Investing Unscripted First Fridays 22. August 2025
In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest.
01:21 Viewer Interaction and Comments
02:50 Market Vibes and Economic Outlook
15:50 Earnings Season Insights
25:31 Confluent and Outset Medical Discussion
33:07 Investment Strategies and Position Sizing
35:34 UnitedHealth and Berkshire's Investment Moves
40:29 Portfolio Contest Update
46:00 Tobacco Stocks and Meme Stocks Discussion
48:51 QuantumScape's Progress and Potential
51:36 Airbnb's Growth and Challenges
57:19 Enphase Energy and Solar Market Insights
Companies mentioned: ABNB, CFLT, ENPH, OM, TTD, UNH, QS
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