Before returning to the UK, Badger paid his pal Monkey a visit in Austin. Shenanigans ensued, including, but not limited to:
A trip to the Apple $AAPL store to try the Vision Pro headset. Was the demo experience enough to convince Luke to drop Android and buy into Apple’s metaverse aspirations?
Since the Wise $WIZEY Austin headquarters were nearby, we were graciously able to take a tour of the company’s new digs. You’ll hear more about Wise in an upcoming episode, but we do examine a tried and true (?) Peter Lynchian principle: invest in what you know.
Tesla $TSLA released their delivery numbers and they weren’t pretty. We discuss how to think about Tesla’s short-term pain, while still having the potential to become the world’s largest company. The ambivalence of forces at play reminded Monkey of Nvidia $NVDA after a shortfall in revenue that was crypto-related. Those who took advantage profited wildly. Is more caution warranted with Tesla at the moment?
Before flying home, Monkey and Mrs. Monkey played a few hours of poker with the Badger. We recorded the footage and analyze the big hand. Annie Duke, what would you have done differently?
