Secrets of Investing - Why Some Companies Become Big Winners and Some Don’t

[@George_Perez]

LOVE this Dave, investing in innovative category disrupting companies is so key and then hold for the LONG TERM! If you pick properly, then you don’t have to worry about anything.. if it dips a bit do nothing, and if it dips a lot then great buy some more while its on sale! My biggest holdings are currently Tesla, Shopify, Alibaba, and Square also still haven't sold my amazon stock from 5+ years ago 🔥🤑🚀

[@timothyle5727]

no one cares what your holdings are

[@sophie3588]

You are so thorough with your analysis! Do you teach? Because you totally should! I watch your videos, and am inspired to write a paper on my stock company analysis to express why I chose my picks

[@PeterIllini85]

I appreciate your videos, Dave. For this particular video, the title below the video "Secrets of Investing - Why ..." is accurate. You explain in detail is to "why". However, the thumbnail for this video says "How to find the big winners", in my opinion, is very misleading. The "how" is extremely difficult. The "why" is much easier because one can look back in time to see the secrets play out. The "how" is having the intelligence, diligence, foresight, and guts to pull the buy trigger.

[@nelsonmacy1010]

Feel like I am listening to Buffett / Buddha eg timeless wisdom. Love that Dave is always listening, reflective and learning. Awesome thx 😊,

[@김천홍-v5s]

No woder Dave is so popular, considering he is a descendant of Korea the home of prodiges and math bookworms.

[@konradpiela6480]

I am new to the stock market. Ever since I got started and got into it about two month ago I have been doing the best research that I am capable of and in that time you are the only individual to introduce me to really young companies with a lot of potential. Ever since I heard of tesla a few years ago I really wanted to buy their stocks but I had no idea it was so easy. But for about a year I have been unemployed now and I have a son and I am the only one that brings some income to get the essentials for me, my wife, and son; therefore I am really limited to how many stocks I can invest in. I can’t begin to thank you for introducing me to some of these public companies I wasn’t aware of ✌️

[@konradpiela6480]

I promise you if as a result of your video I make decent percentages I will be a lifetime supporter of your content and there won’t be a video you make that I won’t hit the 👍

[@bschindler2517]

Your content and the way you present it is very effective. Simple yet it works quite well to draw us in to your thoughts. Keep up the good work Dave and as always be well sir!

[@boringlyfactual6368]

Consistently solid and relevant videos. I want to present another characteristic that is important, particularly to busy folks and seniors. I shop at Costco and Amazon whenever possible. Their prices are favorable but they are sometimes not the lowest. The key: Both have polished and simple policies after the sale. What I need is a company that makes the entire process relatively simple and painless. Both stand behind their sales unconditionally. Priceless.

[@SwirlingDragonMist]

I think in say a year or two Elizabeth Warren is going to flip the table on the whole monopoly game. Costco is real cool, I think with a little more innovation, they could really dazzle... and probably razzle too lol

[@Trezker]

The best secrets are the ones you can talk about openly and your competitors refuse to believe it can work. Then you just have to find investors who do believe you...

[@40watt_club]

to the point :-)

[@susanlee6426]

Wow, think this may be your best video to date. Thanks.

[@jeffzhang419]

Nvidia is one company that I think really fit this category. They r dominating the high end gaming graphic market and they seems to be doing pretty well in data training server as well

[@goranpocina9628]

Nvidia's key insight is their investment in the CUDA library for democratizing access to parallel computing. It would take hundreds of man years for anyone to write anything comparable. They also understand that custom, special purpose hardware can have real performance advantage over general purpose hardware, but really CUDA is the key. And CUDA is free, except it only runs on Nvidia hardware.

[@goranpocina9628]

And to back up a decade, they also understood before anyone else, that higher clock speeds would not be and option in the future so the only way to make use of more transistors was with more special purpose CPUs. That general purpose computing would peak and that simpler special purpose CPUs were needed. So they invested many years and resources in developing cuda.

