Why does Worm Capital invest in disruptor stocks like Tesla and Spotify, Dan and Erik?
Good Investing Talks - A podcast by Good Investing
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These are the topics discussed: 0:00 Intro 1:07 How do you see Worm Capital in 5 years? 3:35 A shoutout to Stream 4:38 Value vs Growth - how Worm Capital sees it 7:51 Why Arne couldn't participate in the interview 9:30 What Dan and Eric's are doing at Worm Capital 15:28 How to filter noise and signal 18:15 What does Worm Capital's new approach mean? 23:43 What kind of companies do they like to invest in 26:39 What role does historical data play for you? 30:57 The top sectors in Worm Capital's focus 33:19 What gives you confidence? 35:53 Are you shorting in the energy sector? And also why you are shorting? 40:16 Why the effort of shorting? 41:24 What are the principles of your company? 46:36 How does digging work 49:55 What digging you did for the big positions for Tesla? 57:07 What else is misunderstood in Tesla? 1:03:09 Where did you get an idea to invest in Spotify? 1:06:12 What options could become real businesses at Spotify? 1:07:40 Why do you prefer Spotify instead of the music labels? 1:08:45 How much the self-disruption is embedded in the DNA of Worm Capital? 1:11:17 Something to add?
