Tesla AI Day, PLTR, Crypto w/ Emmet Peppers (Ep. 409)

I'm joined by Emmet Peppers as we discuss investing: TSLA, AI Day, PLTR, LMND, PTON, RBLX, Axie Infinity, Ethereum, and more. View Tips for First-time Parents, https://youtu.be/CZ7mRycb1iA Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE Good Soil Management YouTube channel, https://www.youtube.com/channel/UCho9rOsQBrq-kUGjzJADHAQ Timestamps: 00:40 Tesla AI day and short term, long term implications 3:00 Stock split and expiring options for Emmet? How much did you put down? 5:52 how do you mentally deal with a small percentage of your portfolio but still a considerable amount? 9:50 If you had a million dollars at 18, what would you invest in? Crypto world! 14:55 A shift in the crypto world, a killer use case: NFT games 27:08 PLTR are you thinking about adding into your portfolio? 34:30 EBITDA investing strategy; “the shift” 37:30 Thoughts on LMND, user interface matched with utility and built from scratch 42:30 Dave Lee Phases of Investing, Phase 1: Negative Cash flows, Phase 2: A shift in EBITDA, Phase 3: Multi year run. 45:05 Tesla, supply and demand. Chip shortage vs strong demand 49:00 how much of Tesla’s future growth is priced into the stock? 54:30 Full Self Driving(FSD) update and how difficult it really is 59:20 If you had to buy a non Tesla EV what would you buy? 1:00:24 Any growth companies that could 10x in a few years 1:06:05 Peloton, can’t copy businesses 1:08:13 mega trends that are underrated and what companies embrace it 1:21:44 parenting channel 1:22:06 anything new going on with you? 🐦 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 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA 💁🏻‍♂️ 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 and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission. Open an brokerage account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338 Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Subscribe to Dave Lee on Investing on Soundwise