Episode 106: Interview With Todd Wenning
Loved spending time talking with Todd. I’ve learned a ton from Ensemble Capital’s research papers and their overall investment philosophy.
We talked about the Lordstown Motors Hindenburg report. Investing in EV SPACs and battery tech feels incredibly dangerous right now.
Another topic was Facebook’s 10,000 person team working on VR/AR. We came to the conclusion that the investment is so large because Facebook is afraid about the long-term profitability of its advertising business, which is almost 100% of its current sales.
So many ridiculous topics in finance/investing right now, including the Goldman Sachs CEO acting like a hypocrite, Elon Musk calling himself the “TechnoKing” in an SEC filing, and (sigh) NFTs.
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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.