167. The Broken Thesis

from Investing Unscripted · host Jason Hall and Jeff Santoro

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Aug 20, 2025

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167. The Broken Thesis

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