I talk with Muji of hhhypergrowth about investing in the Software as a Service (SaaS) industry, and more specifically we focus on Cloudflare, Fastly and the possibilities of Starlink.

Find Muji on Twitter: hhhypergrowth

What are Edge Networks? https://hhhypergrowth.com/what-are-edge-networks/

What is Cloudflare, https://www.cloudflare.com/learning/what-is-cloudflare/

What is edge computing, https://www.cloudflare.com/learning/serverless/glossary/what-is-edge-computing/

Cloudflare IPO Roadshow video, https://www.youtube.com/watch?v=dcbcklrmNdM

Fastly Investor Presentation August 2020, https://investors.fastly.com/files/doc_presentations/2020/08/12/2Q20-FSLY-Investor-Deck-(2).pdf

Timestamps

2:50 - Investment thesis for SAAS (software as a service)

7:10 - Cloudflare as a proxy

9:50 - Indie developers using Cloudflare

10:!5 - Cloudflare caching assets

13:25 - What’s next for Cloudflare?

14:40 - Edge networks

20:50 - Edge networks

22:08 - Extending the commute capabilities of dumb devices

23:40 - Edge servers summary

25:20 - Cloudflare plans for edge servers to do full compute

27:00 - Fastly

28:55 - Cloudflare wants to be a better internet

29:45 - Durable objects

31:35 - Cloudflare platform

32:45 - Cloudflare/Fastly compared with Amazon AWS

36:20 - Risks to Cloudflare/Fastly

37:00 - Can Starlink disrupt Cloudflare/Fastly?

42:30 - Starlink’s timeline

44:25 - Starlink ambitions for 1/2 of long haul data

46:10 - Starlink agreement with Microsoft Azure

48:50 - Development platform of edge networks + data compliance

Social

I dive details of a real-time trade that Emmet Peppers put on last week. He bet almost 3 million dollars on a short-term option play where he could easily lose all of it.

Emmet's Twitter: https://twitter.com/emmetpeppers

Emmet's website: https://goodsoilinvestment.com/

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor.

Timestamps

1:40 - S&P inclusion potential catalyst

3:15 - Why bullish short term

5:45 - Looking at call contracts

9:00 - High frequency trades affect on volume

11:30 - Can institutions buy 10M shares every day w/o huge run-up?

12:10 - Run-up possibility

14:05 - On the TSLA run-up til now

16:25 - Will shorts pile in?

17:25 - Benchmark indexers

20:05 - Stock price manipulation

23:55 - Psychology of the trade

26:30 - Details of the trade

28:05 - Explanation of options

29:20 - Risk and expecting to lose it

32:15 - Why concentrated on one strike?

33:30 - Let it ride?

35:30 - Doubt when the trade went against him?

37:43 - Looking at percentage of portfolio vs amount

39:25 - In event of a super run-up will he sell TSLA?

43:30 - Decent possibility of losing all of it

46:10 - Personal financial situation

47:28 - Compartmentalized pool of money

48:25 - Motivation

50:45 - Please do not make this trade

51:29 - Emmet’s advise for new investors

56:30 - Risk with macro events

59:05 - Binary vs probabilities

1:00:35 - Holding stock in revolutionary company offsetting macro risk

Social

I dive into the details shared by Starlink engineers during a Reddit AMA.

Starlink Reddit AMA, https://www.reddit.com/r/Starlink/comments/jybmgn/we_are_the_starlink_team_ask_us_anything/

Starlink Deep Dive, https://www.youtube.com/watch?v=mbfeI4bxwxE

I dive into the details shared by Starlink engineers during a Reddit AMA.

Starlink Reddit AMA, https://www.reddit.com/r/Starlink/comments/jybmgn/we_are_the_starlink_team_ask_us_anything/

Starlink Deep Dive, https://www.youtube.com/watch?v=mbfeI4bxwxE

Social

Here is Elon’s full tweet from this past week. “Wise words from Bogle. The point of companies is products & services. They have no point in & of themselves, nor do these indices. Buy & hold stock in companies where you love the product roadmap, sell where you don’t." - https://twitter.com/elonmusk/status/1329114904817758208

Social

I discuss the merits of long-term investing and what beginners need to know with with Fabio Faria whose investing Youtube channel in Brazil has over 250k subscribers, @Canal do Holder . View full interview here, https://youtu.be/1fDt-JjdBmE

Fabio Faria on Twitter: FabioHolder

Fabio Faria on Instagram: fabio.holder

Social

➡︎TSLA S&P 500 inclusion, 4680 Battery Production Plans, Austin & Berlin Gigafactory ramp, FSD margins, Robotaxi, Capex efficiency, Game Over?

Gali (@HyperChange) on Twitter: gfilche

➡︎TSLA S&P 500 inclusion, 4680 Battery Production Plans, Austin & Berlin Gigafactory ramp, FSD margins, Robotaxi, Capex efficiency, Game Over?

Gali (@HyperChange) on Twitter: gfilche

Social

➡︎TSLA S&P 500 inclusion, 4680 Battery Production Plans, Austin & Berlin Gigafactory ramp, FSD margins, Robotaxi, Capex efficiency, Game Over?

Gali (@HyperChange) on Twitter: gfilche

Social

I take a moment to celebrate S&P 500 inclusion with Rob Maurer of @Tesla Daily , and also to explore Tesla's future growth prospects.

Rob Maurer on Twitter: teslapodcast

🐦 Dave Lee on 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

💁🏻‍♂️ 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.

Buying a Tesla?

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Videos:

Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re

SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI

Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7

Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ

Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo

Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P

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

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