In the October mailbag, Jason and Jeff answer listener questions about when to be a contrarian, if it's ever too late to start investing, and how stock buybacks work.

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

Let's face it, the market's been bad. In this episode, Jason and Jeff discuss their mindset in down markets and how they use their investing frameworks to weather the storm.

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

QuantumScape is a startup that's developing next-gen battery technology that could be a huge game-changer for electric vehicles. The catch? They have to prove they can do it at scale, and at cost. Jason and Jeff talk about the obstacles, and how investors should think about investing in a company like QuantumScape at this stage.

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

In the final episode of the How We Invest series, Jason and Jeff discuss the reasons, frameworks, and processes they use to inform their decisions to sell a stock.

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

A lot of great stocks are beaten down and attractive investments now. But not all beaten-down stocks are worth buying. In this episode, Jeff and Jason each share a stock they would buy now, and a stock they wouldn’t buy with each other’s money.

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

In the third episode of this "How We Invest" series, Jason and Jeff discuss how they track their investments and talk about the importance of being patient during earnings season. 

We would love feedback on the show:

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

Upstart (UPST) has had a very up-and-down existence as a public company. The good news is it could still be a massive winner for patient investors. In this episode, Jason and Jeff discuss the big questions the company still has to answer.

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

In episode 2 of this 4-part "How We Invest" series, Jason and Jeff each explain their process for buying stocks and discuss what every investor should consider before making a purchase.

We would love feedback on the show:

Email: [email protected]

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg 

Shopify has been an enormous success, and a great investment for long-term holders. Over the past year, it's been brutal. What's next? Jason and Jeff discuss how the company's hardest work may be ahead of it, and how it has a lot to prove to investors.

To watch the video version of this episode, check out our YouTube channel: https://youtu.be/5uLm9Ic396g

In episode 1 of this 4-part "How We Invest" series, Jason and Jeff talk about where to find investment ideas to begin the process of deciding what to buy.