182. Earnings Season Reset

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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check 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 Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest