Investing Unscripted Jason Hall and Jeff Santoro

The term private equity is in the financial news often, but it’s not a once-size-fits-all business model. Jason and Jeff interview Tim Hanson, CIO and President of Permanent Equity, to talk about the private equity industry and what makes Permanent Equity different. 

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You can find Permanent Equity here: https://www.permanentequity.com/

Connect with Tim on Twitter here: https://twitter.com/timhanso

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

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Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023


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Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

One quarter into the 2024 Investing Unscripted, and the results are, well, interesting! This week Jeff and Jason take a closer look at the results, including that the winning portfolio was submitted by a professional comedian, and that in general, you, our listeners, are doing better than the professionals! Check out this episode for more insights on the contest, investing, and how the short-term results can be both informing and misleading. 



Companies mentioned: BOC, CRWD, DOC, ENPH, EPR, NVDA, OM, TMDX

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023


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Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Check out our monthly live podcast as we welcome special guest Lou Whiteman to talk about Boeing, boring stocks and much more.



Check out Lou's newsletter here:https://fitsandstarts.beehiiv.com/

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023


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Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of the 30th anniversary edition to discuss the book, his thoughts on Buffett, investing, Berkshire Hathaway, and a lot more. 

Companies mentioned: BRK.A, BRK.B

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023


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Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

How do you approach building out a full position in a stock? How do you know if you're a good investor? Ever Schadenfreude some stocks you hate? How can you tell if something is really meaningful for a company, or just noise? Jason and Jeff answer these questions and others on this week's show.  

Companies mentioned: CELH, NFLX, PTON, SAM

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

*Transfer offer Terms and Conditions apply.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023


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Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Jason increased the cash in his portfolio at an inopportune time. Jeff and Jason discuss this decision and what it means moving forward.

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We would love feedback on the show. Share with us at: 

Email: investingunscripted@gmail.com

Twitter: @investingpod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023


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Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support