Dave Lee on Investing

The chat was recorded on Monday night, Dec 7th and is part 2 of the conversation where I talk with Emmet Peppers about lessons and insights on finding unrealized value.

Part 1 of conversation, https://youtu.be/ZxJpjKaB7iU

Emmet on Twitter: emmetpeppers

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

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This morning Tesla announced a stock offering of up to $5 billion. In this video I discuss personal thoughts and opinions on this with Emmet Peppers.

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

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

🐦 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?

🚗 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

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

Subscribe to Dave Lee on Investing on Soundwise

The chat was recorded on Monday night, Dec 7th and is part 1 of the conversation where I talk with Emmet Peppers about his S&P 500 TSLA options bet and thoughts on TSLA dynamics.

Emmet on Twitter: emmetpeppers

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

100x in 1 Year Insights (Ep. 201), https://youtu.be/tSkSCnCx3js

LIVE Update on Emmet Peppers' Big TSLA Options Bet (Ep. 197), https://youtu.be/X3WE2XGS_TI

Emmet Peppers: Betting 7 figures on TSLA S&P 500 Inclusion (Ep. 194), https://youtu.be/CJUlkzFfBUU

How I Went From $1M to $30M+ In 2020 (Ep. 176), https://youtu.be/6-Sw6VcNHpQ

2014 interview with Emmet: https://www.youtube.com/watch?v=SfYqwv37bP4

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The tidepools at Crystal Cove State Park are a world-class nature destination for all ages.

Moro Campground at Crystal Cove State Park (Newport Beach, CA), make reservations at https://reservecalifornia.com

Crystal Cove tidepool FAQ, https://www.crystalcovestatepark.org/faq-tidepool/

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In this video I share a framework of thinking that helps give me an edge in investing. Elon Musk calls it reasoning by first principles vs reasoning by analogy.

Alex Springer Pioneer Talk w/Elon Musk 2020, https://www.youtube.com/watch?v=fQGOHaCC-Mc&list=WL&index=6

About 2 weeks ago I interviewed Lemonade CEO Daniel Schreiber on my show and in this video I’m going to share some of my personal after-thoughts.

Lemonade CEO Daniel Schreiber interview, https://www.youtube.com/watch?v=5l8lfCFRf04

Lemonade video playlist, https://www.youtube.com/watch?v=Mm6k1S56Cu8

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I take a dive into the concept “Game Of Pennies” which allows Tesla to dominate by thousands of ideas. I also look at TSLA’s stock price and Elon’s reaction.

Axel Springer Award 2020 Elon Musk Interview, https://www.youtube.com/watch?v=AF2HXId2Xhg

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I need a quiet place for interviews, so I'm creating a recording studio inside my bedroom. Here's a preview.

🐦 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?

🚗 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

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

Music: www.bensound.com

Subscribe to Dave Lee on Investing on Soundwise

I need a quiet place for interviews, so I'm creating a recording studio inside my bedroom. Here's a preview.

🐦 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?

🚗 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

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

Music: www.bensound.com

Subscribe to Dave Lee on Investing on Soundwise

Roblox is gaming and experience platform with 31 million daily active users, and they have recently filed to go IPO. So what is Roblox, what’s is it’s key insight, and what does it’s future prospects look like?

Roblox S-1 IPO filing, https://www.sec.gov/Archives/edgar/data/1315098/000119312520298230/d87104ds1.htm

Story of Roblox, https://www.youtube.com/watch?v=VL6rYNmfrjM

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