Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today.

00:35 Explaining the Random Stock Challenge

04:08 First Stock Analysis: LGI Homes

11:59 Second Stock Analysis: Roku

18:21 Third Stock Analysis: QXO

25:27 Fourth Stock Analysis: Airbnb

35:48 Simon Property Group: Malls Aren't Dead Yet

42:28 Procore: Modernizing the Construction Industry

52:26 Reflecting on Investment Strategies

Companies mentioned: ABNB, LGIH, ROKU, SPG, QXO

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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