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Colin Shen,CFA's avatar

SHOW ME THE INCENTIVES, I WILL SHOW YOU THE RESULTS!

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Maverick Equity Research's avatar

great reminder Colin!

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anon's avatar

amazing job of retrospectively justifying outperformers.

get those fomo clicks!

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Maverick Equity Research's avatar

The post was about 1) Tesla incentives, 2) Palantir & Berkshire, 3) S&P 500 and POTUS approval rating, 4) Bonus: Imposter Syndrome ... not about the outperformers ... but each with his own angle of understanding and wishes.

P.S. if you read my research so far, you would know it is nothing even close to FOMO/YOLO or any of that kind of sort

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anon's avatar

i was not generalizing to all your posts, specifically to tesla and palantir as examples.

incentives and subsequent results come in all flavors :

- constructed (effectively) by the beneficiaries themselves, usually as too easy until 'maturity'

- can fail, no matter how well intentioned, due to incompetence or macro forces

- at a greater cost to minority owners than beneficiaries, even if company economics do well

- etc....

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Maverick Equity Research's avatar

Got it, great points on incentives & subsequent results, glad you did contribute now.

(P.S. I still do not believe I was justifying outperformers, actually with Palantir I was rising doubts how can it be so fast to get to 500bn market cap, half of a Berkshire ... but yeah, in written without tone and all, a lot can be perceived which was not even remotely intended ... in any case, to be sure no FOMO/YOLO here with anything, be it they are or not my own personal investments)

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Colin Shen,CFA's avatar

Even stating the same thing will always trigger different viewpoints from different people, just like the weather. Different individuals have different perceptions on temperature. Some may feel cold, while others may feel hot, even though the physical temperature is exactly the same.

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Maverick Equity Research's avatar

Great analogy Colin, so true :).

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Adrian Knoblauch's avatar

Very insightful & helpful, thanks!

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Maverick Equity Research's avatar

Very glad to hear, welcome Adrian!

Have a great week!

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Gerry with a G's avatar

Elon has much higher goals than those. He wants 10 to 50 million of the 3rd Gen Optimus. Or maybe he said 4th, but it was not far away, haha.

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Maverick Equity Research's avatar

Indeed, more than what I highlighted! I just cherry picked some. High ambitions with 3rd Gen Optimus. We will see, will be nice to see :). Cheers!

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Gerry with a G's avatar

🙏🙏

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