Before heading to Omaha for the Berkshire Hathaway Annual Meeting, Jason and Jeff speculated on the company’s future and made reckless predictions about what might happen at the meeting. Now, we get to see if they were right or wrong!

00:39 Preview of Berkshire Hathaway Annual Meeting

01:59 Discussion on Berkshire's Investments and Predictions

04:09 Understanding Berkshire's Business Structure

14:07 Lessons from Buffett and Munger

24:37 Favorite Berkshire Investments

31:21 Favorite Berkshire Stocks: Amazon and Apple

35:42 Berkshire's Portfolio and Cash Reserves

39:40 Reckless Predictions: Buffett's Retirement

47:38 The Future of Berkshire Hathaway

50:56 Closing Thoughts

Companies mentioned: AAPL, BATRK, BRK.A, BRK.B, SIRI

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

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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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Jeff and Jason dive into listeners' questions about investment time horizons, optimizing emergency funds, and classifying consumer staples. Key highlights include thoughts on speculative vs. strong conviction positions, the potential pitfalls of using a Roth IRA for emergency funds, and evaluating traditional 'defensive' consumer stocks in today's market.

00:53 Mailbag Time: Answering Your Investing Questions

02:31 Travel Plans and Upcoming Events

03:16 First Listener Question: Investment Time Horizons

06:36 Defining Long-Term Investments

08:17 Speculative vs. Strong Conviction Positions

18:33 Holding Winning Stocks

19:42 Next Listener Question: Emergency Fund Strategies

23:18 Understanding Required Minimum Distributions

24:12 The Benefits of a Roth IRA

24:55 Challenges of Contributing to a Roth IRA

26:44 Flexibility of Roth IRAs vs. 403(b)

27:38 The Purpose of an Emergency Fund

28:22 Creative Yield Strategies for Savings

29:31 Risks of Money Market Accounts

30:43 Defensive Consumer Stocks in a Recession

35:25 The Lipstick Effect and Brand Loyalty

39:43 Evaluating Consumer Staples and Investment Goals

42:38 Encouragement and Listener Engagement

Companies mentioned: BUD, COST, EL, ENPH, HSY, KO, RKLB, TSLA

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

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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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This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere you enjoy podcasts.

00:33 Crossover Episode Announcement

02:12 Chitchat Stocks Podcast Introduction

03:50 Brett's Portfolio Breakdown

36:48 Ryan's Portfolio Breakdown

37:31 Portfolio Overview and Market Thoughts

38:39 Detailed Portfolio Breakdown

39:39 Investment Strategies and Philosophies

41:26 New Positions: British American Tobacco and Adobe

42:59 Position Sizing and Portfolio Management

46:30 Discussion on Specific Stocks

01:06:18 Home Builders and Market Outlook

01:09:31 Final Thoughts and Watchlist

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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 finchat.io, visit https://finchat.io/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