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E78: Poker Mindset, Space Bets & Retail vs. Pro Showdown

E78: Poker Mindset, Space Bets & Retail vs. Pro Showdown

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 🤔 Is it more important to make good investment decisions or to make money? We dive into this fundamental question that shapes investment strategy and psychology🏦 Why poker players focus on process while many investors chase outcomes. We explore the differences between short-term performance measurement and long-term success🎲 Survivorship Bias in Investing - The 99 investors who took big bets and lost don't get to tell their stories. We examine how this distorts our perception of successful investing strategies📊 Professional vs Retail Investors - Hedge funds have sold over a trillion dollars in shares while individual investors are buying the dip. Who will ultimately be proven right?🛰️ AST SpaceMobile Deep Dive - Luke joins Krzysztof as an ASTS shareholder! We analyze the commercial model, partnerships with mobile operators, and potential government contracts that make this space communication company compelling $ASTS🚚 Autonomous Trucking's Future - Aurora Innovation's challenge of bringing self-driving freight to highways. With regulators slowing progress, is this $12B pre-revenue company worth the risk? $AUR💵 Luke shares his recent trim decisions on overvalued holdings (CrowdStrike and Palantir) while maintaining core positions $CRWD $PLTR🔮 Krzysztof reviews MicroBot Medical, a tiny medtech company developing one-time-use robotic systems for endovascular surgery. Is this speculative play worth a small position? $MBOT🌴 Thank You for Supporting Wall Street Wildlife on Patreon! 💵 Your support helps us continue bringing insightful episodes and valuable investing wisdom.Segments: 00:00:49 Introduction 00:02:36 Tesla Earnings Reaction and Share Price Movement $TSLA00:04:03 AST SpaceMobile Investment Discussion00:08:31 AST's Commercial Model and Mobile Network Partnerships00:13:57 UK Energy Innovation: Octopus Unlimited EV Charging00:16:07 EV Market Observations and Beaten Down Stocks00:17:37 Investing Philosophy: Poker vs. Professional Investing00:22:18 Short-Term vs. Long-Term Investment Thinking00:32:57 Role of Luck in Investment Outcomes00:36:11 Market Chaos: Individual vs. Institutional Investors00:41:49 Portfolio Management Strategy Discussion00:48:32 MicroBot Medical Safari Stock Analysis $MBOT00:57:57 Aurora Innovation Autonomous Trucking Analysis $AUR01:06:15 American Tower Put Option Discussion $AMT01:16:15 FinChat Discount Announcement and Wrap-Up**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Get 15% off any premium plan with:https://finchat.io/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********

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