CATHERINE: Yeah, and it gives you these, this cost of customer acquisition and lots of other stats that help make the point I just made. We’ve talked to Elon about that, and he says that they’re not going to get the secret sauce. I asked our analyst, why is there this discrepancy? Well, guess what? Ethiopia GPF is non-ideological, analyzes the world and forecasts the future using geopolitics: political, economic, military and geographic dimensions at the foundation of a nation. Ireland I had been funding the firm by myself for three full years. Those who are innovating, heads down, rushing to transform the world, don’t have time to seize the opportunity. So our price target, just because of the Coronavirus, and we tend not to adjust for this sort of thing, but many people were asking us, so we redid the models, went from seven thousand to sixty-eight hundred. Oman You’ll love the way she thinks. Please note: The above views are those of CMG and its CEO, Stephen Blumenthal, and do not reflect those of any sub-advisor that CMG may engage to manage any CMG strategy, or exclusively determines any internal strategy employed by CMG. We’re looking at how learning curves are evolving and costs are declining. Greenland Are you still as bullish on Tesla as you ever were? Guadeloupe Thanks for reading. It really does very little to move our model. Sint Maarten Cook Islands San Marino Within two months, Tesla released specs for its AI chip. Lebanon If a friend forwarded this email to you and you’d like to be on the weekly list, you can sign up to receive my free On My Radar letter here. So now we feel that there’s so much misinformation out there, mostly because traditional auto analysts are following this stock. Tunisia Are they ready for primetime? That is one illustration of how inefficiently-priced innovation is in the public equity markets in contrast to the private equity markets. Think about it. Liechtenstein BARRY: So what would it take to get you to say our model about Tesla is wrong? CATHERINE: We call it radical transparency, and that’s very much what we are. The more you work, the more miles you collect for us, the more you work to solve your financing issue. I just saw that Cruise Automation, which is GM’s autonomous division, just laid off eight percent of its workforce after, in 2019, going on a huge hiring spree. She could have easily offered investment management in an expensive hedge fund structure, but being innovative herself, she instead decided to provide her active management via exchange-traded funds (ETFs). It came out and James Wang, who had been at NVIDIA, knows a thing or two about chip specs, said, “Whoa. But he, as he has said himself, gets the job done. And that’s just one-use case, though. Japan I really do. SIC Conference An annual macroeconomic and finance event, the Strategic Investment Conference is hosted by John Mauldin and Mauldin Economics by Mauldin Economics Summary: ... Again, you can still be part of the SIC with our Virtual Pass. Here’s a taste: You should certainly take a look at ARK Invest’s ETFs. BARRY: So I want to talk about your largest ETF, which, if my notes are correct, is over $3 billion and over the past five years has returned 204% versus the S&P 500, which returned 54%. Love that!]. Offering Financial & Economic Analysis, Research. Croatia Founder, CEO, CIO, and Portfolio Manager, ARK Investment Management LLC. Sao Tome and Principe It’s a very good wrapper. Nepal Already a subscriber? And EV sales are starting to pull away from gas- powered sales. And I’m looking at both of them. And by our estimates, it is going to enable freight transportation for three cents per ton-mile. Niue CATHERINE: Yes. They stole that and basically, you know, wiped it off the face of the earth. With her investments in innovative and disruptive technologies, Catherine is looking toward the future. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities.
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