Investing Unscripted

We break down the six stocks we are most excited to watch this earnings season (and why "excited" doesn't necessarily mean we're buying). Jeff discusses Lemonade's path to 2026 profitability and why Rocket Lab is entering a critical "prove it" phase with its Neutron rocket, while Jason makes the case for Canadian Solar trading at half its book value and explains why SentinelOne offers a better risk/reward profile than CrowdStrike.
00:32 Discussing Stocks and Earnings Season
01:48 Analyzing Financial Statements and Risks
02:56 The Importance of Full-Year Results
04:16 Exciting Stocks and Future Prospects
05:57 Deep Dive into Canadian Solar
12:17 Exploring the Renewable Energy Market
17:55 Lemonade: A Stock with Potential
27:21 Lemonade Stock's Volatility and Future Outlook
28:11 Deep Dive into QuantumScape
32:15 Rocket Lab's Progress and Challenges
36:50 SentinelOne's Potential in Cybersecurity
40:42 PayPal's Strategic Focus and Future Prospects
46:58 Lightning Round: Stock Picks and Predictions
Companies mentioned: CRWD, CSIQ, LMND, PYPL, QS, RKLB, S
Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com
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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

We open the mailbag to answer your questions on whether Life Insurance Retirement Plans (LIRPs) are a scam, if spending millions on a Super Bowl commercial is ever a good idea (looking at you, CrowdStrike), and if equal-weight S&P 500 ETFs are the best way to hedge against a tech crash. Plus, we debate the future of the energy sector, discuss the power of "stock cannibals" like Adobe and PayPal, and reveal the two stocks we think could generate life-changing returns over the next 15 years.
01:44 Housekeeping and Listener Support
02:53 Diving into Listener Questions
03:04 Explaining Life Insurance Retirement Plans
09:03 Super Bowl Commercials: Worth the Investment?
16:47 Exploring ETF Diversification
23:10 Introduction and Wayne's Email
23:17 Colin's Energy Market Inquiry
24:04 Oil and Gas Market Dynamics
27:38 Investment Strategies in Energy Sector
29:48 Wayne's Question on ADRs
32:17 John's Query on Stock Buybacks
37:41 Ramey's AI and Investment Question
43:27 Future Investment Picks
47:23 Spam Comment of the Month
Companies mentioned: ADBE, AZO, CRWD, GDDY, KNSL, KR, ORLY, PSX, PYPL, RKLB, TBBB, TTE, TXN
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

In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia’s recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line.
01:33 The Importance of Financial Statements
04:59 Understanding the Income Statement
11:07 Revenue and Cost of Goods Sold
16:02 Operating Expenses and Income
18:39 Interest, Taxes, and Net Income
23:06 Depreciation, Amortization, and Goodwill
28:33 Introduction to the Balance Sheet
31:42 Understanding Current Assets and Liabilities
33:18 Accounts Receivable and Revenue Recognition
34:49 Inventory Management Insights
39:59 Exploring Goodwill and Intangible Assets
44:21 Diving into Liabilities and Working Capital
47:04 Cash Flow Statement Breakdown
58:32 Using Tools to Analyze Financial Statements
Companies mentioned: AAPL, BRK.B, INTC, MKL, NVDA, TGT, TJX, TREX
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

Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We discuss the difference between a "price bubble" and an "earnings bubble" (and which one Nvidia might be in), share specific prompting strategies to stop AI from hallucinating, and run a live demo analyzing Green Brick Partners from scratch.
00:55 Introducing the Guest: Brian Feroldi
01:43 AI in Investing: A Game Changer
03:40 Understanding AI Bubbles
07:08 Using AI for Stock Research
10:57 Optimizing AI Prompts for Investing
16:59 The Role of AI in Investment Decisions
19:42 AI Tools and Techniques
26:25 Understanding AI's Learning Process
26:49 Effective Prompting Techniques
26:54 Role Assignment and Citations
27:45 Step-by-Step Instructions for AI
28:08 Resources for AI Prompting
28:26 Using Notebook LM for Data Sources
29:55 Practical AI Prompt Demonstration
30:53 Analyzing Green Brick Partners
32:45 Evaluating AI's Financial Analysis
39:35 Customizing AI Prompts for Investment
45:12 Challenges and Future of AI in Finance
Companies mentioned: AAPL, CRWD, GILD, GOOGL, GRBK, LEN, LGIH, META, NVDA
Check out Brian’s work at https://www.longtermmindset.co/
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

We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) only returned 9% (and why he is perfectly okay with that). We also discuss why Jason's "boring" dividend portfolio outperformed the AI-driven market, and explore the dangers of "investing echo chambers".
01:32 Reflecting on 2025: Portfolio Performance
04:30 Jeff's Personal Investment Breakdown
14:22 Jason's Investment Strategy and Performance
23:25 Transitioning Investments to Bonds and Cash
24:21 Building a High-Yield Dividend Portfolio
26:13 Reflecting on Investment Performance
28:41 The Importance of Long-Term Investment Perspective
31:13 Analyzing Stock Picking Strategies
34:44 Echo Chambers in Stock Picking
Companies mentioned: BEP, BIP, BRK.B, CTRE, GOOGL, KNSL, MELI, NOW, NTB, PSX, PYPL, RKLB, S, SPG, TFSL, TSM, TTD
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