Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today.
00:35 Explaining the Random Stock Challenge
04:08 First Stock Analysis: LGI Homes
11:59 Second Stock Analysis: Roku
18:21 Third Stock Analysis: QXO
25:27 Fourth Stock Analysis: Airbnb
35:48 Simon Property Group: Malls Aren't Dead Yet
42:28 Procore: Modernizing the Construction Industry
52:26 Reflecting on Investment Strategies
Companies mentioned: ABNB, LGIH, ROKU, SPG, QXO
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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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