The speakers discuss their incorrect predictions and regrets from the past year, including failed predictions about Russia invading Ukraine and the collapse of Silicon Valley Bank. They reflect on the significance of these mistakes and the influence of past decisions on their investing choices.
It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.
(00:21) Bill Mann and Jason Moser discuss:
- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.
- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.
- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.
(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.
(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.
Catch a picture of the new Domino’s delivery oven bike here.
Stocks discussed: CDNS, CRSP, IOT, DPZ
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler
Engineers: Dan Boyd, Rick Engdahl
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