Being wrong is a regular part of investing in stocks. The beauty of a diversified portfolio is your winners – the ones you're right about – can more than makeup for the mistakes. At the same time, investing is also one of the rare places in life where you can get it wrong, and still make money! In this episode, Jeff and Jason discuss this topic in depth, how they think about it, and how it affects their decision-making and investing processes.

Companies mentioned: AMZN, ANET, AVGO, BOC, DAL, ENPH, META, MSFT, NFLX, NVDA, TXN

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