There's little doubt that investors who understand what they own, and why, should have better investing success. But how much do you really have to know? In this week's show, Jeff and Jason talk about how much knowledge of the companies you own, the industries they operate in, and the companies they compete with, you should have. While there's definitely such a thing as too little knowledge, what about too much? We cover a lot of ground on this topic this week!

In the second part of the show, Jeff and Jason celebrate their favorite new holiday: Thanksfornothingmas! Gratitude is great, but sometimes it can be a little cathartic to express your disappointment, too. We share some of our biggest disappointments of the season to close out this week's show. 

Companies mentioned: ANET, ASAN, BOC, CELH, DIS, KO, MELI, MNDY, NFLX, NVDA, PTON

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Twitter: @smatteringshow 

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Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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