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hey welcome to everything money we're so happy you stopped by today we're talking about some very uh exciting news uh for our tesla bears which paul that's pretty much what you are right we've been sort of anti-tesla the stock for many years on this show but we're very pro tesla in terms of the company their vision what they're doing i drive one mo just bought one just yesterday and so we love the cars not so much in love with the overpriced stock but more importantly we are in love with michael bury this kind of strange guy he's very mysterious paul when he he'll tweet some things and then he takes his stuff down people have to like take them down he takes it out screen people have there are twitter pages devoted to screen capturing what he says before he takes it down but he's a strange guy if you've watched the movie the big short um paul turned this movie on to me i've watched it probably a hundred times paul there's no way you've watched it i edit wedding photos for three four five hours at a time and i just auto watch movies while month so but i had to watch it that many times to understand what's going on it's a very good great job they do a great job explaining it very confusing but recently here's the news michael berry shorted a bunch of this shorted tesla which if you're new to investing short is basically you're betting against tesla this is big news this scares people tesla already swings on the whims of mad men tweeting single words paul i was explaining this to my wife beth a totally normal person what's going on with tesla and crypto and uh the exchange of tesla is buying bitcoin and literally elon tweets one word and and and prices fall i'm like boy that's not investing that's just like pure craziness so give me your thoughts in this video what we'd like to do is have your thoughts from two millionaires paul and mo giving your thoughts on what's going on moving forward with michael bury why he shorted tesla i'm guessing you're not gonna be doing this at home but what does this mean for us as normal investors paul dear friend okay so michael bury is the guy who got a lot of credit for betting against the housing market 0.506 it is true that he was literally laughed at people people laughed at him because of his bets on the housing market in the movie the big short he talks about how he would look and this is probably over dramatized but he would read the actual credit scores of the people in each one of these pools of assets he's an extremely thorough investor for those who don't know he actually was buying gamestop around four five six dollars a share now obviously he sold it way before it's huge run-up i don't know where he sold it at but i'm quite sure he probably made five to ten times his money on the investment at least now i end up going to 400 a share and now it's at 150 or so whatever it is he announced last year or earlier this year that he made a big bet against tesla he has 530 million dollars in puts so it's a different it's an indirect way of getting a betting against the company instead of actually shorting it because shorting it's actually quite expensive for a company like tesla but one thing i want to talk to you guys about look at the stock price i believe it's intraday high is around 900 a share so 900 and it's currently at five i think it's 575 today because it's delayed one day so i look at this saying it's down over 33 percent and for everybody out there who thinks it's to the moon if it's always going to the moon why is it down 34 when that happens people say don't worry it's a long term play when it's going up it can't stop going up so which one is it now one thing i want everybody understand here we have this eight pillar analysis this software here for 80 cents a day you can have it we do eight pillar stock analysis tesla has four of eight pillars as a check mark as an example when people say to me well it has all these pillars should i buy it this is ccl you ready for ccl eight pillars it only has one check mark and i own ccl me too so this is where i talk about people when we sit there and talk about eight pillars it's not just about do we have check marks or not it's about what is behind those check marks if you're new to the channel paul paul and i moe we use these eight pillars to look at the fundamentals of companies all too often you might be watching videos out there where you're getting price predictions that have really no basis at all i wanted to start a trend on the show paul where our new thing is we just predict our bitcoin price right mo because kathy wood just comes up with numbers so you're current what's your current bitcoin target price is 500 000 minus 550.
what are the calls is 8.4 million 8.4 million what a visionary you guys are so we use these eight pillars look at the math behind these stock prices and see if they're overvalued or under because guess what folks we want to buy low not high so here we go keep going so again tesla has more check marks to the pillars but the pillars are telling you a story the story that it's telling me here is what questions to ask next this is a massively overpriced company i have people here now saying like what do you think a hundred dollars a share no 100 share is way too much i think the company's worth under 50 a share you've been saying this for like three years now yes correct now people sit there and say come on paul that's not realistic okay was it realistic to think at 900 a share the tesla would fall to 550 560.
