First Fridays 27. January 2026

In our first live stream of 2026, we do a deep dive into QuantumScape's latest partnerships and what the "solid-state" future looks like for EVs. We also break down the winners (and massive losers) of our 2025 portfolio contest, reveal why a 4th grader is betting on Kontoor Brands, and share our own high-conviction picks for the year ahead, including Alphabet, Rocket Lab, and The Trade Desk.

00:50 Nostalgia: 90s vs 80s Debate

02:39 Engagement with Listeners

04:13 Deep Dive into QuantumScape

18:00 Small Caps and Market Trends

25:58 Annual Stock Picking Contest

29:32 Charity Contributions and Podcast Updates

30:13 Full Year Winner Announcement

31:05 Saad's Winning Portfolio Breakdown

31:57 Contest Performance and Long-Term Investing

36:25 2026 Contest Launch and Rules

38:36 Listener Engagement and Community Building

48:02 Final Thoughts and Portfolio Strategies

Companies mentioned: DAVA, F, GOOGL, KNSL, KTB, MELI, NOW, PLTR, PYPL, QS, RKLB, TBBB, TSLA, TTD

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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