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 MercadoLibre, explain why ServiceNow's early AI integration makes it largely insulated from software disruption, and debate the merits of buying entry-level homebuilders like Meritage Homes during a cyclical lull. Plus, Jeff pitches point-of-sale platform Toast as it impressively flips into profitability, and the duo speed-runs through a few recent personal portfolio additions, including Procore, Kinsale Capital, and QXO.

01:56 Savvy Trader Pricing Code

03:27 Episode Format Explained

05:47 Jason Picks MercadoLibre

11:07 MELI Risks And Evolution

18:56 Jeff Picks ServiceNow

23:59 AI Disruption Debate

27:00 Key Metrics To Watch

28:56 Meritage Bull Case

30:15 Post-Crisis Housing Shift

33:44 Cycle Risks And Timing

37:27 Long-Term Time Horizon

39:15 Cyclical Trading Approach

40:17 Toast Investment Thesis

43:03 Toast Growth And Margins

46:43 Personal Picks Procore

49:46 Jason Adds Kinsale ISRG QXO

Companies mentioned: BATRA, ISRG, KNSL, MELI, MTH, NOW, PCOR, QXO, TOST

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 PatreonSubscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices