Dave Lee on Investing

I interview Daniel Schreiber, CEO of Lemonade Inc (LMND), an insurance company offering renters, homeowners and pet insurance, and planning to launch life insurance this quarter.

Daniel Schreiber on Twitter: daschreiber

www.lemonade.com

Watch the Lemonade Story, July 2020, https://vimeo.com/437029189

Watch my other Lemonade videos, https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ

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Congrats to all TSLA Tesla shareholders. Momentous day.

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I have an interview with the CEO of Lemonade Insurance (LMND) planned in a couple days and wanted to share my thought process of what kind of questions I’m going to ask and why. It all boils down to if Lemonade has what it takes to disrupt the insurance industry.

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In this video we discuss if Tesla can really charge $100,000 for full-self driving in the future, what are the pros and cons for such a pricing move, and what’s the most realistic pricing strategy going forward.

Link to Full Conversation with Zac and Jesse Cataldo, https://youtu.be/LfrRZi2OBgQ

Now You Know, https://www.youtube.com/c/NowYouKnowChannel/

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I discuss the latest news of Elon testing positive (and negative) for COVID and what the implications are if things progress to.a possible worst case scenario.

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🐦 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

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

📚 Investment and Business Books

Common Stocks and Uncommon Profits - Philip A. Fisher https://amzn.to/34sM3mJ

One Up On Wallstreet - Peter Lynch https://amzn.to/3ktbKZY

Crossing the Chasm - Geoffrey A Moore https://amzn.to/31CHODq

The 4-Hour Workweek - Timothy Ferris https://amzn.to/3dXule0

Zero to One - Peter Thiel https://amzn.to/37DMyfH

Superforecasting, The Art and Science of Prediction - Philip E. Tetlock https://amzn.to/31FovcF

The Laptop Millionaire: How Anyone Can Escape the 9 to 5 and Make Money Online - Mark Anastasi https://amzn.to/3mkiB8t

Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengers - Alexander Osterwalder https://amzn.to/2Tng3tN

(amazon affiliate links added to links above)

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

💁🏻‍♂️ 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. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.

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Recently Zac and Jesse Cataldo from Now You Know shared a video on his channel predicting that Tesla will stop selling cars to the public in future order to focus on their Robotaxi network (“Elon’s Not Gonna Sell You a Tesla”, https://www.youtube.com/watch?v=R1qezGQhev4). In this video, we discuss this issue from various angles.

🐦 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

Part 1, Zac and Jesse from Now You Know and I discuss Tesla competition and what makes Elon Musk so unique. Part 2 and 3 will come tomorrow and the day after.

Now You Know, https://www.youtube.com/c/NowYouKnowChannel/

🐦 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

Will Tesla make robots? Share your thoughts in the comment section.

View Full Recording of this 11/2/20 Interview, https://youtu.be/5UEOlFQAOTw

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma on TMC: https://teslamotorsclub.com/tmc/members/jimmy_d.42749/#postings

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Will Tesla make robots? Share your thoughts in the comment section.

View Full Recording of this 11/2/20 Interview (at least the 2nd hour of it, 1st hour didn’t record), https://youtu.be/5UEOlFQAOTw

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma on TMC: https://teslamotorsclub.com/tmc/members/jimmy_d.42749/#postings

I discuss why Tesla needs Dojo supercomputer, why labeling is so important, and how Tesla is rapidly improving their full-self driving system. View Full Recording of this 11/9/20 Interview with James Douma, https://youtu.be/1IHyEvJr_ww .

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma on TMC: https://teslamotorsclub.com/tmc/members/jimmy_d.42749/#postings

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