Beating Wall Street at Their Own Game (Ep. 750)
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- เผยแพร่เมื่อ 8 พ.ค. 2024
- I discuss a high-risk, high-reward investment strategy focused on recognizing the potential of groundbreaking products before they impact a company's financial statements.
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💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
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Glad to see you posting more often, Dave. You are filling the hole Rob left in my heart.
Rob was the voice of reason. 😢
Rob saw Elons GFY attitude and …
Who is Rob?
Agree!
@@Tien1millionRob Mauer, from Tesla daily
I hope you and your family are doing well, Dave.
I'm really happy that you've been releasing new videos recently.
❤
Thank you DAVE... Im heavily in $TSLA and I just need to adhere to my true beliefs and ride out this rough period !
Tesla is a revolutionary company. One I believe will endure for centuries. Hang in there!
Dave happy to see you with new content. We need you
Wall Street plays many games, and I've only beaten them over time at one game, and that's called "the long game." Wall Street can be beat at the "long game" because that really isn't their game. Wall Street's "game" is day trading, short term trading, quarterly numbers obsessing, and most importantly trading and investing other people's money and collecting fees from those people.
Thanks Dave. Good to see you. Best to your wife and fam.💐
I love when Daved gets fired up we get more videos heck yeah!!!!!!!!!!!!!!!!
Dave, every time a new video of yours pops up in my feed I smile. Your insights are so valued by Tesla investors. Happy that you are putting out videos on a more frequent basis again.
Dave absolutely spot on. Thank you for bringing this up as retail investors have a steeper road to get to a “wealthy” position every advantage we can get against the institutional investors counts!!
Thanks for the update Dave! Hoping you and your family are doing well.
Thank you Dave Lee! Keeping our spirits high much needed!
Great to see you, Dave! Hope all is well with your family. We need you and your unbiased input
Love having your insights as usual. This one is particularly important as it keeps a big picture of what’s ahead. Thank you
Missed your videos, Dave. So glad you are back more often!!!
Always on point Dave 👍💪
Totally agree! Great to hear your family is well and see you back in TH-cam.
Great to have you back, Dave!!
I hope you and your family are doing well. Glad to see you posting videos again.
Yup, agreed. I am in the tech space and I see the huge potential of the products.....so calculated bet, as you say.
I see a new video by Dave and I click. Happiness.
Thank you for posting your thoughts Dave you help a lot of people ❤
Hey Dave! Thanks for the video. I agree No onevneeds to sweat about not being an "accredited investor" there is plenty of opportunity in the public markets.
Thanks Dave! Hope you would be able to post bit more of these
I recently made further purchases. Saving for a market slump is also a bad idea. There are different perspectives on recessions and depressions; we cannot always expect significant rewards; and taking risks is preferable to doing nothing. The bottom line is that by diversifying your portfolio and making sensible judgments, you will accomplish exceptional outcomes. In just 5 months, my portfolio's raw earnings increased by $608k.
Despite my conviction in your direction, my recent stock purchases, and the fact that I am an AMC shareholder, I have not been able to amass anything. I had been in debt for far too long before the collapse. What are the steps required in investing?
I completely agree, which is why I think it's important to delegate decision-making responsibility to an investment coach. Underperformance is essentially unimaginable given their specialized experience and education, as well as the fact that each of their skills is focused on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable events.
Working with an investment coach for over two years, l've made over $1.5 million.
Samuel Peter Descovich that's whom I work with
That is incredible! If he's this talented and has A-list skills, I'd like to speak with him. Even when I clone transactions using a MAM account, I continue to lose 20% of the time. Where can I locate his contact information?
SAMUEL PETER DESCOVICH
GOOGLE the name
Glad you are back
Excellent analysis
Great vid Dave.. missed you glad you are feeling better ❤
Thanks so much Dave
Dave we need you, Rob used to be my go to guy
Dave, thank you for your wise words.
Good take Dave.
I think ability to recognize the convergence of technologies and production methods is key.
Humanoid robots have been dreamed about for decades but I believe that the convergence of computer power is high enough or will be high enough, compact enough and will not use excess power to run, battery technology, and rapid product prototyping are a few examples of why I feel that Tesla will be able to execute on the humanoid robot.
I don’t have a good understanding of AI but I do recognize that it is growing rapidly and I think I have enough understanding of of its capabilities to conclude that the humanoid robot development is imminent.
It’s always a great day when Dave , Gali or Rob drop a video ❤
These are the top 3!!
I think company culture is the most important thing. Hearing from employees how Tesla leadership wants the business to be vertical but the management to be horizontal really made sense to me. It sounds like leadership is more deeply involved with the frontlines of their businesses.
For both GM and Ford there seems to be a clear change when the leadership moved into separate off factory properties offices decades ago. They lost touch with the frontlines of their business.
Point is, when companies have great business culture they can be successful in many industries. Solar is the current weakest spot for Tesla, but I believe they can correct that.
Wall Street values hype and the obvious. I seem to recall the founder of Vanguard saying only invest in the best in each industry. Think of Walmart, Amazon, Apple, etc, and it seems true. Tesla might not be the best in every industry they are in, but they are the best in some industries, thus proving they can be the best and their company culture makes me believe they can be the best in other industries where they are behind now.
Thanks Dave
No hype, just logic, thank you for your thoughts.
Would be great to see your price/market cap prediction for this product and what you think wall street would price it at. what are their criteria's and indicators (though lagging) for Market cap change? Bot deliveries? will these bots be used at Tesla first? thus effecting EV productivity (potentially slowing it down at first) before bot being exposed to the mass market? How will that be priced in? will Bots just be the Elephant in the room?
Hey Dave,
You mentioned in he padt the use of options to accelerate returns. Id be interested to hear when and how you like to employ options. 😊
Great video, thanks.
Omg! Welcome back! Rob is much less frequent and Electrified revealed he’s a fundamentalist Christian (😮!!!) trying to convert subscribers. So happy you’re back. I hope your wife is better…
HODL TSLA …., but it’s getting hard to not worry. Keeps going the wrong way. 😮
Lets go Dave! T🦾S🤖L🦾A
Glad that you are back Dave. I am a fan of humanoid robots for both industrial work and as human companions/helpers. I am 74 and would gladly purchase one to assist me with daily living tasks. I hope Tesla makes a major move in this direction. I do believe this is the future. Who is better at creating the future than Tesla.
So how have you estimated the robotics market? We always point to Arkk’s research on fsd, but has anyone done the same for Optimus ?
Robots are just very sophisticated machines, of course we'll integrate them into society as we have with every other labor saving device.
I'm holding.
You never fail to hit the nail on the head.. carpenter in a past life?
Yep! It is what I did in may/june 2019 when I first invested in Tesla, in hind sight Tesla was at its bottom of the past 10 years or so! so a very good entry point..
But I keep on adding to my Tesla investment (DCA) because I see Tesla do 10X again in just a couple years, once the sales of the compact car take off and the same time Tesla Robots start to take over boring, dangerous jobs.. this HAS to show up in the financials and ultimately in the stock price. If FSD gets solved and robotaxi networks start to roll out... al bets are off..it starts to get really scary what Tesla can become in just a few years from now.. Apple and Aramco combined, could show up as sandbagging!
Save so happy you’re back. Rob is gone we need you
Well said…
if the debate requires an easy association here’s the goldfinger moment… 🎉
Just be wary of good deals getting the cheaper #2 competitor aka Nikola, Nio etc just because you missed out on those early gains.
Hi David - yes think robots to take off in future. But how positive tesla is big winner. Yes is some crossover with evs and robots but no guarantee. Maybe one of other companies now too in robots but smaller player now could be big winner. GM was leader in regular cars at one time so would think then leader in the newer ev type but not so. Then had Nokia and blackberry as on top with phones but then to fall to bottom. What do u think of other smaller robot players and which one maybe to climb to top? Thanks on thoughts.
well your logic is sound but I think in tesla's case, the ability to create a marketable robot that is intelligent enough to help out with chores is at least 5 to 10 years away. robotics is very very challenging.
