In our last mailbag of 2023, Jeff and Jason field a select few questions from you, our loyal listeners, including a discussion on moats (metaphorical ones that defend the profits of our favorite companies), when it's time to join the market if you can't beat it, and a timely look at end-of-year tax moves in your portfolio. 

In the second part of the show, we discuss how we are feeling about the market broadly after a nearly two-month screaming run higher. Jason asks Jeff, "What's your market vibes, bro?" 

Companies mentioned: ABNB, ASML, CELH, ETSY, GOOG, GOOGL, KO, LULU, MSFT, NVDA, NOW, PTON, SBUX, SFIX

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Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

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https://www.youtube.com/@InvestingUnscripted

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023