In this month’s mailbag, Jason and Jeff tackle the "Book Value" bear thesis for Lemonade and discuss when the company might finally reach profitability. They also address a listener's dilemma about what to do with a losing position in PayPal, debating the sunk cost fallacy and the company’s turnaround prospects. Finally, the hosts weigh in on whether Cava or Chipotle is the better buy right now and explain how to choose between Brookfield Corporation and Brookfield Renewable.

01:13 Mailbag: Answering Your Questions

03:01 First Question: Lemonade's Book Value Bear Thesis

16:25 Second Question: Adding to a Losing Position

23:40 Pandemic Impact on Digital Growth

23:48 PayPal's Strategic Shift

24:22 Dividend Announcement and Future Outlook

25:15 Investment Decisions and Opportunity Cost

25:59 PayPal's IPO Journey and Current Challenges

26:46 Investor Caution and Decision-Making

28:23 Market Confusion and Analytical Challenges

31:58 Chipotle vs. Kava: Investment Insights

32:13 Fast Casual Dining Industry Analysis

41:16 Brookfield Renewable vs. Brookfield Corporation

Companies mentioned: BAM, BEP, BN, CAVA, CMG, DRI, ETSY, LMND, PINS, PYPL, SBUX, SOFI

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