PD06: Tad Park — Investing in Innovation and Disruption
Today's episode is a bit different. I'm having a conversation with Tad Park, one of the most concentrated investors I know. He made big bets on Tesla in 2019 that paid off handsomely. Now, he is creating a set of growth ETFs focused on disruptive tech companies so everyone can benefit from his thesis. We talked about the benefits of concentration, convexity, and the culture of innovation and disruption. Follow Tad's work at voltequity.com.
~~Timestamp~~ 00:00 - Intros / Preview 05:00 - Why Tesla? 12:00 - Managing Risk with Options 18:40 - Where is Tesla heading now? 26:00 - Convexity 36:00 - Pros & Cons for Convexity 48:50 - Volt Equity (Disruptive Funds) 54:50 - Why Growth? Why Concentrate? 01:10:30 - Investing Psychology
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