Mailbag! This week, Jeff and Jason answer questions about valuing companies who've gone through major changes in their business, a group of renewable energy stocks, the chances some really beaten-down stocks can recover, stock-based compensation, and some interesting data about stock returns.

After the ad break, we play "tell me I'm wrong," and now Jason is going to blow up his portfolio. Stay tuned for more on that…

Companies discussed: COIN, DHI, DMTK, FLGT, MRNA, RDFN, TWLO, UPST

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