Dave Lee on Investing

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Elon Musk announced this past week his plan to open a new Design & Engineering Center in China that will be commissioned with the task of designing a new Tesla car.

In the video I share 9 reasons why I think this is a genius move.

1. China is by far the biggest car market

2. Locals understand the local market

3. China-designed is important to China

4. China is motivated to solve their pollution problem

5. Can always build the car at every Gigafactory

6. China specializes in mass production

7. Progress over technology

8. Sets Tesla up for the next 10 years of growth

9. Could enable Tesla to be come #1 car manufacturer in China in 10 years

Enjoy! And 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

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I haven’t heard a good framework on how to evaluate Bitcoin as an investment, so in this video I’ll attempt to share my thoughts on how one can evaluate Bitcoin and cryptocurrencies as an investment.

There’s a lot of hype and fear around cryptocurrency, and I try to examine both the bull and bear cases.

The two angles I use are the following:

1. Value by popularity

2. Value by dividend of future capital returned (i.e, intrinsic value).

Bitcoin as a “store of value” is largely a value by popularity proposition. And a value by popularity carries inherent risks especially if Bitcoin whales decide to transfer their assets away from Bitcoin into another crypto coin or elsewhere.

However, cryptocurrencies if they can capture a significant portion of increasing digital transactions could have intrinsic value if they can capture value in even a small % of all transitions.

Additional links:

https://blog.coinbase.com/what-happened-in-crypto-over-the-last-decade-ee6a2552d630

https://blog.coinbase.com/what-will-happen-to-cryptocurrency-in-the-2020s-d93746744a8f

Enjoy! And 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.

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

I haven’t heard a good framework on how to evaluate Bitcoin as an investment, so in this video I’ll attempt to share my thoughts on how one can evaluate Bitcoin and cryptocurrencies as an investment.

There’s a lot of hype and fear around cryptocurrency, and I try to examine both the bull and bear cases.

The two angles I use are the following:

1. Value by popularity

2. Value by dividend of future capital returned (i.e, intrinsic value).

Bitcoin as a “store of value” is largely a value by popularity proposition. And a value by popularity carries inherent risks especially if Bitcoin whales decide to transfer their assets away from Bitcoin into another crypto coin or elsewhere.

However, cryptocurrencies if they can capture a significant portion of increasing digital transactions could have intrinsic value if they can capture value in even a small % of all transitions.

Additional links:

https://blog.coinbase.com/what-happened-in-crypto-over-the-last-decade-ee6a2552d630

https://blog.coinbase.com/what-will-happen-to-cryptocurrency-in-the-2020s-d93746744a8f

Enjoy! And 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.

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

I haven’t heard a good framework on how to evaluate Bitcoin as an investment, so in this video I’ll attempt to share my thoughts on how one can evaluate Bitcoin and cryptocurrencies as an investment.

There’s a lot of hype and fear around cryptocurrency, and I try to examine both the bull and bear cases.

The two angles I use are the following:

1. Value by popularity

2. Value by dividend of future capital returned (i.e, intrinsic value).

Bitcoin as a “store of value” is largely a value by popularity proposition. And a value by popularity carries inherent risks especially if Bitcoin whales decide to transfer their assets away from Bitcoin into another crypto coin or elsewhere.

However, cryptocurrencies if they can capture a significant portion of increasing digital transactions could have intrinsic value if they can capture value in even a small % of all transitions.

Additional links:

https://blog.coinbase.com/what-happened-in-crypto-over-the-last-decade-ee6a2552d630

https://blog.coinbase.com/what-will-happen-to-cryptocurrency-in-the-2020s-d93746744a8f

Enjoy! And 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.

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

I haven’t heard a good framework on how to evaluate Bitcoin as an investment, so in this video I’ll attempt to share my thoughts on how one can evaluate Bitcoin and cryptocurrencies as an investment.

There’s a lot of hype and fear around cryptocurrency, and I try to examine both the bull and bear cases.

The two angles I use are the following:

1. Value by popularity

2. Value by dividend of future capital returned (i.e, intrinsic value).

Bitcoin as a “store of value” is largely a value by popularity proposition. And a value by popularity carries inherent risks especially if Bitcoin whales decide to transfer their assets away from Bitcoin into another crypto coin or elsewhere.

However, cryptocurrencies if they can capture a significant portion of increasing digital transactions could have intrinsic value if they can capture value in even a small % of all transitions.

