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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
https://tinyurl.com/Smatterfolio2023
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