Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Datadog on a recent dip and his strategy for adding to Enphase, while Jason explains how he is using options (specifically selling puts) to generate income while waiting for better valuations. Plus, they analyze the risk vs. reward of QuantumScape, debate the new CEO at PayPal, and play a game of "buy or get off the pot" that ends with a live stock purchase.

00:53 Unscripted Earnings Season

04:34 Jeff Did a Thing

06:43 Why Buy Datadog Now

09:14 AI Risks for SaaS

11:34 Selling Puts Strategy

17:06 Market Psychology Chegg

19:41 Market Efficiency Long Term

23:15 Enphase DCA Dilemma

25:46 How to Time Adds

28:08 Quarterly Info Is Noise

28:30 Enphase Through the Cycle

29:49 QuantumScape Solid State Promise

31:50 Timing the Entry Price

33:53 Asymmetric Upside vs Risk

36:24 PayPal CEO Shakeup

38:59 Reframing the PayPal Thesis

44:48 Small Positions to Fix

46:36 Airbnb Growth Proof Points

Companies mentioned: ABNB, ADBE, CHGG, DDOG, ENPH, PYPL, QS, UPST

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

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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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