Dave Lee on Investing

40 Episodes
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By: Dave Lee on Investing

Hi, I’m Dave Lee and welcome to my investing channel. I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s good and true. Subscribe to keep up with my videos. Check out my archived posts/articles on Tesla, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financial Principles | Money

Tesla Crash… Why TSLA Is Down Today (Ep. 313)
Yesterday at 8:55 PM

Media reports of a car crash in Houston and links it to the future of Tesla somehow. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are pe...


Will Tesla Stock, Bitcoin & DOGE Hit New Highs? w/ Emmet Peppers (Ep. 312)
Yesterday at 2:10 PM

I'm joined by Emmet Peppers as we share our thoughts on TSLA, COIN, DOGE, BTC, options and investing. (recorded on 4/18/21) Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional...


The Magic of SpaceX w/ Eric Berger author of Liftoff (Ep. 310)
Last Saturday at 1:30 PM

Eric Berger, author of new book Liftoff, and I discuss SpaceX's early days and the role of Elon Musk. Liftoff on Amazon: https://www.amazon.com/Liftoff-Desperate-Early-Launched-SpaceX/dp/0062979973/ Eric Berger on Twitter: https://twitter.com/SciGuySpace https://arstechnica.com/author/ericberger/ Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial...


Why Elon loves Doge (Ep. 309)
Last Friday at 7:44 PM

Why Elon is trying to send Doge to the moon. Today Dogecoin hit an all-time high of over $40 billion market cap. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor...


Why Cathie Wood Is Betting Big on Coinbase (Ep. 307)
Last Wednesday at 8:30 PM

Why I think Cathie Wood's Ark Invest will be building a sizable position in Coinbase (COIN) stock. Full Bloomberg interview of Cathie Wood, https://www.youtube.com/watch?v=1dHUkTs6TWQ Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you...


Is Coinbase Stock (COIN) a Buy? - First Look (Ep. 306)
Last Wednesday at 4:24 AM

Coinbase is going public Wednesday April 14 in a direct listing. https://investor.coinbase.com/events-and-presentations/presentations/default.aspx Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expres...


Why Tesla Stock Jumped Today (Ep. 305)
04/13/2021

TSLA was up $60 or 8.6% today to close at $762. I dive into some reasons behind this big move. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are pe...


Monkey MindPong - Neuralink Explained w/ James Douma (Ep. 304)
04/13/2021

Neuralink’s brain-machine interface is allowing a monkey to play Pong via the mind. Why this is significant. https://neuralink.com/blog/ James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be const...


Is This Competition For Tesla? Autonomous Driving Robots (Ep. 303)
04/12/2021

Domino’s is rolling out autonomous pizza delivery at its Woodland Heights location in Houston with Nuro’s R2 autonomous driving robot. I dive into its significance. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a li...


Autonomous Pizza Delivery by Dominos - Is This For Real? (Ep. 303)
04/12/2021

Domino’s is rolling out autonomous pizza delivery at its Woodland Heights location in Houston with Nuro’s R2 autonomous driving robot. I dive into its significance. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a li...


Revealed! Tesla's HUGE Austin Factory - Drone Tour w/ Randy Davis (Ep. 302)
04/12/2021

What's going on with Tesla's new Austin factory? Terafactory Texas YT: https://www.youtube.com/c/TerafactoryTexas/ Randy Davis on Twitter: https://twitter.com/Terafactorytx Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed...


Why Tesla is Betting on Austin w/ Matt Holm + Anuarbek (Ep. 301)
04/11/2021

Why did Tesla choose Austin, Austin real estate market condition, companies moving to Austin, Tesla’s housing needs in Austin, Musk Industries moving to Austin. View part 2 of this conversation here: https://youtu.be/b-nSeA6QDbI Matt Holm website: https://www.holmteamaustin.com Anuarbek Imanbaev on Twitter: https://twitter.com/anuarbekiman Tesla Owners Club of Austin: https://teslaownersaustin.com Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on t...


Making Batteries by Tesla - 25%, 50%, 100% speed
04/11/2021

Same video, 3 different speeds. Original footage by Tesla: https://www.youtube.com/watch?v=zB8_HbrxUi8 Music replaced by royalty-free music. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor...


TSLA, SpaceX & 100-baggers w/ Andrea James (Ep. 298)
04/10/2021

Andrea James was one of the most outspoken and well-reasoned Tesla (TSLA) bull analyst from 2010-2016 with Dougherty & Company. She current is SVP of Corp Strategy and IR at Axon. Andrea James on Twitter: https://twitter.com/AndreaSJames 2016 Interview of Andrea James /Dave Lee, https://www.youtube.com/watch?v=WJzzSOUlQ8o 3/26/21 Interview on EV Stock Channel, https://www.youtube.com/watch?v=pZs3Kb0xqqM Compilation of Andrea James’ media appearances, https://www.youtube.com/watch?v=zRt94u1lQcE Check out our post-interview conversation on parenting: https://youtu.be/vIuT5lA6-I0 Timestamps: 00:00 - Introduction 1:17 - Memories as an...


