Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

173. I Gotta Think About That One

56:34
 
Share
 

Manage episode 509497241 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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: [email protected]

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

  continue reading

223 episodes

Artwork
iconShare
 
Manage episode 509497241 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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: [email protected]

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

  continue reading

223 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play