I'm just learning
Thoughts on Apple Vision Pro?
Cheers from Chiang Mai Thailand 🍻 traveling the 🌏😁
when deploying hundreds millions of $ into a single stock, institutions needs time and weeks to cumulate their holdings. This is why during these accumulation period, individual investors might be not as patient as they hoped, and they will likely sell their investments early and miss the boat.
🎯🎯🎯
I think you are spot on. I'd like to note, unlike Elon, Apple's CEO''s public behavior was not at a level to put off institutional investment. You tubers used to speculate what posed the biggest risk to Tesla Govt, OEM competition, etc. Surprisingly, I'm starting to think its Elon. His X discourse is very disturbing to many. I understand money is the new morality but I think it will to take some serious earning numbers before many overlook Elon's past indiscretions. I hope 4680 production and Bot are successful this year. Thanks for your recent videos.
I’m curious about your opinion on what the tesla board should do with elons pay request and how they may structure the payout. Is it even feasible to pay a ceo this much, especially as he has failed to ramp the cybertruck and $25,000 car on time. From what I understand he even delayed Giga Mexico and Giga India development.
Rob Maur just quit tesla daily the same day he found out about Elon. It seems investors are have priced in the fact Elon may leave. Is Elon leaving necessarily a risk or only if he poaches talent on the way out? Could his departure be an opportunity for further growth with a fresh (not burnt out) ceo, and a chance to reinstate the original ceo and get the company back on track towards innovation? What about maybe even getting a young, ambitious and proven AI ceo like Sam Altman and offering him a fraction of what Elon wants in order to both marry AI software with the hardware of Optimus and also finish ramping up the gigas needed to make the 25,000 car and ramp production at least to 10M units a year in the coming 2-3 years?
It seems an Apple moment in 2006, after 17 years the stock goes 95x. Great video, thanks. Best wishes to your family.
More a msft 2006 perhaps?
I need to see Elon get his 25% share before I feel safe owning Tesla stock again
How do we know Optimus and FSD robotaxi isn’t already baked into the present price.
Interesting...
You could’ve just said buy the dip, Dave 😂❤
He's not talking so much about a "dip". He's talking about getting in front of a large wave while it is still out at sea
@@tws1234 I was kidding... lol
Didn't elon say if the board doesnt give him more Tesla shares that he may open another company for the robots.
I missed something. What was the strategy?
so buy dip?
When Tesla opens Optimus reservations they’ll get ten million overnight!
To the Moon tsla!!! Now just build my Founders Roadster will ya!?!?!?
Dave Daily!!! Let’s go!! 🎉🎉🎉
I detect a hint of desperation which, to be fair, is understandable given the stock performance over the last few months . Musk better have a rabbit to pull from the hat on the next call or things could get very ugly.
Elon spending more time on X doing politics attack is not a good sign to Wall Street while the financial of tesla is getting worse by the day.
Just not so.
I find it a little troubling that all the talk about FSD being a huge game changer has been very muted lately. Has everyone started to realize that robotaxis may never happen?
Forget Wall Street. It is hard to train them to understand new technology of any kind? The reason is that it requires a basic and sometimes advanced understanding of multiple disciplines of science, technology, engineering, and mathematics.
Tesla FSD is promised few years back , every time Elon says .. we are close and comes next year . Every one who tried it are barely happy .Risking money on these unknowns is foolish not bullish .
Exactly, 🤣🤣
This argument is tautological: if you can identify investments that can outperform ahead of time, then you can outperform Wall Street. This is akin to saying you can predict the future when you can predict the future!
I’m waiting for General intelligence to surpass an amoeba
What is there to beat . ? Nivida beat Tesla . Tesla uncertainties are now extreme due to Elons new share’s compensation as Elon withholds AI is basically what he said .
People keep claiming small investors have no chance against the big players, that the game is rigged. And that's just silly. The big players have a ton of disadvantages. Us small players can make moves that they are too big to pull off. The big players make waves that small investors can surf on, you only drown if you panic.
Why not posting such short videos on X only?
I am the first viewer Dave!
Nobody cares
You cared to reply@@steves2241 🤣
Forget about Tesla Cars, imagine Elon Has just started company with Optimus Robots and it is a start up. Would you invest in this company
Why is tesla going to beat open AI? Do a video on this. once you have AGI it does not need millions of hours of real world training data, it can learn on the job. How is tesla going to beat open AI to AGI when they aren't even beating them in the LLM department (grok sucks in case you haven't noticed)
at least 20 years into the future. not relevant to net present value today.
beating wall street is not to buy tesla stock
Dave trying to grab Robs subs.
First!
I have been beating Wall Street for about 5 years now, it is not that hard, you just need to be fairly smart.
There are plenty of smart people on wall street and they're wrong about half the time.
There is this monkey throwing darts at the stock charts, who beats wallstreet index year after year. Is that you Steve?
@@hardyvonwinterstein5445 Last year I bought Tesla at $140 in January of 2023, then 10 months later I sold it all at $280, simple big profit.
In 2020 I bought Tesla in June, then 2 months later it did a 5:1 split at $2.000, then it was $400 and it went back up to $900, and I sold it all, simple big profit.
Then In bought it back on a dip, and I also got the 3:1 stock split in August of 2022. It's called being smart, if you just know what you are doing it is not that hard.
I also had money in VTI, and I made an 81% gain on that over the last 5 years. It was $131 a share in 2019, today it is $237 a share, and it pays a dividend every 3 months.
Any other dumb questions about Monkeys?
Dave Lee i think very hi of you and i agree what you said in this But < back in apple phone time it was not all this apps and social media < I love Tesla product and software < i reed things like you all do about software and hardware and servers and data :) < Elon i will blame you :):):):):):) < realati is this < Another important part of the CEO evaluation process is for boards to identify key management attributes that demonstrate what the CEO does that helps the company progress or sets it back. It can also be helpful for evaluators to get the CEO's feedback after the evaluation process is over.
First
Robots are coming in 2040. That's a long wait and there are way better plays in the market besides Tesla.
I know, I keep pounding the table that Optimus alone is probably a multi trillion dollar product. How much are humans worth? In theory the bot eventually should be able to do everything a human can do but won't require food, water, sleep, etc.
Just a bunch of arrogant nonsense.
Stop talking about the robot talk about FSD first or what Elon is really planning to do to get that 25 percent voting control the robot shouldn't even really be a topic until the next 10 years
Spoken like someone without an inkling of the enormous chasm between what Tesla has shown and what would remotely be a pre-alpha prototype of anything resembling a product that would contribute to Tesla’s bottom line. It is borderline immoral to compare the Optimus videos and “influencers” with no engineering knowledge hyping a product that at its current state is little better than vaporware to the first iPhone which I could purchase, use, and immediately know that world would fundamentally change from its release.
Dave, when do you say how to beat Wall street at their own game. This video was just a waste of 3 minutes of my life, all you said was take a risk on the Tesla Bot, if you have $50k or a $100k laying around you do not need, lmfao, really?
Need a Q-tip?
How would you have spent those 3 minutes otherwise that would been more productive?
He took a chance on Tesla early,How do you think that worked out for him?😂🤡
@@thenotoriousmilkman6037Depends. If he got in at the start and didn’t sell when it hit 400 I bet he is kicking himself because right now it’s only going in one direction and robots and fsd aren’t going to double the value.
@@tatata1543 Why would he kick himself, even after the drop from ATH he is still thousands of % up?
As retail investors we dont have to match the yearly bonus quotas, and we can just buy and wait.
Palantir Tech [PLTR]. AIP.
Missed you, Dave. Hope your wife is doing well.