Dave Lee on Investing

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

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

Read my article, "The coming Tesla cash cow and the short burn of the century", https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

In this video I look at the different types of stock manipulation that goes on in the stock market.

Long term stock manipulation (over 1 year)

Mid term stock manipulation (3-12 months)

Short term stock manipulation (days to few months

The market can give an accountability to stock manipulation to a certain extent.

However, sometimes stock manipulators can contribute to the failure of a company especially if the company is dependent on the financial markets.

It’s important to have the discernment skills to know objective reality and what’s true in an age where propaganda is so prevalent.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

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

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

Read my article, "The coming Tesla cash cow and the short burn of the century", https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

In this video I look at the different types of stock manipulation that goes on in the stock market.

Long term stock manipulation (over 1 year)

Mid term stock manipulation (3-12 months)

Short term stock manipulation (days to few months

The market can give an accountability to stock manipulation to a certain extent.

However, sometimes stock manipulators can contribute to the failure of a company especially if the company is dependent on the financial markets.

It’s important to have the discernment skills to know objective reality and what’s true in an age where propaganda is so prevalent.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

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

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

Read my article, "The coming Tesla cash cow and the short burn of the century", https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

When is the right time to accumulate stock in a company like Tesla?

The opportunity with a generational company is you can 10x your investment in 5-10 years, but you need to get in at the right time.

Many investors underestimate the importance of timing.

There are ups and downs, and there are certain times if you get in you can double or triple your investment than if you got in at a later time.

I’m interested in helping create a framework on how to value generational companies and how you can accumulate a position.

There are two types of FOMO (Fear of Missing Out):

1. Memetic FOMO

2. Anti-memetic FOMO

Best time to get into a stock is when you have anti-memetic FOMO that is derived from your own qualitative and qualitative analysis, forecasting the stock to double within the next 1-2 years and then doing another 5x in 5-7 years.

Investing is a difficult skill.

In order to be superb forecaster, there needs to be a combination of exceptional quantitative skills and exceptional quantitative skills, and it’s the blending of these two skills that separates the great investors from the mediocre ones.

Qualitatively you’re looking at the product, owner feedback, superiority and defensibility of product, leadership, strategy, etc.

Quantitatively you’re looking at revenue, market size, margin, profit projections and multiples that investors give.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

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

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

Read my article, "The coming Tesla cash cow and the short burn of the century", https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

When is the right time to accumulate stock in a company like Tesla?

The opportunity with a generational company is you can 10x your investment in 5-10 years, but you need to get in at the right time.

Many investors underestimate the importance of timing.

There are ups and downs, and there are certain times if you get in you can double or triple your investment than if you got in at a later time.

I’m interested in helping create a framework on how to value generational companies and how you can accumulate a position.

There are two types of FOMO (Fear of Missing Out):

1. Memetic FOMO

2. Anti-memetic FOMO

Best time to get into a stock is when you have anti-memetic FOMO that is derived from your own qualitative and qualitative analysis, forecasting the stock to double within the next 1-2 years and then doing another 5x in 5-7 years.

Investing is a difficult skill.

In order to be superb forecaster, there needs to be a combination of exceptional quantitative skills and exceptional quantitative skills, and it’s the blending of these two skills that separates the great investors from the mediocre ones.

Qualitatively you’re looking at the product, owner feedback, superiority and defensibility of product, leadership, strategy, etc.

Quantitatively you’re looking at revenue, market size, margin, profit projections and multiples that investors give.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

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

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

Read my article, "The coming Tesla cash cow and the short burn of the century", https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

When is the right time to accumulate stock in a company like Tesla?

The opportunity with a generational company is you can 10x your investment in 5-10 years, but you need to get in at the right time.

Many investors underestimate the importance of timing.

There are ups and downs, and there are certain times if you get in you can double or triple your investment than if you got in at a later time.

I’m interested in helping create a framework on how to value generational companies and how you can accumulate a position.

There are two types of FOMO (Fear of Missing Out):

1. Memetic FOMO

2. Anti-memetic FOMO

Best time to get into a stock is when you have anti-memetic FOMO that is derived from your own qualitative and qualitative analysis, forecasting the stock to double within the next 1-2 years and then doing another 5x in 5-7 years.

Investing is a difficult skill.

In order to be superb forecaster, there needs to be a combination of exceptional quantitative skills and exceptional quantitative skills, and it’s the blending of these two skills that separates the great investors from the mediocre ones.

Qualitatively you’re looking at the product, owner feedback, superiority and defensibility of product, leadership, strategy, etc.

Quantitatively you’re looking at revenue, market size, margin, profit projections and multiples that investors give.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Comment on when do you think TSLA will close over $1000?

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

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

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla continued it's dramatic stock rise today by breaking $900 and closing at $877.

Many people are confused and are searching for answers. What's going on? What's causing the dramatic spike in Tesla's share price?

