133. December 2024 Mailbag

In the December mailbag, Jason and Jeff dive into their final Q&A session for 2024, sharing insights on feeling rich versus poor, the risks of quantum computing to Bitcoin, and whether Lindy is a commodity business. The hosts also unveil plans for the 2025 portfolio contest. Have a question for a future mailbag? Send them to us at any time!

01:12 Welcome to the Last Q&A of the Year

03:22 Discussing Market Valuations and Investment Strategies

13:26 Balancing Saving and Spending: Listener Questions

26:14 Quantum Computing and Bitcoin Security

30:38 Diversification and Financial Exposure

31:06 QuantumScape and Investment Strategies

32:16 The Role of ASML in Modern Technology

34:17 Understanding Lindy's Industrial Gas Business

43:12 2025 Portfolio Contest

50:15 Wrapping Up and Final Thoughts

Companies mentioned: ASAN, ASML, BOC, LIN, NVDA, OM, QS, TDOC, ZM

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023