[@SwirlingDragonMist]

The more I learn about AMD the more it looks to me they're going to leave everyone in the dust, while Intel will still be relevant because they've been pouring resources into 5G internet of things technologies, which accounts for the blunted edge in their traditional areas of exceptionalism. Intel might surprise everyone by leaping into a whole new 5g world, while having some of the slowest and least efficient CPU's on the market. Apple is transitioning to their own chips, and AMD is better in cost and performance. While Nvidia has a great autonomous car play, Tesla is also making their own in house self driving chip hardware, so that portion of Nvidia may be limited to the upside potential of say GM which doesn't look to stellar at the moment, but the Nikola hydrogen autonomous crowd may hold some surprises too where Nvidia could shine. Worth mentioning TSMC taiwan semi conductor makes most of these companies chips, so they're worth watching too.

[@kilburncourtney]

Thanks for information I was Happy to hit like button.

[@2musiclover534]

Thanks! My 'key' question about Shopify and Square is their moat. Tesla's moat is crystal clear and there are mutliple factors contributing to their moat. I can't see any other automakers cancelling out Tesla's moat. However, with Shopify, what prevents other companies like Google or such doing a similar approach? Same with Square - what prevents companies like Paypal or Slice to do that Square does? I would be much grateful if you can briefly reply if the moats for both are clear.

[@MrDarrylalvares]

Their moat is they are not tied to any specific Ad company. So they can partner with all platforms to sell products. Also their seller portal is easy to work with for sellers. That’s their moat. The only thing I don’t understand is how they earn money .

[@nanaxi7709]

Thank you Dave, I love this video idea! Hope you can do more of these for more companies

[@JoshWest247]

Dave, on the same topic of Peter Thiel, would love to hear your thoughts on Palantir Technologies Inc.

[@louishuang5271]

Thank you Dave. Always enjoy your videos. Made me think deeper and see broader. Keep it going! =)

[@JoshWest247]

Zero to One is excellent one of my top reads of 2020

[@sgouletas1]

Dave, When projecting future revenues and NOI of a company what is an appropriate discount factor for one or two years out?

[@robertsy6470]

Hi Dave, do you have any insights on Sea Limited (SE). I noticed the stock have been more or less consistently going up.

[@hairqueenie]

I bought SE recently just before their earning call. As expected they had a huge growth due to the virus (everyone in Asia buying from home). It is like an Amazon in Asia but with many other competitors. With reopening, unusual sales might fall but it is a market leader in many Asian markets.

[@Iridiot]

do add share your new key insights for companies you get a position on and share if you remove companies

[@dr.gerhardrentsch3474]

Excellent! Thank you, Dave Lee

[@PhiTonics]

Curious on your thoughts around Plantir if you've looked at them yet.

[@richardbrody4306]

Hi Dave, you mentioned that "Space will be one of biggest markets in the future" . Can you do a video explaining that idea. Or, if you have done one, please let me know. Be great to understand the Space Market that SpaceX is going after. Thanks

[@polishfish]

“Space is big. You just won’t believe how vastly, hugely, mind-bogglingly big it is. I mean, you may think it’s a long way down the road to the chemist’s, but that’s peanuts compared to space.” - Hitchhiker’s Guide to the Galaxy

[@SwirlingDragonMist]

The way the solar system forms, all the really sweet rare elements get liquified in the core of the planet. They're all gooped in lava and rocks, and it's hard to burrow into burning hot lava ha ha ha. But in space these rare elements are still floating around as asteroids. There's allot of potential to mine rare elements and platinum group metals from asteroids, and maybe even discover some new ones ;). Checkout Starlink to see how SpaceX is going to provide internet to places it has never been before. The economic impact of internet access in rural developing nations, is gargantuan! Imagine the collective value of every isp, online retailer, social media group, and search engine all rolled into one potential privatized network. Or even better imagine a giant hand pump pushing internet into the atmosphere for free, that's enough to make your pigeon swoon ha ha ha ;)

[@CaseyBurnsInvesting]

Definitely excited to check out Zero to One. I’ve purchased the book but, haven’t read it yet.

[@xiaojishawnliu2037]

Hi Dave, how will you compare cloudflare vs fastly? loved all your videos btw.

[@AverageAngel]

High quality video

[@hieucam5622]

Would love to hear your analysis on slack

[@vedu8519]

Slack is an interesting company, but honestly at present its just a very bad version of Discord, imo.

[@kiminhei]

Same here! I've always felt like Slack has a key insight, after using it at a few tech companies as well as for personal planning with groups of people. It's taking a while for that insight to be understood by investors. To me, it's like the evolution of email and instant messaging...just a better way to communicate through a company or group. Puts people on the "same page"

[@40watt_club]

Ty for your insights..... if you ever plan to visit Vienna/Austria please let me know :-)

[@Singuy888]

Holy shit you put my pick in this video! Go FVRR baby!

[@jamestalks4770]

Netflix for sure got the convenient part right and it paid off huge in the last decade. That said a lot of that engineering work is now commoditized with the likes of AWS. Can we really say producing more shows is a breakthrough technology for the coming years of the company, or are they doing more?

[@melvillekirkwood6859]

Hi Dave. I am new to investing and have bought 10 stocks now. I am in Canada do you look at our market? More importantly, I am struggling with adding to my portfolio when the price increases. For example, if I pay 10.00 for a share and buy 100 so the average is 10.00. But if the share goes up to 30.00 and buy another 100. Shares my average jumps to 20.00 per share. Can you shed light on my mental block? Perhaps a dumb Q!!

[@SwirlingDragonMist]

It's kinda like converting currency, once you've bought stock, you have stock, you don't have $30 of stock. You just have x number of stock, it no longer matters what you paid for it, just surrender the notion that it's up or down, it's neither it is only x number of stock now. Ask yourself if you X number of stock is going to be worth more or less in the future, and decide to add or to sell, if you are unclear whether to add or to sell, then you don't have enough information to confidently hold it, and you should just sell it, if you change your mind you can also buy the same stock tomorrow with the money from today. Focus on where it will be, not where it has been. There's something called the "sunk cost fallacy" it's a psychological thing, you should do some googling and reflecting on it.

[@VIBEarabia]

Hey Dave. How do you invest in SpaceX?

[@GeorgeExplores]

I would like to hear people's thoughts on a different approach: Instead of spending hours and hours of your own time researching companies / financial documents etc etc - how about just spending time on finding a research team / investment organisation or individual(s) that generally match your own thoughts and ideas and investing based on their thinking. For example, I have bought Tesla & some biotech shares after looking at ARK Invest's ETF portfolio's and research and have had fantastic gains so far.

[@warrengraham7461]

you generally can't hire your thinking done.

[@Ben-fe1ft]

I like it

[@Pete_YT]

Airbnb - they could have just listed room/places to stay like every other hotel comparison site, but they didn't. They made it all about the photos and feedback and made a great booking experience.

[@YasharFrank]

The company Livongo. Their insight is to collect and organize health data for people with diabetes and high blood pressure, and use that to provide support for the patient in a highly scalable fashion.

[@futuresense]

Would love to see a video on Shopify

[@yi1zhao]

QUESTION: How do you think the escalating US-China trade war will affect Tesla? It must be extremely concerning to all the big tech companies.

[@arieoliver9125]

Its a non issue for Tesla. Both countries need Tesla. Tesla is indispensable for growth of electric car in China. In America he is indispensable for space race ie Space X. As long as Elon Musk stays neutral he will go from strength to strength.

[@yi1zhao]

@@arieoliver9125 Do you think Chinese gov will give US businesses a hard time, like they did to Google?

[@SwirlingDragonMist]

China loves the idea of Tesla building cars there and shipping them all over Asia, that's why they built Giga Factory Shanghai so quickly. The fastest approval in history if I recall right. It tensions get really bad and the US and China stop trade completely, Tesla can still sell cars in China because they're not importing them, they're building hem there, Because Tesla brilliantly has plants in both countries making cars locally, tensions will have little to no effect, the only thing is maybe parts or rare earth elements, but Teslas vertical integration and new battery chemistry will limit it's dependence on trade between the countries, probably even having different battery chemistries from country to country based on the resources available locally. One thing that could be bothersome is profits in one country might not be transferable to the other country, which might give a drop of pause in a bucket of upside, but it's a non issue for Tesla, because the purpose of Tesla is to provide sustainable transport, not offshore profits. They're probably the best positioned company in the entire world, for both scenarios of trade tensions, and trade resolutions.

[@JohnSmith-vc1eu]

Can you analyse Equinix REIT please?

[@mangalpal8921]

In cloudflare you explained crowdstrike

[@bagelhunk]

Check out NDRA. I think it’s going to be a big winner. 🌟

[@omgwowgg]

Can you please do an in-depth video on Netflix?

[@allanfromm]

Interested to know how Dave feels about Facebook.

[@mcharr02]

One of the best companies with a lot of cash that re-invest in itself based on revenue from mostly advertising. Growing company.

[@meiada]

How about Nio?

[@marxenbrothers]

Electricity Markets Insight: In EU (and maybe US) many coal and nuclear plants will be retired in the next 5-10 years and almost no new coming to market. At the same time more electricity demand due to e-mobility. Plus: increased share of renewables which will lead to unstable supply. Hence: Remaining nuclear becoming more valuable as no new baseload production will come to market. Renewables stay highly profitable and grow to 40+% of electricity production. Therefore: Electricity production and prices will become much more volatile. And this leads to gas as the balancing factor for the grid: gas to electricity can be switched on and off easily. I guess Buffet figured this out and nobody talks about it. (Except me here in the comment section). Look at Germany as bellwether. Often there is steep negative electricity prices (i.e. you get paid to consume electricity)! These instances become more frequent. Already 40% of electricity production is from renewables with high volatility due to sun and wind patterns. It is increasingly difficult to balance this off and seems that gas is the solution for the next 5-10 years. Maybe later battery storage and other options become available.

[@Zendefone]

Losing their innovation does not mean that they have bad products. It means they are are milking past innovation and have little/no technological breakthroughs currently and going forward. Can they have stable, solid earnings going forward? Sure. But they have turned from a rapidly innovative company in 2007 run by a radical entrepreneur to a stable, mature company run by a CEO now.

[@vwonyx]

Thank You.

[@akakhbod]

thanks Dave!

[@sengvang3718]

Also don't forget a visionary founder/CEO

[@keltonbajo6081]

I think Redfin answers a lot of those 7 questions. Do you guys have any suggestions besides Tesla?

[@TheValueGame]

Dave great content🙏🏽 what’s your take on Illumina?

[@kingdombuiltmedia9121]

His first video about this book he answers this question! 👍🏽

[@mcharr02]

Biggest genomics company to invest in and they are the future with year to year growth.

[@sirus312]

Trade Desk Dave don't sleep on it

[@vedu8519]

Dave, any thoughts of expanding your channel's community to having a Patreon page along with a Patreon only Discord server?

[@AlanChen]

In Summary: $AAPL, $ TSLA, $SQ, $SHOP, $AMZN, $NFLX, $SPACEX, $PTON, $FVRR, $NET, $TWTR

[@AlanChen]

Buy these you will be like DAVE LEE

[@LamboLapdog]

👊👊

[@michaelchae4742]

Secret Opportunity for Microsoft: To provide optimal tech solutions that people need If anyone has a different opinion I’d like to see it so please comment

[@Joseph-on7nf]

Proterra, battery technology

[@JohnSmith-pn2vl]

one company is definitely RIMAC, Mate is that "Elon Muskish" kinda Guy, achieving incredible Results, theres a lot more to come from him in the Future

[@SwirlingDragonMist]

Love it!

[@briannguyen9888]

Boeing please

[@egage43]

Are you in any way related to Dave Lee tech? 😂

[@brunoberenguer3026]

👌

[@Mrpickles215]

Dang just missed him

[@heliheli6808]

Err what’s value

[@bobbyshaftoe45]

It seems Dorsey is his own worse enemy then... ;-/

[@mikeb5030]

I asked myself those 7 questions and the answer that came up with is TSLA

[@michaelchae4742]

Secret opportunity for Beyond Meat: The younger generations are coming to its products because of the positive effects it leaves on the environment. The older generations are coming to its products because of the health benefits it has over animal meat. Please comment if you have any other ideas

[@SwirlingDragonMist]

Oooh nice, I feel the same confidence in Beyond Meat, I really like the way you accentuated and articulated these two complementary factors.

[@ahmturaihi9505]

Dave, what do you think about Beyond Meat? All the 7 questions apply to them. Is the 'secret' or key insight point (number 7) so secretive that majority of the analysts are bashing it or shorting the stock? I really see that they have a bright future, considering people are cutting down on animal meat because of negative effects on environment and water scarcity.

[@luluh1154]

Panda stingy on food now

[@michaelchae4742]

First

[@67buzzo]

Tesla is basically an IPhone you can ride ....

[@YasharFrank]

Peter Drucker calls them key insight if the company the “idea” behind the company. He said this decades ago.

[@dorianjani]

Beyond Meat.

[@NicholasShanks]

His name is pronounced like the colour "teal".