Dave Lee on Investing

In this video I take a look at the secret opportunities that some companies see that others don’t and how that becomes a competitive advantage.

But more importantly, I share how finding the key insight(s) of a company is crucial in investing so you can understand the company’s true competitive advantage or lack of one.

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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 and other stocks at time of original video publish date.

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In this video I take a look from various angles analyzing Tesla’s recent $2000 Model 3 price cut and $5000 Model S/X price cut in mainly North America.

What does this mean for Tesla, TSLA, and owners going forward?

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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 and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I discuss an investing framework that Peter Thiel (https://en.wikipedia.org/wiki/Peter_Thiel) in his book Zero to One: Notes on Startups, or How to Build the Future.

The 7 questions he poses for every investment are as follows:

1. Can you create breakthrough technology instead of incremental improvements?

2. Is now the right time to start your particular business?

3. Are you starting with a big share of a small market?

4. Do you have the right team?

5. Do you have a way to not just create but deliver your product?

6. Will your market position be defensible 10 and 20 years into the future?

7. Have you identified a unique opportunity that others don’t see?

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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 and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I share my rationale of why I picked up a small position in some option calls for gold (GLD).

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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 and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I discuss Tesla’s virtual power plant (VPP) software and what it means for their upcoming vehicle-to-grid (V2G) announcement at Battery Day.

Here’s the link to the video shown in this episode:

https://www.infoq.com/presentations/tesla-vpp/

Colin Breck and Percy Link explore the evolution of Tesla's Virtual Power Plant (VPP) architecture. A VPP is a network of distributed energy-resources (often solar, wind, batteries) that are aggregated to provide smarter and more flexible power generation, distribution, and availability. Tesla's VPP consists of vertically integrated hardware and software, including both cloud and edge computing.

“This distributed optimization is only possible because Tesla builds its own hardware and has full control over firmware and software. This enables quick iteration across the local and central intelligence and how they relate to each other, and this collaboration is cross-team rather than cross-company.” - Percy Link, Tesla

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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 and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I talk about Tesla’s rumored plans to release vehicle-to-grid technology at the upcoming Tesla Battery Day.

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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 and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I discuss rumored plans for Tesla to choose Austin as the site of their next factory and their plans to have Model Y vehicles assembled there by the end of this year (2020).

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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 and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

This is part 2 in my series looking into Google (aka Alphabet stock) as an investment.

In this video I look at the risks of antitrust action and how that affects my investment thoughts regarding companies like Google, Facebook, Amazon and Apple.

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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, GOOGL and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

This is part 1 in a 2-part series analyzing Google (aka Alphabet) as a prospective investment.

Part 1 gives an overview of Alphabet and what catches my attention

Part 2 will answer viewer questions

Google financial docs shared in video:

https://abc.xyz/investor/static/pdf/2019Q4_alphabet_earnings_release.pdf

https://abc.xyz/investor/static/pdf/2020Q1_alphabet_earnings_release.pdf

https://www.sec.gov/ix?doc=/Archives/edgar/data/1652044/000165204420000008/goog10-k2019.htm

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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, GOOGL and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I discuss today’s Reuters article claiming leaks of Tesla’s battery plans.

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

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, GOOGL and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise