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TIP515: The Little Book of Valuation by Aswath Damodaran
We Study Billionaires - The Investor’s Podcast Network
The Tesla Bowl Is Telling a Different Story
Many people have their own opinions on what the story is of Tesla. You want to look at the facts and the research that shows which story is based on reality. This also reminds me of Howard Marks and how he talks about second-level thinking. Second-level thinking says that Tesla is a great company, but the market is pricing it as if it's going to be one of the greatest companies in the world.
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