1/ Tesla is fundamentally an AI & Robotics company: Their core competency is engineering and manufacturing 2/ Model Y will become best-selling vehicle of any kind in the world by revenue and possibly units (in 2022 or 2023) 3/ FSD seems to be progressing a bit slower than anticipated. Major architectural changes still underway (removal…
Tag: Investing
Build Wealth, Buy Freedom — A Complete Guide to Personal Finance
I’m very happy to announce the launch of my course, which I have been working on for the past two months. It’s everything you need to know about money and investing in 2 hours. Click here to learn more (apply code “LAUNCH50” at checkout for $150 off, valid until Nov 22, 2020). Who is this…
Show up for a decade
“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” — Bill Gates Good things take time A human needs 20 years to grow into an adult A tree needs 10 to 30 years to reach full size An olive tree needs 65 to 80 years…
Why I’m not a full-time money manager
Most Fund Managers Fail to Beat the Market There are tens of thousands of full-time money managers and stock market analysts in the world. Most of them consistently underperform a broad diversified index. (Research indicates that up to 89% of fund managers fail to beat the market.) That’s a lot of invested life energy, for,…
Why Invest at All? (If You Have a Good Job and Good Salary)
I feel that not enough people (especially here in Switzerland) have an investing mindset. A lot of people have high-paying jobs and are leading quite comfortable lives. Why should they bother investing? Cash is a bad store of value Every year, cash is losing purchasing power. It might not feel like much year by year,…
What People Don't Understand About Tesla
Note: This is not investment advice. At heart, I’m a value investor, and Tesla is no value investment. I view it as a binary venture-type bet. I am a TSLA shareholder since 2017. This is part 1 of my exploration of Tesla. Read part 2 here. To read all articles in my Tesla series click…
Real Estate Investing Framework
[This is a talk I recently gave at The Frankfurt Conversation 2019 by MOI Global.] I’d like to summarize some of the lessons I learned from helping to run a buy and hold real estate portfolio: Lesson 1: Find a framework Before my involvement, I had no prior experience in the real estate industry. So…
Investing Lessons from Running a Startup
[This is an edited version of a talk I recently gave at a MOI Global event.] I’d like to share some of the lessons I learned from being a startup founder, and how these can be applied to investing: Lesson 1: I’m a better investor because I was a founder As Warren Buffett famously said:…
31 Takeaways from START Summit 2019
My main motivation for going to START Summit 2019 was to meet old friends and acquaintances from the St. Gallen area, but also to learn from the talks. I was positively surprised. It ended up to be one of the best and most innovative tech/startup conferences I have ever attended. Check out the opening video…
Building a compounding engine
Ever since reading The Intelligent Investor many years ago, I subscribe to the “value investing” school of thought. It boils down to buying undervalued companies and being a long-term investor. What Has Worked In Investing (PDF) is a great start if you are new to the concept. Here is what I learned so far: While learning…