Those podcasts are getting much and much better and they're showing how much of a deep thinker you are. This is a stream of consciousness for real. Thank you 🙏🏻
What is at work in this discussion is the practice of "critical thinking" as applied to investing (not speculating but making a real investment with real conviction). Hiking alone and discussions with myself or with a like-minded person who likes to think deeply about things are two of my favorite times to try to get deeper into whatever situation or problem I am trying to analyze and establish a grasp of. My body goes into auto-pilot mode and my mind goes out into the subject or problem of focus. Shower time is best for deciding on a path of action for me. For my "new investing career" in retirement, this chat and this channel are really helpful. Thankyou for sharing your views and insights! In two years I have had 3 big winners and and a few up 100% or more, and that has really made a financial difference. Confidence and buying more stock comes after I have developed a conviction for the stock and have started a small position. No options in play because I am not confident with them but not needed for my situation. Learning about the opportunities from channels like this has been fun and and in many ways rewarding beyond the profits.
Is it weird that this was so good I listened to 10 minutes of it in the shower. Just me and 2 dudes in the shower chatting. Not that there's anything wrong with that.
You're getting useful thoughts/ideas from other humans...you just happen to be in the shower. What's wrong with that? I think it's weird NOT entertaining new ideas in the shower/hiking/etc and personally analyze them. There's only so few opportunities in the day while one is awake to do so. Unless you're into meditation (which I'm not too into, I dunno how dave does that, I do long drives to think). I'm sure dave and emmett got over that initial shame the MILLISECOND they got a million dollar investing idea from taking in an elon/bezos/whoever interview while showering. The whole interview here in my mind is a great argument for mindfulness and awareness over assumptions in ones everyday life. Stuff we all should just know to do to get the most out of life.....but that would be making an assumption lol.
"I take it in...and then I meditate on it" Dave, yes! I too, it is so important, for what is important. Everything important. Listen for the quiet answer...now I realize what I hear in your channel. Yep.
People keep trying to compare Elon to other entrepreneurs. Sure he shares some traits with Edison, Brunel, Ford, Jobs, Wozniac etc But he is unprecedented.
@@TDubya811 Oh yes. There is just no other enterpreneur that has put his foot in so many sectors, let alone disrupt (or be about to disrupt) all of them in an unprecedented way.
These are great discussions, much appreciated. You remind me of my business partner, as it relates to insight, who is capable of deciphering any business regardless of sector....great skill to have. Channels like yours have become part of my "convergence research". I would like to leave with a little something from Adrushin's In The Light of Truth..."Not all that has learned has been experienced, but only that which has been learned through experience becomes one’s own. " For investors who are unwilling to do their own research. Thanks.
2 things that are important in investing. The most important, is conviction. Conviction will be tested if you bought Tesla at 300 and it dropped to 185 because of FUD in the news when it was cash flow positive for several quarters. Or from 700 to 350 in the March 2020 crash. The second most important is being contrarian. If you have a popular view and everyone agrees with your view and you are right, then it's already priced in.
Thanks again, Dave & Emmet for the fantastic talk. It's definitely not just luck to be where both of you are today. I see it more of a calculated risk, where the upsides are always massive. The amount of depth you both go into is awesome. I think you guys are truly a unique duo and approach things at such different yet complimenting angles. Thank you for being so genuinely open and transparent, and allowing us to learn something new each day.
Listening to David and Emmett is like listening in on a discussion between a theoretical physicist and an experimental physicist. Both are needed and both are amazing.
Great series! Meditation and applying towards investing, brilliant! Dave, would love to hear your daily routine as you just sparked a new concept of meditation and expanding it to all facets of life $
Loved the discussion about counting on people's continued success. The trick is to find actual skills vs a broken clock that happens to be accurate right now. Chanos won by pounding on enron so he keeps using his hammer and treating everything like a nail. It will be interesting to see how Cathie Wood does during a downturn. Will she get outsized losses just like she gets outsized gains? Im betting (most of my nonTesla holdings) that she will do better than the market in a downturn. She and Ron Baron have both proven to be patient with Tesla and others. To stay with their thesis instead of market fluctuations. Incredible times. Thanks to Dave and Emmet for all the transparency and sharing they both do. I wish I was part of Good Soil. I hope you guys do a video specifically on Good Soil. would be great if emmet would open it up for smaller investors with long lockup periods. If I could give him $50,000 and forget it, I would be in tomorrow. Maybe Simon Riveles could come up with a way to set something up or maybe Ron Baron would let him run a fund under the Baron umbrella. Watching from sidelines. Thanks guys!!!!!
Utterly superb dialogue and interaction. Sensory deprivation tanks - I also love my meditation but find SDTs to be next level in finding that clarity of thought. Have you ever tried them Dave? They are golden.
I also "meditate" on investments and ideas, i never thought of calling it meditating. My wife thinks im crazy. Sometimes ill just be sitting there thinking, and she'll call me a phsyco. lol
Love your conversations! If you haven't done so, check out "psychology of money". It is also on audible. The topics around living below your means and leaving room for error are also discussed there. I also like the baseball buffet analogy Dave made
What a wonderful and informative style you both have. Resonating with your content consistently. Don't change a thing (except where you determine that change enriches) Peace
That comment about being able to live below your means and as a result you have a buffer to let you make more "risky" moves really resonated with me. My wife and I make decent incomes and we aim to just live off the lower of our incomes. By doing that, the higher income is all just gravy and a buffer in case of a layoff or emergency. Because of this buffer I was able to move our portfolio 100 percent into TSLA earlier on and fortunately are reaping the benefits. I didn't realize the psychology behind the decision, but what my friends thought were just massive balls to make this move may really be a reflection of our living below our means and the mindset that we're going to be fine either way. Interesting insight!
Really enjoy these discussions! Laughed out loud when you mentioned the people who use the tactic of being loud and repetitive to get an audience 😂 A few people come to mind!
Gentlemen, Jim Chanos did very well with Enron because of his sources inside the fossil fuel industry who had very good knowledge of those running Enron who were folk intimately involved with the fossil fuel industry. Jim Chanos has shorted Tesla so much for so long because he has to payback those in the fossil fuel industry who he knows and that are threatened and being affected directly now by Tesla and Elon Musk. There are many people and business interests in or related to the fossil and automobile industries who will lose a lot of financial power due to the coming of the EV age. You provide here an interesting conversation. Thank you for sharing.
Oil industry makes as much as $175,000,000,000, yes 175 billion $ per DAY. So they don't have to spend much to FUD Tesla - less than advertising and they get to expense (read tax write off).
@@brandoYT The price of the world's daily oil consumption is about 100,000,000 x $40 = $8,000,000,000. Your conclusions are still valid, it is a steep hill that TSLA is overcoming. Most of the young people (10-40 y.o.) understand they are bound to choke on CO2 if oil is allowed to continue to dominate.
Thanks for the comment on Beyond Meat, totally agree with you! I don’t believe it’s a healthy alternative to meat, if it wasn’t so processed it might be more appealing.
Definitely agree with the interviews. I also watched every single one I could back then and it was one of the main reasons that got me to buy into Tesla eventually.
Dave, very interested in your usage of IPO Roadshow. It would be great if you would consider doing a similar analysis on the SPAC companies. Thx for what you do!
Dave, listening to your approach to analyzing a company and your ability to see other angles appearsto be one of your super powers. How do you prevent yourself from analysis paralysis as an investor? What's your trigger to know you've seen enough to invest?
Gold content. Dave, your approach reminds me of Philip A Fisher’s approach. Also, it made me think of Warren Buffet, who is most commonly seen as a disciple of Benjamin Graham’s value investing approach. But Buffet also acknowledges the influence of Phil Fisher. I think Buffet has said he is 80 % Graham and 20% Fisher. Maybe a bit similar to your approach to combine qualitative and quantitative analysis?
Dave, I heard you and Pepper mention something about 'crashing the simulation' in this interview. Are you guys referring to crashing the simulation reality that we are living in? How would something we do crash it?
Thanks Dave, really liked how you talked about research and meditation. Could you please send me a link for the IPO roadshow videos you mentioned? I have found a website called Freedom 24, is this the correct one? Thank you
Wow, when Emmet started to talk bad about Beyond Food without real understading what he is talking about, it was a real eye-opener. One can be smart, yet lack knowledge in a specific area. Both can be true at the same time. We are all fallible and prone to preconceived bias. Which really makes this video on validating your assumptions even more interesting. Its even funny they mentioned Channos :)
Great discussion, I enjoy your candid discussions at the end also. My wife and I have also invested in real estate and paid them off so they generate good cash flow. We target having 25% of our investments in property for living off of when we retire and the remainder in stocks to fuel the purchase of additional properties. Our incomes currently go towards more real estate at the moment due to the sharp rises in value we see on the stock side. The steady income from property gives us peace of mind and like you said, a bit of a disconnect from the volatility of stocks of tech and disruptive companies.
Hey I have driven a Polestar 2 and have to say it is nothing like a Tesla. Also want to correct sammet when he said "Polestar is competing with Model S" No, It Is not. Here in Sweden a Model 3 LR AWD cost 60 000euro after incentives. So Polestar 2 and Model 3 LR AWD is at the same price in Europe. In US? another story, since Tesla is based in US its much cheaper. However, Polestar is nothing like Tesla. Tesla is waaaaay ahead, and Polestar has already have 2 big recalls of all their cars.
Hey Dave, you should try to get Chris Camillo on the podcast. He's one of the best at catching value before everyone else does. His "social arbitrage" model for investing is truly insightful and amazing. Strongly recommend you try getting him on the podcast!
Can the case be made, that without Tesla, the likes of Dave and Emmet (myself included), would be irrelevant investors? Can we be considered a "one trick pony", but WHAT a pony Tesla is!
Hi Dave I was just wondering if you have ever used something like a kindle and if so how did it effect your speed reading. Also is there any specific model you used or can recommend. Thanks for all the help
17:32 - The example of using the crosswalk without checking is extreme here in Germany. It seems parents will cross with their newborn baby without checking just because the little flashing man says it's ok (even at uncontrolled crosswalks). I think that is because they feel they have the "legal right" to do so, and would take solace in being legally in the right - even while lying in the hospital. Somehow, this works here. Perhaps because everyone else accepts their legal responsibility to stop when driving. It is different, for example, in Canada, where I would certainly look before crossing. At the same time, as a (Canadian) pedestrian , I would often wave vehicles through at a crosswalk (assuming there are no other pedestrians around - especially kids) when it would convenience the driver more than it inconvenienced me. That is something you will not see in Germany.
Hi Dave, good stuff. I've been asking both you and Chicken Genius for a deep dive and/or opinion on Nano Dimension and hopefully, with enough comments, you'll check it out. They do 3d printing for PCBS
Holy shit @35:00 about the article changing titles but linking the same damn article at the end. Noticed the same thing one or two years ago. They also sometimes re-editing the same article almost cosmetically to create an impression of volume. Have Yahoo in mind but others do it.
If you're looking at the wrong data like PE ratio and comparing the company to other companies in what seems like the correct industry (Tesla is an auto manufacturer) then gains do seem random.
When you're so detached from money, what's the point of investing then? If you're completely detached, you wouldn't care about having more money, then you wouldn't invest at all.
It's like a game. Fighters can be detached from their win-to-loss record, while still loving the thrill of competition. Money, like the win-to-loss records, are then just byproducts of playing for the thrill of the game.
I think having an emotional detachment from it doesn't mean that it isn't rational to still participate in investing, wanting to achieve your financial goals, whatever it might be. It's the fear of losing and greed when jumping onto hype trains that really burns ppl's fund
Elon musk would go down in history like Einstein Galileo Leonardo da Vinci but actually about 10 times bigger because we live in a globalised world now I made a video of this six months ago is called what did Elon musk ever do for us. It’s a Comedy title relating to Monty is so what did the Romans ever do for us
I don't think air bnb is all that great. Sometimes the fees are really high and you don't know it initially until you are ready to book and the price changes.
Loving the dialogue between you guys!
Agreed
Pioneers in finding unrealized value.
Master observing other masters :)
Wow two channels I follow.
Does someone know which website dave means, when he is talking about IPO roadshow videos? Thanks
Emmet is open minded, intuitive, self aware, rational and risk taking. Great qualities
I would really like emmet to start his own RUclips channel. I would watch every video. He has such great insights and great attitude
Does someone know which website dave means, when he is talking about IPO roadshow videos? Thanks
Those podcasts are getting much and much better and they're showing how much of a deep thinker you are. This is a stream of consciousness for real.
Thank you 🙏🏻
What is at work in this discussion is the practice of "critical thinking" as applied to investing (not speculating but making a real investment with real conviction).
Hiking alone and discussions with myself or with a like-minded person who likes to think deeply about things are two of my favorite times to try to get deeper into whatever situation or problem I am trying to analyze and establish a grasp of. My body goes into auto-pilot mode and my mind goes out into the subject or problem of focus. Shower time is best for deciding on a path of action for me.
For my "new investing career" in retirement, this chat and this channel are really helpful. Thankyou for sharing your views and insights!
In two years I have had 3 big winners and and a few up 100% or more, and that has really made a financial difference. Confidence and buying more stock comes after I have developed a conviction for the stock and have started a small position. No options in play because I am not confident with them but not needed for my situation. Learning about the opportunities from channels like this has been fun and and in many ways rewarding beyond the profits.
David Lee is like the Mind Hunter but instead of getting in the mind of serial killers, he get into the minds of founders. Crazy skills.
Good show, would recommend
Great analogy! Agreed :)
Is it weird that this was so good I listened to 10 minutes of it in the shower. Just me and 2 dudes in the shower chatting. Not that there's anything wrong with that.
You're getting useful thoughts/ideas from other humans...you just happen to be in the shower. What's wrong with that?
I think it's weird NOT entertaining new ideas in the shower/hiking/etc and personally analyze them. There's only so few opportunities in the day while one is awake to do so. Unless you're into meditation (which I'm not too into, I dunno how dave does that, I do long drives to think). I'm sure dave and emmett got over that initial shame the MILLISECOND they got a million dollar investing idea from taking in an elon/bezos/whoever interview while showering.
The whole interview here in my mind is a great argument for mindfulness and awareness over assumptions in ones everyday life. Stuff we all should just know to do to get the most out of life.....but that would be making an assumption lol.
Dave also makes my showers more enjoyable!
😂😂😂
No. That is a really odd thought.
I am eating Chinese takeout with these two men talking its like a date is that weird?
"I take it in...and then I meditate on it" Dave, yes! I too, it is so important, for what is important. Everything important. Listen for the quiet answer...now I realize what I hear in your channel. Yep.
There’s a pretty good argument to be made that Elon is the best entrepreneur of our age.
I think it will be obvious to everyone by Dec 2026.
How do you watch the videos and comment so quick 🤣
It's not even "an argument to be made" at this point. It is a self-evident fact.
People keep trying to compare Elon to other entrepreneurs. Sure he shares some traits with Edison, Brunel, Ford, Jobs, Wozniac etc But he is unprecedented.
@@TDubya811 Oh yes. There is just no other enterpreneur that has put his foot in so many sectors, let alone disrupt (or be about to disrupt) all of them in an unprecedented way.
These are great discussions, much appreciated. You remind me of my business partner, as it relates to insight, who is capable of deciphering any business regardless of sector....great skill to have. Channels like yours have become part of my "convergence research". I would like to leave with a little something from Adrushin's In The Light of Truth..."Not all that has learned has been experienced, but only that which has been learned through experience becomes one’s own.
" For investors who are unwilling to do their own research. Thanks.
I hope you never stop making RUclipss Dave. Great stuff.
2 things that are important in investing.
The most important, is conviction. Conviction will be tested if you bought Tesla at 300 and it dropped to 185 because of FUD in the news when it was cash flow positive for several quarters. Or from 700 to 350 in the March 2020 crash.
The second most important is being contrarian. If you have a popular view and everyone agrees with your view and you are right, then it's already priced in.
Independent thinker.
If you are contrarian, you are just opposite of mainstream, and know no better than them.
Thanks again, Dave & Emmet for the fantastic talk. It's definitely not just luck to be where both of you are today. I see it more of a calculated risk, where the upsides are always massive. The amount of depth you both go into is awesome. I think you guys are truly a unique duo and approach things at such different yet complimenting angles. Thank you for being so genuinely open and transparent, and allowing us to learn something new each day.
Dave: start with the founder. Clear thinking and key insights
Listening to David and Emmett is like listening in on a discussion between a theoretical physicist and an experimental physicist. Both are needed and both are amazing.
😆
philosophers NOT physicists - one deals with thoughts and the other deals with the physical world
Great series! Meditation and applying towards investing, brilliant! Dave, would love to hear your daily routine as you just sparked a new concept of meditation and expanding it to all facets of life $
Loved the discussion about counting on people's continued success. The trick is to find actual skills vs a broken clock that happens to be accurate right now. Chanos won by pounding on enron so he keeps using his hammer and treating everything like a nail. It will be interesting to see how Cathie Wood does during a downturn. Will she get outsized losses just like she gets outsized gains? Im betting (most of my nonTesla holdings) that she will do better than the market in a downturn. She and Ron Baron have both proven to be patient with Tesla and others. To stay with their thesis instead of market fluctuations. Incredible times. Thanks to Dave and Emmet for all the transparency and sharing they both do. I wish I was part of Good Soil. I hope you guys do a video specifically on Good Soil. would be great if emmet would open it up for smaller investors with long lockup periods. If I could give him $50,000 and forget it, I would be in tomorrow. Maybe Simon Riveles could come up with a way to set something up or maybe Ron Baron would let him run a fund under the Baron umbrella. Watching from sidelines. Thanks guys!!!!!
Utterly superb dialogue and interaction.
Sensory deprivation tanks - I also love my meditation but find SDTs to be next level in finding that clarity of thought. Have you ever tried them Dave? They are golden.
Dave, man, you're truly insane. I love you.
I also "meditate" on investments and ideas, i never thought of calling it meditating. My wife thinks im crazy. Sometimes ill just be sitting there thinking, and she'll call me a phsyco. lol
🤣
Likewise! 😂
Where to find the roadshow database ive found a couple places but is it like a pitchbook
Love your conversations! If you haven't done so, check out "psychology of money". It is also on audible. The topics around living below your means and leaving room for error are also discussed there.
I also like the baseball buffet analogy Dave made
Dave, I love your wisdom. Emmet has a good attitude and has great vision. Thank you guys
Great job again Dave & Emmett. Its beginning to be apart of my life with your regular talks.
What a wonderful and informative style you both have. Resonating with your content consistently. Don't change a thing (except where you determine that change enriches) Peace
I think this may be the single best episode on your channel to date Dave, and that’s really saying something! Great conversation!
That comment about being able to live below your means and as a result you have a buffer to let you make more "risky" moves really resonated with me. My wife and I make decent incomes and we aim to just live off the lower of our incomes. By doing that, the higher income is all just gravy and a buffer in case of a layoff or emergency. Because of this buffer I was able to move our portfolio 100 percent into TSLA earlier on and fortunately are reaping the benefits. I didn't realize the psychology behind the decision, but what my friends thought were just massive balls to make this move may really be a reflection of our living below our means and the mindset that we're going to be fine either way. Interesting insight!
Really enjoy these discussions! Laughed out loud when you mentioned the people who use the tactic of being loud and repetitive to get an audience 😂
A few people come to mind!
Dave and Emmet keep em comin’
This is pure gold. Really appreciate that I have access to stuff like this video.
You both are the best! Your discussions are genuine, very informative and valuable!
Always love the Dave and Emmet Show! Thank you for the great videos.
Great discussion, glad I found this channel.
Gentlemen, Jim Chanos did very well with Enron because of his sources inside the fossil fuel industry who had very good knowledge of those running Enron who were folk intimately involved with the fossil fuel industry.
Jim Chanos has shorted Tesla so much for so long because he has to payback those in the fossil fuel industry who he knows and that are threatened and being affected directly now by Tesla and Elon Musk.
There are many people and business interests in or related to the fossil and automobile industries who will lose a lot of financial power due to the coming of the EV age.
You provide here an interesting conversation. Thank you for sharing.
Oil industry makes as much as $175,000,000,000, yes 175 billion $ per DAY. So they don't have to spend much to FUD Tesla - less than advertising and they get to expense (read tax write off).
@@brandoYT The price of the world's daily oil consumption is about 100,000,000 x $40 = $8,000,000,000. Your conclusions are still valid, it is a steep hill that TSLA is overcoming. Most of the young people (10-40 y.o.) understand they are bound to choke on CO2 if oil is allowed to continue to dominate.
Dave do a "How I meditate" please!! I think it is helpful but would be great to hear your process.
Thanks for the comment on Beyond Meat, totally agree with you! I don’t believe it’s a healthy alternative to meat, if it wasn’t so processed it might be more appealing.
This video is pure gold. Thanks Dave!
Thank you so much Dave and Emmett love listening to your thoughts and ideas
WOW. Best show I’ve ever seen. Thank you so much
Elon is a physicist these two are philosophers (about money/stocks)
This is the best series on RUclips about a bromance.
Time to average down on Tesla today! It's at 600!
Hit The Bid buy buy buy
i picked up some today
Definitely agree with the interviews. I also watched every single one I could back then and it was one of the main reasons that got me to buy into Tesla eventually.
Y’all two are awesome and good people. One day y’all should make a RUclips channel show together. Thanks for sharing your thoughts with us.
Dave, very interested in your usage of IPO Roadshow. It would be great if you would consider doing a similar analysis on the SPAC companies. Thx for what you do!
Really enjoy hearing you both chat. Thanks 🙏
Wow! I thought I was the only one who meditated about companies!
I love Emmet’s honesty
Just wondering Dave, are you contemplating an investment in Emmett’s hedge fund ?
Dave, listening to your approach to analyzing a company and your ability to see other angles appearsto be one of your super powers. How do you prevent yourself from analysis paralysis as an investor? What's your trigger to know you've seen enough to invest?
*$TSLA* Lets goooo 🚀🚀🚀
I think Jim Chanos is so wrong partly because his emotions are coming into play with his position on Tesla. Maybe his emotions and or~Ego?
Gold content. Dave, your approach reminds me of Philip A Fisher’s approach. Also, it made me think of Warren Buffet, who is most commonly seen as a disciple of Benjamin Graham’s value investing approach. But Buffet also acknowledges the influence of Phil Fisher. I think Buffet has said he is 80 % Graham and 20% Fisher. Maybe a bit similar to your approach to combine qualitative and quantitative analysis?
Dave, I heard you and Pepper mention something about 'crashing the simulation' in this interview. Are you guys referring to crashing the simulation reality that we are living in? How would something we do crash it?
Thanks Dave, really liked how you talked about research and meditation. Could you please send me a link for the IPO roadshow videos you mentioned? I have found a website called Freedom 24, is this the correct one? Thank you
Wow, when Emmet started to talk bad about Beyond Food without real understading what he is talking about, it was a real eye-opener.
One can be smart, yet lack knowledge in a specific area. Both can be true at the same time. We are all fallible and prone to preconceived bias. Which really makes this video on validating your assumptions even more interesting.
Its even funny they mentioned Channos :)
Hi Dave, what IPO roadshow youtube channel are you referring to? I cannot find a proper one. Thanks!
www.retailroadshow.com/
@@Dave_Lee thx
The detachment is needed for the long term. If you hold onto you portfolio to tight you’ll sell on red days and sell too early on gains.
Love the conversations with pepper, please keep it up
Yo, Emmet needs his own RUclips channel
Great discussion, I enjoy your candid discussions at the end also. My wife and I have also invested in real estate and paid them off so they generate good cash flow. We target having 25% of our investments in property for living off of when we retire and the remainder in stocks to fuel the purchase of additional properties. Our incomes currently go towards more real estate at the moment due to the sharp rises in value we see on the stock side. The steady income from property gives us peace of mind and like you said, a bit of a disconnect from the volatility of stocks of tech and disruptive companies.
Hey I have driven a Polestar 2 and have to say it is nothing like a Tesla. Also want to correct sammet when he said "Polestar is competing with Model S" No, It Is not.
Here in Sweden a Model 3 LR AWD cost 60 000euro after incentives. So Polestar 2 and Model 3 LR AWD is at the same price in Europe.
In US? another story, since Tesla is based in US its much cheaper.
However, Polestar is nothing like Tesla.
Tesla is waaaaay ahead, and Polestar has already have 2 big recalls of all their cars.
Dave, thanks for all your videos. I find them very insightful. Do you plan do an analysis on Arcimoto (FUV) anytime in the future?
Great stuff as usual. Dave, when are you starting your fund? (a la Emmet and Gali?)
Nice call on the Tesla crash Peppers. You said it could drop $100 and it nearly did. What prompted your thinking
Great conversation.
Hey Dave, you should try to get Chris Camillo on the podcast. He's one of the best at catching value before everyone else does. His "social arbitrage" model for investing is truly insightful and amazing. Strongly recommend you try getting him on the podcast!
Can the case be made, that without Tesla, the likes of Dave and Emmet (myself included), would be irrelevant investors? Can we be considered a "one trick pony", but WHAT a pony Tesla is!
You’re a day behind him talk at 695.50 4:30 PM what day is Wednesday The 30 thOf December.
@@leroywarner7354 Try that in English please.
Does someone know which website dave means, when he is talking about IPO roadshow videos? Thanks.
I couldn't figure it out either :(
Dave is a modern Socrates in investing
Hey Dave, how do you set up the video recording with this great even split that fills the whole frame?
Hi Dave I was just wondering if you have ever used something like a kindle and if so how did it effect your speed reading. Also is there any specific model you used or can recommend.
Thanks for all the help
Hey Dave, could you do a weekly podcast or show with emmet?
Dave and Emmett, could you guys take a look at Teladoc. ( TDOC). Thank you
Great analogy on assumptions.
17:32 - The example of using the crosswalk without checking is extreme here in Germany. It seems parents will cross with their newborn baby without checking just because the little flashing man says it's ok (even at uncontrolled crosswalks). I think that is because they feel they have the "legal right" to do so, and would take solace in being legally in the right - even while lying in the hospital.
Somehow, this works here. Perhaps because everyone else accepts their legal responsibility to stop when driving. It is different, for example, in Canada, where I would certainly look before crossing. At the same time, as a (Canadian) pedestrian , I would often wave vehicles through at a crosswalk (assuming there are no other pedestrians around - especially kids) when it would convenience the driver more than it inconvenienced me. That is something you will not see in Germany.
The Russian word you were thinking of is Pravda. Means justice and it's a popular newspaper in Russia.
I thought it was "truth"
Good point on Beyond Meat.. The Very Good Food Company has been created to create a natural product as a healthy alternative to Beyond Meat.
what’s the potentially harmful ingredients i’m looking on the beyond burger package and everything seems pretty wholesome -Tastes so good 🍔
Hi Dave, good stuff. I've been asking both you and Chicken Genius for a deep dive and/or opinion on Nano Dimension and hopefully, with enough comments, you'll check it out. They do 3d printing for PCBS
Really great team work.
I didn’t even realize it but I have the same investment strategy as you two.
Good stuff
Nice, love these talks.
Holy shit @35:00 about the article changing titles but linking the same damn article at the end. Noticed the same thing one or two years ago.
They also sometimes re-editing the same article almost cosmetically to create an impression of volume.
Have Yahoo in mind but others do it.
Dave and Emmet - This is one of the best video in terms of thinking on RUclips.
Start with the product to gain insight
Great video. Would love you to interview Lyn Alden
I love this series ⚡️⚡️⚡️⚡️⚡️
Dave - can you post the place you found the IPO road show videos
retailroadshow.com
What was that website with vids from the founders?
If you're looking at the wrong data like PE ratio and comparing the company to other companies in what seems like the correct industry (Tesla is an auto manufacturer) then gains do seem random.
Dave will you talk about ABNB?
When you're so detached from money, what's the point of investing then? If you're completely detached, you wouldn't care about having more money, then you wouldn't invest at all.
It's like a game. Fighters can be detached from their win-to-loss record, while still loving the thrill of competition. Money, like the win-to-loss records, are then just byproducts of playing for the thrill of the game.
I think having an emotional detachment from it doesn't mean that it isn't rational to still participate in investing, wanting to achieve your financial goals, whatever it might be. It's the fear of losing and greed when jumping onto hype trains that really burns ppl's fund
This was great
When will we find out if Buffet bought Tesla?
Wish I can give 10 thumbs up!
Wow Impression Video. Especially how you Clan explain what you do. I do similar Thuns, gut i could Not explain what i do.
ok, I gotta ask... What are you guys drinking?? I mean that in the literal sense.
Elon musk would go down in history like Einstein Galileo Leonardo da Vinci but actually about 10 times bigger because we live in a globalised world now I made a video of this six months ago is called what did Elon musk ever do for us.
It’s a Comedy title relating to Monty is so what did the Romans ever do for us
I don't think air bnb is all that great. Sometimes the fees are really high and you don't know it initially until you are ready to book and the price changes.
Dave check your Twitter DM's if you want some new information about a ball that's about to be pitched.
Just say it out loud, it's not like a random youtube comment is gonna make all the hedge funds buy in and ruin it for you