Investing Unscripted22 Loka 2025

176. Moats Don’t Exist

Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals. 01:25 Debating the Existence of Moats 04:01 Intangible Asset Moats: Apple and Nike 15:12 Pharmaceutical Moats and Patent Protection 16:42 Cost Advantages and Efficient Scale 24:13 Amazon's Distribution Network Moat 24:44 The Amazon Shopping Experience 26:05 Amazon's Cost Advantage and Business Model 28:18 Switching Costs and Market Stickiness 29:12 Shopify's Role in E-commerce 31:15 The Risk of Complacency in Companies with High Switching Costs 36:59 Network Effects in Business 43:55 The Importance of Competitive Advantages Companies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V ***************************************** 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(266)

210. Investing Unscripted, Unscripted

What if AI plateaus and remains structurally mediocre? Jason and Jeff challenge Wall Street's unstoppable narrative, talk portfolio rebalancing, and dissect the line between investing skill and pure ...

17 Kesä 52min

First Fridays 31. June 2026

Did the SpaceX IPO live up to the hype? We’re breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data cen...

14 Kesä 1h 3min

209. Our Best Stock Ideas Right Now

In this episode, Jason and Jeff open up their "Savvy Trader" portfolio to reveal their four most recent stock purchases. They break down the evolving credit risks and e-commerce dominance of MercadoLi...

10 Kesä 57min

208. The 15 Investing Terms You Need to Know

Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference bet...

3 Kesä 1h 7min

207. Missing Fads with Brian Stoffel

In this episode of Investing Unscripted, Jason and Jeff are joined by longtime friend and investing educator Brian Stoffel. Brian shares his fascinating journey from a middle school writing teacher in...

27 Touko 1h 1min

206. May 2026 Mailbag

In the May 2026 Mailbag, Jason and Jeff tackle a series of compelling listener questions, starting with a deep dive into whether "vibe coding" and agentic AI are truly an existential threat to major S...

20 Touko 1h 4min

205. The 3 Questions Every Investor Should Answer

Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explore...

13 Touko 56min

204. Stocks for the AI Hater

In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. The duo builds an "Anti-AI" portfolio of companies that are po...

6 Touko 59min