12. The $TSLA and $TSLAQ communities are both rational responses to a situation that is almost nothing but high stakes reflexivity.
The two forces are in a game of tug-o-war to shape Tesla’s intrinsic value by influencing its stock price. Lots to learn from watching their duel.
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13. Value investing and growth/momentum investing both work and it’s important to respect and try to integrate the best ideas from each investing style into your own. Don’t be a cultist to one style. You’re only harming yourself and your family by drinking the Kool-Aid.
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14. Financial statements are usually the outputs of a company’s value drivers, not the value drivers themselves. Learning adjacent skill sets, such as direct response marketing, can open up opportunities to you that others can’t yet see. I recommend Tested Advertising Methods.
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15. Knowledge is abundant and by itself is only rarely a competitive advantage. But you can create an edge by synthesizing knowledge to create an understanding that is unique to you.
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Taking a break now that I’ve worked through my backlog. Will do more later if more likes come, though.
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16. The strength of the crypto and pot stock bubbles were influenced in part by how aggressively they were hyped by investment newsletters. The size of the industry would surprise most people. The largest co. has a subscriber base in the seven figures.
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17. Company narrative metagame management is one of the primary roles of a good CEO and most do a poor job of it. Managing your narrative is a big aspect of capital allocation and can create or destroy fortunes for your shareholders.
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Replying to @ErnestWongBWM
Was thinking more of Singleton and Musk but would love to hear the Iger case.
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Replying to @LAForeverHall
Reed hastings has done an outstanding job at this as well
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Great thoughts! That makes a lot of sense. Thanks for sharing. 
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