Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples.

01:02 Understanding the Broken Thesis

03:07 Evaluating Investment Theses

09:03 Case Study: The Trade Desk

19:46 Case Study: Boston Omaha

24:26 The Broken Thesis: A Personal Experience

25:11 TPI Composites: A Case Study in Bankruptcy

29:36 Brunswick Corporation: A Journey Through Time

33:31 Nvidia: From Video Cards to AI Powerhouse

40:24 Evaluating Investment Theses: Lessons Learned

Companies mentioned: AMZN, BC, BOC, CTRE, NFLX, NVDA, OM, RDFN, ROKU, CLNE

TPIC, TTD

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader 

*****************************************

Email: [email protected]

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

******************************************

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

Learn more about your ad choices. Visit megaphone.fm/adchoices