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 Dates35:00 Improvements: Investing Journal? (Airbnb)Companies mentioned: ABNB, CRWD, CSIQ, REXR, TTD*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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