What’s the Essence of Investing? (Ep. 299)
04/09/2021

Growing resources, preservation vs doubling, forecasting, real estate, the investor edge. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording an...


Is Elon Musk’s Boring Company Ready for Primetime? (Ep. 299)
04/09/2021

Elon Musk’s Boring Company has finished construction on a tunnel loop at the Las Vegas Convention Center using Tesla vehicles. I explore the significance of this achievement. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consul...


Tesla's Epic Recruiting Ad for China Design Lead (Ep. 289)
04/08/2021

I share my thoughts on Tesla's recent recruiting ad for a leader for the China Design Studio that will design the $25k Tesla car for China. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a lic...


What Tesla FSD Teaches Us About the Future of AI - Andrej Karpathy (Ep. 297)
04/07/2021

I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast. Andrej Karpathy podcast episode on Robot Brains, https://shows.acast.com/the-robot-brains/episodes/andrej-karpathy-on-the-visionary-ai-in-teslas-autonomous-dri Andrej Karpathy on Twitter: https://twitter.com/karpathy Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional fi...


What Tesla FSD Teaches Us About the Future of AI - Andrej Karpathy (Ep. 288)
04/07/2021

I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast. Andrej Karpathy podcast episode on Robot Brains, https://shows.acast.com/the-robot-brains/episodes/andrej-karpathy-on-the-visionary-ai-in-teslas-autonomous-dri Andrej Karpathy on Twitter: https://twitter.com/karpathy Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional fi...


Arcimoto CEO interview w/ Mark Frohnmayer (Ep. 296)
04/07/2021

I’m joined by the CEO of Arcimoto, maker of electric 3-wheeled fun utility vehicles, as we dive into their product, strategy and plans. Ticker: FUV. Mark Frohnmayer on Twitter: https://twitter.com/nardopolo 3/31/21 Arcimoto company presentation: https://cdn.arcimoto.com/wp/20210401081445/Arcimoto-Investor-Deck-April-2021.pdf Timestamps 00:00 - Introduction 00:40 - How is Arcimoto trying to change the world? 2:40 - Thoughts on robotaxi and autonomy 4:00 - Past as a game developer 6:39 - Where Arcimoto stands with production 9:09 - Supply chain issues 9:50 - What battery cells are you using? 10:29 - How many engineers at Arcimoto? 12:09 - Platform 1 and costs 14:50 - 2024 unit goals 15:25 - Gross pr...


TSLA Jumps Big on Q1 Delivery Surprise (Ep. 295)
04/05/2021

I share my thoughts on a big TSLA day and what my expectations/thoughts are for Tesla's plans. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expres...


Where Is Tesla Headed in 2021? w/ Sawyer Merritt (Ep. 294)
04/03/2021

Q1 deliveries and earnings, 1m vehicles, Tesla Semi, Cybertruck, Berlin, Austin, 4680. Sawyer Merrit on Twitter: https://twitter.com/SawyerMerritt https://www.youtube.com/channel/UC_40NdUjhNW6VSFFKrryjNw Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult...


Understanding the Tesla Energy Bull Case w/ Matt Smith part 2 (Ep. 293)
04/03/2021

I’m joined by Matt Smith of Spark Spread as we dive into the long-term potential of Tesla Energy, Solar Roof, Powerwalls, AutoBidder, and more. Matt Smith on Twitter: https://twitter.com/MatchasmMatt https://www.youtube.com/c/SparkSpread/ Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommen...


Why I’m Betting on TSLA + Blowout Q1 Deliveries w/ Gary Black (Ep. 292)
04/02/2021

I'm joined by Gary Black, Former CEO Aegon Asset Mgmt US, to discuss TSLA catalysts, Q1 deliveries, and 2021 Tesla stock price targets. Gary Black on Twitter: https://twitter.com/garyblack00 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you nee...


Tesla CRUSHES Q1 Deliveries - Reaction! (Ep. 291)
04/02/2021

Tesla (TSLA) crushed Q1 deliveries with 180,338 vehicles produced and 184,800 vehicles delivered. My reaction and thoughts. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opi...


I Reserved 21 Tesla Cybertrucks - Robotaxi Fleet Operator w/ Matt Smith part 1 (Ep. 290)
04/02/2021

Matt Smith has reserved 21 Tesla Cybertrucks in hopes of becoming a Tesla Robotaxi fleet operator. https://www.tesla.com/cybertruck Matt Smith on Twitter: https://twitter.com/MatchasmMatt https://www.youtube.com/c/SparkSpread/ Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities...


The Ultra-Bull Case on TSLA w/ Warren Redlich (Ep. 289)
04/01/2021

I'm joined by Youtuber Warren Redlich as we discuss Tesla, TSLA stock, batteries, FSD, and more. Warren Redlich on Twitter: https://twitter.com/WR4NYGov https://www.youtube.com/user/wredlich Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you...


Will Biden’s $2 Trillion Plan Ignite Tesla & the Economy? (Ep. 288)
03/31/2021

President Biden just announced his $2 Trillion America Jobs Plan, and I go over what's in it and what to expect. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views...


