In this month’s mailbag, Jason and Jeff tackle the "Book Value" bear thesis for Lemonade and discuss when the company might finally reach profitability. They also address a listener's dilemma about what to do with a losing position in PayPal, debating the sunk cost fallacy and the company’s turnaround prospects. Finally, the hosts weigh in on whether Cava or Chipotle is the better buy right now and explain how to choose between Brookfield Corporation and Brookfield Renewable.
01:13 Mailbag: Answering Your Questions
03:01 First Question: Lemonade's Book Value Bear Thesis
16:25 Second Question: Adding to a Losing Position
23:40 Pandemic Impact on Digital Growth
23:48 PayPal's Strategic Shift
24:22 Dividend Announcement and Future Outlook
25:15 Investment Decisions and Opportunity Cost
25:59 PayPal's IPO Journey and Current Challenges
26:46 Investor Caution and Decision-Making
28:23 Market Confusion and Analytical Challenges
31:58 Chipotle vs. Kava: Investment Insights
32:13 Fast Casual Dining Industry Analysis
41:16 Brookfield Renewable vs. Brookfield Corporation
Companies mentioned: BAM, BEP, BN, CAVA, CMG, DRI, ETSY, LMND, PINS, PYPL, SBUX, SOFI
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