181. November 2025 Mailbag

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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  ****************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ****************************************** 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest