Jason and Jeff challenge their own investing biases and debate whether they’re wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH).

00:42 Today's Topic: Questioning Your Investment Thesis

02:26 Listener Engagement and Support

04:21 Stock Spotlight: Ryman Hospitality Properties

09:36 Analyzing Ryman's Performance and Strategy

22:29 Stock Spotlight: Texas Instruments

23:22 The Importance of Analog Semiconductors

24:34 Texas Instruments' Business Strategy

25:59 Challenges and Opportunities in the Analog Chip Market

27:40 Evaluating Texas Instruments' Stock Performance

32:53 Home Builders: A Sector Analysis

33:48 Dream Finders Homes: A Deep Dive

35:14 Investment Strategies and Portfolio Management

Companies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN

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