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

Learn more about your ad choices. Visit megaphone.fm/adchoices

On The Spot - Small fleets feeling the pain