Jason and Jeff discuss why the best time to analyze a company might be weeks after they report, and share their personal strategies for this quieter period. 

03:00 Why You Should Wait a Month Before Analyzing Earnings 

06:00 Early Investing Mistakes 

12:00 Panic-Buying and the CrowdStrike Example 

15:00 How Incentives (and "Being First") Skew Financial Media 

20:00 Annual Reports & The Rexford Industrial Deep Dive 

24:00 The Value of Community: Canadian Solar 

26:00 Spreadsheets and "Quiet Time" Research 

29:00 Timing Buys Around Earnings Dates

35:00 Improvements: Investing Journal? (Airbnb)

Companies mentioned: ABNB, CRWD, CSIQ, REXR, TTD

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