Show Notes
In this episode, Jason and Jeff open up their "Savvy Trader" portfolio to reveal their four most recent stock purchases. They break down the evolving credit risks and e-commerce dominance of MercadoLibre, explain why ServiceNow's early AI integration makes it largely insulated from software disruption, and debate the merits of buying entry-level homebuilders like Meritage Homes during a cyclical lull. Plus, Jeff pitches point-of-sale platform Toast as it impressively flips into profitability, and the duo speed-runs through a few recent personal portfolio additions, including Procore, Kinsale Capital, and QXO.
01:56 Savvy Trader Pricing Code
03:27 Episode Format Explained
05:47 Jason Picks MercadoLibre
11:07 MELI Risks And Evolution
18:56 Jeff Picks ServiceNow
23:59 AI Disruption Debate
27:00 Key Metrics To Watch
28:56 Meritage Bull Case
30:15 Post-Crisis Housing Shift
33:44 Cycle Risks And Timing
37:27 Long-Term Time Horizon
39:15 Cyclical Trading Approach
40:17 Toast Investment Thesis
43:03 Toast Growth And Margins
46:43 Personal Picks Procore
49:46 Jason Adds Kinsale ISRG QXO
Companies mentioned: BATRA, ISRG, KNSL, MELI, MTH, NOW, PCOR, QXO, TOST
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