Episode 78
E78: Poker Mindset, Space Bets & Retail vs. Pro Showdown
6 May 2025
🤔 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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