Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share their thoughts on portfolio management and future investment strategies.
02:33 Discussing the Mailbag and Listener Engagement
04:09 Starting the Stock Discussion: Mercado Libre
05:54 Deep Dive into Mercado Libre's Performance
18:31 Exploring Lemonade and Upstart
27:03 Navigating Investment Conviction and Price Anchoring
29:07 Evaluating Lemonade's Growth Strategy
32:05 Understanding Upstart's Market Position
35:55 Moderna: A Long-Term Bet on mRNA Technology
42:38 Live Oak Bank: A Small Business Lender's Journey
49:27 Wrapping Up and Final Thoughts
Companies mentioned: AX, LMND, MELI, LOB, MRNA, SHOP, UPST
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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
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