Investing Unscripted

Jason and Jeff recap the 2023 Portfolio Contest and discuss the year that was while answering live viewer questions. Companies mentioned: AAPL, AMC, BIP, BLNK, CRWD, LMND, META, NVDA, OM, SFIX, TREX, TSLA ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account ***************************************** Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

Jason and Jeff are back with a new portfolio contest for 2024. This year, the contest will feature several portfolios submitted by 2023 guests on the podcast. These portfolios and stocks will get reviewed throughout the year and most importantly, the “winners” each quarter will get money donated to their favorite charity.  Companies mentioned: See link below We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests’ great podcasts: Chit Chat Money and The 7Investing Podcast. Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023

Our friends over at Chit Chat Money had a great episode recently about the luxury goods market. Check out Chit Chat Money wherever you get your podcasts. The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠⁠⁠ Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠ Contact us: chitchatmoneypodcast@gmail.com Timestamps What is Luxury? | (3:46) Examples | (12:17) Ferrari | (27:47) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Listen as Jason and Jeff do rapid-fire hot takes on some stocks in Jeff’s portfolio. We would love feedback on the show. Share with us at:  Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here:  https://tinyurl.com/Smatterfolio2023

In our last mailbag of 2023, Jeff and Jason field a select few questions from you, our loyal listeners, including a discussion on moats (metaphorical ones that defend the profits of our favorite companies), when it's time to join the market if you can't beat it, and a timely look at end-of-year tax moves in your portfolio.  In the second part of the show, we discuss how we are feeling about the market broadly after a nearly two-month screaming run higher. Jason asks Jeff, "What's your market vibes, bro?"  Companies mentioned: ABNB, ASML, CELH, ETSY, GOOG, GOOGL, KO, LULU, MSFT, NVDA, NOW, PTON, SBUX, SFIX We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023

In this podcast, Tyler Crowe shares his research on hidden stocks that have generated significant returns but remain relatively unknown. He discusses his process for finding these 'misfits' and provides examples of massive winners. The hosts also cover topics such as successful acquisition strategies, management compensation, and the investment potential of niche companies like Investors Title Company.

We welcome special guest Jim Gillies for this episode of First Fridays. We would love feedback on the show. Share with us at:  Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here:  https://tinyurl.com/Smatterfolio2023

What is venture capital? What does it have to do with buying stocks? This week, Jason and Jeff are joined by Joe Magyer, founder of VC firm Seaplane Ventures. After nearly two decades investing in public stocks, Joe now focuses on finding and investing in early-stage companies before they IPO. In this episode, Joe helps explain how VC works, and breaks down the big trend of startups staying private for much longer, why that's happened, and how it potentially affects investors in stocks.  Are you a founder (or an accredited investor) looking to contact Joe? You can find him at https://www.seaplaneventures.com/, https://www.linkedin.com/in/joemagyer/, and https://twitter.com/Magyer.   Companies mentioned: AMZN, NFLX, NVDA  We would love feedback on the show. Share with us at:  Email: InvestingUnscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here:  https://tinyurl.com/Smatterfolio2023

The Smattering is now Investing Unscripted. Take a listen to hear why we decided to change the name of the podcast. We also share some thoughts on the passing of Charlie Munger. Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27  We would love feedback on the show. Share with us at:  Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here:  https://tinyurl.com/Smatterfolio2023