rollup Strategy 32:56 Synergies And TopBuild Deal 38:12 Tech Stack Efficiency Play 39:05 CareTrust REIT Overview 42:23 EPR Experiential REIT 45:42 EPR Dividend Growth Case 46:48 Braves Stock BATRA Pitch 50:32 Stadium Real Estate Upside 51:54 Valuation Versus Padres Deal Companies mentioned: BATRA, COST, CTRE, EPR, PHIN, QXO, TJX Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

Join Jason and Jeff for the May First Fridays stream as they review the Portfolio Contest leaderboard, debate Duolingo's AI risks, and unpack the Starbucks turnaround under Brian Niccol. 02:01 Gemini Promo Video Fails 04:11 Portfolio Contest Update 09:44 Late Entries Penalty Tab 11:38 Ratings Reviews Push 13:46 Title Month Mixup 17:21 Duolingo Earnings Debate 22:43 AI Efficiency Threats 24:56 SaaS Risk Positioning 26:40 Gemini Video Fail 30:18 AI Thumbnail Drama 33:14 Starbucks Turnaround Signs 37:19 China Strategy Shift 40:44 Operational Fixes Ahead 42:47 Disruption Beyond Rivals 43:49 Earnings Season Winners Companies mentioned: AMD, AMZN, BE, DUOL, FIX, GOOG, GOOGL, HOOD, IBM, KNSL, LKNCY, MELI, META, NOW, ROKU, SBUX, SOFI, TTD, TXN, VRT Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this April 2026 Mailbag, Jason and Jeff tackle a massive listener question about portfolio concentration in retirement, debating the merits of holding onto tiny "VC-minded" positions like Warby Parker and QuantumScape versus consolidating into bigger winners. They also provide an update on the "boring" but beautiful Brookfield Infrastructure, exploring its pivot toward modern assets like semiconductor fabs and its impressive 17-year streak of dividend increases. Later, they unpack the nuances of the private credit scare—and why major banks might have more exposure than investors realize. 00:35 Spotify Review Challenge 04:43 Retirement Portfolio Breakdown 06:20 Concentration vs Diversification 10:54 Options Income Bucket 12:49 Trim Small Positions 17:58 Enjoy Investing vs Indexing 19:57 Taxes and Ezra Klein Plug 20:55 Brookfield Infrastructure Update 22:52 Modern Infrastructure Shift 23:21 Intel Ohio Fab Deal 23:47 Energy Pivot Opportunities 24:35 Leadership Sam Pollock 26:38 Market Sensitivity Brookfield 28:35 Dividend Yield Return Math 30:45 Private Credit Reality Check 37:06 Risk Discounting Framework 38:35 AI Prompts Investing Workflow 40:41 AI Bias And Transcript Shortcuts 46:52 Comment Of The Month Wrap Companies mentioned: ADBE, AXON, BAM, BIP, BIPC, INTC, JPM, NVDA, OWL, QS, ROKU, SOFI, WFC, WRBY, ZM Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this episode of Investing Unscripted, Jason and Jeff revive a fan-favorite format: letting AI randomly select stocks from their personal portfolios for a rapid-fire review. For each chosen stock, the hosts must explain what the company does, build the best "bear case" against it, and declare whether they would buy it at today's prices. Jeff tackles the tech heavyweights, defending Nvidia against the threat of purpose-built AI chips, exploring how "vibe coding" could eat away at Shopify's margins, and evaluating CrowdStrike's post-outage reality. Meanwhile, Jason embraces his love for "boring" businesses, breaking down the massive cash flows of pipeline operator Enterprise Products Partners, the underwriting discipline of internet-bank Axos Financial, and the cost-of-capital risks for Clearway Energy. 