In an extraordinary Q1 2020 earnings call from Telsa this week, Elon Musk labelled the U.S Shelter-In-Place strategy as ‘fascist’. He also added that U.S. infrastructure is really quite sad, especially it’s roads and highways is where it is today. And our airports, in a lot of cases, are an … Read More
Elon Musk: 8 Books That Every Investor Should Read
We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every Investor Should Read Bill … Read More
Charlie Munger On Telsa and Elon Musk
We’ve just been watching a great recent interview with Charlie Munger in which he was asked his thoughts on Telsa and Elon Musk. Here’s his response: Munger: Well it’s already created more significance than anybody would have predicted and its founder is bold and brilliant and swings for the fences. … Read More
David Einhorn: Parallels Between Tesla And Lehman Brothers
In his latest shareholder letter, David Einhorn makes some very interesting comparisions between Telsa and the Lehman Brothers collapse, saying: “In thinking through TSLA more, it brings us back to Lehman, which went bankrupt 10 years ago. One of our key insights into Lehman was that the company had faced … Read More