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Why stocks are dropping AGAIN? Bitcoin, TSLA w/ Justin Oh (Ep. 507) webfi network
I’m joined by Justin Oh of Cents Invest to discuss the macro market, correction, top stocks in his portfolio, stock picking vs index fund, crypto and more.
1/19/22 interview of Dave Lee by Justin Oh and Tom Nash on @Unpopular Opinions: https://www.youtube.com/watch?v=mrpwm80w9yM
Justin Oh on Twitter: https://twitter.com/acouplecents
Justin Oh on YouTube: https://www.youtube.com/c/JustinOCents
Cents Invest on web: https://www.acouplecents.com/
Timestamps:
00:00 – Introduction
00:50 – Russia invading Ukraine scenario – risk?
02:50 – Take on overall markets
13:00 – Comparison to dot com bubble
18:50 – Inflation, money supply, supply chain, GDP growth
26:45 – Importance of valuation skills
28:30 – Bitcoin, crypto valuation
52:10 – Bitcoin investment strategy
1:00:20 – Outsized gains, concentration vs index fund investing
1:08:40 – Stock looking at, Builders First Source
1:13-30 – Thoughts on $Zoom and $TDOC Teladoc stock
1:18:48 – Thoughts on Shopify stock $SHOP
1:20:40 – Thoughts on Roblox stock $RBLX
#Stocks #Investing #Bitcoin
Social
🐦 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
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ 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?
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Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
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My head is spinning absorbing the info coming from this vlog ,👍👍👍👏👏👏👏
I didn't enjoy this interview
Something underlying ppl not going back to work is MANDATES. If ppl are being forced to take something just to have a job, they will wait on the sidelines till these dumbass corporations get rid of these mandates and allow the working class back to work. Until then they will wait on the side and collect from unemployment. The unemployment is a self inflicted wound.
I didn't vote for Trump but he is the only president in my lifetime that hasn't started a new war/conflict. Biden is a typical establishment politician do it's just a matter of time before he starts a war. His handlers wouldn't have it any other way.
Dave: Just buy Tesla,,,,, 🙂
the cure to high price is higher price, no need to freak out on inflation
Sizing of bet based on risk.
51:26 I think Justin Oh is refering to Kelly Criterion.
https://en.wikipedia.org/wiki/Kelly_criterion
Just another data processing robot. The youth of today trouble me. At least we had a few free thinkers.
if you are starting from 0 or 100K salary you need concentration to make real hits and exit the rat race…. you can't
do it with diversification.
The crossover I always wanted
Hi Dave this is one of the key reason why we need to go 100% EV, the less demand we have for oil is it is a less countries who have a lot of it can use it to threaten the world.
Everything started going smoothly and pretty awesome ever since I was referred to above 👆👆i never had any pending working with wrld before %100 sure about them.
Everything started going smoothly and pretty awesome ever since I was referred to above 👆👆i never had any pending working with wrld before %100 sure about them.
I think Cathys model will be correct! When this plandemic hope to God people have woken ( not woke) up and we can get back to some what norm witch the WEF doesn’t really want but if people can actually go back to work without trying to be forced to stay at home or coerced into a medical 🏥 Jab!
Biden's just making Putin the Bogieman so he can look the hero.
Shopify up over %17 from the low today LOL
Amazing you can make a living out of this, as an engineer I am always perplexed when people put valuations on what are nothing but norms and customs not science, almost religion like.
On shore manufacturing is the Key otherwise we are F-cked the same here where i live and was birn in the former Canada 🇨🇦 where me and my wife have been contemplating getting permanent residency with our investments we are lucky 🍀 and have the money 💵 and more to a free Mexico 🇲🇽!
When you aren’t in margin and you know what you are invested in with a time horizon of a decade you take advantage of buying the highest growth stocks with the strongest balance sheets and Tesla is at the top of my list the lower things go and the longer the recovery takes the better for me.