An update on my Alpha Fund Portfolio holdings
The fact of the matter is, when you want to invest in truly innovative and industry-disruptive technology, you will most likely be drawn to companies with valuations that don’t necessarily fundamental sense. Instead, we invest to change the world.
See my two-page equity investment memo on Walmart (WMT).
Is “The Tesla of China” better than Tesla?
My belief is that in 20-years, people will look back to 2019 and laugh and say “I can’t believe some people were betting against Musk.”