First Fridays 15: January 2025

Investing Unscripted

It’s our first First Fridays livestream of 2025. Join us live on YouTube on the first Friday of every month, except when it’s the second Friday. Or maybe the third Friday?

01:12 Live Stream Kickoff and Introductions

02:21 2024 Portfolio Contest Overview

08:07 2024 Contest Winners Announcement

14:23 Reflections on 2024 and Lessons Learned

25:35 Tesla's Delivery Numbers and Market Insights

38:47 Undervalued Stocks for 2025

39:19 Brookfield Infrastructure: A Long-Term Winner

41:07 Investing in Mercado Libre and PayPal

42:36 Adding to Adobe and Moderna Positions

50:05 Kinsale Capital and Insurance Market Insights

51:01 Chart Industries: A Sneaky Investment Opportunity

56:49 Homebuilders and REITs: Undervalued Sectors

01:00:31 AMD's Prospects in the AI Market

Companies mentioned: ADBE, KNSL, GTLS, MRNA, NVDA, PLTR, STLA, TSLA, TSM

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Email: [e-mail]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

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Investing Unscripted is brought to you by Public.com*

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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Find the 2025 Portfolio Contest here:

https://tinyurl.com/2025IUcontest

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023