I seek to invest in companies that are pioneers in their fields. I share my ideas, because I value your feedback. I do not sell, nor give investment advice.
Joined January 2025
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Leading Edge Investing retweeted
"I don't need an analyst to tell me when a 10 PE stock is cheap. I need an analyst to tell me when a 40 PE stock is cheap."
- Steve Mandel, founder of Lone Pine Capital
$ADBE $QQQ $SPY
Adobe is trading at its cheapest valuation in a decade.
EV/EBIT: 16.9x
Why wouldn't this beat the market from here?
$ADBE
Leading Edge Investing retweeted
I think people forget how bad 2020/2021 was lol
$OKLO needs to 3-5x FROM HERE for it to be like 2021
2021 had 0 revenue companies like:
$LCID - $90B
$RVIN - $100B+ valuation during IPO(larger than ford at the time)
$NKLA - $30B ending up being a scam
$FSR (Fisker) - billions with 0 products
And that’s just a few names off the top of my head. Plenty of other.
THEN you had everyone and I mean everyone talking about stocks.
“What should I buy”
“How do I get rich”
Every friend I had was now an “options pro”.
THEN you had NFTs, selling for millions of dollars.
THEN you had $100Bs in Covid stimulus checks.
THEN you had FFR at near 0%.
This is NOT 2021. I’m not saying it’s not a local top but any comparison to 20/21’ is based on their own FOMO IMO.
Leading Edge Investing retweeted
What happens to the $3 trillion car industry when everything becomes self-driving with AI?
1. Maybe car interiors will be designed by Four Seasons and Herman Miller instead of Ford and Honda.
2. Maybe the true premium will be in which AI finds the most spectacular sunrise routes on your morning commute.
3. Maybe we'll subscribe to "experience plans" instead of owning vehicles, sleep pods for overnight trips, meeting rooms for work days, party spaces for weekends.
4. Maybe the ultimate luxury will be the car that feels the least like a car and the most like the world's most perfect moving room.
5. Maybe the car that wins the future isn't engineered in Germany or Japan, but designed in Copenhagen or Kyoto, places that understand the art of beautiful, functional living spaces.
6. Maybe premium car brands market the "silence rating" of their cabins, competing to create the most perfect acoustic environment for sleep, conversation, or focus.
7. Maybe auto insurance companies collapse when accident rates plummet 90%, creating a trillion-dollar industry vacuum.
8. Maybe city planners redesign urban areas when parking becomes obsolete, turning 30% of urban real estate into parks and housing.
9. Maybe we'll look back at human-driven cars with the same horror we now reserve for letting children ride without seatbelts.
10. Maybe we'll outlaw human drivers in some countries in the same way that we banned smoking indoors, treating manual driving as an unnecessary public health risk that kills thousands yearly.
11. Maybe traffic goes down a lot.
12. Maybe the prices of desirable vintage porsches etc go up like crazy as they become a 10x more desirable collectible
AI has a ton of second order effects.
Interesting to think through it.
What will happen to the $3T car industry?