In the December mailbag, Jason and Jeff dive into their final Q&A session for 2024, sharing insights on feeling rich versus poor, the risks of quantum computing to Bitcoin, and whether Lindy is a commodity business. The hosts also unveil plans for the 2025 portfolio contest. Have a question for a future mailbag? Send them to us at any time!
01:12 Welcome to the Last Q&A of the Year
03:22 Discussing Market Valuations and Investment Strategies
13:26 Balancing Saving and Spending: Listener Questions
26:14 Quantum Computing and Bitcoin Security
30:38 Diversification and Financial Exposure
31:06 QuantumScape and Investment Strategies
32:16 The Role of ASML in Modern Technology
34:17 Understanding Lindy's Industrial Gas Business
43:12 2025 Portfolio Contest
50:15 Wrapping Up and Final Thoughts
Companies mentioned: ASAN, ASML, BOC, LIN, NVDA, OM, QS, TDOC, ZM
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here: