Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.
00:37 Listener Questions and Engagement
02:58 Quarterly Earnings Debate
17:32 YouTube Comments and Trade Desk Discussion
23:27 Market Sentiment and Trade Desk Analysis
23:48 Ad Tech Industry Dynamics
26:08 Stock Valuation and Future Prospects
30:25 Stock-Based Compensation Discussion
38:44 Investing in Restaurant Stocks
47:45 Spam Comment of the Month
Companies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ
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