The market doesn't understand how to price innovation
I haven't watched the entire video yet but the first 4-5 minutes is about all you need to listen to. The market just doesn't have a clue how to price innovation. The companies that I have personally and the portfolio that I would recommend are innovation heavy. It will look like I am wrong or don't know what I'm talking about based on price alone. Price is what 90% of people react to, ignore the FUD (fear uncertainty and doubt). Sometime stocks can drop in price for good reasons, but most of the time it's just fear. My experience tells me most don't know how to value a company. This is exactly why I teach buying, holding, and accumulating for the long term. The market can be unpredictable, but in the long-term value will show itself. The more share you have when that happens the better off you will be.