E78: Poker Mindset, Space Bets & Retail vs. Pro Showdown

Описание: 🤔 Is it more important to make good investment decisions or to make money? We dive into this fundamental question that shapes investment strategy and psychology
🏦 Why poker players focus on process while many investors chase outcomes. We explore the differences between short-term performance measurement and long-term success
🎲 Survivorship Bias in Investing - The 99 investors who took big bets and lost don't get to tell their stories. We examine how this distorts our perception of successful investing strategies
📊 Professional vs Retail Investors - Hedge funds have sold over a trillion dollars in shares while individual investors are buying the dip. Who will ultimately be proven right?
🛰️ AST SpaceMobile Deep Dive - Luke joins Krzysztof as an ASTS shareholder! We analyze the commercial model, partnerships with mobile operators, and potential government contracts that make this space communication company compelling $ASTS
🚚 Autonomous Trucking's Future - Aurora Innovation's challenge of bringing self-driving freight to highways. With regulators slowing progress, is this $12B pre-revenue company worth the risk? $AUR
💵 Luke shares his recent trim decisions on overvalued holdings (CrowdStrike and Palantir) while maintaining core positions $CRWD $PLTR
🔮 Krzysztof reviews MicroBot Medical, a tiny medtech company developing one-time-use robotic systems for endovascular surgery. Is this speculative play worth a small position? $MBOT

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Segments:
00:00:49 Introduction
00:02:36 Tesla Earnings Reaction and Share Price Movement $TSLA
00:04:03 AST SpaceMobile Investment Discussion
00:08:31 AST's Commercial Model and Mobile Network Partnerships
00:13:57 UK Energy Innovation: Octopus Unlimited EV Charging
00:16:07 EV Market Observations and Beaten Down Stocks
00:17:37 Investing Philosophy: Poker vs. Professional Investing
00:22:18 Short-Term vs. Long-Term Investment Thinking
00:32:57 Role of Luck in Investment Outcomes
00:36:11 Market Chaos: Individual vs. Institutional Investors
00:41:49 Portfolio Management Strategy Discussion
00:48:32 MicroBot Medical Safari Stock Analysis $MBOT
00:57:57 Aurora Innovation Autonomous Trucking Analysis $AUR
01:06:15 American Tower Put Option Discussion $AMT
01:16:15 FinChat Discount Announcement and Wrap-Up


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