The Next TSLA Buying Opportunity? w/ Emmet Peppers (Ep. 287)
03/31/2021

I'm joined by Emmet Peppers as we share our thoughts TSLA stock, Archegos, Tesla Q1 deliveries, Bitcoin, DeFi, Cardano, and more. IB Probability Lab: https://www.interactivebrokers.com/en/index.php?f=5910 Brett Winton interview: https://youtu.be/PD5RBh62wKQ SMDCapital report: https://twitter.com/smdcapital/status/1376721341768888325 Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQE...


The Next TSLA Buying Opportunity? w/ Emmet Peppers (Ep. 287)
03/31/2021

I'm joined by Emmet Peppers as we share our thoughts TSLA stock, Archegos, Tesla Q1 deliveries, Bitcoin, DeFi, Cardano, and more. Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/watch?v=ZxJpj...​ Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice...


How a Tesla + Toyota Partnership Could Rock the Auto World? (Ep. 286)
03/30/2021

The Chosen Ilbo (South Korean newspaper) claims that Tesla and Toyota are in final stage talks that could result in a major partnership to make a compact electric SUV. I dive into my thoughts. https://translate.google.com/translate?sl=auto&tl=en&u=https://www.chosun.com/economy/int_economy/2021/03/30/VCCYMG5DOVHIHNTZCWWKJYHEFM/ Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illu...


Voltswagen fail (Ep. 285)
03/30/2021

Volkswagen claimed they were changing the name of its U.S. division to Voltswagen to show its focus on electric vehicles but rather said it was a failed April Fools prank. I dive into this mess and if VW has chance against Tesla (TSLA) and Elon Musk. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be con...


Voltswagen what? (Ep. 285)
03/30/2021

Volkswagen (VW) is changing the name of its U.S. division to Voltswagen to show focus on electric vehicles. Does it stand a chance against Tesla (TSLA) and Elon Musk? Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you nee...


Is It Too Late To Invest in TSLA? w/ James Stevenson (Ep. 284)
03/29/2021

I'm joined by James Stevenson, Tesla advocate and analyst and fighter of FUD on Twitter as we discuss how to value TSLA, future challenges and what we expect. James Stevenson on Twitter: https://twitter.com/ICannot_Enough Timestamps 00:00 - Introduction 00:45 - ICannot_Enough 1:30 - What motivates you to advocate for Tesla? 2:50 - Biggest Tesla FUD 7:00 - Any times of doubting Tesla? 9:10 - How did you first get introduced to Tesla? 14:23 - Price to Sales retio 16:58 - What % of portfolio in Tesla? 18:08 - How were you able to parse through the noise? 21:55 - Operating leverage 31:37 - How Elon manages innovation 35:35...


The Future of Bitcoin, Ethereum & Cardano w/ Angie Lau (Ep. 283)
03/28/2021

I'm joined by Angie Lau, former Bloomberg News anchor in Asia and now ceo/founder of Forkast News, a media platform focused on blockchain and crypto. Angie Lau on Twitter: https://twitter.com/AngieTVLau https://forkast.news @Forkast News https://www.youtube.com/watch?v=lD69n6Ur2P8 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only...


How Much Does Tesla FSD Add to TSLA’s Valuation? w/ James Douma Part 3 of 3 (Ep. 282)
03/28/2021

I'm joined by James Douma as he shares how to build a Tesla FSD valuation model. Download sample model (note: this is just a sample of how modeling is done and assumptions shouldn't be taken as investment advice. Make your own assumptions and model), https://docs.google.com/spreadsheets/d/1YcBoVdyqcxQ1yf6iwtW5NpxqF0sTDKt-3riv22mj8AQ/copy#gid=0. View part 1, https://youtu.be/yhtbLAWRfJk. View part 2, https://youtu.be/_AvrALgcHPU. James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Social 🐦 Twitter https://mob...


Debunking Attacks on Tesla China w/ Kelvin Yang (Ep. 281)
03/27/2021

I'm joined by Kelvin Yang, a Tesla advocate on Twitter debunking Tesla China FUD. We discuss the latest media reports of Tesla in China and what's going on. Kelvin Yang on Twitter: https://twitter.com/KelvinYang7 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or s...


Building a Tesla FSD Validation Model w/ James Douma (Ep. 280)
03/27/2021

When will regulators approve Tesla FSD, Robotaxi rollout, and building a FSD validation model with James Douma. James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional...


Elon Musk: Tesla Could Become the Biggest Company, Here's Why (Ep. 279)
03/26/2021

I discuss Elon Musk's latest tweet, "I think there is a greater than 0% chance Tesla could be the biggest company". Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views...


Deep Dive On Ark Invest's $3000 TSLA Model w/ James Douma (Ep. 278)
03/26/2021

I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ. About ARK's TSLA Price Target: https://ark-invest.com/articles/analyst-research/tesla-price-target-2/ https://github.com/ARKInvest/ARK-Invest-Tesla-Valuation-Model James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Timestamps: 00:00 - Introduction 1:20 - Did Ark's $3000 price target surprise you? 9:00 - Deep dive into Ark's model 42:68 - Monte Carlo model 43:11 - Ride hailing in China 54:00 - Percent of Teslas in Robotaxi network 1:01:38 - Guessing...