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.
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.”