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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