Investing Unscripted – Details, episodes &amp; analysis

https://www.youtube.com/@InvestingUnscripted

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Stocks Unscripted: Costco (COST)

Saturday, December 14, 2024 • Duration 12:40

We're trying something new! We want to have unscripted conversations about specific stocks. In this episode, we're talking about Costco and how Jeff really wants to buy shares but feels they're too expensive.

Let us know what you think about this new show idea!

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Bluesky: @investingpod.bsky.social

YouTube: https://www.youtube.com/@InvestingUnscripted

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

00:00 Introduction and New Format Announcement

01:10 Discussing Costco: A Stock to Watch

02:56 Costco's Business Model and Market Position

04:37 Personal Experiences and Anecdotes

06:45 Valuation Concerns and Investment Strategy

12:15 Conclusion and Call for Feedback

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126. October 2024 Mailbag

Wednesday, October 30, 2024 • Duration 56:51

It’s the October mailbag! This month, Jason and Jeff answer questions about the importance of maintaining cash reserves, insights on investing in individual stocks through 401k plans, strategies for valuing high-growth companies, the role of ethical considerations in investment decisions, and more. Do you have a question for the mailbag? Send it to the show at the email below or on social media.

Companies mentioned: AER, BA, ENPH, FTAI, HEIC, SEDG

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

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Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted

63. Peter Atwater: The Confidence Map

Saturday, July 29, 2023 • Duration 54:02

Have you ever been absolutely, utterly confident in an outcome, only to get a rude awakening when things go very differently? Well, you're not alone. Behavioral economics pioneer Peter Atwater has made it his mission to help more people understand the role of confidence in human decision making, outcomes, and how it's rooted in "our desire for certainty and control." In this week's show, Jeff and Jason talk with Peter about his new book, The Confidence Map: Charting a Path from Chaos to Clarity. They discuss his background, his decision to leave a successful banking career and start over at 45, and and how The Confidence Map came to be, and how it can help people make better decisions in many aspects of their lives.

In the second part of the show, Jason and Jeff share their thoughts on the book and the conversation with Peter, and how the concepts in the book can fit in the investor's toolbox.

Companies mentioned: BRK.A, BRK.B

Buy The Confidence Map on Amazon.

Peter Atwater on Twitter: https://twitter.com/Peter_Atwater

We would love feedback on the show. Share with us at:

Twitter: @smatteringshow

Check out our YouTube channel for more content:

Find the 2023 Smattering Portfolio here:

62. Becoming Brian Feroldi

Saturday, July 22, 2023 • Duration 45:58

Brian Feroldi is a leading expert in investing, helping hundreds of thousands of people avoid mistakes and make better decisions. But he wasn't always an expert, and over the past two decades he's made plenty of mistakes. In this week's show, Jeff and Jason talk with Brian about his history, including his beginnings as an individual investor, his origin story as a thought leader and expert, and how he's built Long Term Mindset into a business that continues to help a growing number of people find their own success.

Find Brian on Twitter: https://twitter.com/BrianFeroldi

Brian's newsletter and education courses: BrianFeroldi.com/newsletter

We would love feedback on the show. Share with us at:

Twitter: @smatteringshow

Check out our YouTube channel for more content:

Find the 2023 Smattering Portfolio here:

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61. July Mailbag

Saturday, July 15, 2023 • Duration 48:41

You have questions? We have answers. In this edition of our semi-regular mailbag, we took listener questions about capital scarcity, measuring CEO performance, the ongoing AI bubble, and whether Threads will prove good for Meta Technologies. We also shared a listener note describing how they've made massive financial strides in recent years.

In the second part of the show, we announce the upcoming Money Collaborative 2023 event we are doing with some of our favorite finance friends! We hope you can join us. For more details on it, visit moneycollaborative.com

Companies mentioned: AAPL, AMZN, BAH, CRWD, FTNT, META, MSFT, NVDA, OKTA, PANW, PTON, SNAP, TSM, ZS

We would love feedback on the show. Share with us at:

Twitter: @smatteringshow

Check out our YouTube channel for more content:

Find the 2023 Smattering Portfolio here:

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60. Smattering Portfolio Q2 Review

Saturday, July 8, 2023 • Duration 01:04:12

It may be hard to believe, but we are already halfway through the year. That means it's time to review the 16 stocks across the five "team" in the 2023 Smattering Portfolio Contest! The good news: The five portfolios are up a combined 31% so far this year! The bad news: The best performing team is the "un-portfolio." It's all Jeff's fault. This week, Jeff and Jason share an update on all of the companies in the contest, and share their latest thoughts.

