In this slightly belated "First Fridays" live stream, we dive into the current "vibes" of the stock market, check in on the 2026 Portfolio Contest, debate the long-term viability of MercadoLibre's lending business, and talk about Greg Abel’s first annual letter to Berkshire Hathaway shareholders.

01:53 Index Funds Running Joke

04:08 Market Vibes Check

06:28 K Shaped Economy Talk

12:09 Portfolio Contest Update

23:46 QuantumScape Buy Explained

27:59 Donut Labs Battery Debate

30:57 Battery Value Metrics

31:34 Kids Pick Stocks

32:58 Market Moves This Week

36:56 MercadoLibre Discount Debate

44:42 Options Premiums Q&A

47:13 Using Claude for Research

50:27 Greg Abel Letter Take

55:30 Berkshire After Buffett

Companies mentioned: AAPL, AMZN, AXP, BRK.B, ENR, KNSL, KO, MCO, MELI, QS, RKLB, TM

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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