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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Find the 2023 Smattering Portfolio here: