Paulo Santos Profile
Paulo Santos

@ThinkFinance999

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Following
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Idea Generator is about deep value. It gives you access to simple, deep value ideas structured in a risk-managed Portfolio.

Portugal
Joined June 2012
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@ThinkFinance999
Paulo Santos
7 hours
Yes, it's less practical, a worse EV as it's not built from the ground up as an EV, and the software is worse. But the car stuff (quality, suspension, harshness, etc) is done better. But BWM isn't the main competition. The Chinese are, and those often do the EV thing as well or better than Tesla, while also increasingly doing the car thing well as well - and all at a lower cost.
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@ThinkFinance999
Paulo Santos
9 hours
@SpunkyEnigma @Teslaconomics The need for a low latency connection argues for people able to intervene and drive the cars - teleoperation - which is necessary for safety drivers but not for the kind of monitoring Waymo provides
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@ThinkFinance999
Paulo Santos
9 hours
@SpunkyEnigma @Teslaconomics There's a subtle difference between having remote operators providing assistance to n vehicles, not in real time, and having remote operators providing the role of safety drivers, on a 1:1 basis with vehicles in motion.
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@ThinkFinance999
Paulo Santos
10 hours
@SpunkyEnigma @Teslaconomics No, but it seems Tesla isn't just doing that kind of monitoring. $TSLA was hiring for remote teleoperation, likely for remote safety driving (supervised operation).
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@ThinkFinance999
Paulo Santos
11 hours
@niccruzpatane Well, what did you expect? Thousands of cars, each with a remote safety driver? Instead it will be a limited rollout, no customer cars, each with a remote safety driver away from view.
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@ThinkFinance999
Paulo Santos
11 hours
It's probably everything but indirectly. If you Google for USaid HKDC, a meeting between the USaid administrator and a HKDC representative is immediately listed (in USaid's website no less). It's entirely unlikely that such meetings would exist but funding wouldn't. In general the whole thing is shameful.
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@ThinkFinance999
Paulo Santos
11 hours
@notmeatall187 @TeslaCamera No, the 3 improved, and the Y now improved as well. However the interior remains weak and the improvements elsewhere weren't enough to catch up to the i4, either. They just made the distance smaller (in those regards).
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@ThinkFinance999
Paulo Santos
11 hours
@CChang28120 @carmenkamanlau @Keir_Starmer @SimonChengUK @Chloe_chc_25 @thecfhk @HongkongersUK @hkdc_us Nope, there are reasons to believe money exchanged hands. HKDC representatives in meetings with a USaid administrator, other US-supported "NGOs" funding HKDC, etc. Indeed, the whole thing is even described as a job, with holidays.
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@ThinkFinance999
Paulo Santos
12 hours
@SpunkyEnigma @Teslaconomics No, it's not viable if a safety driver is necessary. Indeed, it's useless.
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@ThinkFinance999
Paulo Santos
12 hours
@InvestorMexican You'll simply find comparable businesses at multiples that ate 1/2 to 1/20th of their US equivalents. Many will even be trading at negative EVs (more net cash + investments than market cap), while growing, paying high yields and trading at low PEs.
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@ThinkFinance999
Paulo Santos
13 hours
@S_Padival @orikron Yes, exactly. "Why I won't sell short $TSLA anymore" and then didn't, for years, which was the right thing to do... So what's your point, even?
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@ThinkFinance999
Paulo Santos
16 hours
I actually just learned HKDC took money from another US funded organization equivalent to USaid: NED. Why even claim no money from an organization when receiving money from another one which is completely equivalent? In general, HKDC cannot be trusted. Same as literally you cannot be trusted, due to this. HKDC is basically a business with holidays and all 😁 --- The SAME activity, but to the benefit of China and against the US, would also land you in jail in the US, btw. So it's all hypocrisy.
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@ThinkFinance999
Paulo Santos
16 hours
@peruvian_bull They're trend following gamblers...
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@ThinkFinance999
Paulo Santos
16 hours
@virajhshah @investingichina Quite the opposite, in fact. It shows even bad situations are doing something to solve their issues...
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@ThinkFinance999
Paulo Santos
16 hours
@creatineib223 @carmenkamanlau @Keir_Starmer @SimonChengUK @Chloe_chc_25 @thecfhk @HongkongersUK @hkdc_us There are reasons to believe such money might have flowed even if they say it didn't. Basically, it's too much of a coincidence to have an element of theirs literally meeting the USaid administrator.
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@ThinkFinance999
Paulo Santos
16 hours
@carmenkamanlau I'm skeptical because there is news of Nathan Law (formerly HKDC, also with a bounty on his head similar to yours) meeting Samantha Powers (USaid administrator). I doubt such meetings in such a context wouldn't mean some funding, directly or indirectly.
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@ThinkFinance999
Paulo Santos
16 hours
@TwainsMustache It might be a good move - if it eliminates the instances where the US punishes foreign companies for bribing officials in foreign countries. This is a fully extraterritorial application of US law which happens often, weaponizes the USD and is generally disgusting.
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