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 where the share price is down significantly might not be buying opportunities, considering the company's fundamental concerns.

Twilio (NYSE: TWLO) and Roku (NASDAQ: ROKU) look like they are approaching the latter. Motley Fool Contributor, Jamie, breaks down the bear cases for these two companies and explains why, although they are still a part of his portfolio, he will be watching them closely in 2023. 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.

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Source Fool.com