December mailbag! In this episode, Jason and Jeff answer listener questions about companies the market has right and wrong, how Jeff decides what to buy each week, valuation metrics, and more.

Then, Jason and Jeff reveal the Smattering 2023 Portfolio, a fun stock-picking competition that will benefit multiple charities and include stock picks from listeners!

Companies mentioned: ABNB, ASAN, BOC, LTCH, OM, RDFN, TPIC, ZM

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content:

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