Investing Unscripted 180. Stocks We Might Be Wrong About
Jason and Jeff challenge their own investing biases and debate whether they’re wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH).
00:42 Today's Topic: Questioning Your Investment Thesis
02:26 Listener Engagement and Support
04:21 Stock Spotlight: Ryman Hospitality Properties
09:36 Analyzing Ryman's Performance and Strategy
22:29 Stock Spotlight: Texas Instruments
23:22 The Importance of Analog Semiconductors
24:34 Texas Instruments' Business Strategy
25:59 Challenges and Opportunities in the Analog Chip Market
27:40 Evaluating Texas Instruments' Stock Performance
32:53 Home Builders: A Sector Analysis
33:48 Dream Finders Homes: A Deep Dive
35:14 Investment Strategies and Portfolio Management
Companies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN
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