Dave Lee on Investing

Dave Lee on Investing

By Dave Lee on InvestingBusinessInvestingBusiness News
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Dave Lee on Investing episodes

  • Is this the new face of TSLAQ & Tesla FUD? (Ep. 497)
    Guy pays for a full-page ad in the New York Times to ban Tesla’s full-self driving beta program, but will it backfire? https://twitter.com/RealDanODowd/status/1482624891308605440
    #Tesla #TSLA #Investing
    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

    Subscribe to Dave Lee on Investing on Soundwise

    8 min
  • This is about to get UGLY - Tesla vs competitors (Ep. 496)
    Auto makers like GM, Ford, Audi, Hyundai, etc are spending more money on electric vehicle advertising to compete with Tesla but they’re digging their own graves. https://www.bloomberg.com/news/articles/2022-01-15/what-electric-vehicle-to-buy-finally-tv-ads-can-help
    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

    Subscribe to Dave Lee on Investing on Soundwise

    7 min
  • Confronting an ex-Tesla Employee, TSLA stock price prediction w/ Farzad Mesbahi (Ep. 495)
    I'm joined by former Tesla employee Farzad Mesbahi to discuss Tesla's competitive advantage, culture, innovation, TSLA stock price, Starlink, and more.
    Farzad Mesbahi on Twitter: https://twitter.com/farzyness
    Farzad Mesbahi on YouTube: https://www.youtube.com/user/farzyness
    Timestamps:
    00:00 - Introduction
    01:50 - When are where Farzad Mesbahi worked at Tesla
    03:45 - What was it like when first joining Tesla?
    07:50 - The one thing that most people don’t know about Tesla
    10:43 - Tesla’s biggest competitive advantage
    13:28 - Tesla’s biggest weakness
    16:20 - Elon Musk management style
    20:55 - How was employee morale during 2018 crisis?
    24:05 - Employees seeing massive TSLA stock price rise
    28:40 - Elon Musk leaked emails
    32:30 - TSLA stock price prediction, expectation
    36:29 - When does Tesla become most valuable company in world?
    38:43 - Tesla cash generation scenario
    44:15 - Starlink underrated?
    52:05 - 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

    Subscribe to Dave Lee on Investing on Soundwise

    54 min
  • I can’t believe THIS happened! (Ep. 494)
    My previous videos about Afghanistan:
    What I learned visiting Afghanistan, North Korea, Iraq & Iran (Ep. 410) - https://youtu.be/tMO1ELiK3s4
    These three women are trying to save their families in Afghanistan NOW (Ep. 411) - https://youtu.be/uknhI33oDT4
    Afghanistan… this is crazy (Ep. 413) - https://youtu.be/dPQKku2_Lvg
    Somaya Ahmadi: Rescuing My Family From Afghanistan (Ep. 414) - https://youtu.be/4yz-ePtZAcI
    Shogofa's story - https://www.youtube.com/watch?v=URZ-JMYi-DQ
    Fatima's story - https://www.youtube.com/watch?v=2HKANBYlycs
    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

    Subscribe to Dave Lee on Investing on Soundwise

    5 min
  • How Tesla plans to scale BATTERY production in 2022 w/ Jordan Giesige (Ep. 493)
    I’m joined by Jordan Giesige of the Limiting Factor as we discuss Tesla’s ambitious plans to ramp 4680 cells at Austin and Berlin, possible range improvements to the Model Y, raw materials shortages, competition, CATL, and more.
    Jordan Giesige on Twitter: https://twitter.com/LimitingThe
    The Limiting Factor on YouTube: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw
    Timestamps:
    00:00 - Introduction
    00:45 - Jordan Giesige going full-time on YouTube
    01:45 - Where is Tesla is with ambitious Battery Day plans?
    04:10 - Dry electrode technology status update
    05:30 - Austin 4680 cell equipment, cell ramp vs Berlin Gigafactory
    08:25 - How different are the 4680 cells?
    10:40 - Does Tesla increase range of Austin Model Y vehicles with 4680 cells?
    15:15 - CATL Shanghai factory
    18:00 - LFP vs Nickel, 4680 vs 2170 vs prismatic.
    20:25 - What happens to Nevada Gigafactory?
    24:30 - Tesla audacious plans from Battery Day
    26:30 - JB Straubel: battery supply chain crunch
    29:15 - Reach battery scale first as advantage
    37:00 - Tesla created new battery startup
    39:38 - 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

    Subscribe to Dave Lee on Investing on Soundwise

    42 min
  • 2022 Stock Market Outlook: The Fed, TSLA & AAPL w/ Gene Munster
    I’m joined by Gene Munster of Loup Ventures to discuss the Fed, interest rates, quantitative tightening, stock market, Jerome Powell, TSLA, FSD, Tesla 2022 expectations, Apple Car, risks and more.
    Gene Munster on Twitter: https://twitter.com/munster_gene
    Loup Ventures: https://loupfunds.com
    Previous Gene Munster interview on Dave Lee on Investing: https://www.youtube.com/watch?v=cZb9s1_hej4
    Timestamps:
    00:00 - Introduction
    00:36 - Jerome Powell testimony this morning
    02:30 - Interest rates, tapering of bond purchases, Quantitative Tightening
    04:33 - Is inflation transitory?
    06:15 - Impact of interest rate hikes on valuations of tech stocks
    12:25 - How to spot opportunities
    14:00 - Companies to watch - TakeTwo, RBLX, COIN
    16:10 - 2022 expectations for TSLA, Tesla
    18:40 - Exceptions of Tesla's long-term gross margins
    23:37 - Biggest risk for Tesla this year
    26:26 - Tesla vs Apple
    29:30 - How not to miss the boat on the next AAPL or TSLA
    34:35 - Apple Car - can it compete with Tesla?
    40:27 - What year can Tesla become a more valuable company than Apple?
    43:47 - 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

    Subscribe to Dave Lee on Investing on Soundwise

    45 min
  • 2022 Stock Market Outlook: The Fed, TSLA & AAPL w/ Gene Munster (Ep. 492)
    I’m joined by Gene Munster of Loup Ventures to discuss the Fed, interest rates, quantitative tightening, stock market, Jerome Powell, TSLA, FSD, Tesla 2022 expectations, Apple Car, risks and more.
    Gene Munster on Twitter: https://twitter.com/munster_gene
    Loup Ventures: https://loupfunds.com
    Previous Gene Munster interview on Dave Lee on Investing: https://www.youtube.com/watch?v=cZb9s1_hej4
    Timestamps:
    00:00 - Introduction
    00:36 - Jerome Powell testimony this morning
    02:30 - Interest rates, tapering of bond purchases, Quantitative Tightening
    04:33 - Is inflation transitory?
    06:15 - Impact of interest rate hikes on valuations of tech stocks
    12:25 - How to spot opportunities
    14:00 - Companies to watch - TakeTwo, RBLX, COIN
    16:10 - 2022 expectations for TSLA, Tesla
    18:40 - Exceptions of Tesla's long-term gross margins
    23:37 - Biggest risk for Tesla this year
    26:26 - Tesla vs Apple
    29:30 - How not to miss the boat on the next AAPL or TSLA
    34:35 - Apple Car - can it compete with Tesla?
    40:27 - What year can Tesla become a more valuable company than Apple?
    43:47 - 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

    Subscribe to Dave Lee on Investing on Soundwise

    45 min
  • Tesla’s MASSIVE opportunity from now UNTIL 2030 w/ Pierre Ferragu (Ep. 491)
    I'm joined by New Street Research analyst, Pierre Ferragu, to discuss TSLA valuation, 2022 expectations, gross margins, Robotaxi, autonomous driving, competition, risks and more.
    Pierre Ferragu on Twitter: @p_ferragu
    Timestamps:
    00:00 - Introduction
    00:48 - View of volatility in TSLA and the markets
    03:26 - How investors underestimate or misunderstand Tesla - $1 Trillion Startup with 1% market share
    06:02 - How much can gross margin increase in future?
    12:25 - Hyper bull case of FSD impact on gross margins
    19:35 - Robotaxi deployment… delusional?
    24:30 - Human labor in ridesharing vs autonomous ride hailing, Uber and Lyft vs Tesla
    34:35 - Autonomous driving competition - Mobileye, Aurora, Waymo, Cruise
    36:03 - When can Tesla become the most valuable company in the world?
    37:27 - Thoughts on AAPL
    40:17 - Tesla 2022 delivery expectations
    43:55 - 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

    Subscribe to Dave Lee on Investing on Soundwise

    45 min
  • Is Elon Musk making a mistake? (Ep. 490)
    Tesla FSD prices are going up on January 17 (from $10,000 to $12,000) in the U.S.
    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

    Subscribe to Dave Lee on Investing on Soundwise

    10 min
  • Overview of Palantir Business Model w/ Palantir Vision
    I’m joined by Jackson from the YouTube channel Palantir Vision to discuss Palantir’s business model, products, strategy, valuation, risks and future.
    Palantir demo, https://www.palantir.com/double-click/
    Palantir Vision on Twitter: https://twitter.com/PalantirVision
    Palantir Vision on Youtube: https://www.youtube.com/c/PalantirVision/
    Timestamps:
    00:00 - Introduction
    02:00 - How did you get interested in Palantir
    04:37 - Palantir as a data analytics play
    09:35 - Snowflake vs Palantir
    13:50 - Extent of personnel required in customized solutions Palantir offers
    17:45 - Stock-based compensation
    25:00 - Palantir expansion possibilities
    31:20 - Any mega concrete long-term vision from Alex Karp?
    34:45 -Palantir’s mission to strength Western democracies
    47:15 - Valuation model for PLTR stock
    53:00 - Ethics around Palantir’s business, more power to government
    1:01:43 - Palantir impact on S&P 500 companies vs Cathie Wood’s creative destruction thesis
    Note: Host (Dave) has an exploratory position in PLTR stock.
    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, COIN, RBLX, SQ, LMND, 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.
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    1 hr 8 min

About Dave Lee on Investing

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Hi, I’m Dave Lee and welcome to my investing channel. I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s good and true.

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