My Investing Framework: Rethinking Risk and Betting on Different Perspectives of the Future

I was recently listening to What Alex Danco Thinks About Basically Everything , a long, rambling but incredibly insightful podcast with Alex Danco, a member of the Social Capital Discover team and author of the fantastic Snippets weekly newsletter. Somewhere in the middle of the podcast Alex inadvertently articulated my exact investing philosophy in a way … More My Investing Framework: Rethinking Risk and Betting on Different Perspectives of the Future

My Tesla Thesis

Disclosure – I own Tesla stock and am very optimistic about the Company’s future Scenario One —BMW/Mercedes but with better long term margins Overview: Tesla is unsuccessful at disrupting the entire auto-industry, instead scaling to become a mid-sized luxury auto maker, similar to BMW group, by 2022 (eg. ~1 million vehicles per year, up from ~100,000 … More My Tesla Thesis