Investing Unscripted First Fridays 28. March 2026
Mar 15, 2026
They check the current market vibes and compare today’s mood to past downturns. A lively debate on solid-state batteries, QuantumScape, and Donut Labs explores first-to-market risks. Discussion covers MercadoLibre’s lending business and whether Latin America risk keeps it perpetually discounted. They also recap the 2026 portfolio contest and react to Greg Abel’s first Berkshire Hathaway shareholder letter.
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Episode notes
One Big Winner Often Drives Contest Leaders
- Portfolio contest leaders are often carried by one or two big winners rather than many small gains.
- Jeff notes most who beat the market have one stock 'absolutely kicking butt' offsetting other losers.
Prioritize Multibaggers Over High Hit Rates
- Favor slugging percentage (big multibaggers) over high batting average when building long-term portfolios.
- Jason cites Motley Fool, Peter Lynch and Buffett examples where a few multibaggers drove outsized returns.
Late Contest Entries Were Handicapped By 52-Week High Start
- Jeff recounts allowing late contest entries and using a 52-week high starting price as a handicap.
- He promises to add a fair 'on-time picks' tab for Colin, Saad, and Eric in the April review.