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Investing UnscriptedAuthor: Jason Hall and Jeff Santoro
Welcome to Investing Unscripted, where we ask the hard questions about investing, the stock market, and personal finance. We don't have THE answers, we only have OUR answers. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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204. Stocks for the AI Hater
Wednesday, 6 May, 2026
In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. The duo builds an "Anti-AI" portfolio of companies that are positioned to thrive regardless of whether the tech boom goes bust. They break down the pricing power and operational efficiency of retail giants Costco and TJX Companies, unpack the ongoing roll-up strategy of Brad Jacobs' QXO, and explore high-yield opportunities in REITs like CareTrust and EPR Properties. Plus, Jason makes the case for investing with the ultra-wealthy by buying shares of the Atlanta Braves, taking plenty of shots at Jeff's beloved New York Mets along the way. 01:42 Why Look Beyond AI07:27 AI Backlash and Reality Check11:00 Berkshire Weekend Teaser11:53 Picking AI Proof Stocks12:55 Costco as Safe Retailer16:40 Costco Ops and Tech Edge21:37 TJX Treasure Hunt Model25:49 Phinia Gas Engine Parts29:29 Commercial Auto Parts Angle30:10 Delphi Brand Recognition30:33 QXO Rollup Strategy32:56 Synergies And TopBuild Deal38:12 Tech Stack Efficiency Play39:05 CareTrust REIT Overview42:23 EPR Experiential REIT45:42 EPR Dividend Growth Case46:48 Braves Stock BATRA Pitch50:32 Stadium Real Estate Upside51:54 Valuation Versus Padres DealCompanies mentioned: BATRA, COST, CTRE, EPR, PHIN, QXO, TJXFind 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/unscriptedListen 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*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader
