Dave Lee on Investing

I examine various valuation metrics for big megacap tech companies like AMZN, AAPL, MSFT, GOOG and FB, and see what this might mean for the stock market.

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Stocks #Investing #TSLA

Subscribe to Dave Lee on Investing on Soundwise

I'm joined by Tom Nash ( @Tom Nash ) as we discuss the stock market, growth stocks, inflation, Fed, Palantir, Tesla, and Google. Interview recorded on Jan 20, 2022. Warning: explicit language throughout this episode.

Tom Nash on Twitter: https://twitter.com/iamtomnash

Tom Nash on YouTube: https://www.youtube.com/c/TomNashTV

Timestamps:

00:00 - Introduction

01:29 - Thoughts on volatility in stock market?

07:50 - When will stock market bottom be for growth stocks?

10:25 - What’s your investing strategy?

12:10 - Tom Nash portfolio makeup - PLTR, TSLA, GOOG, S&P500

14:30 - How high will interest rates get in 2023?

22:10 - Inflation vs Fed quantitative tightening

34:25 - Intro to Palantir

36:00 - Palantir doesn’t own the data

46:50 - AI big decade trend - TSLA vs PLTR?

52:15 - Personal life - Russia, U.S.

58:10 - Why did Tom Nash start a YouTube channel?

1:06:04 - Conclusion

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#TSLA #PLTR #Investing

Subscribe to Dave Lee on Investing on Soundwise

I'm joined by Tom Nash ( @Tom Nash ) as we discuss the stock market, growth stocks, inflation, Fed, Palantir, Tesla, and Google. Interview recorded on Jan 20, 2022. Warning: explicit language throughout this episode.

1/19/22 interview of Dave Lee by Tom Nash and Justin Oh @UnpopularOpinions : https://www.youtube.com/watch?v=mrpwm80w9yM

Tom Nash on Twitter: https://twitter.com/iamtomnash

Tom Nash on YouTube: https://www.youtube.com/c/TomNashTV

Timestamps:

00:00 - Introduction

01:29 - Thoughts on volatility in stock market?

07:50 - When will stock market bottom be for growth stocks?

10:25 - What’s your investing strategy?

12:10 - Tom Nash portfolio makeup - PLTR, TSLA, GOOG, S&P500

14:30 - How high will interest rates get in 2023?

22:10 - Inflation vs Fed quantitative tightening

34:25 - Intro to Palantir

36:00 - Palantir doesn’t own the data

46:50 - AI big decade trend - TSLA vs PLTR?

52:15 - Personal life - Russia, U.S.

58:10 - Why did Tom Nash start a YouTube channel?

1:06:04 - Conclusion

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#TSLA #PLTR #Investing

Subscribe to Dave Lee on Investing on Soundwise

I’m joined by Jared Isaacman, commander of Inspiration4 mission (the first all-civilian crew to space) and CEO/founder of Shift4. We discuss SpaceX, Elon Musk, the future of space, Starlink, Shift4 ($FOUR), life advice and more.

Jared Isaacman on Twitter: https://twitter.com/rookisaacman

Shift4 on the web: https://www.shift4.com

Timestamps:

00:00 - Introduction

00:30 - Raising over $250m for St Jude Children's Hospital

01:20 - Was family nervous about you going to space?

02:14 - Why did you go to space?

03:30 - What values trying to impart to your kids?

05:45 - What did you learn about SpaceX and Elon Musk?

08:17 - Why do space exploration? Benefits?

11:52 - How was bathroom situation on board Dragon capsule?

12:57 - How was sleeping in Dragon capsule?

15:20 - Personal life story... why not happy in high school?

18:00 - How did you start your company?

20:40 - Was family supportive of you dropping out and starting a business?

22:30 - Relationship with father?

35:35 - Shift4 business overview

30:33 - Square, Stripe, Shopify vs Shift4

32:43 - Toast vs Shift4

35:33 - Implications of Starlink agreement

37:45 - Shift4 International expansion, Europe vs Adyen

42:22 - How much is Shift4's investment in SpaceX?

42:41 - Best advice to young people for success

44:40 - Limited hours in life

49:00 - Conclusion

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#SpaceX #Shift4 #Investing

Subscribe to Dave Lee on Investing on Soundwise

I’m joined by Jared Isaacman, commander of Inspiration4 mission (the first all-civilian crew to space) and CEO/founder of Shift4. We discuss SpaceX, Elon Musk, the future of space, Starlink, Shift4 ($FOUR), life advice and more.

Jared Isaacman on Twitter: https://twitter.com/rookisaacman

Shift4 on the web: https://www.shift4.com

Timestamps:

00:00 - Introduction

00:30 - Raising over $250m for St Jude Children's Hospital

01:20 - Was family nervous about you going to space?

02:14 - Why did you go to space?

03:30 - What values trying to impart to your kids?

05:45 - What did you learn about SpaceX and Elon Musk?

08:17 - Why do space exploration? Benefits?

11:52 - How was bathroom situation on board Dragon capsule?

12:57 - How was sleeping in Dragon capsule?

15:20 - Personal life story... why not happy in high school?

18:00 - How did you start your company?

20:40 - Was family supportive of you dropping out and starting a business?

22:30 - Relationship with father?

35:35 - Shift4 business overview

30:33 - Square, Stripe, Shopify vs Shift4

32:43 - Toast vs Shift4

35:33 - Implications of Starlink agreement

37:45 - Shift4 International expansion, Europe vs Adyen

42:22 - How much is Shift4's investment in SpaceX?

42:41 - Best advice to young people for success

44:40 - Limited hours in life

49:00 - Conclusion

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#SpaceX #Shift4 #Investing

Subscribe to Dave Lee on Investing on Soundwise

I’m joined by Jared Isaacman, commander of Inspiration4 mission (the first all-civilian crew to space) and CEO/founder of Shift4. We discuss SpaceX, Elon Musk, the future of space, Starlink, Shift4 ($FOUR), life advice and more.

Jared Isaacman on Twitter: https://twitter.com/rookisaacman

Shift4 on the web: https://www.shift4.com

Timestamps:

00:00 - Introduction

00:30 - Raising over $250m for St Jude Children's Hospital

01:20 - Was family nervous about you going to space?

02:14 - Why did you go to space?

03:30 - What values trying to impart to your kids?

05:45 - What did you learn about SpaceX and Elon Musk?

08:17 - Why do space exploration? Benefits?

11:52 - How was bathroom situation on board Dragon capsule?

12:57 - How was sleeping in Dragon capsule?

15:20 - Personal life story... why not happy in high school?

18:00 - How did you start your company?

20:40 - Was family supportive of you dropping out and starting a business?

22:30 - Relationship with father?

35:35 - Shift4 business overview

30:33 - Square, Stripe, Shopify vs Shift4

32:43 - Toast vs Shift4

35:33 - Implications of Starlink agreement

37:45 - Shift4 International expansion, Europe vs Adyen

42:22 - How much is Shift4's investment in SpaceX?

42:41 - Best advice to young people for success

44:40 - Limited hours in life

49:00 - Conclusion

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#SpaceX #Shift4 #Investing

Subscribe to Dave Lee on Investing on Soundwise

Elon Musk is giving some really big hints on Tesla’s crazy future. And if you take some time to think through them, the implications are mind-boggling. Tesla Bot, AGI, Robotaxis, and more.

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Investing

Subscribe to Dave Lee on Investing on Soundwise

Elon Musk is giving some really big hints on Tesla’s crazy future. And if you take some time to think through them, the implications are mind-boggling. Tesla Bot, AGI, Robotaxis, and more.

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Investing

Subscribe to Dave Lee on Investing on Soundwise

Why can't legacy auto just focus on making products people love?

Full CNBC interview with Dan O'Dowd, https://www.youtube.com/watch?v=oK0yAmkic6c

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Investing

Subscribe to Dave Lee on Investing on Soundwise

Tesla TSLA has a very lucrative business model that’s being overlooked by most people. https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Investing

Subscribe to Dave Lee on Investing on Soundwise