083 Brad Kenagy – I Hope Tesla’s Cash Burn Doesn’t Take Down The Model 3

Brad Kenagy recently wrote an article titled, “Tesla Just Said What!” where he highlighted the following statement in a recent Tesla press release: “While the P100D Ludicrous is obviously an expensive vehicle, we want to emphasize that every sale helps pay for the smaller and much more affordable Tesla Model 3 that is in development. […]

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081 Jesse Moore – Why You Should Wait For A Market Crash

Jesse Moore is back on the show to share his personal approach to investing. We talk about how he started about using probability weighted methods for investing in oil wells and went on to highly leveraged tech investing before landing on value investing as his preferred guiding philosophy. We have a great conversation about weighing […]

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080 Mark Bern – The Desperate Earnings Cover-Up Of 2016

Mark Bern is an established Seeking Alpha contributor who wrote a series of articles titled “Earnings Heading in the Wrong Direction.” I’ve had Mark on the show before and wanted to catch up with to learn more about his thesis. Essentially, Mark has been looking beyond what companies are reporting to find actual GAAP numbers, then comparing […]

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