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).
China is making Big Brother come to life. Read my report on ‘China’s Social Credit System: Combining Modern Technology with Country Governance’
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.”
I understand that the topic of abortion and pro-choice vs. pro-life is incredibly politically charged right now. But that is precisely why I need to write and share my thoughts on this topic.