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chamath palihappateer i don't know if you guys know much about him he's one of the better modern day investors of our time he founded the venture capital firm social capital and he's achieved amazing results with his investing company so far between 2011 and 2019 social capital has delivered a gross absolute return of 997 this is more than three times the 325 percent returns of the s p 500.
if we look at that annually that's an average return of 32.9 percent not bad in the slightest so what i'm going to cover in this video is chamas portfolio over at social capital now they own 74 different investments in their portfolio however most of these investments are private which we can't invest in so instead of going over 74 different investments i'm gonna pick out the ones that are relevant to us the major investments that he's made and the major ones that we too can invest in what i'll first point out about each one of his positions is we do not know the exact size that he has in each one he doesn't have to disclose this his investing company social capital is not public unfortunately now one of the stocks that chamath has been a long time investor in is tesla tesla i'm sure you know what the company does the other electric vehicle and clean energy company now this clean energy part is the game changer why because the world is quickly clicking on how important sustainable energy is at the end of the day there's only so long that you can keep polluting the earth before things go bad so the world wants to change to a better form of energy this is where tesla comes in they are the king when it comes to electrification and decarbonization this is why chamath says the company can be worth a lot more money than it is today because of how big the market actually is he said there are trillions of dollars of bonds of capex and of value sitting inside the energy generation infrastructure of the world that's going to go upside down and when that goes pear shaped tesla will double and triple again delivering clean energy and allowing the world to be sustainable is an incredibly important thing that will be rewarded by markets and individuals that's what we've seen so far with tesla and the way the world's going we're only going to see more so chamath he's a big fan of finding companies that have high potential and then betting big on them one of those investments is slack in fact he wished that he put even more money into slack from day one he said one of our biggest investments is a company called slack and i still think to myself why did we not lead every single round and write the entirety of the fund into that company it was obvious from day one that stuart butterfield is an iconic ceo and that slack is going to be one of the most important tech companies in the world so those are big words you know slack at the moment is valued at 24 billion dollars it's a publicly traded stock that we can all buy and if chamas words do come to fruition slack would be worth trillions of dollars just like the other most important tech companies in the world that means it's got the potential to not just 10 times its original investment but 20 30 50 times a return this is why he invested so heavily into it he saw irregular risk compared to the potential return so to all you out there i just want to quickly explain what slack is for those who don't know okay think of email we've had email for how many years around 50 years and its technology has not rarely been updated this is where slack fits in unlike email conversations in stack are easy to follow they're more than conversations you can make calls share files and connect with other apps so just think of it like a modernized version of email similar to how facebook is a modernized version of bebo and amazon messenger and it's for these reasons why palihapatiya said i think it is the most incredible business that we have seen probably the next closest thing to it is a company that just went public recently which is zoom end quote and by the way he said that way back in 2019 and we all know what happened to zoom since then it's become widely used pretty much throughout the whole world and the stock has gone up over 300 percent slack has the potential to do the same over the next couple of years for anyone that has followed chamath over the years you will know he is a big fan of bitcoin in fact all the way back in 2012 he was talking about buying bitcoin when it was just 200 a coin all crypto fans will be glad to know that even today he is still a big backer of bitcoin as an investment he said where is it going it's probably going to 100k then 150 then 200 000.
in what period i do not know five years 10 years but it's going there and you might rightfully ask why because bitcoin is a hedge against global uncertainty and a hedge against these weird economic and governmental conditions that we're in pali kapitia said the reason is because every time you see all of this stuff happening it just reminds you that well our leaders are not as trustworthy and reliable as they used to be so just in case we rarely do need to have some kind of you know insurance we can keep under our pillow that gives us some access to an uncorrelated hedge it's money 2.0 a huge huge deal okay these next two companies that chamath owns there's a good chance that you haven't heard of them that's because they're still in their higher growth phase and they're not big name companies yet these two stocks are going to be made available to the public in the short to medium term future and their ones to look into if you're looking for the next amazon facebook netflix etc not saying that they will be but they could be okay so the first one of chamath stocks that he's gonna put on the public market is called sofi and sofi is a personal finance company their products include student loan refinancing mortgages personal loans credit card investing and banking through both their mobile app and desktop interfaces now essentially what they're doing is disrupting the banking sector here's what chamath said on his sofi investments a lot of the things that i do is try to look back on the investments that we've made like amazon and tesla and try to find patterns and in this investment what i was trying to do is map those patterns into financial services just because we're at a point in time where it's clear that banking infrastructure isn't meeting the needs of u.s consumers and so what i did was try to figure out what was broken in banking and then tried to figure out which company was best representative of the solution that people wanted and quote essentially the company that he found that would do this was so far low to no fees fair and transparent landing and a full suite of products for a one-stop shop sofi is the new disruptor in banking another big disruptor of chamath's is called open door i'm gonna let him explain this investment for himself here's what he said on it the reality is in the last 20 years but even specifically in the last six months everything that could be bought and sold online has moved online except real estate and it's interesting because this is a category that touches every single american 68 of americans own a home 32 percent probably want to at some points 5 million homes are sold every year this is the largest undisrupted market in the us it's worth 1.6 trillion dollars and this is where we found open door how does this work you as a consumer can now go to opendoor.com and within 24 hours they will give you an all cash offer for your home so the more offers that they're able to make the more homes that they will buy and sell which means the more value-added services that they can automate online for example mortgages title escrow all of these things where you used to have hundreds of pages of documents can now all be done online with open door the last major investment that i would be remiss if i did not mention it is amazon amazon is one of chimas great investments that he's made a lot of money on i wish i invested in it back when he did we all know what the company does they're the e-commerce platform you don't really need to take your car to a shop anymore just make a couple of clicks on amazon it'll be delivered straight to your front door so that's ecommerce then they've got their aws segments ranging from database services to machine learning to robotics to virtual reality that aws segment has done extremely well for jeff bezos's amazon so it's fair to say that they have earned their growth over the past 10 or so years the stock is up over two thousand five hundred percent from a hundred and eighteen dollars a share in 2010 to above three thousand dollars today and that's the breakdown of the key investments relevant to us investors in pali habitat's portfolio obviously i didn't want to go over every single one of the 74 privately held stocks that we couldn't buy i wanted to go over the ones that i thought were the most important so i hope it was helpful and in the years to come i think this guy is someone that we're really gonna need to follow his goal is to be our generation's largest investment company he said i don't think social capital will be a venture capital firm i think eventually what i'll do is take social capital public my ambition is to be our generations berkshire hathaway shamath parley appetite is someone that i'm going to be following pretty closely in the years to come
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