Franklin Covey ($FC) podcast mentions

Name: $FC podcast mentions
Creator: Ticker.id
License: https://ticker.id/data-license

My belief is basically not that the mega-cap tech complex companies are bad companies or that they're going to go bankrupt or anything like that. It's just I believe that they're valued at a level that requires fairly preposterous assumptions as a group. Anyone could win. Google could win, you know, Tesla could win, SpaceX could win. But when you try to combine them all as one company, because there are a lot of, there's a lot of interrelations, it's just, it's just fairly preposterous that they could all win, um, or that anyone could win enough to make up for the losses that will inevitably happen in other companies. So we'll talk about that and the circularity and all that kind of stuff. I'm not alone in this. I'm not, not even like particularly original in this framing. There's plenty of people who have this opinion and plenty of people who have counter opinions. And so we'll discuss it. And that's, that's where I'm at. But, but hopefully you can see our portfolio is relatively conservative. We have a significant cash position that's at least a year, well into the maybe approaching the 18 to 2-year mark in terms of our household spending. We've got a portfolio that's diversified across all these different funds. It's not concentrated in any individual stock. My largest individual stock holding is Crocs, actually Crocs and Franklin Covey. Um, I don't know why I bought Crocs and Franklin Covey at one point, but completely— Red Robin. Red Robin I have owned for years and I have one share. It is worth $8.06. Oh, down 5 cents today. I'm down 33— down 5 cents today. I'm down 33 cents. I'm up 33 cents on my holding, but that's been a rough ride. Oh, Red Robin. Yeah.
Scott Trench · BiggerPockets Money Podcast · How Scott & Virginia Trench Think About Goals, Spending and Investing · 2026-08-14
My belief is basically not that the mega-cap tech complex companies are bad companies or that they're gonna go bankrupt or anything like that. It's just, I believe that they're valued at a level that requires fairly preposterous assumptions as a group. Anyone could win. Google could win, you know, Tesla could win, SpaceX could win. But when you try to combine them all as one company, because there are a lot of, there's a lot of interrelations, it's just, it's just fairly preposterous that they could all win, um, or that anyone could win enough to make up for the losses that will inevitably happen in other companies. So we'll talk about that and the circularity and all that kind of stuff. I'm not alone in this. I'm not, not even like particularly original in this framing. There's plenty of people who have this opinion and plenty of people who have counter opinions. And so we'll discuss it. And that's, that's where I'm at. But, but hopefully you can see our portfolio is relatively conservative. We have a significant cash position that's at least a year, well into the, maybe approaching the 18 to 2-year mark in terms of our household spending. We've got a portfolio that's diversified across all these different funds. It's not concentrated in any individual stock. My largest individual stock holding is Crocs, actually Crocs and Franklin Covey. Um, I don't know why I bought Crocs and Franklin Covey at one point, but completely— Red Robin? Red Robin I have owned for years. And I have 1 share. It is worth $8.06.
Scott Trench · BiggerPockets Money · How Scott & Virginia Trench Think About Goals, Spending and Investing · 2026-08-14
My belief is basically not that the mega-cap tech complex companies are bad companies or that they're gonna go bankrupt or anything like that. It's just, I believe that they're valued at a level that requires fairly preposterous assumptions as a group. Anyone could win. Google could win, you know, Tesla could win, SpaceX could win. But when you try to combine them all as one company, because there are a lot of, there's a lot of interrelations, it's just, it's just fairly preposterous that they could all win, um, or that anyone could win enough to make up for the losses that will inevitably happen in other companies. So we'll talk about that and the circularity and all that kind of stuff. I'm not alone in this. I'm not, not even like particularly original in this framing. There's plenty of people who have this opinion and plenty of people who have counter opinions. And so we'll discuss it. And that's, that's where I'm at. But, but hopefully you can see Our portfolio is relatively conservative. We have a significant cash position that's at least a year, well into the maybe approaching the 18 to 2-year mark in terms of our household spending. We've got a portfolio that's diversified across all these different funds. It's not concentrated in any individual stock. My largest individual stock holding is Crocs, actually Crocs and Franklin Covey. I don't know why I bought Crocs and Franklin Covey at one point, but completely— Red Robin? Red Robin I have owned for years. And I have 1 share. It is worth $8.06.
Scott Trench · BiggerPockets Money Podcast · How Scott & Virginia Trench Think About Goals, Spending and Investing · 2026-08-14