FE is a value investor breh. He can't buy things high cuz it makes his public portfolio look bad. He never jumped on board with any of hot stocks such as ZM, LMND, TDOC, NFLX etc. Because valuation never made sense and it makes no sense to lose his youtube identity over it. he's thing is picking a growth stock mostly market cap under 10 bil.
Cathie on the other hand is a true bull because she believes Tesla will become the leader in autonomy. She sees this industry as a 7 trillion. The fundamental mindset has changed with this new school of thought. Because she is a forward thinker and she sees how the world will shape. She is basically the founding father(mother) of only investing in 'disruptive innovation'.
FE is an old school. and he just doesn't know what kind of money is in autonomy. he can't do an in depth market research like ARK does. he has no idea if autonomy has 7 trillion or 2 trillion opportunity. He can only look read what he reads and look at the balance sheet like us to determine if the company has a bright future. Cathie and ARK goes much deeper than that.
Most people who buys TSLA knows it's priced in for a next year or two and still projects 5x down the road. I'm done buying because my position is built. I wanted to get to 600 shares but I'm happy with 550. I'll just sit back and relax. I won't be selling it this decade.
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I like stocks that nobody pays attention to. Grocery Outlet (GO) is due for a reversal so I'm loading up on 40.00 STRIKE CALLS.
