Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

167. The Broken Thesis

48:20
 
Share
 

Manage episode 501350856 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

223 episodes

Artwork
iconShare
 
Manage episode 501350856 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

223 episodes

모든 에피소드

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play