Investing Unscripted 145. Being Honest About Your Stocks
Jason and Jeff delve into an honest discussion about stocks in their portfolios. The focus is on Enphase, Live Oak Bank, Ryman Hospitality Properties, and MercadoLibre, analyzing their performance, core business operations, key performance indicators, and potential risks. They discuss their investment theses and whether they would buy these stocks today, considering current market conditions.
03:56 Stock Analysis: Live Oak Bank
19:13 Ryman Hospitality Properties: An Overview
28:27 Post-Pandemic Business Analysis
29:31 Stock Performance and Expectations
31:19 Concerns and Long-Term Outlook
32:22 Investment Strategy and Management Confidence
34:19 The Impossible Game: Stock Evaluation
36:34 Lightning Round: Enphase Energy
42:11 Lightning Round: MercadoLibre
Companies mentioned: ENPH, LOB, MELI, RHP
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