Investing Unscripted

This week, Jeff and Jason field your questions including using starter positions, fees for ETFs, taking action on a new stock idea, and a lot more. We also announce the Investing Unscripted Portfolio, which you can find on SavvyTrader! Have questions for us to answer on our next mailbag? Don't wait! Send them to us now, via social media, email, or a comment on the Investing Unscripted newsletter. Companies mentioned: EPR, KNSL, O, RDFN ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Investors have enjoyed the bull run of the stock market over the past 15 months. Yet for those who are still regularly contributing new money to invest, seeing your favorite stocks up 30%, 50%, or even more from where you last bought them can make it hard to keep buying. But, are these big winners actually overvalued? In this episode, Jeff and Jason take a closer look at some of their favorite high-priced stocks to learn whether they're actually overvalued. Companies mentioned: AAPL, AIG, ASML, KNSL, MKL, PGR, TREX ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

The term private equity is in the financial news often, but it’s not a once-size-fits-all business model. Jason and Jeff interview Tim Hanson, CIO and President of Permanent Equity, to talk about the private equity industry and what makes Permanent Equity different. ***************************************** You can find Permanent Equity here: https://www.permanentequity.com/ Connect with Tim on Twitter here: https://twitter.com/timhanso ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

One quarter into the 2024 Investing Unscripted, and the results are, well, interesting! This week Jeff and Jason take a closer look at the results, including that the winning portfolio was submitted by a professional comedian, and that in general, you, our listeners, are doing better than the professionals! Check out this episode for more insights on the contest, investing, and how the short-term results can be both informing and misleading. Companies mentioned: BOC, CRWD, DOC, ENPH, EPR, NVDA, OM, TMDX ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Check out our monthly live podcast as we welcome special guest Lou Whiteman to talk about Boeing, boring stocks and much more. Check out Lou's newsletter here:https://fitsandstarts.beehiiv.com/ ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of the 30th anniversary edition to discuss the book, his thoughts on Buffett, investing, Berkshire Hathaway, and a lot more. Companies mentioned: BRK.A, BRK.B ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

How do you approach building out a full position in a stock? How do you know if you're a good investor? Ever Schadenfreude some stocks you hate? How can you tell if something is really meaningful for a company, or just noise? Jason and Jeff answer these questions and others on this week's show. Companies mentioned: CELH, NFLX, PTON, SAM ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. *Transfer offer Terms and Conditions apply. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Jason increased the cash in his portfolio at an inopportune time. Jeff and Jason discuss this decision and what it means moving forward. ***************************************** We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Picking great stocks is hard. But finding an "expert" who'll take your money in exchange for their best stock ideas is pretty easy. Not all of the experts are as good as they claim, and few offer a transparent record of their results. In this week's show, Jeff and Jason are joined by Simon Erickson. Simon has worked for more than a decade as an analyst and advisor for multiple stock-picking services, including 7Investing, which he founded in early 2020. Topics include Simon's background and history, how he has evolved as an investor, lessons learned over the past five years through a very tumultuous market, and founding and running a business. Companies mentioned: AAPL, AMD, BA, CRWD, CSCO, GE, INTC, MSFT, NVDA, PLTR, RKLB, SMCI, TWLO, XOM ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. *Transfer offer Terms and Conditions apply. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

This week, Jeff and Jason each bring a stock to the show that they're holding on a very short leash. Neither has delivered the expected returns, and there are some signs that things could get worse before getting better. To both hold ourselves accountable, and help you, dear listener, build your own investing framework and hold yourself accountable, we allow ourselves to be interviewed by one another to dig into why we bought these stocks, why we continue to own them, and what we have learned. In the second part of the show, we give an update on the 2024 Investing Unscripted Portfolio Contest! We have a listener who owes Jason a favorite charity so he can make his $50 donation in your honor. Companies mentioned: AXP, DAVA, LNG, MA, NOW, TELL, V ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See https://public.com/#disclosures-main for more information. *Transfer offer Terms and Conditions apply. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Did you know that learning someone's political views makes it harder to assess their expertise in other domains? With the U.S. presidential election campaign set to be the dominating storyline in 2024, Jeff and Jason talk through the power of bias on our decision making in ways we may not even realize. Companies mentioned: APRN, CELH, MNST, NFLX, NVDA, PTON, SFIX, TSLA ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. *Transfer offer Terms and Conditions apply. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

