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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