195. Stocks Unscripted, March 2026 скачать в хорошем качестве

195. Stocks Unscripted, March 2026

Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Datadog on a recent dip and his strategy for adding to Enphase, while Jason explains how he is using options (specifically selling puts) to generate income while waiting for better valuations. Plus, they analyze the risk vs. reward of QuantumScape, debate the new CEO at PayPal, and play a game of "buy or get off the pot" that ends with a live stock purchase. 00:53 Unscripted Earnings Season 04:34 Jeff Did a Thing 06:43 Why Buy Datadog Now 09:14 AI Risks for SaaS 11:34 Selling Puts Strategy 17:06 Market Psychology Chegg 19:41 Market Efficiency Long Term 23:15 Enphase DCA Dilemma 25:46 How to Time Adds 28:08 Quarterly Info Is Noise 28:30 Enphase Through the Cycle 29:49 QuantumScape Solid State Promise 31:50 Timing the Entry Price 33:53 Asymmetric Upside vs Risk 36:24 PayPal CEO Shakeup 38:59 Reframing the PayPal Thesis 44:48 Small Positions to Fix 46:36 Airbnb Growth Proof Points Companies mentioned: ABNB, ADBE, CHGG, DDOG, ENPH, PYPL, QS, UPST 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 (https://open.spotify.com/show/4SBtOWG...) Apple Podcasts (https://podcasts.apple.com/us/podcast... YouTube    / @chitchatstocks   ***************************************** Join our Patreon:   / investingpod   Subscribe to our portfolio on Savvy Trader (https://savvytrader.com/investingunsc...)