In the second part of the show, Jason asks Jeff for his thoughts on financial independence, and topic that, surprisingly, we haven't talked very much about.

Companies mentioned: AMC, AMZN, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, NKE, OM, SPG, TREX, TSM, TSLA, TTD

Episode 30: Introducing the 2023 Smattering Portfolio Contest: https://podcasters.spotify.com/pod/show/the-smattering/episodes/30--December-Mailbag-and-Introducing-the-2023-Smattering-Portfolio-Contest-e1s0pgj

Episode 32: 2023 Smattering Portfolio Contest Stocks Reveal: https://podcasters.spotify.com/pod/show/the-smattering/episodes/32--Smattering-Portfolio-2023-Reveal-e1sm10p

We would love feedback on the show. Share with us at:

Twitter: @smatteringshow

Check out our YouTube channel for more content:

Find the 2023 Smattering Portfolio here:

59. Fighting Chimps and Picking Stocks

Saturday, July 1, 2023 • Duration 58:48

Whether it's driving, picking stocks, or fighting chimpanzees, humans often overestimate their actual skill level. In this week's show, Jason and Jeff discuss this reality, and what you can do as an investor to counter your own human nature. Topics include discovering the difference between luck and skill with investing, how to find useful lessons, and the power of humility and giving yourself grace. (Hat tip to Alex Morris for a tweet that inspired part of today's show.)

In the second part of the show, Jason and Jeff argue over whether we're in a bull market or not, and whether it really matters. (Hint, it doesn't, except for when it does.)

Companies mentioned: AAPL, AMZN, FRC, MELI, META, MSFT, RDFN, ZM

We would love feedback on the show. Share with us at:

Twitter: @smatteringshow

Check out our YouTube channel for more content:

Find the 2023 Smattering Portfolio here:

https://smattering.beehiiv.com/

Alex Morris' tweet: https://twitter.com/TSOH_Investing/status/1673696074312167425

58. Travis Hoium on Asymmetric Investing

Saturday, June 24, 2023 • Duration 01:01:56

To some degree, every stock investor is looking for asymmetric returns. While the market delivers, on average, around 10% in gains each year, stocks also provide the rare opportunity to earn substantial multiples on your initial investment. Travis Hoium has spent years looking for those winners, and now he's helping people find them. An engineer by training and longtime writer for The Motley Fool, Travis is also the founder of the Asymmetric Investing newsletter, where he provides access to research on stocks he thinks have the potential – and characteristics – to deliver asymmetric returns.

Recently, Travis sat down with Jason and Jeff to talk about his journey, some of the lessons he's learned along the way, his investing philosophy, and his approach to finding asymmetric opportunities. He also shares two ideas that he thinks are good examples of how these opportunities can often hide in plain sight. In the second part of the show, Jason and Jeff put Travis through the wringer in a lightning round.

Companies mentioned: AAPL, AXON, COIN, GM, INTC, PTON, TSLA, UBER

Looking for more from Travis? On Twitter @TravisHoium, his newsletter at asyminvesting.com, and on YouTube at https://www.youtube.com/@asymmetricinvesting

Check out our newsletter, including episode transcripts:

We would love feedback on the show. Share with us at:

Twitter: @smatteringshow

57. What If You Die?

Saturday, June 17, 2023 • Duration 58:31

Death and taxes are inevitable, as the saying goes. But what if you died right now? What if some cosmic hand snapped its fingers, and you were gone? We often apply this "snap" test to companies to find the most important ones, but we can apply this same test to ourselves, too. Who would be impacted? What would they be left trying to figure out? Would they have enough money to make ends meet?

Would they even know how to access your bank accounts or retirement savings? What would they do?

In this episode, inspired by a young listener's recent health diagnosis, Jeff and Jason talk about this difficult subject, offering their insights and answers to one of the hardest questions we each need to answer. Because the only thing worse than dying young is leaving your loved ones without the resources to move forward with their lives.

In the second part of the show, we play "Signal or Noise" with crypto. The SEC is going hard after trading platforms, and Jeff and Jason debate the potential implications for trading platforms and crypto writ large. Whether you're interested in crypto or not, it's a useful thought exercise on disruption, fraud, and regulatory clarity.

Companies mentioned: NEXT

We would love feedback on the show. Share with us at:

Twitter: @smatteringshow

Check out our YouTube channel for more content:

Find the 2023 Smattering Portfolio here: