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
*****************************************
Join our Patreon
Subscribe to our portfolio on Savvy Trader
*****************************************
Email: investingunscripted@gmail.com
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
******************************************
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Betrayal: Weekly
Betrayal Weekly is back for a brand new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. Please join our Substack for additional exclusive content, curated book recommendations and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience and healing. Your voice matters! Be a part of our Betrayal journey on Substack. And make sure to check out Seasons 1-4 of Betrayal, along with Betrayal Weekly Season 1.