In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. The duo builds an "Anti-AI" portfolio of companies that are positioned to thrive regardless of whether the tech boom goes bust. They break down the pricing power and operational efficiency of retail giants Costco and TJX Companies, unpack the ongoing roll-up strategy of Brad Jacobs' QXO, and explore high-yield opportunities in REITs like CareTrust and EPR Properties. Plus, Jason makes the case for investing with the ultra-wealthy by buying shares of the Atlanta Braves, taking plenty of shots at Jeff's beloved New York Mets along the way. 

01:42 Why Look Beyond AI

07:27 AI Backlash and Reality Check

11:00 Berkshire Weekend Teaser

11:53 Picking AI Proof Stocks

12:55 Costco as Safe Retailer

16:40 Costco Ops and Tech Edge

21:37 TJX Treasure Hunt Model

25:49 Phinia Gas Engine Parts

29:29 Commercial Auto Parts Angle

30:10 Delphi Brand Recognition

30:33 QXO Rollup Strategy

32:56 Synergies And TopBuild Deal

38:12 Tech Stack Efficiency Play

39:05 CareTrust REIT Overview

42:23 EPR Experiential REIT

45:42 EPR Dividend Growth Case

46:48 Braves Stock BATRA Pitch

50:32 Stadium Real Estate Upside

51:54 Valuation Versus Padres Deal

Companies mentioned: BATRA, COST, CTRE, EPR, PHIN, QXO, TJX

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

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