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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