Show notes
It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.(00:21) Bill Mann and Jason Moser discuss:- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.Catch a picture of the new Domino’s delivery oven bike here.Stocks discussed: CDNS, CRSP, IOT, DPZHost: Dylan LewisGuests: Bill Mann, Jason Moser, James Zahn, Mr. GobblerEngineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices