Connecting The Dots

Disruption Analyst: Only Tesla and ____ will Survive! (Patreon)

Published:

2023-09-30 09:48:43

Imported:

2026-06

Tags:

Disruption Investing Tesla

haven't archived this post yet. have a subscription? use the importer!

Content

Ad Free for Patrons

Nobody else on wall street talks anything like this, but Nick Colas of Datatrek Research isn't like anyone else on wall street: In 2013 he was the first on wall street to cover bitcoin, and while most wall street analysts won't recognize disruption if it hit them in the face, Nick Colas opened Datatrek to FOCUS on disruption

In this discussion on The Compound and Friends, Nick says who the markets think will survive. His views are clear-cut, and although I don't fully agree with his approach (not judging by technology, but rather by market position seen through a lens of exponential growth), the discussion is highly interesting

Let me know what you think😎

Files

Previews only

🎉Disruption Analyst: Only Tesla and ____ will Survive!

Ad Free for Patrons Nobody else on wall street talks anything like this, but Nick Colas of Datatrek Research isn't like anyone else on wall street. In 2013 he was the first on wall street to cover bitcoin, and while most wall street analysts won't recognize disruption if it hit them in the face, Nick Colas opened Datatrek to FOCUS on disruption In this discussion on The Compound and Friends, Nick says who the markets think will survive. His vies are clear cut and although I don't fully agree with his approach (not judging by technology, but rather by market position transposed onto exponential growth), the discussion is highly interesting. Let me know what you think! Source: Only Tesla and Toyota will Survive I TCAF 108 - https://youtu.be/V0dqoptI84s 00:00 - Start 01:34 - Let's talk Tesla 02:38 - Why Valuation is High 04:02 - Joe Justice in Japan 05:35 - Can OEMs Adapt? 06:43 - Structural Advantages 08:22 - Porter Analysis 09:14 - DEAD vs ALIVE 13:11 - Value Investors Don't Get It 13:48 - Production is Hard 16:44 - DOjo and Data Centers 19:37 - Elon and Sam Altman