92. Narrative Versus Numbers In Investing

Everyone loves a good story. Investors are no different in this regard. Sadly, the great story isn't always the great investment, and it can be hard sometimes to tell when the narrative has begun to drift away from the underlying business results. In this week's episode, Jeff and Jason discuss this, along with other topics related to the differences in the art and the craft of investing. In the second part of the show, we talk about one of Jason's favorite people, Jeff's dad. More specifically, the five stocks that Jeff's dad made Jeff buy, in a little portfolio we call Nick's Picks. Companies mentioned: AMZN, APRN, NFLX, PTON, SFIX, TGT, WBA, ZM ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Go to finchat.io/unscripted to get 25% off any paid plan today Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 Learn more about your ad choices. Visit megaphone.fm/adchoices