In this September 2026 First Fridays live stream, Jason and Jeff tackle a jam-packed earnings season and a surprisingly resilient market. The hosts dissect The Trade Desk's revenue contraction and strategic missteps against tech walled gardens, debate whether Lemonade's post-earnings drop was justified despite a record-low 60% gross loss ratio, and break down DocuSign's incredibly consistent free cash flow generation. The duo also checks in on the portfolio contest, explores the nuances of trimming big winners like ASML and Datadog to rebalance, and evaluates QuantumScape's pivot to manufacturing partnerships with its new Honda deal.
00:32 First Friday Roll Call
02:57 How We Promote Stuff
05:41 Market Vibes Check
09:58 AI Supercycle Debate
13:13 DocuSign Breakdown
20:41 SavvyTrader and Community
23:05 Why TJX Is a Buy
28:25 New Stock Ideas PRCT
29:20 Medical Devices Watchlist
31:24 ResMed and GLP-1 Impact
32:35 Surgical Robots Competition
36:07 Baseball Cards and Value
41:06 Smattering Contest Update
43:18 New Picks Rocket Lab
47:54 Listener Portfolio Standings
51:53 Selling Stock Regrets
57:03 Wrap Up and Disclosures
Companies mentioned: AAPL, AFG, APH, ASML, AVGO, BOC, CLF, COST, CPNG, DAVA, DDOG, DOCU, IONQ, ISRG, KNSL, LEN, LMND, MDT, MELI, MRNA, MTH, NNI, NOW, NVDA, PCOR, PRCT, PYPL, QS, QXO, RHP, RKLB, RMD, SOUN, TJX, TTD, TWLO, WINA
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
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