Episode 20 finds 7investing’s Luke Hallard, man of mystery and intrigue, swinging from the hammock in Sri Lanka, dodging monkey projectile coconuts. We catch up on the latest Black Mirror episode and what it means to read the terms of service in the age of AI, and the growing dangers of corporate overreach.
We also discuss Luke’s recent Twitter project, in which he’s doing a deep dive on his long-term buys and sells, company by company, and the lessons learned.
Don’t skip this masterclass, friends! Your portfolio will thank you!
Krzysztof, meanwhile, does a little math around a saved received in which Luke clowned his decision to sell Nvidia in order to buy a nearly bankrupt battery company. You’ll never guess who ends up wearing the clown shoes! We banter about the “exciting” world of options, Krzysztof promising to educate Luke on future episodes on some advanced strategies. Our trivia game concludes with two truths and a lie about Eos Energy, the little battery company that is powering Krzysztof’s portfolio, a janky operator no more?
It’s summer, so kick back, grab a piña colada and spend some quality time Luke and Krzysztof and the 7investing mission to empower you to be a world-class investor!