03:13 Spotify Ratings Challenge 04:24 Pick 1 CrowdStrike Bear Case 08:00 Quantum and AI Disruption Talk 14:21 Pick 2 Enterprise Products Explained 20:13 Would You Buy It Valuation Talk 25:09 Pick 3 Nvidia Bear Case Setup 27:47 Nvidia Valuation Debate 30:41 Nvidia Bear Case Shifts 34:40 Axos Financial Overview 36:19 Axos Bank Risks 40:48 Shopify Bear Thesis 43:01 Shopify Platform Risks 51:33 Clearway Energy Yieldco Companies mentioned: AX, CRWD, CWEN, EPD, NVDA, SHOP Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this episode, Jason and Jeff bring on Motley Fool analyst Lou Whiteman for a masterclass on investing in the space industry. They break down the hype surrounding SpaceX's potential $2 trillion IPO and debate how much of that valuation is actually justified by its core businesses (Launch, Starlink, Starshield, xAI). Lou outlines his five distinct buckets of the space economy—ranging from launch infrastructure and connectivity to Earth observation and defense tech—and shares why companies like Rocket Lab and Redwire are catching his eye. Plus, Lou reveals the sub-sectors he’s actively avoiding and explains why traditional defense contractors like Lockheed Martin might currently be the most compelling way to play the space boom. 03:08 SpaceX Business Breakdown 05:55 Space Market Tailwinds 08:49 Why Launch Demand Surges 11:20 New Space Use Cases 14:48 SpaceX IPO Valuation Math 19:14 IPO Pricing and Aftermarket 23:11 What Success Looks Like 23:36 Capital Needs Debate 24:40 Starship Risks Ahead 25:46 Space Investing Ad Break 27:13 Mapping Space Sectors 30:59 Where Space Gets Risky 36:20 Top Picks To Research 40:16 Consolidation And Legacy Primes 41:28 Avoiding Hype Traps Companies mentioned: AMZN, ASTS, BKSY, GSAT, KTOS, LDOS, LHX, LMT, LUNR, META, NOC, PL, RDW, RKLB, TMUS, TSLA, V, VZ Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In the April 2026 First Friday livestream, Jason and Jeff break down the current "market vibes," debating whether the market's resilience is masking a hair-trigger sensitivity to AI hype and PR spin. They announce the Q1 winner of the listener portfolio contest—congratulations to Discord member Vinny G!—and review the progress of their own 2026 picks. The duo dives deep into the executive turnover at The Trade Desk, the slow-moving turnaround at PayPal, and whether Kinsale Capital is simply a cyclical price taker or a highly efficient operator. Plus, Jason reveals his new Roth 401 (k) strategy, and Jeff vehemently defends his "lazy" personal finance choices. 03:01 Market Vibes Resilience 06:26 AI Hype And Volatility 09:54 Cybersecurity Rumor Debate 12:19 Cringey AI Promo Clip 14:35 Portfolio Contest Rules 16:31 Q1 Winner And Charity 21:09 Patreon Standings And Long Game 24:22 Portfolio Reflections And Trade Desk 28:00 Board Sale Speculation 30:49 Backing Jeff Green 32:19 Position Sizing Rules 32:45 Founder vs Operator Debate 37:11 Kinsale Competition Pressure 38:40 Kinsale Underwriting Edge 42:23 Specialty Insurance Tailwinds 45:30 PayPal Value Trap Risk 52:15 Roth 401k Moves 55:20 Roth Optionality Strategy 57:46 Favorite Dividend Picks Companies mentioned: BIP, BIPC, BORR, CTRE, EPR, GOOG, GOOGL, KNSL, MA, MELI, NOW, PLSDF, PLTR, PYPL, RBRK, RKLB, SECYF, TTD Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this milestone 200th episode of Investing Unscripted (yes, the last episode was an April Fool's joke!), we tackle a question that plagues many investors: how many individual stocks should you actually own? We debate the merits of a heavily concentrated portfolio versus broad diversification, especially during periods of market uncertainty. We also unpack the psychological dangers of blindly adding to your winners and why it's crucial to adapt your investing strategy as your personal financial goals change over time. 03:13 Spotify Ratings Challenge 05:04 How Many Stocks 06:30 Concentration vs Diversification 09:06 Is This More Uncertain 14:11 Should Uncertainty Change Holdings 15:48 Jason Reframes Portfolio Size 21:25 Portfolio Size Debate 23:55 Conviction Versus Bias 26:58 Averaging Up Winners 28:42 Kinsale Capital Case 32:59 Watchlist FOMO Trap 34:48 Concentration And Time 40:05 Automate When Anxious 43:15 Humility And Evolving Companies mentioned: AAPL, AMZN, CDNS, CRWD, DFH, GE, JRVR, KNSL, MSFT, NVDA, S, SNPS, TOST, TTD Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this monumental episode of Investing Unscripted, Jason and Jeff announce that they are bringing the podcast to an end—just one episode shy of their 200th milestone. This short reflection episode looks back on past guests, topics, and what had the biggest impact. 01:00 Why the Show Is Ending 02:28 Retrospective and Keeping It Light 03:28 Favorite Guests and Surprise Connections 05:40 Jim Gillies and Early Episodes 06:37 First Friday Livestream Memories 08:06 Podcast Community and Crossovers 09:25 Behind the Scenes Editing and Filler Words 10:21 How Podcasting Shaped Investing Views 11:14 Podcast Shapes Investing 13:40 Investor Identity Distilled 16:31 Talking Through Ideas 18:02 Favorite Episode Formats 20:46 Running Toward Fires 26:54 Wrap Up And Thanks Companies mentioned: BAM, BN, CRWD, MSFT, S Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this month's mailbag, Jason and Jeff tackle a wide array of listener questions, ranging from the tax efficiency of holding dividend stocks in taxable accounts to the potential risks of the NASDAQ fast-tracking private giants like SpaceX into its indexes. They also weigh in on newlyweds combining finances and choosing between brokerages like Schwab and Fidelity. Finally, the duo breaks down Walker & Dunlop's recent post-earnings stock drop and debates where to safely park your cash after hitting a major savings goal. 03:14 Taxable Dividend Strategy 11:54 Nasdaq Index Rule Changes 20:27 Dividend Bucket Rethink 25:57 Dividend Growth Compounding 26:38 Mastercard Low-Yield Lesson 27:42 Instagram Mailbag Setup 28:50 Consolidating Brokerage Accounts 31:47 Schwab Versus Fidelity 34:22 Combining Finances After Marriage 35:45 Money Talks and Guardrails 40:12 Walker and Dunlop Earnings 42:43 Investing After Saving Goal 45:43 Risk Spectrum and Time Horizon Companies mentioned: AAPL, BOC, CRM, MA, META, MTH, QQQ, SCHW, WD Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

Jason and Jeff tackle the current wave of market chaos—from oil price spikes and tariffs to the "AI is killing software" narrative. They dive into how they're personally navigating the noise, sharing recent portfolio additions such as Phinia (PHIN) and Clearway Energy that appear insulated from the macroeconomic volatility. They also unpack the AI software scare with deep dives into Toast, ServiceNow, and Procore, and Jason issues a warning about the hidden risks lurking in the booming private credit market. 01:19 AI Tariffs Oil Backdrop 03:38 Housekeeping Mailbag Plug 04:42 Staying the Course 07:18 Markets Recover Before Clarity 12:04 Stock Pick PHIN 19:01 Renewables Reality Check 20:54 Clearway Energy Buy 24:50 Energy Security and Oil Flows 26:36 Oil And Geopolitics 27:29 Krugman On Price Spikes 30:33 Toast Stock Breakdown 35:44 ServiceNow AI Strategy 37:35 Procore Construction Software 42:17 Private Credit Risks 47:38 Staying Invested In Chaos 49:19 Process Over Headlines Companies mentioned: BAM, BEP, BX, CPNG, CWEN, DASH, ENPH, FOUR, KKR, NOW, ORCL, OWL, PCOR, PHIN, PYPL, SHOP, SQ, TOST Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this slightly belated "First Fridays" live stream, we dive into the current "vibes" of the stock market, check in on the 2026 Portfolio Contest, debate the long-term viability of MercadoLibre's lending business, and talk about Greg Abel’s first annual letter to Berkshire Hathaway shareholders. 