Additional links:

https://blog.coinbase.com/what-happened-in-crypto-over-the-last-decade-ee6a2552d630

https://blog.coinbase.com/what-will-happen-to-cryptocurrency-in-the-2020s-d93746744a8f

Enjoy! And 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.

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

On January 7, 2020 Tesla delivered the first made-in-China Model 3s to customers. They also held an event to announce the Model Y program in China.

This video summarizes both events in 7 minutes and focuses on Elon Musk’s remarks.

Elon shares his plans to create a design and engineering center in China to create a next generation vehicle for the worldwide market.

Elon also shares that there will be advanced technologies in Model Y manufacturing, with more details to follow.

Enjoy! And 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

On January 7, 2020 Tesla delivered the first made-in-China Model 3s to customers. They also held an event to announce the Model Y program in China.

This video summarizes both events in 7 minutes and focuses on Elon Musk’s remarks.

Elon shares his plans to create a design and engineering center in China to create a next generation vehicle for the worldwide market.

Elon also shares that there will be advanced technologies in Model Y manufacturing, with more details to follow.

Enjoy! And 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

(Note: Video was recording on evening of Jan 3 and upload morning of Jan 4, 2020)

From Tesla’s press release for Q4 2019 deliveries:

https://ir.tesla.com/news-releases/news-release-details/tesla-q4-2019-vehicle-production-deliveries

“From the fourth quarter, we achieved record production of almost 105,000 vehicles and record deliveries of approximately 112,000 vehicles. In 2019, we delivered approximately 367,500 vehicles, 50% more than the previous year and in line with our full year guidance. 

We continue to focus on expanding production in both the US as well as our newly launched facility in Shanghai. Despite breaking ground at Gigafactory Shanghai less than 12 months ago, we have already produced just under 1,000 customer salable cars and have begun deliveries. We have also demonstrated production run-rate capability of greater than 3,000 units per week, excluding local battery pack production which began in late December.”

Enjoy! And 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, Cybertruck, Investing, 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

(Note: Video was recording on evening of Jan 3 and upload morning of Jan 4, 2020)

From Tesla’s press release for Q4 2019 deliveries:

https://ir.tesla.com/news-releases/news-release-details/tesla-q4-2019-vehicle-production-deliveries

“From the fourth quarter, we achieved record production of almost 105,000 vehicles and record deliveries of approximately 112,000 vehicles. In 2019, we delivered approximately 367,500 vehicles, 50% more than the previous year and in line with our full year guidance. 

We continue to focus on expanding production in both the US as well as our newly launched facility in Shanghai. Despite breaking ground at Gigafactory Shanghai less than 12 months ago, we have already produced just under 1,000 customer salable cars and have begun deliveries. We have also demonstrated production run-rate capability of greater than 3,000 units per week, excluding local battery pack production which began in late December.”

Enjoy! And 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, Cybertruck, Investing, 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

Tesla has historically been one of the most shorted stocks on the stock market.

In this video, I go over my take on how I see the infatuation(?) that shorts have with Tesla.

With some much FUD and disinformation regarding investing and Tesla, I think it’s important to have an objective look at why the shorts hate Tesla.

1) Shorts think auto OEMs will be hard to disrupt

Software Eats the World article by Marc Andreesen:

https://a16z.com/2011/08/20/why-software-is-eating-the-world/

2) Shorts hate assumptions and the unknown

3) Shorts don’t like Elon

4) Shorts discount the adoption Tesla is having

5) Shorts see TSLA as a bubble and TSLA investors as gullible

6) Shorts amplify their negativity toward TSLA

Investing can be high stakes and can bring out our shortcomings, such as emotions, impatience and bias.

Objectivity let’s us see through all this and look at the larger trends and what’s really going on.

Enjoy! And please share this video with others on Reddit, Facebook groups, and forums.

More info:

https://teslamotorsclub.com/tmc/threads/elon-musk-vs-short-sellers.118431/

https://www.bloomberg.com/news/articles/2019-12-20/tesla-shorts-in-winter-of-despair-as-stock-touched-record-high

https://cleantechnica.com/2019/12/23/is-this-the-main-reason-tesla-shorts-are-losing-money/

https://markets.businessinsider.com/news/stocks/tesla-short-sellers-lost-8-billion-record-stock-price-rally-2019-12-1028780116

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

Disclosure: I'm long TSLA

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, Cybertruck, Investing, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise