Tom Nash
patreon
March 8 Zoom Call Highlights
🕑 Added 2021-03-09 15:53:27 +0000 UTCHi there! Thank you so much for those who attended the last zoom call we are more than 90+ on that call and I just really love having a talk with all of you. For those who don't have the chance to attend, please see below the highlights:
Cathie Wood on PLTR
> Not concerned at all because there's a lot of opportunity in all through out the 5 years horizon
> She saw the dip coming, the whole dip actually increases their projections because they are working on the 5 year model so now the price drop their DCA (Down Cost Average).
> If you noted, she bought 10M shares of PLTR thru the dip so while the DCA is down they're increasing the 5 year growth rates
> They forecasted 80% annual growth for the EV Global market.
> If you look at inflation concerns, growth breaths inflation which is true 100% however, disruptive growth kills all industries deflating the market it evolves so basically there is a counter trend of deflative development on the innovative companies that you don't have with just straight up growth in the standard economy so that's why she doesn't see an inflation inspiring a lot of control.
The other point on the call is about CRWD, which was posted in detail here:
https://www.patreon.com/posts/48483152
If you have any questions, please feel free to send a message thru Patreon. Have a nice day ahead!
-Tom
Comments
Kas
Three words on Cathie: Garrett Van Wagoner That and it's going to be painfully interesting watching Cathie try to raise cash without torpedoing her darlings. Talk about a positive feedback loop.
Jamie Thorpe
Tying yourself to the coattails of Cathie Wood and Chamath Palihapitiya isn't going to be the best play here. Combined with the huge love for TSLA, I am really at odds with this.
Generico Fakero
Hi Chris, the next call will be next week. The day will depends on the results of the poll.
Grzegorz Nowotarski
Thanks for the highlights!
chris houston
When is the next one
Alfredo Mora
Thanks Tom for the minutes! I was trying to get in on CRWD yesterday but missed my chance. Will see if it dips back to $185.
Vladyslav
Thanks bro for the call and for CRWD! Made my day today :) took it yesterday at 186 and now it’s 194. Nice swing trade 😎
