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> The trick is to realize that most market discussion you're not paying for is itself marketing at best and cosplay at worst. There was a leak posted on Wallst
by tarsinge 8mo ago
> The trick is to realize that most market discussion you're not paying for is itself marketing at best and cosplay at worst.
There was a leak posted on Wallstreetbets of some paid analysis (https://www.reddit.com/r/wallstreetbets/comments/1qpwyqz/dbs_bank_has_nearly_all_of_their_sellside_reports/ https://www.reddit.com/r/wallstreetbets/comments/1qpwyqz/dbs...), and it was basically follow the hype with a layer of sophisticated post rationalisation on top. I fail to see the difference between these and the average "DD" on an investing subreddit.
Excerpt from the Tesla one (https://www.dbs.com/content/article/pdf/US_clover/Tesla.pdf https://www.dbs.com/content/article/pdf/US_clover/Tesla.pdf):
> Leading EV manufacturer. Tesla is a leading global EV manufacturer, backed
by its firm market leadership and healthy automotive margins. Tesla's leading
share is backed by its economic MOAT in EV charging infrastructure and
supercharger network, autonomous driving and other software (e.g., full self-
driving aka FSD) (...) Tesla’s pivot toward AI provides a long-
term growth foundation, but near-term performance will remain sensitive to
progress on AI-driven execution milestones.
- tcbawo 8mo agoThe actual smart money isn't selling knowledge to anyone else. They are using it to make money.