Five stocks. 10 Years. That's all you can own. Jeff and Jason go through this thought exercise and learn that there's a lot more to it than just the stocks they came up with. In this episode, they discuss the things they focused on, the characteristics they prioritized in the companies they chose, and most importantly, what they learned about themselves as investors as a result. Can this framework help you invest better? Another tool for your investing toolbox.

Companies discussed: BN, BOC, CRWD, DLR, ETSY, HD, LOW, MELI, OM, TREX, TSM, TTD, ZM

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Twitter: @smatteringshow

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Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio