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180. Stocks We Might Be Wrong About episode artwork

Nov 19, 2025 51 min

180. Stocks We Might Be Wrong About

from Investing Unscripted Hosted by Jason Hall and Jeff Santoro

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: [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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180. Stocks We Might Be Wrong About

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How long is this episode of Investing Unscripted?

This episode is 51 minutes long.

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This episode was published on November 19, 2025.

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