01:53 Index Funds Running Joke 04:08 Market Vibes Check 06:28 K Shaped Economy Talk 12:09 Portfolio Contest Update 23:46 QuantumScape Buy Explained 27:59 Donut Labs Battery Debate 30:57 Battery Value Metrics 31:34 Kids Pick Stocks 32:58 Market Moves This Week 36:56 MercadoLibre Discount Debate 44:42 Options Premiums Q&A 47:13 Using Claude for Research 50:27 Greg Abel Letter Take 55:30 Berkshire After Buffett Companies mentioned: AAPL, AMZN, AXP, BRK.B, ENR, KNSL, KO, MCO, MELI, QS, RKLB, TM Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

Ryan Henderson and Brett Schafer from the Chit Chat Stocks podcast join us for a special unscripted episode to track their evolution from college-aged podcasters running a family-and-friends fund to seasoned individual investors. We discuss learning the harsh realities of valuation during the 2022 bear market, the dangers of "analysis paralysis," and whether mastering your own psychology is more important than understanding financial mechanics. We also debate the merits of starter positions, explore Ryan's strict "three-year holding rule," and reveal the current watchlist stocks they are waiting to buy—along with the ones they kick themselves for missing. 02:09 Meet Chit Chat Stocks 04:30 Origin Story 08:56 Early Podcast Lessons 10:26 Valuation Reality Check 12:29 Mistakes Shape Process 14:09 Bear Market Incentives 18:19 Investing In Public 21:30 Overthinking Valuation 24:07 Match Vs Spotify 28:18 Costco One Share Rule 29:18 Owning Through Drawdowns 29:58 Fund Pressure vs Flexibility 32:26 Starter Positions Debate 34:07 Psychology Beats Fundamentals 38:03 Know Your Investing Style 39:57 When Stocks Go Nowhere 44:15 Rules to Avoid Selling 47:35 Build a Personal Framework 51:52 Watchlist Valuation Picks 55:40 Where to Find Their Work 59:14 Final Wrap and Signoff Companies mentioned: ADYEY, AMZN, AXP, CAVA, COST, CPNG, CSU, HIMS, IBKR, MELI, MNDY, MRNA, MTCH, PYPL, RKLB, ROKU, SPOT, TSLA Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Datadog on a recent dip and his strategy for adding to Enphase, while Jason explains how he is using options (specifically selling puts) to generate income while waiting for better valuations. Plus, they analyze the risk vs. reward of QuantumScape, debate the new CEO at PayPal, and play a game of "buy or get off the pot" that ends with a live stock purchase. 00:53 Unscripted Earnings Season 04:34 Jeff Did a Thing 06:43 Why Buy Datadog Now 09:14 AI Risks for SaaS 11:34 Selling Puts Strategy 17:06 Market Psychology Chegg 19:41 Market Efficiency Long Term 23:15 Enphase DCA Dilemma 25:46 How to Time Adds 28:08 Quarterly Info Is Noise 28:30 Enphase Through the Cycle 29:49 QuantumScape Solid State Promise 31:50 Timing the Entry Price 33:53 Asymmetric Upside vs Risk 36:24 PayPal CEO Shakeup 38:59 Reframing the PayPal Thesis 44:48 Small Positions to Fix 46:36 Airbnb Growth Proof Points Companies mentioned: ABNB, ADBE, CHGG, DDOG, ENPH, PYPL, QS, UPST Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

