172. September 2025 Mailbag

from Investing Unscripted Hosted by Jason Hall and Jeff Santoro

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends. 00:37 Listener Questions and Engagement 02:58 Quarterly Earnings Debate 17:32 YouTube Comments and Trade Desk Discussion 23:27 Market Sentiment and Trade Desk Analysis 23:48 Ad Tech Industry Dynamics 26:08 Stock Valuation and Future Prospects 30:25 Stock-Based Compensation Discussion 38:44 Investing in Restaurant Stocks 47:45 Spam Comment of the Month Companies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader ***************************************** Email: [email protected] 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

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172. September 2025 Mailbag

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How long is this episode of Investing Unscripted?

This episode is 52 minutes long.

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This episode was published on September 24, 2025.

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