but paul they're gonna sell so many cars this year 750 000 except if you actually try and buy one which moe did yesterday what did they tell you they told me so let me start with my test drive story first paul and i were trying to go test drive up model s on saturday or sunday they said we do not have any model s's for you to test drive we are not going to have one for you to test drive for three to four months and then and then i went to buy a car and it was september or october delivery and that's assuming that is now based on tesla's history of their their their timeline over-promising and under-delivering right so i am thinking to myself it's gonna be february or march of 2022.
that's just the guess so what i mean by over-promising is the roadster's not here the truck is nowhere near nowhere to be found the why the why is fine and the why very well might be one of the top selling cars in the in america moving forward but they elon loves over promising yeah and under delivering go ahead paul so we look at a company like tesla guys tesla's market cap right now is about 550 billion dollars now look at its revenue and profit in the last 12 months 36 billion in revenue and a 1 billion dollars in profit you sit there and say well paul it's all about the growth okay let me show you another company that we did recently alibaba alibaba is a 575 billion dollar company so a little bit higher than tesla look at their income and profit 110 billion in revenue and 23 billion in profit now upside potential by the time tesla is able to justify that price and revenue and profits increase you're gonna say well the price has to go up then let's say it's a trillion or two trillion dollar company well now it's a trillion or two trillion dollar company making 20 billion a year so now you're paying four five six times more than you could get alibaba for that's all investing is is what assumptions are you making what are you paying for those assumptions and on top of that tesla is diluting the hell out of their shareholders paul none of that matters and you're so wrong because you know they're not a car company paul you're so missing the massive amount of revenue they're getting from their roofs their batteries the funny part is what percentage of their revenue comes from cars 70 comes from cars let me tell you guys a story people out there who work out you don't get it paul you don't i know they're not a car i don't get it that's the point but i will tell you this if you look at the year 2000 and you look at 2006 and 7 with real estate 2000 stocks you look at the nifty 50 in the 70s nobody got it you don't get it these are this is different it's the internet sounds good how'd that work out guys how did that work out you're gonna talk about amazon amazon from one from 107 down to six dollars a share before it finally went up to 3 300.
and you would have never stuck with it at six dollars a share and the thing that everybody's counter argument would be is that tesla is going to be that amazon great yes you know what amazon was worth two billion dollars back then not 200 billion dollars so paul i have seen a reaction video recently a very small channel that reacted to us and said you're just you're going to miss out on this amazing company i'm great i'm fine with that if i miss out on them i'll find out you know why explain to people watching why they should be okay with missing out with a huge quote-unquote growth company like this if you invested in 2000 in all the potential big internet growth companies pets.comers invested a thousand bucks in the year 2000 that today would be 2 000 20 years later for those of you who think that's good that's about 3 a year this would include the amazons of the world yep if you invested a thousand dollars in the s p 500 in the s p 500 back in 2000 it would be roughly let me think here for a second with dividends around 6 000 bucks come on that big of a difference just something like that maybe it's five thousand i can do the math but it's that it's a massive dinner it did about six point six percent a year for the last 20 years so invest in all the hype invest in all the boring s p 500 companies which one worked out why because you're overpaying for hype you're overpaying for the future and by the way of this thousand dollar gain 80 of it 800 of it came from three names amazon microsoft and apple and guess what amazon went down 95 in that time and if you're telling me you would have been the person who bought amazon at six dollars a share i need you to do me a favor uh-oh i need you to go to the bathroom i need to take your wallet oh boy you put in the toilet you need to flush the toilet get your wallet up out of the way then i want you to go to the bathroom door i want you to put your head between the bathroom door and the frame make sure it's a strong frame because it seems to happen is you have your spouse take the door and slam it repeatedly in your head for being so stupid to think that it's actually going to be you that's going to pick amazon at its low price you're going to miss out paul come on you would have missed out too because you were sold along the way or if you bought pets.com put it all in pets.com i love tim rubbing me on every single time i talk about the slamming the head in the door so what does it mean when michael burry shorts this one of the most famous guys he knows everything he sees game stop before michael is was down 20 on his on his housing short before he made 500 after fees he is no problem the the statement that people made about him was when you read the book the big short they said michael brewer is amazing but when he buys a stock it goes down 50 before it goes up a thousand percent