We open the February 2026 mailbag to answer your questions on how to handle the psychological toll of the "SaaS apocalypse" and when it actually makes sense to buy the dip. We also discuss how to assess relative risk in a portfolio, dive deep into the differences between SentinelOne and CrowdStrike (including thoughts on stock-based compensation), and reveal the "falling knife" software stocks we are most tempted to buy right now, including ServiceNow and Salesforce. 00:51 First Friday Update 02:03 Mailbag Fear in Downturns 03:56 DCA and SaaS Selloff 06:15 Deploying Cash Rules 08:43 Add to Winners Not Losers 15:49 Risk in Portfolios 20:31 Position Sizing Examples 23:28 SentinelOne Profitability Debate 28:35 SentinelOne vs CrowdStrike 30:44 Cybersecurity Basket Strategy 31:42 M&A and Buyout Odds 33:12 CareTrust REIT Update 35:00 Discord Falling Knife Picks 35:35 ServiceNow Case 37:44 PayPal Options and CEO Risk 38:33 Salesforce AI and Valuation 42:50 How We Add Positions 47:28 Enphase and Gut Conviction 50:19 Secular Trends and EV Lesson 52:05 QuantumScape Battery Bet 52:37 Wrap Up and Where to Ask Companies mentioned: ASML, CRM, CRWD, CTRE, ENPH, NOW, PYPL, QS, S, TSLA, TSM Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

We discuss the recent market dislocation where SaaS stocks are crashing while the broader market hits all-time highs. We break down the three main fears driving the sell-off and debate which companies—like Adobe and Salesforce—are actually at risk. Finally, we share how we are handling the volatility, with Jeff buying more Shopify and Jason using a "barbell strategy" to stay sane. 02:27 Housekeeping 03:53 Episode Setup 06:37 Three AI Threats to SaaS: 09:23 Is AI Really Different? 12:59 Stock Spotlight: Adobe 18:35 The Real Issue: Moats, Stickiness, Switching Costs, and Resetting SaaS Multiples 23:18 LLMs Aren’t Free 23:49 Why SaaS Stocks Are Selling Off 25:11 Shopify vs. Toast 27:06 Disruption Timelines & Valuation Reratings 29:19 Earnings Season as the Reality Check 31:53 Tactical Moves: Selling Puts for Margin of Safety 33:02 Barbell Portfolio Strategy: Growth on One Side, Dividends on the Other Companies mentioned: ABNB, ADBE, ASAN, CRM, CRWD, ENPH, EPR, MNDY, MSFT, NOW, O, PYPL, SHOP, SQ, TEAM, TOST, TTD Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

We are joined by The Motley Fool's Emily Flippen to discuss her "Survivor" origins and why she believes empathy is the most underrated skill for investors. We also debate the difference between a "fad" and a "trend" in consumer goods (using Crocs vs. On Holding as the prime example), and Emily gives her honest take on "AI burnout." 00:32 Introducing Special Guest Emily Flippant 01:55 Emily's Journey to The Motley Fool 02:48 The Contrarian Path: Studying Business in China 03:13 The Ethical Dilemma and Finding The Motley Fool 06:11 The Art of Investing: Embracing Mistakes 08:07 The Weight of Public Stock Recommendations 12:29 Evolution as an Investor: From Value to Growth 19:35 Consumer Goods: The Fun Side of Investing 23:31 The 'Too Hard' Pile: Avoiding Complex Sectors 29:16 AI: The Double-Edged Sword 30:20 Is It a Bubble? 30:45 The Reality of AI Investments 31:08 Personal Investment Strategies 31:36 The Hype and Risks of AI 34:15 The Importance of Financial Goals 38:30 AI's Impact on Consumer Goods 43:18 The Future of AI and Society 48:07 Exciting Market Trends Companies mentioned: CROX, ONON, PYPL Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

We break down the six stocks we are most excited to watch this earnings season (and why "excited" doesn't necessarily mean we're buying). Jeff discusses Lemonade's path to 2026 profitability and why Rocket Lab is entering a critical "prove it" phase with its Neutron rocket, while Jason makes the case for Canadian Solar trading at half its book value and explains why SentinelOne offers a better risk/reward profile than CrowdStrike. 00:32 Discussing Stocks and Earnings Season 01:48 Analyzing Financial Statements and Risks 02:56 The Importance of Full-Year Results 04:16 Exciting Stocks and Future Prospects 05:57 Deep Dive into Canadian Solar 12:17 Exploring the Renewable Energy Market 17:55 Lemonade: A Stock with Potential 27:21 Lemonade Stock's Volatility and Future Outlook 28:11 Deep Dive into QuantumScape 32:15 Rocket Lab's Progress and Challenges 36:50 SentinelOne's Potential in Cybersecurity 40:42 PayPal's Strategic Focus and Future Prospects 46:58 Lightning Round: Stock Picks and Predictions Companies mentioned: CRWD, CSIQ, LMND, PYPL, QS, RKLB, S Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