In their monthly livestream, Jason and Jeff talk about recent earnings, Buffett’s annual letter, the macro environment, their latest buys and sells, and take listener questions. You can get links to join the livestream by subscribing to the Investing Unscripted newsletter at https://investingunscripted.beehiiv.com/ Companies mentioned: CFLT, CPNG, DIS, LMND, NDA, NVDA, MKC, OM, PCOR, PINS, PYPL, SBUX, TGT, TMDX, WD ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Do you have questions about investing? Is your name Seena? Well, Jeff and Jason have answers! In our February Mailbag, we answer your questions (and Seena’s) about topics including FOMO, stock splits, FOMO, parabolic stocks, and also the fear of missing out. We also discuss how hard it can be selling a winner you think will keep winning when a financial goal is fast approaching and you know selling is the right move. Companies mentioned: AAPL, AMZN, ENPH, GOOG, KNSL, ODFL, LMND, MSFT, NVDA, SHOP ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Go to finchat.io/unscripted to get 25% off any paid plan today Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Everyone loves a good story. Investors are no different in this regard. Sadly, the great story isn't always the great investment, and it can be hard sometimes to tell when the narrative has begun to drift away from the underlying business results. In this week's episode, Jeff and Jason discuss this, along with other topics related to the differences in the art and the craft of investing. In the second part of the show, we talk about one of Jason's favorite people, Jeff's dad. More specifically, the five stocks that Jeff's dad made Jeff buy, in a little portfolio we call Nick's Picks. Companies mentioned: AMZN, APRN, NFLX, PTON, SFIX, TGT, WBA, ZM ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Go to finchat.io/unscripted to get 25% off any paid plan today Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Chances are, if you've listened to investing podcasts over the past 15 years, or like listening to audiobooks on finance and investing, you've heard Chris Hill's distinctive voice. As the daily host of Motley Fool Money and other podcasts from their creation in 2008 until May of 2023, and a career in financial communications going back to the late 1990's, Chris has seen a lot. Combine that with being the voice of Morgan House's two bestselling novels, The Psychology of Money and Same As Ever, and Chris is what investing sounds like to millions of people. In this week's show, Jeff and Jason catch up with Chris, discuss his background, experiences, and lessons from and a quarter-century of observing investors, markets, and companies. Chris also gives us a small preview of what he's working on next. Companies mentioned: AAPL ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Go to finchat.io/unscripted to get 25% off any paid plan today Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate * Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

If you're like most investors, you probably own some stocks that you don't know as well as you should. This week, Jeff and Jason decided to hold themselves accountable and talk through this important topic. In this case, they agreed to each answer a series of questions from the other about a favorite company to demonstrate where they lack knowledge. Experts or pretenders? You be the judge. It's February! That means it's time for a quick update on the first month of the Investing Unscripted Portfolio Contest! In the second part of the show, we discuss early observations, and how skilled our listeners are at picking stocks. Did they steal that skill from Jason? Because he's sucking wind so far, after thoroughly dominating the 2023 contest. Companies mentioned: ADSK, AMZN, CFLT, CRM, ENPH, MSFT, ORCL, OM, PCOR, PTON, SOFI, QS, TRMB, WOLF ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Go to finchat.io/unscripted to get 25% off any paid plan today Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate * Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Jason and Jeff answer listener questions live, discuss recent earnings results, and talk about what companies they’re looking forward to hearing from in the coming weeks. Companies mentioned: ABNB, AMZN, AX, BIPC, BOC, BRK.A, BRK.B, DIS, META, OM, RDFN, SBUX, SHOP, SOFI, STEM, TREX, TXN ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate * Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

They say, process over outcome. When it comes to investing, that’s definitely true, and we believe a solid framework is the path to a successful investing process. In this week's show, we discuss two different topics. In the first part of the show, Jason and Jeff discuss their investing frameworks, what they focus on, and how their processes have evolved over time. In the second part of the show, we discuss homeownership, and renting, and how each can result in very different investing and personal finance plans and needs. We also give our answers to the question often asked: is your home an investment? Companies mentioned: AAPL, ASML, CRWD, CURI, LMND, SBUX, TREX, QS ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Mailbag time! Thanks to our listeners for a lot of great questions. This month's topics include whether the advice to take on more portfolio risk when you’re young is "BS", our worst-performing stocks double-down candidates, how to figure out your magic number, fighting the allure of selling stocks to raise cash, and more! In the second part of the show, Jeff and Jason ponder investing legend David Gardner's "only dips buy dips" maxim. tl;dr: it depends. We're always looking for more questions for our monthly mailbag. Send them to us anytime you have them, via email or social media. Companies mentioned: AAPL, AMZN, BRK.A, BRK.B, CRWD, CURI, LMND, ME, MELI, OM, PTON, PYPL, SBUX, TWLO, VTMX ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account ***************************************** Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

We like to think Investing Unscripted is one of the best podcasts to help people invest better. But there are a few others worth checking out. This week, Jeff and Jason are joined by Dave Ahern and Andrew Sather, the co-hosts of the podcast, Investing for Beginners – Your Path to Financial Freedom. We discuss their backgrounds, their beginnings as podcasters, the resources they use, and what they try to provide their listeners. They also share a few of their favorite guests (yours truly excluded though we have been guests on their show), favorite episodes, and more. Check out the transcript for links at investingunscripted.com! Check out the Investors for Beginners Podcast here: https://einvestingforbeginners.com/the-investing-for-beginners-podcast-episode-list/ Check out Andrew and Dave’s newsletter here: https://einvestingforbeginners.ck.page/831b34ec60 Companies mentioned: ADYEY, DPZ, GFF, NVO, PHM, PYPL, TGT, V ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account ***************************************** Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support