Lou Whiteman
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Appearances Over Time
Podcast Appearances
There's a lot of off-the-shelf here.
It is their secret sauce, but I think the whole world is moving in this direction.
I don't know if it matters if you get there in 2028 versus 2030.
Just like, look, Tesla was years ahead
in announcing full self-driving.
Did that really work against GM and where they are now?
No.
I think the battle of press releases is one thing, but I'm much more interested in seeing these goals get hit over time.
I think everyone's getting there.
Same answer as with Starbucks.
I hate to be a broken record here, but yes, the share count is down 30% plus over the last five years.
Did I mention they're still losing to the market over that time?
They're doing the right thing.
I'm here to praise Mary Bar and Company, not trash them.
As an investor, there's other places I'd rather look.
For one thing, it's important to say, this is a dollar story, not a metal story.
I have heard so many people explain to me that, oh, you don't know all the technology that silver goes into.
That's not what's driving this demand.
This is a weak dollar story.
Explain that.