ABOUT THIS EPISODE
In this September 2026 Mailbag, Jason and Jeff tackle listener questions on when it makes sense to "average up" on massive winners, analyzing David Gardner’s contrarian approach to building a Rule Breaker portfolio. The hosts then explore the specific valuation and counter-cyclical margin arguments behind Jason's recent purchase of The TJX Companies, and debate the psychology of co-managing spousal IRAs. To close the episode, the duo reviews listener submissions for a "5 Stocks for 10 Years" portfolio, ultimately drafting their own hypothetical decades-long portfolios from the audience's picks.
02:03 Patreon Shoutout
03:07 Rapid Fire Housekeeping
04:15 Mailbag Begins
04:58 Double Down Winners
16:50 TJX Valuation Debate
24:42 ResMed Growth Outlook
28:20 When to Take Profits
29:56 When Valuation Matters
31:50 Couples Managing IRAs
34:49 Risk Across Net Worth
38:18 Spreadsheets And Aggregation
43:06 Five Stocks For 10 Years
44:19 Discord Picks Breakdown
48:23 Picking Five From The List
Companies mentioned: AER, AMZN, ASML, AXON, BAM, BN, BRK.B, COST, CVX, ISRG, LLY, LMND, MA, MEDP, META, RBRK, RMD, SBUX, TBBB, TJX, TSM
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
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