Feb 26 2025 52 mins 18
In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing stocks that have skyrocketed in value.
01:52 Mailbag Time: Listener Questions
02:42 Exploring Options Trading
13:20 Understanding Return on Equity and Invested Capital
18:50 Investing for Future Generations
23:09 Upstart: Recent Developments and Insights
25:46 Economic Uncertainties and Market Reactions
27:58 Confluent's Growth and Market Position
30:09 Understanding Bond ETFs
33:02 Closed-End Funds: Risks and Rewards
34:39 Frameworks vs. Rules in Investing
36:36 Navigating Stock Price Increases
43:54 ETFs vs. Individual Stocks
48:24 Spam Comment of the Month
Companies mentioned: AAPL, APP, AXON, CELH, CFLT, FLNC, MELI, UPST, ZM
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