Why do you invest? In this week's show, we explore both the reasons people put in the time and money to create more wealth and how we can find the balance in our investing efforts to get the best returns while also keeping our long-term and short-term goals in front of us.  We also review the results of the 2024 Investing Unscripted Portfolio Contest at the halfway point. ***************************************** Subscribe to our portfolio on Savvy Trader at:...

For the second month in a row, our First Friday livestream was not actually on the first Friday. Alas, life happens. This month, Jeff and Jason talk about the upcoming earnings season, companies they're especially interested in hearing from, a few other earnings-related takes, answer viewer questions, and play a little game with some of the biggest losers they both still own.  Companies mentioned: AMZN, BOC, CURI, CRWD, DOCN, ETSY, FIGS, LMND, ME, NFLX, OM, PTON, PYPL, RDFN, ROKU, SHOP,...

Everyone has those stocks in their portfolio that have underperformed, but we continue to hold, either on signs that things are set to improve or just on hope (a terrible thesis). On this week's show, Jeff and Jason are joined by longtime investor and Motley Fool Senior Analyst Jason Moser to discuss this topic, including stocks that holding paid off, others that didn't, and some real-world examples we are watching play out.  Companies mentioned: AAPL, CMG, COST, DOCU, MELI, NVDA, OM, PYPL,...

Enjoy this replay of a recent episode: Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase.  Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email:...

Hindsight bias? Almost certainly. But that doesn't mean we still shouldn't look back at stocks that have gone up a lot that we didn't buy. In this week's show, Jeff and Jason do exactly that, while trying to apply an objective lens to the lessons we can learn by taking a look backward at our times of inaction.  Companies mentioned: ANET, AMZN, ASML, AVGO, CRWD, NVDA, SHOP, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at:...

Jeff recently went on vacation, and read Poor Charlie's Almanac. On this week's show, he shares with Jason the three things Charlie says every investor should do. We also discuss how difficult it can be to ignore and avoid the noise (such as Nvidia's recent stock split) and focus on what really matters. Jeff and Jason also talk about one of the hardest – most important – skills investors need to master: avoiding errors that are completely of our own actions.  Companies mentioned: AMD, MSFT,...

Jason and Jeff discuss Elon Musk’s pay package, Tesla price targets, autonomous driving, Apple AI, Nvidia, and more. Companies mentioned: AAPL, GOOG, GOOGL, GM, NVDA, TSLA ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: [email protected] Twitter: @InvestingPod Check out our YouTube channel for...

This week we're featuring an episode of the Chit Chat Stocks podcast. Ryan and Brett do great work and in this episode they discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X:...

This month's mailbag includes great questions about BDCs, broken investing theses, knowing if the story really changed, a little-known battery company, and what to do with middling investments. Jason also said that listener Jesse was a bad stock picker partly because their name starts with the same letters as Jeff's.  Have a question you want answered? Want us to make fun of you to make ourselves feel better? Send it to us for our next mailbag now!  Companies mentioned: BEP, BEPC, BOC, CWEN,...

Figuring out which stocks to buy is only half of the equation. A lot of your success – and for many people, most of their poor returns – are the result of selling. This week, Jeff and Jason take a close look at selling stocks, breaking down the reasons to sell, which are good, which are bad, and how you can make better selling decisions.  Companies mentioned: AAPL, ANET, AVGO, BOC, CATO, ETSY, FLGT, GE, META, MSFT, NFLX, NVDA, OM, PLUG, TSLA, TWLO,...

Investor interest in the semiconductor industry has exploded over the past couple of years. AI is only one of the factors behind it, and the future remains very bright. Jeff and Jason are joined by the creators of Chip Stock Investor, Nick and Kasey Rossolillo, who help us make some sense out of this incredibly complex and challenging industry that affects almost every aspect of our investing and real-world lives today, and increasingly so in the future Companies mentioned: AMAT, AMD,...

Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase.  Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: [email protected] Twitter: @InvestingPod Check...

Warren Buffett once said, "Everyone has a plan until the stock market punches them in the mouth." Okay, Warren didn't say that, but the investing version of a Mike Tyson quote is still correct. Picking the best investments and having a plan is only part of investing success. And over time, we've come to learn that these things rarely account for the most important – and most flawed – part of investing: You. In this week's show, Jason and Jeff take a deeper look at the importance of goals and...

On this month’s live podcast, Jason and Jeff discuss recent earnings, interest rates, and their new Savvy Trader portfolio. Companies mentioned: ASML, ETSY, FTNT, KNSL, LMND, NET, PINS, SBUX ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: [email protected] Twitter: @InvestingPod Check out our...

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...

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,...

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:...

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,...

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: [email protected] 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...

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:...

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: [email protected] Twitter: @InvestingPod Check out our YouTube channel for more...

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: [email protected] Twitter: @investingpod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ***************************************** Find the 2024 Portfolio Contest...

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...

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...

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: [email protected] Twitter: @InvestingPod Check out our...