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The cold, hard truth about what the Fed must do
Wall Street Unplugged - What's Really Moving These Markets
The Rise of Rivian and Tesla
Rivian sells trucks and SUVs. Pick up trucks are like 12% of the market. That's what they're selling and that's what they could scale right now. Same with Netflix, lives, breeds, their entire life is streaming. If you look at Disney, they're trying to get into a business that's not that cool business that they can't compete. When a leaner business, the same demand come back in their core markets. But these are some of the names. We have several names in in small cat venture, crazy venture opportunities that that are up and and seven of buys real, really good names in this portfolio.
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