160. Finding Long-Term Value With Short-Term Tools

Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades. 00:15 The Origin of Today's Topic 00:53 Balancing Short-Term Information with Long-Term Goals 02:17 John's Suggestion and Our Approach 04:44 Identifying Long-Term Value Drivers 05:03 Secular Tailwinds and Industry Analysis 06:44 Challenges in Renewable Energy and EVs 11:18 Competitive Advantages in Investing 13:55 Economic Moats and Market Disruptions 23:23 Resilience to Economic Conditions 28:03 Healthcare Technology and Long-Term Trends 31:50 Discussing Intuitive Surgical's Long-Term Growth 36:06 Amazon's Strategic Spending and Long-Term Vision 39:00 Meta's Year of Efficiency and Market Recovery 40:03 Evaluating Enphase and CrowdStrike's Market Position 52:56 Investment Strategies and Portfolio Examples Companies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM ***************************************** 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 ****************************************** 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices