In this episode, Jason and Jeff open up their &quot;Savvy Trader&quot; 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&#x27;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 &amp; 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

209. Our Best Stock Ideas Right Now

Investing Unscripted

# Full Transcript

**Podcast:** Investing Unscripted

## Transcript

[SPEAKER_01] Meditieren, Yoga, Joggen, nichts entspannt mich. Echt? Mich entspannt meine Steuer total. Steuer? Wie Finanzamt? Die Steuererklärung? Ja, ich hab ganz locker über 1000 Euro zurückbekommen. Hast du geheime Connections? Nö, nur die Visu-Steuer-App. Wow, und das ist einfach? Klar, die macht fast alles automatisch. Plötzlich fühle ich mich so entspannt. Hol dir dein Geld zurück. Tiefenentspannt mit Visu-Steuer.

[SPEAKER_03] Hey, everybody. Welcome back to Investing Unscripted, where we ask and answer the hard questions about investing. And we talk about actual stock sometimes, too. Jeff, I think this is a little bit of a special episode. I want to say this at the beginning before we get going. We're going to talk about our Savvy Trader portfolio. We're going to talk about some of the investments we've made there. So there's a little bit of this that's going to be promoting that. But just I want to tell people off the jump, this is not a commercial.

[SPEAKER_03] Like, this is going to be one of our regular episodes in terms of the content with the fact that we are going to talk a little bit more about the Savvy Trader. And we've got a special thing that we're going to be doing going forward there.

[SPEAKER_02] Yeah, between the two of us, we all know, anyone listening knows that you are much more comfortable shilling products than I am. Like everything. I mean, I shilled AG1 for the Motley Fool. That's true. So I want to agree with what you just said. We are trying not to make this a commercial. We're going to talk about stocks we both own personally that happen to also be in the Savvy Trader portfolio. However, here's the reason that we're framing it around that portfolio.

[SPEAKER_02] So we've been doing the Savvy Trader portfolio since, I think, April of 24. So a little more than two years now. It is currently doing well and beating the market. We have very few subscribers and that's fine. We put videos up every month. We talk about our picks and there's been not a lot of interaction there. So we decided.

[SPEAKER_03] And as much as like, I love to kind of have fun with it, like shilling our listeners on the podcast. Neither one of us are like wired to be promoters and going out there on social media, making content, like doing those kinds of things. Yeah. And we thought this would be like a good way to both have a good conversation about stocks on the podcast, but also like just share more about what we're doing with Savvy Trader for listeners. And maybe we can take some of that and make it into shorts and push out there and like actual shill it to other people too.

[SPEAKER_02] But this is the point I want to make. I think one of the reasons people have not subscribed to it is it's too expensive. And so we'll just say this at the top from now until forever, there will always be a code that will get you 30% off a one year membership. We plan to run that code fo...

209. Our Best Stock Ideas Right Now

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

209. Our Best Stock Ideas Right Now

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.