In this August 2026 Mailbag, Jason and Jeff tackle listener questions on high-conviction stocks gone wrong, unpacking the deceleration and agency friction at The Trade Desk. They explore how co-host overlap can lead to borrowed conviction, discuss what to do when you feel "stuck" in a frothy market, and analyze QuantumScape's shift toward data center power storage and licensing partnerships with Honda and Volkswagen.
04:24 Trade Desk Conviction Lessons
14:01 Valuation Regret And CEO Signals
18:52 Portfolio Overlap And Bias
22:57 Public Disagreements And Recent Buys
23:57 Valuation Debate Winmark
25:03 Rocket Lab Regret
26:02 Building Positions Slowly
27:51 Selling Rocket Lab Puts
30:02 Feeling Stuck Investing
32:56 Do Nothing Discipline
35:31 QuantumScape Honda Red Flag
36:18 QuantumScape Licensing Model
39:55 Verticals Mission Creep
44:50 Position Sizing Fun Bets
Companies mentioned: AMZN, APH, GLW, GOOG, GOOGL, HMC, KNSL, META, MRNA, NFLX, NNI, NU, QS, RKLB, SE, SOUN, TTD, VWAGY, WINA
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
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