Investing Unscripted

Jason and Jeff revisit their popular 2023 thought experiment to build a brand-new five-stock portfolio designed to hold through 2036. After reviewing how a massive 400% surge in Taiwan Semiconductor carried their original picks past the S&P 500, the hosts lay out their updated high-conviction roster. They break down the rapid store expansion of Mexican discount grocer BBB Foods, the secular land and housing tailwinds powering Green Brick Partners, the skilled nursing consolidation runway at CareTrust REIT, and debate whether to round out the portfolio with steady cash-flow giant ASML or speculative battery play QuantumScape.

00:46 Redux Setup Five Stocks

03:09 Housekeeping Speed Run

04:37 Old Picks Performance Review

07:54 Swaps and Digital Realty

10:03 MercadoLibre Surprise Factor

15:02 New 10 Year Framework

19:12 MercadoLibre Still Core

20:32 BBB Foods Growth Thesis

25:01 Store Growth Debate

27:12 Housing Market Weirdness

29:55 Green Brick Pick

31:55 Why Not Earlier

34:20 CareTrust REIT Thesis

39:14 Valuation And Run Up

42:07 ASML Or QuantumScape

47:46 Portfolio Rules Fight

49:42 Listener Picks Wrap Up

Companies mentioned: ASML, BN, BOC, COST, CTRE, DLR, FTNT, GOOG, GOOGL, GRBK, HD, MELI, NVDA, O, ORLY, QS, RHP, RKLB, TBBB, TSM

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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In this episode, Jason and Jeff welcome back The Motley Fool co-founder David Gardner to discuss his book, Rule Breaker Investing, and the origins of his market-beating philosophy. The trio unpacks why seemingly overvalued stocks often generate the biggest returns, how AI is impacting established platforms like Booking Holdings, and whether mega-caps like Nvidia and Netflix have graduated from "Rule Breakers" to "Rule Makers". Plus, Jason and Jeff expand their ongoing stock-picking contest by pitching new additions to their portfolios.

00:43 Final Stock Market Book

02:53 How Rule Breaker Began

05:32 Yahoo Lesson on Valuation

08:36 Rule Breakers vs Goliaths

09:59 Values and Stock Picking

15:16 Overvalued Can Be a Signal

21:24 Market Outlook and Optimism

27:51 Sponsor Break and Tools

29:39 AI Selloff and Long View

34:24 Bubbles and Staying Invested

39:18 Rule Breakers Framework

39:43 Nvidia Still Breaking Rules

44:34 AI To Robotics Next

44:43 Netflix Rule Maker Era

47:44 Giving Appreciated Stock

49:45 Booking Versus AI Threat

51:09 Platforms Network Effects

56:36 Smattering Six Results

01:01:56 Power Law And Snap Test

01:07:48 Conscious Capitalism Closing

Companies mentioned: ABNB, AMZN, AX, BKNG, CPNG, NFLX, NVDA, PCOR, PTON, QXO, RKLB, SBUX, SHOP, TBBB, TJX, TMDX, TSLA, WRBY

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

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Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
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In this September 2026 First Fridays live stream, Jason and Jeff tackle a jam-packed earnings season and a surprisingly resilient market. The hosts dissect The Trade Desk's revenue contraction and strategic missteps against tech walled gardens, debate whether Lemonade's post-earnings drop was justified despite a record-low 60% gross loss ratio, and break down DocuSign's incredibly consistent free cash flow generation. The duo also checks in on the portfolio contest, explores the nuances of trimming big winners like ASML and Datadog to rebalance, and evaluates QuantumScape's pivot to manufacturing partnerships with its new Honda deal.

00:32 First Friday Roll Call

02:57 How We Promote Stuff

05:41 Market Vibes Check

09:58 AI Supercycle Debate

13:13 DocuSign Breakdown

20:41 SavvyTrader and Community

23:05 Why TJX Is a Buy

28:25 New Stock Ideas PRCT

29:20 Medical Devices Watchlist

31:24 ResMed and GLP-1 Impact

32:35 Surgical Robots Competition

36:07 Baseball Cards and Value

41:06 Smattering Contest Update

43:18 New Picks Rocket Lab

47:54 Listener Portfolio Standings

51:53 Selling Stock Regrets

57:03 Wrap Up and Disclosures

Companies mentioned: AAPL, AFG, APH, ASML, AVGO, BOC, CLF, COST, CPNG, DAVA, DDOG, DOCU, IONQ, ISRG, KNSL, LEN, LMND, MDT, MELI, MRNA, MTH, NNI, NOW, NVDA, PCOR, PRCT, PYPL, QS, QXO, RHP, RKLB, RMD, SOUN, TJX, TTD, TWLO, WINA

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

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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Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
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In this back-to-basics episode, Jason and Jeff break down the foundational rules of portfolio construction, asset allocation, and true risk diversification. The hosts explore how to blend an index fund baseline with individual stock picking, examine the mechanics of position sizing and rebalancing, and debate different cash-deployment frameworks. To cap it off, both hosts reveal brand-new stock purchases made during the recording: Jeff's starter position in Brad Jacobs' roll-up vehicle QXO and Jason's opportunistic buy of The TJX Companies.

00:59 Welcome to Investing Unscripted

03:25 Portfolio Basics Setup

04:47 Why Portfolios Matter

08:32 Diversification and Allocation

10:16 Risk Factors Explained

15:29 Beginner Diversification Tips

17:15 Cash and Time Horizon

22:24 Big Picture Diversification

24:27 Mindset and Risk Tolerance

27:55 Simple Starter Portfolio

28:19 Building a Stock Base

29:17 Know Your Investor Style

31:07 Buy Market or Companies

33:22 Index Funds First

35:17 Automating Early Investing

37:57 DCA vs Loose Cadence

39:35 Avoid Cash Timing Traps

41:58 Rollover Deployment System

45:35 Opportunistic Buys and Trims

46:52 New Positions TJX and QXO

49:24 QXO Strategy and Competition

Companies mentioned: ASML, DDOG, ENPH, FSLR, HD, LOW, NVDA, QS, QXO, SBUX, TJX, TSLA, TSM

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

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

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices

In this August 2026 Mailbag, Jason and Jeff tackle listener questions on high-conviction stocks gone wrong, unpacking the deceleration and agency friction at The Trade Desk. They explore how co-host overlap can lead to borrowed conviction, discuss what to do when you feel "stuck" in a frothy market, and analyze QuantumScape's shift toward data center power storage and licensing partnerships with Honda and Volkswagen.

04:24 Trade Desk Conviction Lessons

14:01 Valuation Regret And CEO Signals

18:52 Portfolio Overlap And Bias

22:57 Public Disagreements And Recent Buys

23:57 Valuation Debate Winmark

25:03 Rocket Lab Regret

26:02 Building Positions Slowly

27:51 Selling Rocket Lab Puts

30:02 Feeling Stuck Investing

32:56 Do Nothing Discipline

35:31 QuantumScape Honda Red Flag

36:18 QuantumScape Licensing Model

39:55 Verticals Mission Creep

44:50 Position Sizing Fun Bets

Companies mentioned: AMZN, APH, GLW, GOOG, GOOGL, HMC, KNSL, META, MRNA, NFLX, NNI, NU, QS, RKLB, SE, SOUN, TTD, VWAGY, WINA

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

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

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices