ABOUT THIS EPISODE
Two gorillas, one marketplace — and Waymo just walked out the door. This week Luke and Krzysztof tear apart three King of the Jungle stocks with real money on the line, debate whether active fund management is structurally broken, and wade into the most confusing rights offering either of them has ever seen. Buckle up.
💀 Fundsmith, the legendary UK fund manager just abandoned his own principles — and Luke says it proves you should NEVER give your money to an active manager, no matter how good their track record
🤖 Waymo ditched Uber's platform to go solo. Luke owns $UBER. Is his entire thesis now in jeopardy — or is this actually fine?
🚗 $TSLA at 180x earnings: is it a car company, an AI company, or just a Musk narrative trade? The hosts disagree on when, or whether, to buy
💊 Krzysztof makes the case for $PRCT (Procept BioRobotics) at near all-time lows and explains exactly what he's watching in the August 5th earnings call before he adds a single share
🎯 Down 40% on a position and refusing to add, Krzysztof walks through the discipline behind sitting on your hands when every instinct says buy
🎓 The Fundsmith collapse explained: why "do nothing" is the right strategy for YOU but a career-ending strategy for a fund manager — and why that misalignment matters
⚡ EOS Energy's rights offering has become a genuine disaster — death spiral mechanics, four-cent warrants, and brokers who have no idea what's happening. Krzysztof breaks it all down and tells you what to do RIGHT NOW if you're a holder
Segments:
00:00:00 Cold Open
00:11:00 Fundsmith's Fallure: Why Even the Best Fund Managers Crack
00:20:13 $PRCT Procept BioRobotics — Near All-Time Low, August 5th Catalyst
00:36:13 How to Sit on Your Hands When You're Down 40%
00:41:20 $TSLA Tesla — Car Company, AI Play, or Pure Narrative?
00:54:07 $UBER vs Robotaxi: Does Uber Survive If Waymo Goes Solo?
01:01:00 The Gorilla Problem: Why Krzysztof Isn't Convinced on $UBER
01:13:37 $EOS Energy Rights Offering Disaster — What Holders Must Do Now
01:23:11 Learning in Public: Why We Don't Delete Our Mistakes
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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Keywords:
$UBER, $TSLA, $PRCT, $EOS, Procept BioRobotics, Tesla robotaxi, Uber Waymo, Fundsmith Terry Smith, active management, rights offering, aquablation, Optimus robot, full self-driving FSD, robotaxi investing, network effects, position sizing, investing psychology, King of the Jungle portfolio, razor blade business model, med tech investing, EOS Energy warrants, retail investor mistakes, anchoring bias, compounding stocks, growth investing