In this video, I share my thoughts on volatility and my approach on handing wild fluctuations with the stock price.

Volatility is part of the game, and I look to the longer-term picture. Is the company continuing to execute toward their 10x valuation goal within 5-10 years?

The stock price can fluctuate wildly on a short-term basis and is often reflective of human sentiment.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Comment on when do you think TSLA will close over $1000?

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

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

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla continued it's dramatic stock rise today by breaking $900 and closing at $877.

Many people are confused and are searching for answers. What's going on? What's causing the dramatic spike in Tesla's share price?

In this video, I share my thoughts on volatility and my approach on handing wild fluctuations with the stock price.

Volatility is part of the game, and I look to the longer-term picture. Is the company continuing to execute toward their 10x valuation goal within 5-10 years?

The stock price can fluctuate wildly on a short-term basis and is often reflective of human sentiment.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

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

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

Read my article, "The coming Tesla cash cow and the short burn of the century", https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 700, https://youtu.be/2kiZzhjz5Os

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla continued it's dramatic stock rise today by breaking $900 and closing at $877.

Many people are confused and are searching for answers. What's going on? What's causing the dramatic spike in Tesla's share price?

In this video, I share my thoughts on volatility and my approach on handing wild fluctuations with the stock price.

Volatility is part of the game, and I look to the longer-term picture. Is the company continuing to execute toward their 10x valuation goal within 5-10 years?

The stock price can fluctuate wildly on a short-term basis and is often reflective of human sentiment.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Comment on when do you think TSLA will close over $800?

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

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

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla Stock has been on rampage over past 8 months:

June 3 - closed at $178.97

Oct 25 - closed at $328.13

Dec 19 - closed at $404.04

Jan 13 - closed at $524.86

Jan 30 - closed at $640.81

Feb 3 - closed at $780

4x !!! in just 8 months

Even Elon Musk tweeted today about the stock price.

In this video I introduce the concept of “Dispersion of Beliefs” to explain Tesla’s stock rise.

High growth companies will have dispersion of beliefs. Some though have extremely large dispersion of beliefs

Tesla one of the most controversial companies in past decade with extremely large dispersion of beliefs.

Much of Tesla’s valuation is based on their ability to execute in the future.

When investors are down on Tesla’s execution and demand, then they give a low multiple for future cash flow.

When investors are high on Tesla’s execution and demand, then they will give a high multiple for future cash flows.

The dispersion of beliefs around Tesla has remained strong until perhaps very recently. And it’s starting to converge somewhat.

People are agreeing on Tesla as having a great future. And the credibility of the shorts is now at all-time lows.

Market agreeing on future is huge and Tesla has good chance to capture large market

Tesla’s Model 3 is receiving rave reviews from owners. Tesla Model Y is ahead of schedule. And Tesla is likely planning on manufacturing their own battery cells.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

@Tesla @Teslanomics with Ben Sullins @Third Row Tesla @Like Tesla

Here's a video from @Wall Street Journal, https://www.youtube.com/watch?v=mCkmZHFXOng, but I think it only covers shallow reasons behind TSLA's rise.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Comment on when do you think TSLA will close over $800?

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

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

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla Stock has been on rampage over past 8 months:

June 3 - closed at $178.97

Oct 25 - closed at $328.13

Dec 19 - closed at $404.04

Jan 13 - closed at $524.86

Jan 30 - closed at $640.81

Feb 3 - closed at $780

4x !!! in just 8 months

Even Elon Musk tweeted today about the stock price.

In this video I introduce the concept of “Dispersion of Beliefs” to explain Tesla’s stock rise.

High growth companies will have dispersion of beliefs. Some though have extremely large dispersion of beliefs

Tesla one of the most controversial companies in past decade with extremely large dispersion of beliefs.

Much of Tesla’s valuation is based on their ability to execute in the future.

When investors are down on Tesla’s execution and demand, then they give a low multiple for future cash flow.

When investors are high on Tesla’s execution and demand, then they will give a high multiple for future cash flows.

The dispersion of beliefs around Tesla has remained strong until perhaps very recently. And it’s starting to converge somewhat.

People are agreeing on Tesla as having a great future. And the credibility of the shorts is now at all-time lows.

Market agreeing on future is huge and Tesla has good chance to capture large market

Tesla’s Model 3 is receiving rave reviews from owners. Tesla Model Y is ahead of schedule. And Tesla is likely planning on manufacturing their own battery cells.

Please share this video with others on Reddit, Facebook groups, and forums.

Check out my archived articles/posts on Tesla: 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.

@Tesla @Teslanomics with Ben Sullins @Third Row Tesla @Like Tesla

Here's a video from @Wall Street Journal, https://www.youtube.com/watch?v=mCkmZHFXOng, but I think it only covers shallow reasons behind TSLA's rise.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise