Jason and Jeff challenge their own investing biases and debate whether they’re wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH).00:42 Today's Topic: Questioning Your Investment Thesis02:26 Listener Engagement and Support04:21 Stock Spotlight: Ryman Hospitality Properties09:36 Analyzing Ryman's Performance and Strategy22:29 Stock Spotlight: Texas Instruments23:22 The Importance of Analog Semiconductors24:34 Texas Instruments' Business Strategy25:59 Challenges and Opportunities in the Analog Chip Market27:40 Evaluating Texas Instruments' Stock Performance32:53 Home Builders: A Sector Analysis33:48 Dream Finders Homes: A Deep Dive35:14 Investment Strategies and Portfolio ManagementCompanies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************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******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Ver todos los episodios