Leading Edge Investing

I seek to invest in companies that are pioneers in their fields. I share my ideas, because I value your feedback. I do not sell, nor give investment advice.

[Leading Edge Investing @LeadingEdgeTLE]

@simonharley After his horrendous take on Napoleon? No, I don’t think so

[Leading Edge Investing @LeadingEdgeTLE]

@OnDisasters @RealEmirHan The all-time most badass scene in all Bond movies, followed closely by Daniel Craig’s chase in the construction site

[Leading Edge Investing @LeadingEdgeTLE]

@InTheAssembly Patent expires? Not a small risk 🤷🏻‍♂️

[Leading Edge Investing @LeadingEdgeTLE]

@SanjayAtPlay do you have to turn it upside down to charge it?

[Leading Edge Investing @LeadingEdgeTLE]

@NotA_Bull ->Jensen by a country mile. He can swing markets by billions with a few words.
-> Elon used to have this mojo, but he lost it.
-> Satya who?

[Leading Edge Investing @LeadingEdgeTLE]

@TSLAFanMtl Leading the race is great, but the company valuation is based on commercial success.

[Leading Edge Investing @LeadingEdgeTLE]

@Vivek4real_ Very, very true!

[Leading Edge Investing @LeadingEdgeTLE]

@TSLAFanMtl But even their ICE vehicles are killing it on build quality and features. The trend in China is more towards tech and less about performance of the vehicle. I predict this trend is catching on elsewhere in the world, and the rest of the auto industry is struggling to catch up

[Leading Edge Investing @LeadingEdgeTLE]

@PanderingStooge @ryanpcooney 😀😀

[Leading Edge Investing @LeadingEdgeTLE]

@PanderingStooge @ryanpcooney I just get this nagging feeling that you are not their target market 🤔

[Leading Edge Investing @LeadingEdgeTLE]

@thomaschattwill Yes, except one attracts girls and the other detracts them

[Leading Edge Investing @LeadingEdgeTLE]

@tpgoebel People who buy Ferraris, I suspect care about what everyone else thinks about Ferraris.

[Leading Edge Investing @LeadingEdgeTLE]

@ryanpcooney Have you spoken to these people who don’t want an e-Ferrari?

[Leading Edge Investing @LeadingEdgeTLE]

@philroberts @Tesla @Ferrari What is the unit of measure for babe magnet?

[Leading Edge Investing @LeadingEdgeTLE]

@LawyerGatMAREJD @Timinroy Nicely put

[Leading Edge Investing @LeadingEdgeTLE]

@Timinroy That is not fair. We might not be able to afford the car, but we can absolutely afford the stock

[Leading Edge Investing @LeadingEdgeTLE]

@monkeyxofficer @regardingsemi Oops 🙄.

[Leading Edge Investing @LeadingEdgeTLE]

@ZeitgeistExplo1 It is a massive marketing challenge - bringing an EV under the traditional Ferrari brand image is a huge undertaking. I would have tried it under a different brand, build a following and slowly reincorporate it. But I am sure these folks are a lot more accomplished than me

[Leading Edge Investing @LeadingEdgeTLE]

@FredLambert I think this is going to be documented in case studies as the greatest marketing challenge in history. How does a company famous for high performance engines pivot to engineless cars and maintain the brand?

[Leading Edge Investing @LeadingEdgeTLE]

@FredLambert Is it really that crazy? I imagine there is a near infinite number of ways we can segment the economy and stock markets