First Fridays 5: March 2024

Investing Unscripted

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In their monthly livestream, Jason and Jeff talk about recent earnings, Buffett’s annual letter, the macro environment, their latest buys and sells, and take listener questions. You can get links to join the livestream by subscribing to the Investing Unscripted newsletter at https://investingunscripted.beehiiv.com/

Companies mentioned: CFLT, CPNG, DIS, LMND, NDA, NVDA, MKC, OM, PCOR, PINS, PYPL, SBUX, TGT, TMDX, WD

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Twitter: @InvestingPod

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

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Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate

*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.

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