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Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

EPISODE · Nov 24, 2025 · 26 MIN

Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

from Skippy and Doogles Talk Investing

Skippy & Doogles dive into operating margins across industries, break down a wild Morningstar strategy that involved buying 4,000 terrible stocks and made bank. And then debate whether Google just leapt past NVIDIA in the AI chip race.In this episode:Operating margin quiz: Ports vs. Pizza vs. Car RentalsA 70% drawdown strategy that might actually workGoogle’s surprise AI + chip resurgence (is Gemini now the AI model?)Value investing is still dead…for nowJoin the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

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Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

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