that's michael bury he is so thorough he is so smart he's so good at this when he's making a bet on tesla first off we all thought tesla was super expensive but when he goes and does it i i don't hey how do you make the argument maybe he's wrong let me because often early not wrong so let me get your point here so a guy who has foreseen some major major moves a housing market crash who's also betting half a billion dollars on this going down he knows more than youtubers sitting in their spare bed who are investing maybe 20 grand at the most guys here's the point i make how can all these people in the masses be right in investment if you look at everything in history buying low and selling the lowest price is the best time and it's not when the masses do it it goes to low points because all the masses got out of it that's what makes for a good investment is everybody else is out of it what makes for a bad investment everybody's in it if you don't if you have a hard time understanding this stick with our channel and it'll make more sense as time goes on if you just think i'm absolutely wrong and insane then put your mark the thumbs down just like my the video and i'm fine with that yeah we'll never see you again that's great yeah we want to we went with that yeah we want the badasses who want to be with us and follow us maybe we'll see you in uh like five years when you lose all your money i should probably have a process now and unfortunately that's what it takes it took me losing money on real estate and stocks really on to go this didn't make any sense to me i had no idea how i was going to make this work now whatever piece of real estate buy whatever stock i buy if i basket of stocks i know i'm going to be right in the long run of the basket piece of real estate somebody asked me the other day what are your returns on real estate and i said to them here are my returns my worst performing property is two houses in mexico that i had to pay cash for for those who understand how important that is to know when you pay cash for real estate your returns are lower most people out there put a lot of debt on to make fifteen twenty percent we're on bo is a partner in it right now we're on pace for sixteen point five percent this year it's my worst performing property in terms of total return it's because i have to pay for it in cash if i had debt on it it would make over 100 return a year suck it losers and that is our humble and respective take listen that isn't very humble i sit there and go when people sit there and question i go listen you're right my job is to find the good the great deals our money is limited your money is limited you spend 40 hours a week 50 hours a week working hard and then you go throw it in because some youtuber says man this stock is banging it's like come on is that a process there's one youtuber out there who who said you should sell puts and he bought puts instead of selling them like come on people give me a break this is insane why again paul why should they trust you i mean what is it trust me what is your question listen to my videos understand if i have a process or not understand if i process that go look at some other idiots out there who talk about the talk about the future and they're looking at 15-minute charts think about the future they're talking about they're talking about good performance and they're talking about the expected performance in the future not even the current one they're referring to the current performance it's absolutely crazy out there during great times morons look smart everybody's a genius in a bull market the right process will make you money in bad times or lose you less money because that's what's important when it comes to investing is managing the downside risk because if you have a hundred dollars if you have a hundred dollars and the bad time it goes to 50 it needs to now double for you to get back to normal back to even if you go from 100 to 80 it only needs to go up 25 what's easier 100 gain or 25 gain you tell me and during and it's improving time and time again over 150 years value works in the long run value works in the long list value crushes in the long run it doesn't even work it beats in the long run so in 2000 when internet stacked the rave if you bought our value picks back in 2000 you would have performed you'd be you would have beaten the market by 13 by about eight percent a year and got about 13 14 returns not only beaten the market crushed the market not only beating interstate stocks you would have beaten their stocks by 10 per year and over a 20-year period that is the difference of double triple your money at least if you're tired of having your cryptocurrencies go up and down 40 in a couple hours or having your stocks your highly overpriced stocks like tesla the myriad of stocks we've talked about if you're kind of fed up and tired of this and you're tired of explaining maybe to your spouse why you're invested in these you don't feel like you have a process welcome to everything money and your spouse hasn't left you yet because how stupid you are in investing oh boy here we go then come listen us and you can wow your spouse with your amazing brilliance of investing because you learned from three very good looking men on youtube we banging well said so tickle the thumbs up if you want to be on our team tickle the thumbs up to tickle the thumbs down and argue with us below and check out the patreon where we're building a community of people who think just like us and who are slaying it and we're not buying that bs so um alright guys that's it thanks for watching us everything morning baby stay with us
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