167. The Broken Thesis
Description
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
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