Unhedged How not to pick stocks
Feb 8, 2024
The hosts discuss their disastrous stock picks in 2023 and lessons learned. They recommend investment opportunities in Dollar General and General Dynamics. They reveal their picks for the Garp portfolio in 2024 and express concerns about portfolio risk. The importance of risk management and bullish stance on Disney are explored. They also touch on the negative effects of 'inshitification' on social networks.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Lessons from Failed Stock Picks
01:33 • 7min
Garp, Dollar General, and General Dynamics: Investment Opportunities
08:17 • 6min
Garp picks for 2024 and concerns about portfolio risk
13:51 • 2min
Risk Management, Disney's Turnaround, and 'Inshitification' in Social Networks
15:26 • 3min