224. Our Best and Worst Stock Picks

CrowdStrike tripled to become the hosts' top holding while The Trade Desk cratered 72%, illustrating conviction risk in concentrated portfolios.

• CrowdStrike (CRWD) is the winner: The hosts' Savvy Trader position has more than tripled since a single $1,000 buy in April 2024, now ~6% of the portfolio by value versus 2% by cost, hitting all-time highs around Sept 15, 2025.
• The Trade Desk (TTD) is the loser: Down 72%, their fifth-largest cost-basis position but now under 1.3% of portfolio value; guidance has deteriorated from +25% revenue growth to negative territory since Q4 2024.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.