Betting on Tesla & the Power of Disruptive Technology w/ Christopher Tsai (RWH045)

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Күн бұрын

William Green chats with Christopher Tsai, President & Chief Investment Officer of Tsai Capital. Christopher, who’s beaten the S&P 500 over the last 24 years, explains why Tesla is his biggest position, why investors routinely underestimate the impact of disruptive technologies, why it was so challenging to be the son of America’s first celebrity fund manager, what 3 habits help him most, & what he learned from his famed mentors, Peter Kaufman & Charlie Munger.
IN THIS EPISODE, YOU’LL LEARN
00:00:00 - Intro
00:01:10 - How Christopher Tsai’s family survived war & oppression in China.
00:16:02 - How his father became America’s first celebrity fund manager.
00:30:59 - What lessons Christopher drew from his father’s successes & failures.
00:39:18 - Why Tesla is Christopher’s biggest investment.
00:42:58 - Why we tend to underestimate the impact of disruptive technologies.
01:13:44 - Why the costliest mistake is to sell great compounders too early.
01:17:38 - How his views on diversification have changed.
01:09:52 - What tailwinds he’s riding with Microsoft, Visa, & Mastercard.
01:20:06 - What 3 habits help him to be focused, peaceful, & productive.
01:50:20 - How he became a money manager at 16.
01:59:58 - What Peter Kaufman taught him about the 7 steps to success.
02:16:52 - Why Christopher won’t invest in China.
02:21:02 - What Charlie Munger taught him.
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Пікірлер: 39

@WeStudyBillionaires Ай бұрын

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@thestudentofdhandho5302 Ай бұрын

Christopher is an incredibly interesting and insightful investor. He’s a real joy to listen to. Thank you for bringing him on the show William!

@WeStudyBillionaires Ай бұрын

So happy to hear that! ❤

@fredwinslow744 Ай бұрын

An authentic value investor with a value investor record that admires buffet and Munger that has invested and strongly believes in TESLA !👍🏼👍🏼

@WeStudyBillionaires Ай бұрын

Happy to hear you liked the interview! 💡

@samonaro65 Ай бұрын

Yes, it's what I've seen a lot un value investors that despise growth companies , especially tesla but never appreciates investors like Buffett going 50% in on aapl... Traditional value investing has been left behind decades ago by even Benjamin Graham himself before he died

@JamesonSharp Ай бұрын

I listened to this last night while I was driving back from southern Az. When Mr. Tsai mentioned Mr. Peter Kaufman’s qoute “There’s margin where there’s mystery!” That struck me. It’s on the money. - I am NOT any where near as good as you and your guests as a Value investor Mr. Greene. So I deeply appreciate this community of good people. 💡 - Always listening. 👉Health is 🙏❤️

@WeStudyBillionaires Ай бұрын

So happy to hear you found the episode valuable! 💡

@radigeorgiev9662 Ай бұрын

IS it possible to get a Peter Lynch interview?

@sebfox2194 Ай бұрын

I hope so, but he doesn't tend to do many interviews these days.

@kellylau8688 Ай бұрын

A great interview, insightful and authentic. Thank you for Christopher Tsai for sharing his thoughts and personal journey.

@WeStudyBillionaires Ай бұрын

Glad you enjoyed the episode! 🙌

@royjones59344 Ай бұрын

Terrific interview. I'm continually amazed at how much money comes from such a few number of ideas.

@WeStudyBillionaires Ай бұрын

Thanks so much for watching! 💡

@theitchgameriiv Ай бұрын

AMAZING as always! Truly grateful for these, William!

@WeStudyBillionaires Ай бұрын

Thank you so much for the support! ♥

@litmus_test Ай бұрын

That anecdote about the interaction between his father and grandfather towards the end was really something. Glad after everything he’s able to see his father’s struggles and sympathise with him. Excellent podcast. Thanks!

@WeStudyBillionaires Ай бұрын

Thank you so much! 🙌

@sebfox2194 Ай бұрын

Fascinating interview. Thanks William and Christopher.

@WeStudyBillionaires Ай бұрын

Thanks so much for watching! 🙌

@faronskelton4085 Ай бұрын

Another excellent interview. Thank you very much.

@WeStudyBillionaires Ай бұрын

Our pleasure! ♥

@samonaro65 Ай бұрын

Excellent interview... must say he's given me new eyes for Tesla and I'm a tsla bull too! Good going!

@WeStudyBillionaires Ай бұрын

Glad you enjoyed it! 🙌

@mmm-cake Ай бұрын

Nice interview. The poor should commingle with the wealthy forcefully to spread the knowledge of what it takes to be rich - and to stay humble - there’s always a huge gap of confusion between the groups. Like gee I wonder why the poor don’t save 10% for retirement….

@Garce227 Ай бұрын

A brilliant session 🙏

@WeStudyBillionaires Ай бұрын

Glad you enjoyed the episode! 🎉

@sarfraz456 Ай бұрын

First here :) Thankyou William for everything

@WeStudyBillionaires Ай бұрын

You rock! 🙌

@talmenik07 Ай бұрын

Great interview thx

@WeStudyBillionaires Ай бұрын

Thanks for watching! 💯

@Cloninginvesting Ай бұрын

❤❤❤

@WeStudyBillionaires Ай бұрын

Thank you for tuning in! 🎉

@michaelegerszegi4261 Ай бұрын

Most of the perceptions voiced at the one hour mark are not accurate. They are coming out with new models soon, in fact they just did, Cybertruck. There will be another model coming out next year as well.

@samonaro65 Ай бұрын

It must be very tough to say you weren't privileged enough to be given more than $1mil from only 1 parent.

@mark4083 6 күн бұрын

This was the hardest part for me about the interview. Such an easy life with a leg up. Certainly he is skilled and I enjoyed the interview, but I wish he acknowledged his luck and great fortune more...