In this episode, Jason and Jeff open up their "Savvy Trader" portfolio to reveal their four most recent stock purchases. They break down the evolving credit risks and e-commerce dominance of MercadoLibre, explain why ServiceNow's early AI integration makes it largely insulated from software disruption, and debate the merits of buying entry-level homebuilders like Meritage Homes during a cyclical lull. Plus, Jeff pitches point-of-sale platform Toast as it impressively flips into profitability, and the duo speed-runs through a few recent personal portfolio additions, including Procore, Kinsale Capital, and QXO.

01:56 Savvy Trader Pricing Code

03:27 Episode Format Explained

05:47 Jason Picks MercadoLibre

11:07 MELI Risks And Evolution

18:56 Jeff Picks ServiceNow

23:59 AI Disruption Debate

27:00 Key Metrics To Watch

28:56 Meritage Bull Case

30:15 Post-Crisis Housing Shift

33:44 Cycle Risks And Timing

37:27 Long-Term Time Horizon

39:15 Cyclical Trading Approach

40:17 Toast Investment Thesis

43:03 Toast Growth And Margins

46:43 Personal Picks Procore

49:46 Jason Adds Kinsale ISRG QXO

Companies mentioned: BATRA, ISRG, KNSL, MELI, MTH, NOW, PCOR, QXO, TOST 

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

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