Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

Update: 2025-11-24

Description

Skippy & Doogles dive into operating margins across industries, break down a wild Morningstar strategy that involved buying 4,000 terrible stocks and made bank. And then debate whether Google just leapt past NVIDIA in the AI chip race.

In this episode:

Operating margin quiz: Ports vs. Pizza vs. Car Rentals
A 70% drawdown strategy that might actually work
Google’s surprise AI + chip resurgence (is Gemini now the AI model?)
Value investing is still dead…for now

Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

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Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

#box-pro-ellipsis-176634637134592{-webkit-line-clamp:2;}Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback