Skip to content
Sign in
Artwork for Investing Unscripted
Investing Unscripted · Wednesday · 46 min

228. October 2026 Mailbag

In this October 2026 Mailbag, Jason and Jeff tackle listener questions on portfolio management, sector consolidation, and the psychology of holding laggards while the broader market sits near all-time highs. They evaluate whether Zeta Global's business intelligence tools pose a threat to TJX Companies' off-price retail moat, debate how to narrow down starter positions across housing and renewable energy stocks like Meritage Homes, Enphase, and First Solar, and dissect what to do when former long-term winners like MercadoLibre, Netflix, and Axon go through painful drawdowns. Plus, Jeff breaks down how doubling down on Texas Instruments at the bottom of the semiconductor cycle turned a 30% loser into a market-beating position. 01:15 Mailbag Kickoff 03:15 Housekeeping And Plugs 03:50 Zeta Vs TJX Question 08:42 Handling Stock Laggards 11:53 Conviction And Position Size 15:22 Diversification And Rebalancing 19:02 When To Sell For Cash 19:51 Consolidating Housing Bets 20:52 Homebuilders and Rate Cycles 22:03 Picking Strong Builders 23:10 Energy Picks and Brookfield 23:54 Enphase vs First Solar 24:46 Powering the AI Boom 25:37 Portfolio Strategy Options 27:35 Renewables Reality Check 29:21 Harry Portfolio Lagging 30:54 Winners Down From Highs 33:11 Reassess and Add Conviction 34:17 Axon as Case Study 35:08 Averaging Down Wisely 37:15 Businesses Change Over Time 39:31 Texas Instruments Numbers 41:17 Smooth Shill Callback 41:54 Mailbag Wrap and Reviews Companies mentioned: ADBE, ADDYY, AXON, BEP, BEPC, BN, CROX, DFH, ENPH, FSLR, GRBK, ISRG, KNSL, LGIH, LULU, MDB, MELI, MTH, NFLX, ODFL, PYPL, RKT, TJX, TMDX, TSCO, TSM, TTWO, TXN, UA, UAA, VICI, VST, Z, ZETA, ZG Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

0:00-46:34
Play in

transcript

No transcript — this publisher did not publish one.

show notes

In this October 2026 Mailbag, Jason and Jeff tackle listener questions on portfolio management, sector consolidation, and the psychology of holding laggards while the broader market sits near all-time highs. They evaluate whether Zeta Global's business intelligence tools pose a threat to TJX Companies' off-price retail moat, debate how to narrow down starter positions across housing and renewable energy stocks like Meritage Homes, Enphase, and First Solar, and dissect what to do when former long-term winners like MercadoLibre, Netflix, and Axon go through painful drawdowns. Plus, Jeff breaks down how doubling down on Texas Instruments at the bottom of the semiconductor cycle turned a 30% loser into a market-beating position.  

01:15 Mailbag Kickoff

03:15 Housekeeping And Plugs

03:50 Zeta Vs TJX Question

08:42 Handling Stock Laggards

11:53 Conviction And Position Size

15:22 Diversification And Rebalancing

19:02 When To Sell For Cash

19:51 Consolidating Housing Bets

20:52 Homebuilders and Rate Cycles

22:03 Picking Strong Builders

23:10 Energy Picks and Brookfield

23:54 Enphase vs First Solar

24:46 Powering the AI Boom

25:37 Portfolio Strategy Options

27:35 Renewables Reality Check

29:21 Harry Portfolio Lagging

30:54 Winners Down From Highs

33:11 Reassess and Add Conviction

34:17 Axon as Case Study

35:08 Averaging Down Wisely

37:15 Businesses Change Over Time

39:31 Texas Instruments Numbers

41:17 Smooth Shill Callback

41:54 Mailbag Wrap and Reviews

Companies mentioned: ADBE, ADDYY, AXON, BEP, BEPC, BN, CROX, DFH, ENPH, FSLR, GRBK, ISRG, KNSL, LGIH, LULU, MDB, MELI, MTH, NFLX, ODFL, PYPL, RKT, TJX, TMDX, TSCO, TSM, TTWO, TXN, UA, UAA, VICI, VST, Z, ZETA, ZG  

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!

Learn more about your ad choices. Visit megaphone.fm/adchoices

links5

more episodes

All episodes