Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today.

00:35 Explaining the Random Stock Challenge

04:08 First Stock Analysis: LGI Homes

11:59 Second Stock Analysis: Roku

18:21 Third Stock Analysis: QXO

25:27 Fourth Stock Analysis: Airbnb

35:48 Simon Property Group: Malls Aren't Dead Yet

42:28 Procore: Modernizing the Construction Industry

52:26 Reflecting on Investment Strategies

Companies mentioned: ABNB, LGIH, ROKU, SPG, QXO

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader 

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

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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

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

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest