Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share their thoughts on portfolio management and future investment strategies.

02:33 Discussing the Mailbag and Listener Engagement

04:09 Starting the Stock Discussion: Mercado Libre

05:54 Deep Dive into Mercado Libre's Performance

18:31 Exploring Lemonade and Upstart

27:03 Navigating Investment Conviction and Price Anchoring

29:07 Evaluating Lemonade's Growth Strategy

32:05 Understanding Upstart's Market Position

35:55 Moderna: A Long-Term Bet on mRNA Technology

42:38 Live Oak Bank: A Small Business Lender's Journey

49:27 Wrapping Up and Final Thoughts

Companies mentioned: AX, LMND, MELI, LOB, MRNA, SHOP, UPST

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