Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternative investment strategies, such as the Calamus ETFs, comparing their potential benefits and drawbacks against more conventional options like CDs and money market accounts. 

03:22 Understanding Cost Basis and Portfolio Management

06:28 Deep Dive into Portfolio Strategies

16:02 Sponsor Messages and Advertisements

26:36 Portfolio Concentration and Small Positions

28:23 Cash Management and Investment Strategy

29:30 Challenges of Managing a Large Portfolio

30:53 Conviction and Adding New Companies

31:15 Understanding and Following Your Investments

35:41 When to Bail on an Investment

36:38 QuantumScape: A Case Study

46:36 Calamus ETFs: An Alternative to Cash

Companies mentioned: GOOG, QS

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