We open the mailbag to answer your questions on whether Life Insurance Retirement Plans (LIRPs) are a scam, if spending millions on a Super Bowl commercial is ever a good idea (looking at you, CrowdStrike), and if equal-weight S&P 500 ETFs are the best way to hedge against a tech crash. Plus, we debate the future of the energy sector, discuss the power of "stock cannibals" like Adobe and PayPal, and reveal the two stocks we think could generate life-changing returns over the next 15 years. 01:44 Housekeeping and Listener Support 02:53 Diving into Listener Questions 03:04 Explaining Life Insurance Retirement Plans 09:03 Super Bowl Commercials: Worth the Investment? 16:47 Exploring ETF Diversification 23:10 Introduction and Wayne's Email 23:17 Colin's Energy Market Inquiry 24:04 Oil and Gas Market Dynamics 27:38 Investment Strategies in Energy Sector 29:48 Wayne's Question on ADRs 32:17 John's Query on Stock Buybacks 37:41 Ramey's AI and Investment Question 43:27 Future Investment Picks 47:23 Spam Comment of the Month Companies mentioned: ADBE, AZO, CRWD, GDDY, KNSL, KR, ORLY, PSX, PYPL, RKLB, TBBB, TTE, TXN Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia’s recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line. 01:33 The Importance of Financial Statements 04:59 Understanding the Income Statement 11:07 Revenue and Cost of Goods Sold 16:02 Operating Expenses and Income 18:39 Interest, Taxes, and Net Income 23:06 Depreciation, Amortization, and Goodwill 28:33 Introduction to the Balance Sheet 31:42 Understanding Current Assets and Liabilities 33:18 Accounts Receivable and Revenue Recognition 34:49 Inventory Management Insights 39:59 Exploring Goodwill and Intangible Assets 44:21 Diving into Liabilities and Working Capital 47:04 Cash Flow Statement Breakdown 58:32 Using Tools to Analyze Financial Statements Companies mentioned: AAPL, BRK.B, INTC, MKL, NVDA, TGT, TJX, TREX Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader

Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We discuss the difference between a "price bubble" and an "earnings bubble" (and which one Nvidia might be in), share specific prompting strategies to stop AI from hallucinating, and run a live demo analyzing Green Brick Partners from scratch. 00:55 Introducing the Guest: Brian Feroldi 01:43 AI in Investing: A Game Changer 03:40 Understanding AI Bubbles 07:08 Using AI for Stock Research 10:57 Optimizing AI Prompts for Investing 16:59 The Role of AI in Investment Decisions 19:42 AI Tools and Techniques 26:25 Understanding AI's Learning Process 26:49 Effective Prompting Techniques 26:54 Role Assignment and Citations 27:45 Step-by-Step Instructions for AI 28:08 Resources for AI Prompting 28:26 Using Notebook LM for Data Sources 29:55 Practical AI Prompt Demonstration 30:53 Analyzing Green Brick Partners 32:45 Evaluating AI's Financial Analysis 39:35 Customizing AI Prompts for Investment 45:12 Challenges and Future of AI in Finance Companies mentioned: AAPL, CRWD, GILD, GOOGL, GRBK, LEN, LGIH, META, NVDA Check out Brian’s work at https://www.longtermmindset.co/ Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader