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Dave Lee
heydave7
Most of the investment world thinks in % annual gains. But I think more in terms of 2x, 5x, 10x, 100x, etc. It’s always made more sense to think of
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Technology is enabling winner-takes-most markets in an unprecedented manner.Here’s a thread on how to take advantage of this as an investor. Technology and the Internet has created network effects. Add
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Without a holding company:In ~5 years, Elon steps down as Tesla CEO, remains as Chief Product OfficerIn ~10 years, leaves Tesla completely to focus on SpaceX and Neuralink. Starts selling
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Here's a thread on why it can be smart to let your winners ride.TLDR; tech enables winner-takes-all dynamics and thus rewards execution in an outsized manner Early on it might
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Tesla has announced a $5 billion at-the-market stock offering.Here's some thoughts... Tesla raising money is always @elonmusk's decision, so this is IMO Elon's decision to take advantage of what he
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My first TSLA stock purchase made in August 2012 is now 100x ($5.94/share to $599.04).Here's a thread. At $637/share all my TSLA stock purchases in 2012-2013 will be 100x. I'm
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Investing is very counter-cultural in its nature since it’s about finding value where others don’t find value. Tough to be great at investing if your values and paradigm are indistinguishable
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