92. Narrative Versus Numbers In Investing

Everyone loves a good story. Investors are no different in this regard. Sadly, the great story isn't always the great investment, and it can be hard sometimes to tell when the narrative has begun to drift away from the underlying business results. In this week's episode, Jeff and Jason discuss this, along with other topics related to the differences in the art and the craft of investing. 
In the second part of the show, we talk about one of Jason's favorite people, Jeff's dad. More specifically, the five stocks that Jeff's dad made Jeff buy, in a little portfolio we call Nick's Picks. 
Companies mentioned: AMZN, APRN, NFLX, PTON, SFIX, TGT, WBA, ZM
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