Any idea what Whitney Tilson is promoting here: TAAS
https://secure.empirefinancialresearch.com/?cid=MKT450682&eid=MKT458491&step=start&plcid=PLC067285&SNAID=SAC0000190563&encryptedSnaid=&emailjobid=4555578&emailname=20200403%20-%20ESI%20TaaS%20-%20Dedicated%20-%20EFD%20B&assetId=AST131138&page=1
Thanks, Les Doyle
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TaaS = Transportation-as-a-Service. Your link was to the long video. Here’s the transcript: https://secure.empirefinancialresearch.com/?cid=MKT450682&eid=MKT458491&step=start&plcid=PLC067285&SNAID=SAC0000190563&encryptedSnaid=&emailjobid=4555578&emailname=20200403%20-%20ESI%20TaaS%20-%20Dedicated%20-%20EFD%20B&assetId=AST130790&page=2. Talking about the trend to autonomous driving electric videos. His free #1 pick is buy Waymo. But it’s 100% owned by Google, so you have to buy GOOGL instead (at $1600 max recommended). I see it’s a bargain $1093 today!
Thank you!
That was supposed to be electric *vehicles*, not videos 🙁
I think its google, aptiv, nvidia but I do not know the 4th stock (small speculation – technology in all these cars and materials are in 20% of the global market)?
I believe Whitney was referring to Intel and/or Delphi in his final 10 minutes or so