Value Thought Investment Podcast Matteo Pauselli

On April 4, 2022, Elon Musk bought over $3 billion in Twitter stock, making him the largest owner of Twitter at a 9.2% stake. But why would Elon Musk do this? Is he trying to diversify his investments? Is Musk a value investor or is he a growth investor? Or, is he participating in a special kind of investing called “Activist Investing”? Let’s pull up the 13G filing and the Twitter Proxy Statement to try and understand this purchase.



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📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Elon Musk’s $3 billion purchase of Twitter
- Elon is now the biggest owner of Twitter
- Looking through a 13G SEC filing 
- What is an Activist Investor?
- Voting for Board of Directors



⏱🔎 𝗧𝗶𝗺𝗲 𝗦𝘁𝗮𝗺𝗽𝘀:
0:00 Intro: Why Twitter?
0:47 SEC 13G Filing
2:31 Musk’s ownership % in Twitter
3:23 Activist Investing
4:21 Voting for Board of Directors
6:07 What do you think?



💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com 
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/ 



🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following: 
Do your own research when investing, and then do some more.  The content provided here is intended to be used and must be used for entertainment and educational purposes only.  It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.  



𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.



#ElonMusk #Twitter #Investing

Categories:
Value investing, warren buffett, charlie munger, berkshire hathaway, Stock Analysis, Business Analysis, Intrinsic Value, margin of safety, finance, business, money, investing, financial freedom, investment, entrepreneur, trading, stock market, stocks, wealth, invest, real estate, investor, accounting, personal finance, financial literacy, wall street, credit, entrepreneurship, marketing, trader, Phil Town, Benjamin Graham, Mohnish Pabrai, Seth Klarman, Howard Marks, Peter Lynch, Joel Greenblatt, Michael Burry, Irving Kahn, Fundamental Analysis, Vitaliy Katsenelson

“I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.” Bruce Lee’s quote has many similarities to Warren Buffett’s investment mantra of becoming familiar with every stock investment option. Let’s see exactly why the practice, discipline, and patience of Bruce Lee would have made him a fantastic value investor.



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https://valuethoughtinvesting.com/stock-analysis-tool/ 


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📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Bruce Lee’s practice method
- A Value Investor’s practice method
- Buffett and 27,000 companies
- Punch Card Investing




💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com 
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/ 



🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following: 
Do your own research when investing, and then do some more.  The content provided here is intended to be used and must be used for entertainment and educational purposes only.  It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.  



𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.



#valueinvesting #warrenbuffett #charliemunger #berkshirehathaway #StockAnalysis #BusinessAnalysis #IntrinsicValue #marginofsafety #finance #business #money #investing #financialfreedom #investment #entrepreneur #trading #stockmarket #stocks #wealth #invest #realestate #investor #accounting #personalfinance #financialliteracy #wallstreet #credit #entrepreneurship #marketing #trader #PhilTown #BenjaminGraham #MohnishPabrai #SethKlarman #HowardMarks #PeterLynch #JoelGreenblatt #MichaelBurry #IrvingKahn #FundamentalAnalysis #VitaliyKatsenelson

Owning Apple stock for the past 20 years would have provided a 35% compounded annual return. But are they still a great stock to own or buy? We’ll compare Apple between 2 periods: (1) 2002-2011 and (2) 2012-2021. We’ll test if they are still a quality company, or if they have changed. I’ll also walk through the different stages of the Business Lifecycle Apple has experienced through the last 20 years. And finally, we’ll talk about the future of Apple and what we could maybe expect from holding their stock as an investor.

📱 🎥 Watch the 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗶𝘀 𝗽𝗼𝗱𝗰𝗮𝘀𝘁!
https://youtu.be/Orlnsx7FqkE 

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https://valuethoughtinvesting.com/stock-analysis-tool/

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✔️ Visit the 𝗩𝗔𝗟𝗨𝗘 𝗧𝗛𝗢𝗨𝗚𝗛𝗧 𝗪𝗘𝗕𝗦𝗜𝗧𝗘
https://valuethoughtinvesting.com/


📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Apple 20 year returns
- Apple performance over 2 periods: 2002-2011 and 2012-2021
- Testing for ability to earn cash on capital deployed
- Testing liquidity
- Testing solvency
- Testing ability to bring in revenues
- Testing ability to earn and keep cash
- Testing profitability
- Testing benefits passed on to shareholders
- Discussing what gave Apple such huge growth from 2002 to 2021
- A look at the future of Apple
- Expectations of Apple being a growth stock or a mature stock


💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/ 


🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following: 
Do your own research when investing, and then do some more.  The content provided here is intended to be used and must be used for entertainment and educational purposes only.  It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.  


𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.

What does Value Investing and Star Wars have in common? Watch to learn the difference between Value and Growth investing, via a Star Wars analogy . We also match our favorite Star Wars Characters with their Investing Guru counterparts :)

📱 🎥 Watch the 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗶𝘀 𝗽𝗼𝗱𝗰𝗮𝘀𝘁!
https://youtu.be/sV1an-OgT3g

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https://valuethoughtinvesting.com/stock-analysis-tool/

✔️ Join the 𝗙𝗔𝗖𝗘𝗕𝗢𝗢𝗞 𝗚𝗥𝗢𝗨𝗣
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✔️ Visit the 𝗩𝗔𝗟𝗨𝗘 𝗧𝗛𝗢𝗨𝗚𝗛𝗧 𝗪𝗘𝗕𝗦𝗜𝗧𝗘
https://valuethoughtinvesting.com/


📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Describing a Value Investor
- Describing a Growth Investor
- Return expectations for each kind of investor
- How Star Wars action figure collecting can be a lot like investing
- The Value Star Wars Collector and how they invest
- The Growth Star Wars Collector and how they invest
- Matching Star Wars characters with Investment Gurus!
- Han Solo / Phil Town
- Lando Calrissian / Mohnish Pabrai
- R2-D2 / Edward Thorpe
- Cad Bane / Charlie Munger
- Obi-Wan Kenobi / Guy Spier
- Luke Skywalker / Howard Marks
- Yoda / Warren Buffett


💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com 
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/ 


🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following: 
Do your own research when investing, and then do some more.  The content provided here is intended to be used and must be used for entertainment and educational purposes only.  It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.  


𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.

IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
Passive InvestingExchange Traded FundsPassive Portfolio RulesDollar Cost AveragingPortfolio RebalancingPortfolio Allocations 
EPISODE RESOURCES:
Visit the blog page of this podcast for more:
https://valuethoughtinvesting.com/selling-all-my-etfs-in-november-of-2019-my-passive-investment-journey-part-1-of-3/  Joel Greenblatt Podcast Referenced:
Value Investing with Legends
Joel Greenblatt - Investing Off the Beaten Path
Published Nov 15, 2019
https://www8.gsb.columbia.edu/valueinvesting/resources/podcast  
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
Visit the Value Thought WebsiteRead the Value Thought Investment BlogVisit the Value Thought YouTube ChannelJoin the Value Thought community at the Value Thought Facebook GroupFREE STOCK ANALYSIS SPREADSHEETS & TOOLS
Download the Value Thought Stock Analysis ToolDownload the Value Thought Vertical Analysis and Flow of Funds Analysis ToolDownload the Value Thought Ratio and Fundamental Analysis ToolDownload the Value Thought Competitor Analysis ToolSUBSCRIBE
Subscribe to the Value Thought Investment PodcastSubscribe to the Value Thought YouTube Channel 
HAVE A QUESTION?
Send me an email at contact@valuethoughtinvesting.comOr visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/  
DISCLAIMER
Please make sure to complete the following: 
Do your own research when investing, and then do some more.  The content provided here is intended to be used and must be used for entertainment and educational purposes only.  It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.   
Thank you for listening, and remember to stay fundamentally thoughtful.

IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
Economics of a BusinessBook End Reading Annual FilingsLong Term Industry TrendsEarnings Conference CallsKey Performance Indicators (KPI)Competitor AnalysisCharlie Munger’s Mental Latticework Researching a Company and Industry 
EPISODE RESOURCES:
FREE Competitor Analysis Tool for Understanding the Economics of a Business:
https://valuethoughtinvesting.com/podcast-18-competitor-analysis-tool/?preview_id=3219&preview_nonce=84ebb535c8&preview=true Visit the blog page of this podcast for more:
https://valuethoughtinvesting.com/9-tools-to-help-understand-the-economics-of-a-business-part-3-of-3/   
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
Download the FREE Value Thought Stock Analysis ToolVisit the Value Thought WebsiteSubscribe for the Value Thought Investment Newsletter Read the Value Thought Investment BlogVisit the Value Thought YouTube ChannelJoin the Value Thought community at the Value Thought Facebook Group 
SUBSCRIBE
Subscribe to the Value Thought Investment Podcast 
HAVE A QUESTION?
Send me an email at contact@valuethoughtinvesting.comOr visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/  
DISCLAIMER
Please make sure to complete the following: 
Do your own research when investing, and then do some more.  The content provided here is intended to be used and must be used for entertainment and educational purposes only.  It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.   
Thank you for listening, and remember to stay fundamentally thoughtful.