Jason Moser
speaker
1,648 appearances
10 recordings
1 series
first heard Sep 2014
last heard 14 Aug
Jason Moser’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.
Appearances
Musk just seems to kind of get what he wants.
I don't know how he does it, but just he does it.
And
There's obviously this potential for Tesla and SpaceX to roll up together as well at some point.
I don't know.
But I think generally speaking, the optionality is why I would say I go with Tesla in this case.
And it's not to belittle GM at all because, again, looking at the track record the last five years, the company's performed very well and investors have done okay as well.
But, yeah, it doesn't have the same optionality that Tesla has.
Yeah, another industry that I tend to shy away from because I just don't have...
I don't feel like I have any sort of expertise or full understanding as to, you know, how these businesses operate.
I understand they can be very hit or miss.
A lot depends on pipeline.
A lot depends on approval.
We've seen Lilly and Novo both performing, I think, well, Lilly more so than Novo, but really benefiting from these weight loss drugs, right, the GLP-1s.
And it seems like Lilly with Banjaro and Zetbound, that is just...
a one-two punch that's really working very well for business right now.
So this is kind of your classic growth versus value.
And I mean, the bet on Novo would be that, right, they are going to return to growth, that their pipeline will then help them sort of reignite that growth.
I just I don't know that it will.
I think for me, I'm going to kind of look towards
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