In this slightly belated "First Fridays" live stream, we dive into the current "vibes" of the stock market, check in on the 2026 Portfolio Contest, debate the long-term viability of MercadoLibre's lending business, and talk about Greg Abel’s first annual letter to Berkshire Hathaway shareholders.
01:53 Index Funds Running Joke
04:08 Market Vibes Check
06:28 K Shaped Economy Talk
12:09 Portfolio Contest Update
23:46 QuantumScape Buy Explained
27:59 Donut Labs Battery Debate
30:57 Battery Value Metrics
31:34 Kids Pick Stocks
32:58 Market Moves This Week
36:56 MercadoLibre Discount Debate
44:42 Options Premiums Q&A
47:13 Using Claude for Research
50:27 Greg Abel Letter Take
55:30 Berkshire After Buffett
Companies mentioned: AAPL, AMZN, AXP, BRK.B, ENR, KNSL, KO, MCO, MELI, QS, RKLB, TM
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
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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
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