Investing Unscripted

Jason and Jeff are back with a new portfolio contest for 2024. This year, the contest will feature several portfolios submitted by 2023 guests on the podcast. These portfolios and stocks will get reviewed throughout the year and most importantly, the “winners” each quarter will get money donated to their favorite charity. 

Companies mentioned: See link below

We would love feedback on the show. Share with us at:

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2024 Portfolio Contest here:

http://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

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What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests’ great podcasts: Chit Chat Money and The 7Investing Podcast.

Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our friends over at Chit Chat Money had a great episode recently about the luxury goods market. Check out Chit Chat Money wherever you get your podcasts.

The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its valuation. Enjoy the show!

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Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠⁠⁠

Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠

Contact us: [email protected]

Timestamps

What is Luxury? | (3:46)

Examples | (12:17)

Ferrari | (27:47)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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Listen as Jason and Jeff do rapid-fire hot takes on some stocks in Jeff’s portfolio.

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @investingpod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Investing Unscripted Portfolio here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

In our last mailbag of 2023, Jeff and Jason field a select few questions from you, our loyal listeners, including a discussion on moats (metaphorical ones that defend the profits of our favorite companies), when it's time to join the market if you can't beat it, and a timely look at end-of-year tax moves in your portfolio. 

In the second part of the show, we discuss how we are feeling about the market broadly after a nearly two-month screaming run higher. Jason asks Jeff, "What's your market vibes, bro?" 

Companies mentioned: ABNB, ASML, CELH, ETSY, GOOG, GOOGL, KO, LULU, MSFT, NVDA, NOW, PTON, SBUX, SFIX

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, who many of you may know from his regular appearances on our YouTube channel with Jason, has made it his mission to share those winners with the world. 

This week, Jeff and Jason chat with Tyler about the multi-year research project he's been on that led him to these obscure, overlooked winners that Tyler calls "misfits," and the creation of his newsletter, Misfit Alpha.  We talk through Tyler's process for finding them, what he's learned, and some examples of massive winners that have compounded for decades, yet remain relatively unknown. 

Looking for more of Tyler's work? Find him at:

https://www.misfitalpha.com/

Threads & Twitter: @misfitalpha

Interested in joining Misfit Alpha? Tyler is offering Investing Unscripted listeners a 20% discount: https://www.misfitalpha.com/unscripted 

Companies mentioned: AJG, BCPC, COST, DHR, GOOG, GOOGL, ITIC, JMIA, TSLA

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

We welcome special guest Jim Gillies for this episode of First Fridays.

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @investingpod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Investing Unscripted Portfolio here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

What is venture capital? What does it have to do with buying stocks? This week, Jason and Jeff are joined by Joe Magyer, founder of VC firm Seaplane Ventures. After nearly two decades investing in public stocks, Joe now focuses on finding and investing in early-stage companies before they IPO. In this episode, Joe helps explain how VC works, and breaks down the big trend of startups staying private for much longer, why that's happened, and how it potentially affects investors in stocks. 

Are you a founder (or an accredited investor) looking to contact Joe? You can find him at https://www.seaplaneventures.com/, https://www.linkedin.com/in/joemagyer/, and https://twitter.com/Magyer.  

Companies mentioned: AMZN, NFLX, NVDA 

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Investing Unscripted Portfolio here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Smattering is now Investing Unscripted. Take a listen to hear why we decided to change the name of the podcast. We also share some thoughts on the passing of Charlie Munger.

Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @investingpod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Investing Unscripted Portfolio here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

There's little doubt that investors who understand what they own, and why, should have better investing success. But how much do you really have to know? In this week's show, Jeff and Jason talk about how much knowledge of the companies you own, the industries they operate in, and the companies they compete with, you should have. While there's definitely such a thing as too little knowledge, what about too much? We cover a lot of ground on this topic this week!

In the second part of the show, Jeff and Jason celebrate their favorite new holiday: Thanksfornothingmas! Gratitude is great, but sometimes it can be a little cathartic to express your disappointment, too. We share some of our biggest disappointments of the season to close out this week's show. 

Companies mentioned: ANET, ASAN, BOC, CELH, DIS, KO, MELI, MNDY, NFLX, NVDA, PTON

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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