There is a stark difference between broken stocks -- where a company's stock is plummeting but the business is still thriving -- and struggling businesses. Struggling businesses with stocks down significantly might not be buying opportunities, considering there are fundamental concerns with the business.
Twilio (TWLO -1.97%) and Roku (ROKU -3.08%) look like two struggling businesses. Jamie breaks down the bear cases for these two companies and explains why he's watching them closely moving forward. If you liked this episode, leave a like and consider subscribing.
*Stock prices used were the after-market prices of Dec. 7, 2022. The video was published on Dec. 8, 2022.