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Mailbag! This week, Jeff and Jason answer questions about valuing companies who've gone through major changes in their business, a group of renewable energy stocks, the chances some really beaten-down stocks can recover, stock-based compensation, and some interesting data about stock returns.
After the ad break, we play "tell me I'm wrong," and now Jason is going to blow up his portfolio. Stay tuned for more on that…
Companies discussed: COIN, DHI, DMTK, FLGT, MRNA, RDFN, TWLO, UPST
We would love feedback on the show. Share with us at:
Email: thesmatteringshow@gmail.com
Twitter: @smatteringshow
Check out our YouTube channel for more content:
https://www.youtube.com/@TheSmatteringShow
Find the 2023 Smattering Portfolio here:
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode