Tesla's growth has stalled, competition is increasing, and the creator finds its valuation perplexing.
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Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
The Acquirers PodcastFeb 25, 2026
The creator discusses his investment philosophy, focusing on buying quality, dominant companies at a discount. He uses Booking.com as an example of a successful investment made during the pandemic, highlighting its strong market position and the opportunity presented by market overreaction.
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Google's free cash flow has been flat for five years, which is noted as a positive relative to other companies.
Booking.com is a buy due to its dominant market position and the opportunity presented by pandemic-driven undervaluation.