180. Stocks We Might Be Wrong About

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 Thesis 02:26 Listener Engagement and Support 04:21 Stock Spotlight: Ryman Hospitality Properties 09:36 Analyzing Ryman's Performance and Strategy 22:29 Stock Spotlight: Texas Instruments 23:22 The Importance of Analog Semiconductors 24:34 Texas Instruments' Business Strategy 25:59 Challenges and Opportunities in the Analog Chip Market 27:40 Evaluating Texas Instruments' Stock Performance 32:53 Home Builders: A Sector Analysis 33:48 Dream Finders Homes: A Deep Dive 35:14 Investment Strategies and Portfolio Management Companies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN ***************************************** Join our Patreon 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 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 Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest