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....

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 hig...

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 T...

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...

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 **********...

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, hi...

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: investingu...

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 ************...

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 servic...

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 anot...

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 ***************************...

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, S...

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 sellin...

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 s...

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 be...

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 F...

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 ou...

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,...

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 Davi...

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...

2024 is here, and plenty of people are trying to jumpstart, re-start, or just plain start their investing journeys. We hope that Investing Unscripted can help you along your journey! In our usual anachronistic ways, this week's show is taking a very different approach, and we are answering the question, when should you stop investing? Specifically, when should you consider cutting back, or even co...

Jason and Jeff recap the 2023 Portfolio Contest and discuss the year that was while answering live viewer questions. Companies mentioned: AAPL, AMC, BIP, BLNK, CRWD, LMND, META, NVDA, OM, SFIX, TREX, TSLA ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted *...

Jason and Jeff are back with a new portfolio contest for 2024. This year, the contest will feature several portfolios submitted by 2023 guests on the podcast. These portfolios and stocks will get reviewed throughout the year and most importantly, the “winners” each quarter will get money donated to their favorite charity.  Companies mentioned: See link below We would love feedback on the show. Sha...

What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests’ great podcasts: Chit Chat Money and The 7Investing Podcast. Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JP...

Our friends over at Chit Chat Money had a great episode recently about the luxury goods market. Check out Chit Chat Money wherever you get your podcasts. The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its bu...