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Hey Team

Lot of talk today about Elon musk buying Twitter and people think he paid too much but the fact of the matter is TWTR was an IPO that launched nine years ago at $45 - it's up to 5% from that level in nine years. 

And it's a lot bigger than it was nine years ago but the real message is sometimes stocks are flat - therefore it's always good to be in hyper growth companies!!! That is where the alpha is.  Remove loss of purchasing power over 9 years and you lost 38% on Twitter.  

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Anonymous

James what's up with Rivian EV maker, I understand they have 20 Billion to invest in EV manufacturing, is this an early stock to get into or a good hedge, what's your input?

Anonymous

What is the implications of this news to TESLA stock. Does this mean Elon will start selling more TESLA stock to buy Twitter, i know he has investor in the twitter deal, but he i am sure he will have more 51% ownership of Twitter.